Humana (NYSE:HUM) Releases FY 2026 Earnings Guidance

Key Points

• Humana issued FY 2026 EPS guidance of $9.00, below the analyst consensus estimate of $9.15; no revenue guidance was provided.
• Analyst sentiment remains mixed, with an average “Hold” rating and a consensus price target of $403.91. Fourteen analysts rate the stock a Buy, 15 a Hold and one a Sell.
• Humana shares rose to $395.27 in Tuesday trading. The company’s latest quarterly results beat expectations, with EPS of $7.61 and revenue of $40.89 billion, up 26.2% year over year.

Humana (NYSE:HUM - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 9.000- for the period, compared to the consensus estimate of 9.150. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on HUM shares. Leerink Partners upgraded shares of Humana from a "market perform" rating to an "outperform" rating and set a $513.00 price objective for the company in a research report on Thursday, July 30th. Barclays increased their target price on shares of Humana from $344.00 to $407.00 and gave the stock an "equal weight" rating in a research note on Friday, July 31st. JPMorgan Chase & Co. boosted their price target on shares of Humana from $316.00 to $393.00 and gave the company a "neutral" rating in a research report on Monday, August 10th. William Blair started coverage on shares of Humana in a report on Wednesday, May 20th. They issued an "outperform" rating on the stock. Finally, Weiss Ratings raised Humana from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, August 14th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Humana presently has an average rating of "Hold" and a consensus target price of $403.91.

Humana Price Performance

HUM stock traded up $12.04 during mid-day trading on Tuesday, hitting $395.27. 167,447 shares of the stock were exchanged, compared to its average volume of 1,715,778. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74. The stock has a market capitalization of $47.46 billion, a price-to-earnings ratio of 37.41, a PEG ratio of 2.20 and a beta of 0.72. The business has a fifty day moving average price of $386.07 and a 200 day moving average price of $290.60. Humana has a 12 month low of $163.11 and a 12 month high of $428.88.

Humana (NYSE:HUM - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, topping the consensus estimate of $7.27 by $0.34. The firm had revenue of $40.89 billion for the quarter, compared to the consensus estimate of $40.58 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. The business's revenue was up 26.2% compared to the same quarter last year. During the same period last year, the firm posted $6.27 earnings per share. On average, sell-side analysts anticipate that Humana will post 9.12 EPS for the current year.

Institutional Trading of Humana

A number of institutional investors have recently made changes to their positions in HUM. Larson Financial Group LLC boosted its position in Humana by 114.1% during the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider's stock valued at $40,000 after buying an additional 81 shares during the period. Fulcrum Asset Management LLP bought a new position in Humana during the 3rd quarter valued at approximately $42,000. DV Equities LLC bought a new stake in shares of Humana in the 4th quarter worth approximately $43,000. BOKF NA grew its position in shares of Humana by 4,125.0% in the 3rd quarter. BOKF NA now owns 169 shares of the insurance provider's stock worth $44,000 after buying an additional 165 shares during the last quarter. Finally, Caden Capital Partners LP bought a new position in shares of Humana during the fourth quarter valued at approximately $112,000. Hedge funds and other institutional investors own 92.38% of the company's stock.

About Humana

Humana Inc NYSE: HUM is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana's products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.

In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source