Leerink Partnrs Estimates Humana's Q2 Earnings (NYSE:HUM)

Humana Inc. (NYSE:HUM - Free Report) - Equities research analysts at Leerink Partnrs increased their Q2 2026 earnings estimates for Humana in a research report issued on Wednesday, April 30th. Leerink Partnrs analyst W. Mayo now anticipates that the insurance provider will post earnings of $5.67 per share for the quarter, up from their prior forecast of $5.51. The consensus estimate for Humana's current full-year earnings is $16.47 per share. Leerink Partnrs also issued estimates for Humana's Q3 2026 earnings at $1.15 EPS.

Humana (NYSE:HUM - Get Free Report) last announced its earnings results on Wednesday, April 30th. The insurance provider reported $11.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.07 by $1.51. Humana had a net margin of 1.02% and a return on equity of 11.70%. The company had revenue of $32.11 billion for the quarter, compared to the consensus estimate of $32 billion. During the same period in the previous year, the business earned $7.23 EPS. The company's revenue was up 8.4% on a year-over-year basis.

Other analysts have also recently issued reports about the stock. StockNews.com cut shares of Humana from a "buy" rating to a "hold" rating in a report on Thursday. Royal Bank of Canada reissued an "outperform" rating and set a $283.00 target price on shares of Humana in a research note on Wednesday, February 12th. Cantor Fitzgerald reaffirmed a "neutral" rating and issued a $290.00 price target on shares of Humana in a research note on Thursday. JPMorgan Chase & Co. reduced their price objective on Humana from $257.00 to $256.00 and set a "neutral" rating for the company in a research report on Tuesday, February 18th. Finally, Robert W. Baird upped their target price on Humana from $270.00 to $300.00 and gave the stock a "neutral" rating in a research report on Tuesday, April 15th. Eighteen equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $287.76.

Humana Stock Up 0.8 %

Humana stock traded up $2.17 during mid-day trading on Friday, hitting $258.21. The company's stock had a trading volume of 1,740,020 shares, compared to its average volume of 1,753,030. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.76 and a quick ratio of 1.76. Humana has a 52-week low of $213.31 and a 52-week high of $406.46. The firm's 50 day moving average is $266.17 and its 200 day moving average is $270.76. The company has a market cap of $31.16 billion, a PE ratio of 25.95, a price-to-earnings-growth ratio of 2.05 and a beta of 0.49.

Hedge Funds Weigh In On Humana

A number of institutional investors have recently made changes to their positions in HUM. Vanguard Group Inc. boosted its stake in Humana by 15.8% during the 4th quarter. Vanguard Group Inc. now owns 12,829,210 shares of the insurance provider's stock valued at $3,254,899,000 after purchasing an additional 1,751,857 shares during the period. Dodge & Cox grew its stake in shares of Humana by 106.7% in the fourth quarter. Dodge & Cox now owns 10,198,040 shares of the insurance provider's stock worth $2,587,345,000 after acquiring an additional 5,264,045 shares during the last quarter. Pzena Investment Management LLC increased its position in Humana by 6.1% during the first quarter. Pzena Investment Management LLC now owns 3,828,923 shares of the insurance provider's stock worth $1,013,133,000 after acquiring an additional 219,541 shares during the period. Geode Capital Management LLC raised its stake in Humana by 2.3% during the 4th quarter. Geode Capital Management LLC now owns 2,883,614 shares of the insurance provider's stock valued at $729,658,000 after purchasing an additional 63,562 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in Humana by 29.8% in the 4th quarter. Invesco Ltd. now owns 2,397,808 shares of the insurance provider's stock valued at $608,348,000 after purchasing an additional 550,692 shares during the period. 92.38% of the stock is currently owned by institutional investors.

Humana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 25th. Shareholders of record on Friday, June 27th will be issued a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a yield of 1.37%. The ex-dividend date is Friday, June 27th. Humana's dividend payout ratio (DPR) is 25.04%.

Humana Company Profile

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.