Research Analysts Offer Predictions for Humana Q1 Earnings

Humana Inc. (NYSE:HUM - Free Report) - Analysts at Zacks Research boosted their Q1 2026 earnings per share estimates for Humana in a research note issued to investors on Wednesday, July 2nd. Zacks Research analyst D. Chatterjee now forecasts that the insurance provider will post earnings per share of $6.73 for the quarter, up from their prior estimate of $6.70. The consensus estimate for Humana's current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana's Q2 2026 earnings at $5.06 EPS, FY2026 earnings at $11.09 EPS, Q2 2027 earnings at $6.79 EPS and FY2027 earnings at $18.87 EPS.

Several other analysts have also commented on HUM. Raymond James Financial raised Humana from a "market perform" rating to an "outperform" rating and set a $315.00 target price on the stock in a report on Thursday, May 1st. Wall Street Zen raised Humana from a "hold" rating to a "buy" rating in a report on Friday, June 27th. Guggenheim initiated coverage on Humana in a report on Wednesday, April 9th. They set a "buy" rating and a $326.00 target price on the stock. Cantor Fitzgerald reissued a "neutral" rating and issued a $290.00 price objective on shares of Humana in a report on Thursday, May 1st. Finally, Truist Financial set a $280.00 price objective on Humana and gave the company a "hold" rating in a report on Tuesday, June 17th. Sixteen research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $280.76.

Humana Stock Performance

Humana stock traded down $5.22 during midday trading on Thursday, hitting $238.58. 960,833 shares of the company were exchanged, compared to its average volume of 1,813,253. The firm has a market capitalization of $28.79 billion, a PE ratio of 16.87, a price-to-earnings-growth ratio of 1.84 and a beta of 0.44. Humana has a fifty-two week low of $212.45 and a fifty-two week high of $406.46. The business has a fifty day simple moving average of $241.37 and a two-hundred day simple moving average of $258.84. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.91 and a current ratio of 1.91.

Humana (NYSE:HUM - Get Free Report) last announced its quarterly earnings data on Wednesday, April 30th. The insurance provider reported $11.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.07 by $1.51. The firm had revenue of $32.11 billion during the quarter, compared to analysts' expectations of $32 billion. Humana had a return on equity of 14.47% and a net margin of 1.42%. The company's revenue for the quarter was up 8.4% compared to the same quarter last year. During the same period last year, the business posted $7.23 earnings per share.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 25th. Stockholders of record on Friday, June 27th will be paid a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.48%. The ex-dividend date is Friday, June 27th. Humana's dividend payout ratio is presently 25.04%.

Institutional Trading of Humana

A number of institutional investors have recently made changes to their positions in the company. Cary Street Partners Investment Advisory LLC lifted its position in Humana by 63.9% during the first quarter. Cary Street Partners Investment Advisory LLC now owns 118 shares of the insurance provider's stock worth $31,000 after buying an additional 46 shares in the last quarter. LFA Lugano Financial Advisors SA raised its position in Humana by 56.3% in the fourth quarter. LFA Lugano Financial Advisors SA now owns 125 shares of the insurance provider's stock valued at $32,000 after purchasing an additional 45 shares during the period. Riverview Trust Co purchased a new stake in Humana in the first quarter valued at $34,000. OFI Invest Asset Management purchased a new stake in Humana in the fourth quarter valued at $33,000. Finally, Garde Capital Inc. purchased a new stake in Humana in the first quarter valued at $36,000. 92.38% of the stock is owned by institutional investors and hedge funds.

About Humana

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.