Analysts Issue Forecasts for Humana's Q2 Earnings (NYSE:HUM)

Humana Inc. (NYSE:HUM - Free Report) - Equities research analysts at Zacks Research lowered their Q2 2026 EPS estimates for shares of Humana in a research report issued to clients and investors on Monday, April 14th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings of $4.25 per share for the quarter, down from their prior estimate of $4.29. The consensus estimate for Humana's current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana's FY2026 earnings at $10.84 EPS, Q1 2027 earnings at $8.62 EPS and FY2027 earnings at $18.41 EPS.

Humana (NYSE:HUM - Get Free Report) last posted its earnings results on Tuesday, February 11th. The insurance provider reported ($2.16) earnings per share for the quarter, beating analysts' consensus estimates of ($2.26) by $0.10. Humana had a return on equity of 11.70% and a net margin of 1.02%.

Other research analysts have also issued research reports about the company. Barclays boosted their price objective on Humana from $270.00 to $322.00 and gave the stock an "equal weight" rating in a report on Friday, April 11th. Mizuho increased their price target on shares of Humana from $305.00 to $316.00 and gave the company an "outperform" rating in a research report on Wednesday, April 9th. Cantor Fitzgerald reaffirmed a "neutral" rating and issued a $290.00 price objective on shares of Humana in a research note on Wednesday, February 12th. Royal Bank of Canada restated an "outperform" rating and set a $283.00 price target on shares of Humana in a research report on Wednesday, February 12th. Finally, Morgan Stanley reduced their target price on Humana from $301.00 to $285.00 and set an "equal weight" rating for the company in a report on Wednesday, February 12th. Seventeen analysts have rated the stock with a hold rating and seven have given a buy rating to the company's stock. Based on data from MarketBeat, Humana presently has an average rating of "Hold" and an average target price of $284.90.

Humana Price Performance

Shares of Humana stock traded down $20.80 during trading on Wednesday, hitting $243.68. The stock had a trading volume of 925,747 shares, compared to its average volume of 1,756,553. The firm has a market cap of $29.41 billion, a price-to-earnings ratio of 24.49, a P/E/G ratio of 2.05 and a beta of 0.62. Humana has a 12 month low of $213.31 and a 12 month high of $406.46. The business's 50-day moving average is $265.90 and its 200 day moving average is $270.22. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.68.

Institutional Trading of Humana

A number of hedge funds and other institutional investors have recently modified their holdings of HUM. MML Investors Services LLC raised its holdings in Humana by 15.6% during the third quarter. MML Investors Services LLC now owns 4,737 shares of the insurance provider's stock valued at $1,500,000 after acquiring an additional 638 shares during the period. Virtu Financial LLC bought a new stake in Humana during the 3rd quarter valued at approximately $631,000. Wilmington Savings Fund Society FSB bought a new stake in Humana during the 3rd quarter valued at approximately $948,000. Tidal Investments LLC lifted its holdings in Humana by 38.4% in the 3rd quarter. Tidal Investments LLC now owns 24,357 shares of the insurance provider's stock worth $7,715,000 after purchasing an additional 6,755 shares in the last quarter. Finally, Synovus Financial Corp boosted its stake in Humana by 4.1% in the 3rd quarter. Synovus Financial Corp now owns 2,254 shares of the insurance provider's stock worth $714,000 after purchasing an additional 89 shares during the period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Humana Dividend Announcement

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 annualized dividend and a yield of 1.45%. The ex-dividend date is Friday, June 27th. Humana's dividend payout ratio is currently 35.58%.

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.