Humana Inc. to Post Q1 2026 Earnings of $6.59 Per Share, Zacks Research Forecasts (NYSE:HUM)

Humana Inc. (NYSE:HUM) – Research analysts at Zacks Research dropped their Q1 2026 EPS estimates for shares of Humana in a research report issued on Wednesday, April 17th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will earn $6.59 per share for the quarter, down from their previous forecast of $6.90. The consensus estimate for Humana’s current full-year earnings is $16.06 per share. Zacks Research also issued estimates for Humana’s FY2026 earnings at $24.29 EPS.

Humana (NYSE:HUM) last issued its earnings results on Thursday, January 25th. The insurance provider reported ($0.11) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.87). Humana had a return on equity of 19.44% and a net margin of 2.34%. The business had revenue of $26.46 billion for the quarter, compared to the consensus estimate of $25.47 billion. During the same quarter in the previous year, the company earned $1.62 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis.

A number of other research firms have also recently weighed in on HUM. Oppenheimer restated an “outperform” rating and issued a $630.00 price target on shares of Humana in a report on Wednesday, January 17th. TheStreet downgraded shares of Humana from a “b” rating to a “c+” rating in a research report on Monday, January 8th. Deutsche Bank Aktiengesellschaft downgraded shares of Humana from a “buy” rating to a “hold” rating and cut their price objective for the stock from $595.00 to $360.00 in a research report on Thursday, January 25th. Argus downgraded shares of Humana from a “buy” rating to a “hold” rating in a research report on Wednesday, March 13th. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $391.00 price objective on shares of Humana in a research report on Wednesday, April 10th. Eleven equities research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $465.42.

Humana Stock Up 0.4 %

Shares of Humana stock opened at $324.83 on Thursday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.59 and a quick ratio of 1.59. Humana has a 1 year low of $299.23 and a 1 year high of $541.21. The firm’s 50-day moving average is $343.55 and its two-hundred day moving average is $425.01. The stock has a market cap of $39.19 billion, a price-to-earnings ratio of 16.39, a PEG ratio of 1.86 and a beta of 0.45.

Humana Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 26th. Shareholders of record on Friday, June 28th will be paid a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a yield of 1.09%. Humana’s payout ratio is 17.86%.

Insider Buying and Selling at Humana

In other news, Director Jorge S. Mesquita bought 545 shares of the firm’s stock in a transaction that occurred on Tuesday, February 20th. The stock was purchased at an average cost of $367.09 per share, for a total transaction of $200,064.05. Following the purchase, the director now directly owns 2,578 shares in the company, valued at approximately $946,358.02. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.32% of the company’s stock.

Institutional Investors Weigh In On Humana

Large investors have recently modified their holdings of the business. Plimoth Trust Co. LLC lifted its position in Humana by 39.5% in the first quarter. Plimoth Trust Co. LLC now owns 1,018 shares of the insurance provider’s stock valued at $353,000 after buying an additional 288 shares during the last quarter. Narus Financial Partners LLC purchased a new stake in shares of Humana during the first quarter worth approximately $2,932,000. Allspring Global Investments Holdings LLC increased its stake in shares of Humana by 255.4% during the first quarter. Allspring Global Investments Holdings LLC now owns 620,793 shares of the insurance provider’s stock worth $215,241,000 after buying an additional 446,124 shares during the period. Diversified Trust Co increased its stake in shares of Humana by 30.1% during the first quarter. Diversified Trust Co now owns 2,709 shares of the insurance provider’s stock worth $939,000 after buying an additional 627 shares during the period. Finally, Financial Partners Group LLC purchased a new position in Humana in the first quarter valued at approximately $6,352,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

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.