Brokers Issue Forecasts for Humana’s Q2 Earnings (NYSE:HUM)

Humana Inc. (NYSE:HUM) – Investment analysts at Zacks Research cut their Q2 2026 earnings estimates for shares of Humana in a research report issued on Monday, April 14th. Zacks Research analyst D. Chatterjee now anticipates that the insurance provider will post earnings of $4.25 per share for the quarter, down from their prior forecast 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.

Several other brokerages have also weighed in on HUM. Mizuho raised their price objective on shares of Humana from $305.00 to $316.00 and gave the stock an “outperform” rating in a report on Wednesday, April 9th. JPMorgan Chase & Co. decreased their price target on Humana from $257.00 to $256.00 and set a “neutral” rating for the company in a research note on Tuesday, February 18th. Robert W. Baird upped their price objective on Humana from $270.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday. Guggenheim began coverage on Humana in a report on Wednesday, April 9th. They set a “buy” rating and a $326.00 target price on the stock. Finally, Barclays boosted their price target on Humana from $270.00 to $322.00 and gave the company an “equal weight” rating in a report on Friday, April 11th. Seventeen equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $284.90.

Humana Stock Down 0.5 %

HUM stock opened at $285.48 on Wednesday. The company has a market capitalization of $34.46 billion, a P/E ratio of 28.69, a PEG ratio of 2.05 and a beta of 0.62. The firm has a 50 day simple moving average of $265.80 and a 200-day simple moving average of $270.33. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.68. Humana has a twelve month low of $213.31 and a twelve month high of $406.46.

Humana (NYSE:HUM) last issued its quarterly earnings results on Tuesday, February 11th. The insurance provider reported ($2.16) EPS 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%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. 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 in the last quarter. Dodge & Cox boosted its stake in Humana by 106.7% during the fourth quarter. Dodge & Cox now owns 10,198,040 shares of the insurance provider’s stock valued at $2,587,345,000 after buying an additional 5,264,045 shares in the last quarter. Pzena Investment Management LLC grew its holdings in Humana by 44.0% during the fourth quarter. Pzena Investment Management LLC now owns 3,609,382 shares of the insurance provider’s stock worth $915,736,000 after acquiring an additional 1,103,132 shares during the period. Geode Capital Management LLC raised its position in Humana by 2.3% in the fourth quarter. Geode Capital Management LLC now owns 2,883,614 shares of the insurance provider’s stock worth $729,658,000 after acquiring an additional 63,562 shares in the last quarter. Finally, Invesco Ltd. lifted 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 acquiring an additional 550,692 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors.

Humana Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Shareholders of record on Friday, March 28th will be given a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, March 28th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.24%. Humana’s dividend payout ratio (DPR) is 35.58%.

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.