Leerink Partnrs Has Positive Estimate for Humana Q2 Earnings

Humana Inc. (NYSE:HUM) – Research analysts at Leerink Partnrs increased their Q2 2026 EPS estimates for Humana in a note issued to investors on Wednesday, April 30th. Leerink Partnrs analyst W. Mayo now anticipates that the insurance provider will earn $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.

Several other research analysts have also recently weighed in on HUM. Oppenheimer boosted their price target on Humana from $300.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday. Morgan Stanley decreased their target price on Humana from $301.00 to $285.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 12th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $290.00 price target on shares of Humana in a report on Thursday. Mizuho boosted their price objective on shares of Humana from $305.00 to $316.00 and gave the company an “outperform” rating in a report on Wednesday, April 9th. Finally, Barclays raised their target price on shares of Humana from $270.00 to $322.00 and gave the stock an “equal weight” rating in a report on Friday, April 11th. Eighteen investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $287.76.

Humana Price Performance

Shares of HUM opened at $258.21 on Friday. The company has a market capitalization of $31.16 billion, a P/E ratio of 25.95, a price-to-earnings-growth ratio of 2.05 and a beta of 0.49. Humana has a twelve month low of $213.31 and a twelve month high of $406.46. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 0.68. The firm has a 50 day moving average of $266.17 and a 200 day moving average of $270.73.

Humana (NYSE:HUM) last announced its earnings results 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. Humana had a return on equity of 11.70% and a net margin of 1.02%. The firm had revenue of $32.11 billion during the quarter, compared to analyst estimates of $32 billion. During the same quarter in the prior year, the company earned $7.23 EPS. The business’s revenue was up 8.4% compared to the same quarter last year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 25th. Investors of record on Friday, June 27th will be given a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 1.37%. The ex-dividend date of this dividend is Friday, June 27th. Humana’s dividend payout ratio (DPR) is currently 25.04%.

Institutional Investors Weigh In On Humana

Several hedge funds and other institutional investors have recently modified their holdings of the business. Pzena Investment Management LLC grew its holdings in shares of Humana by 6.1% in 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 purchasing an additional 219,541 shares during the last quarter. Commerzbank Aktiengesellschaft FI raised its holdings in shares of Humana by 3.4% in the first quarter. Commerzbank Aktiengesellschaft FI now owns 6,282 shares of the insurance provider’s stock valued at $1,663,000 after acquiring an additional 208 shares in the last quarter. Welch & Forbes LLC purchased a new stake in Humana in the first quarter worth about $205,000. Parcion Private Wealth LLC purchased a new position in Humana during the 1st quarter valued at about $239,000. Finally, Victory Capital Management Inc. raised its holdings in shares of Humana by 78.7% in the 1st quarter. Victory Capital Management Inc. now owns 330,407 shares of the insurance provider’s stock valued at $87,426,000 after purchasing an additional 145,470 shares in the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

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.