FY2025 EPS Estimates for Humana Raised by Leerink Partnrs

Humana Inc. (NYSE:HUM) – Equities research analysts at Leerink Partnrs boosted their FY2025 earnings per share (EPS) estimates for Humana in a report issued on Wednesday, July 30th. Leerink Partnrs analyst W. Mayo now forecasts that the insurance provider will post earnings of $17.26 per share for the year, up from their prior forecast of $16.65. The consensus estimate for Humana’s current full-year earnings is $16.47 per share. Leerink Partnrs also issued estimates for Humana’s Q1 2026 earnings at $11.95 EPS, Q2 2026 earnings at $5.89 EPS, FY2026 earnings at $15.72 EPS, FY2027 earnings at $24.32 EPS and FY2029 earnings at $42.42 EPS.

Other research analysts have also issued reports about the stock. Raymond James Financial raised shares of Humana from a “market perform” rating to an “outperform” rating and set a $315.00 price target on the stock in a research note on Thursday, May 1st. Barclays set a $275.00 target price on Humana and gave the company an “equal weight” rating in a report on Thursday. Robert W. Baird lowered their price target on Humana from $300.00 to $297.00 and set a “neutral” rating on the stock in a research note on Friday, July 25th. Cantor Fitzgerald reiterated a “neutral” rating and set a $290.00 price target on shares of Humana in a research report on Thursday, May 1st. Finally, Bank of America lowered their target price on shares of Humana from $320.00 to $260.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 17th. Seventeen research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. According to MarketBeat, Humana currently has an average rating of “Hold” and a consensus target price of $281.62.

Humana Stock Down 1.1%

Shares of NYSE HUM opened at $247.19 on Friday. The firm has a market cap of $29.73 billion, a price-to-earnings ratio of 18.97, a price-to-earnings-growth ratio of 1.66 and a beta of 0.44. The company’s 50-day simple moving average is $235.09 and its 200-day simple moving average is $255.24. The company has a quick ratio of 1.91, a current ratio of 1.95 and a debt-to-equity ratio of 0.69. Humana has a 52-week low of $206.87 and a 52-week high of $382.72.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, July 30th. The insurance provider reported $6.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $6.32 by ($0.05). The company had revenue of $32.39 billion during the quarter, compared to analyst estimates of $31.85 billion. Humana had a net margin of 1.28% and a return on equity of 13.67%. Humana’s revenue was up 9.6% compared to the same quarter last year. During the same period in the prior year, the business posted $6.96 EPS.

Institutional Trading of Humana

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Dodge & Cox grew its position in Humana by 106.7% in the fourth quarter. Dodge & Cox now owns 10,198,040 shares of the insurance provider’s stock worth $2,587,345,000 after acquiring an additional 5,264,045 shares during the period. Vanguard Group Inc. lifted its stake in shares of Humana by 8.9% in the 1st quarter. Vanguard Group Inc. now owns 13,972,872 shares of the insurance provider’s stock valued at $3,697,222,000 after purchasing an additional 1,143,662 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Humana by 3,257.5% during the 1st quarter. AQR Capital Management LLC now owns 1,162,600 shares of the insurance provider’s stock worth $307,624,000 after purchasing an additional 1,127,973 shares during the period. Leith Wheeler Investment Counsel Ltd. grew its holdings in shares of Humana by 661.7% during the 2nd quarter. Leith Wheeler Investment Counsel Ltd. now owns 1,038,703 shares of the insurance provider’s stock worth $253,942,000 after purchasing an additional 902,340 shares during the period. Finally, GAMMA Investing LLC increased its position in shares of Humana by 40,881.1% during the 1st quarter. GAMMA Investing LLC now owns 781,099 shares of the insurance provider’s stock worth $2,066,790,000 after purchasing an additional 779,193 shares during the last quarter. Institutional investors and hedge funds 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.