Zacks Research Estimates Humana’s FY2028 Earnings (NYSE:HUM)

Humana Inc. (NYSE:HUM) – Stock analysts at Zacks Research issued their FY2028 earnings per share (EPS) estimates for Humana in a research report issued to clients and investors on Wednesday, February 25th. Zacks Research analyst Team forecasts that the insurance provider will earn $18.36 per share for the year. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Humana’s current full-year earnings is $16.47 per share.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share (EPS) for the quarter, beating the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for the quarter, compared to analysts’ expectations of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. Humana’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the previous year, the company earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS.

Other research analysts have also recently issued reports about the stock. Truist Financial lowered their price target on shares of Humana from $285.00 to $200.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. Evercore lowered their price objective on Humana from $260.00 to $180.00 in a research note on Thursday, February 12th. TD Cowen cut their target price on Humana from $260.00 to $173.00 and set a “hold” rating on the stock in a research note on Friday, February 13th. Barclays dropped their price target on shares of Humana from $245.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Finally, UBS Group restated a “neutral” rating on shares of Humana in a research note on Wednesday. Seven research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, Humana presently has an average rating of “Hold” and an average price target of $225.48.

Humana Stock Performance

Shares of Humana stock opened at $186.88 on Thursday. Humana has a 12 month low of $169.61 and a 12 month high of $315.35. The firm has a market capitalization of $22.54 billion, a P/E ratio of 19.03, a P/E/G ratio of 1.88 and a beta of 0.44. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70. The business has a fifty day simple moving average of $230.72 and a two-hundred day simple moving average of $256.54.

Humana Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be paid a dividend of $0.885 per share. The ex-dividend date is Friday, March 27th. This represents a $3.54 dividend on an annualized basis and a yield of 1.9%. Humana’s payout ratio is currently 36.05%.

Insiders Place Their Bets

In other news, insider Sanjay K. Shetty purchased 810 shares of the stock in a transaction dated Monday, February 23rd. The shares were purchased at an average cost of $185.21 per share, with a total value of $150,020.10. Following the acquisition, the insider directly owned 11,657 shares of the company’s stock, valued at $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of Humana

Hedge funds have recently bought and sold shares of the company. Sound View Wealth Advisors Group LLC boosted its position in Humana by 3.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock worth $272,000 after purchasing an additional 36 shares during the last quarter. Unison Advisors LLC lifted its stake in shares of Humana by 0.4% in the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock worth $2,646,000 after purchasing an additional 37 shares during the period. CoreCap Advisors LLC boosted its holdings in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after buying an additional 37 shares during the last quarter. Insigneo Advisory Services LLC grew its position in Humana by 3.0% during the third quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock valued at $386,000 after buying an additional 43 shares during the period. Finally, Columbus Macro LLC increased its holdings in Humana by 5.5% during the fourth quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Insider buying: Humana insider Sanjay Shetty purchased 810 shares at about $185.21, increasing his stake ~7.5% — a classic signal of insider confidence that can support near‑term sentiment. Insider Buying
• Positive Sentiment: CenterWell expansion: Humana’s CenterWell acquired a Florida primary-care network, expanding its direct-care footprint and supporting longer‑term membership and care‑coordination strategies that investors reward. Acquisition Article
• Positive Sentiment: Dividend + institutional inflows: The company declared a quarterly dividend (annualized ~$3.54, ~2.0% yield) and filings show large institutional buying from groups like Capital International, MFS and Norges Bank — both items support demand for the stock. MarketBeat Humana
• Neutral Sentiment: Investor presentation scheduled: CEO Jim Rechtin and CFO Celeste Mellet will present at the Leerink Partners Global Healthcare Conference on March 10; management commentary could move the shares depending on tone and new disclosures. Conference Notice
• Neutral Sentiment: Local operations/profile piece: A regional profile on Humana Group Benefits in San Antonio highlights relationship-driven growth but is unlikely to move the stock materially. Local Profile
• Negative Sentiment: Analyst downgrades and cuts: Barclays cut its price target to $176 and kept an equal‑weight rating; other shops (Zacks, Leerink, Weiss) have issued cautious or negative notes — analyst tone is pressuring sentiment and caps upside. Barclays PT Cut
• Negative Sentiment: Zacks / peer comparison: Zacks’ commentary and comparative pieces argue UnitedHealth (UNH) has better upside given scale versus Humana, and Zacks moved to a more bearish stance — a headwind for investors seeking sector winners. Zacks Comparison

Humana Company Profile

Humana Inc (NYSE: HUM) is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana’s products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.

In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.