Zacks Research Issues Optimistic Outlook for Humana Earnings

Humana Inc. (NYSE:HUM) – Research analysts at Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for shares of Humana in a research note issued to investors on Friday, March 6th. Zacks Research analyst Team now expects that the insurance provider will post earnings of $9.05 per share for the quarter, up from their prior forecast of $9.04. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Humana’s current full-year earnings is $16.47 per share.

Other analysts have also issued research reports about the stock. JPMorgan Chase & Co. decreased their price target on shares of Humana from $274.00 to $180.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $180.00 price objective on shares of Humana and gave the company a “hold” rating in a research note on Friday, February 13th. Wolfe Research lifted their price objective on shares of Humana from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Thursday, January 8th. UBS Group reissued a “neutral” rating on shares of Humana in a research report on Wednesday, February 25th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a research report on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $225.48.

Humana Price Performance

Shares of NYSE:HUM opened at $179.27 on Monday. Humana has a twelve month low of $169.61 and a twelve month high of $315.35. The stock’s 50 day moving average is $221.75 and its 200-day moving average is $252.00. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.70. The firm has a market capitalization of $21.62 billion, a price-to-earnings ratio of 18.26, a PEG ratio of 1.93 and a beta of 0.44.

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, topping the consensus estimate of ($4.01) by $0.05. The business had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. Humana had a return on equity of 11.43% and a net margin of 0.92%.The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the prior year, the company earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS.

Humana Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Friday, March 27th will be paid a $0.885 dividend. The ex-dividend date is Friday, March 27th. This represents a $3.54 annualized dividend and a dividend yield of 2.0%. Humana’s dividend payout ratio is presently 36.05%.

Insider Activity at Humana

In other news, insider Sanjay K. Shetty purchased 810 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were bought at an average cost of $185.21 per share, with a total value of $150,020.10. Following the completion of the transaction, the insider directly owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.37% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Humana

A number of institutional investors have recently added to or reduced their stakes in the company. Montag A & Associates Inc. boosted its stake in shares of Humana by 1,880.0% in the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares during the last quarter. CoreCap Advisors LLC increased its position in shares of Humana by 54.4% during the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac bought a new stake in Humana during the fourth quarter worth $27,000. Reflection Asset Management purchased a new position in Humana in the fourth quarter worth $29,000. Finally, Rosenberg Matthew Hamilton grew its stake in Humana by 136.0% in the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 68 shares during the period. 92.38% of the stock is owned by institutional investors.

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.