Humana (NYSE:HUM – Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 9.000- for the period, compared to the consensus estimate of 8.870. The company issued revenue guidance of -.
Analyst Upgrades and Downgrades
A number of brokerages have issued reports on HUM. Morgan Stanley increased their target price on shares of Humana from $217.00 to $249.00 and gave the company an “underweight” rating in a report on Thursday, June 4th. Wolfe Research raised shares of Humana from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 4th. UBS Group reaffirmed a “neutral” rating on shares of Humana in a report on Monday. Leerink Partners increased their target price on shares of Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a report on Thursday, April 30th. Finally, Bank of America increased their target price on shares of Humana from $267.00 to $340.00 and gave the company a “neutral” rating in a report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $291.35.
Read Our Latest Stock Analysis on Humana
Humana Stock Down 2.0%
Humana (NYSE:HUM – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The company had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same quarter last year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, sell-side analysts anticipate that Humana will post 9.04 earnings per share for the current year.
Humana Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be issued a dividend of $0.885 per share. The ex-dividend date is Friday, June 26th. This represents a $3.54 annualized dividend and a dividend yield of 1.0%. Humana’s payout ratio is presently 37.86%.
Institutional Investors Weigh In On Humana
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Invesco Ltd. increased its position in shares of Humana by 9.3% in the 4th quarter. Invesco Ltd. now owns 2,233,130 shares of the insurance provider’s stock worth $571,972,000 after purchasing an additional 189,670 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in shares of Humana by 329.3% in the 4th quarter. Corient Private Wealth LLC now owns 120,104 shares of the insurance provider’s stock valued at $30,762,000 after buying an additional 92,125 shares during the period. Ameriflex Group Inc. acquired a new position in shares of Humana in the 4th quarter valued at about $128,000. Naya Capital Management UK Ltd. boosted its stake in Humana by 59.1% during the 4th quarter. Naya Capital Management UK Ltd. now owns 1,243,184 shares of the insurance provider’s stock valued at $318,417,000 after purchasing an additional 461,563 shares during the period. Finally, State of Tennessee Department of Treasury boosted its stake in Humana by 221.9% during the 4th quarter. State of Tennessee Department of Treasury now owns 74,853 shares of the insurance provider’s stock valued at $19,172,000 after purchasing an additional 51,602 shares during the period. Hedge funds and other institutional investors own 92.38% of the company’s stock.
About Humana
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.
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