Humana Inc. (NYSE:HUM – Free Report) – Investment analysts at Zacks Research lifted their Q1 2027 earnings per share estimates for shares of Humana in a note issued to investors on Tuesday, September 29th. Zacks Research analyst Team now anticipates that the insurance provider will post earnings of $9.13 per share for the quarter, up from their prior estimate of $9.04. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Humana’s current full-year earnings is $9.01 per share. Zacks Research also issued estimates for Humana’s Q2 2027 earnings at $5.30 EPS and Q2 2028 earnings at $6.69 EPS.
Humana (NYSE:HUM – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share for the quarter, beating the consensus estimate of $7.27 by $0.34. The business had revenue of $40.89 billion for the quarter, compared to the consensus estimate of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The company’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.27 EPS.
View Our Latest Stock Report on HUM
Humana Trading Down 0.6%
Humana stock opened at $379.32 on Wednesday. The stock has a 50-day moving average price of $385.40 and a 200 day moving average price of $324.88. The company has a market capitalization of $45.55 billion, a price-to-earnings ratio of 35.89, a price-to-earnings-growth ratio of 2.35 and a beta of 0.74. Humana has a 52 week low of $163.11 and a 52 week high of $428.88. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62.
Humana Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, October 30th will be paid a $0.8850 dividend. This represents a $3.54 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, October 30th. Humana’s payout ratio is currently 33.49%.
Hedge Funds Weigh In On Humana
A number of hedge funds have recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Humana during the 2nd quarter valued at approximately $4,138,160,000. Pzena Investment Management LLC acquired a new position in shares of Humana during the 2nd quarter worth about $1,749,014,000. Capital International Investors raised its position in shares of Humana by 113.9% during the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after purchasing an additional 3,097,571 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in Humana by 21.9% in the 4th quarter. Bank of New York Mellon Corp now owns 2,094,570 shares of the insurance provider’s stock valued at $536,482,000 after buying an additional 376,803 shares in the last quarter. Finally, Norges Bank acquired a new stake in Humana in the 4th quarter worth about $456,632,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.
Key Headlines Impacting Humana
Here are the key news stories impacting Humana this week:
- Positive Sentiment: Humana is expanding its 2027 Medicare Advantage offerings, including specialized care options, while emphasizing affordable plans. The broader product range could support enrollment and retention, although the immediate market reaction has been cautious. Humana Maintains Affordable Medicare Advantage Plans and Expands Specialized Care Options for 2027
- Positive Sentiment: Zacks Research made modest upward adjustments to several forecasts, including FY2026 EPS to $9.05 from $9.00 and FY2027 EPS to $11.23 from $10.98. It also raised estimates for third-quarter 2026 and certain 2027 quarters, suggesting some improvement in the medium-term outlook. What is Zacks Research’s Estimate for Humana Q3 Earnings?
- Neutral Sentiment: Humana is scheduled to report third-quarter results on November 6, during Medicare Advantage open enrollment. Investors will focus on membership trends, plan pricing, medical costs and management’s outlook. Humana Reports Third-Quarter Earnings Nov. 6
- Negative Sentiment: Reports indicate Humana has already disclosed planned membership reductions, while changes to premiums and other member costs could affect retention and enrollment before the December 7 open-enrollment deadline. The uncertainty may be weighing on sentiment ahead of earnings. Humana Plan Changes and Open Enrollment
- Negative Sentiment: Zacks modestly reduced its FY2028 EPS forecast to $29.45 from $30.30 and trimmed its fourth-quarter 2026 estimate slightly. Its continued “Hold” rating indicates limited conviction despite the small positive revisions elsewhere. Humana analyst estimates
Humana Company Profile
Humana Inc is a health and well-being company headquartered in Louisville, Kentucky. Founded in 1961, the company began as a nursing home operator before expanding into hospitals and health insurance. Today, Humana primarily provides health insurance products and healthcare services for older adults, individuals, military families and other members in the United States.
Humana’s insurance business offers Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid coverage in select markets.
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