Humana (NYSE:HUM) Updates FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 9.000-9.000 for the period, compared to the consensus estimate of 12.030. The company issued revenue guidance of -.

Humana Price Performance

NYSE:HUM opened at $181.10 on Wednesday. The company has a 50-day moving average of $249.25 and a 200-day moving average of $262.36. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.02 and a current ratio of 2.02. Humana has a 52 week low of $180.89 and a 52 week high of $315.35. The company has a market capitalization of $21.78 billion, a price-to-earnings ratio of 16.97, a PEG ratio of 1.57 and a beta of 0.44.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) 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 the consensus estimate of $32.08 billion. Humana had a return on equity of 12.86% and a net margin of 1.02%.Humana has set its FY 2026 guidance at 9.000-9.000 EPS. As a group, equities research analysts anticipate that Humana will post 16.47 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have issued reports on the company. Zacks Research downgraded Humana from a “hold” rating to a “strong sell” rating in a report on Thursday, January 1st. Wolfe Research upped their price target on Humana from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. Truist Financial lowered their price objective on Humana from $300.00 to $285.00 and set a “hold” rating for the company in a research report on Monday, November 10th. Barclays reaffirmed an “underperformer” rating on shares of Humana in a research note on Monday, January 5th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $344.00 price objective on shares of Humana in a research note on Tuesday, January 6th. Eight investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $293.21.

Institutional Investors Weigh In On Humana

Institutional investors and hedge funds have recently modified their holdings of the company. Larson Financial Group LLC lifted its holdings in shares of Humana by 114.1% in the third quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after acquiring an additional 81 shares during the last quarter. Fulcrum Asset Management LLP bought a new position in Humana in the 3rd quarter valued at approximately $42,000. BOKF NA boosted its position in Humana by 4,125.0% in the third quarter. BOKF NA now owns 169 shares of the insurance provider’s stock valued at $44,000 after buying an additional 165 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Humana by 40.3% during the second quarter. Geneos Wealth Management Inc. now owns 571 shares of the insurance provider’s stock worth $140,000 after buying an additional 164 shares during the last quarter. Finally, Sunbelt Securities Inc. increased its holdings in shares of Humana by 18.1% during the third quarter. Sunbelt Securities Inc. now owns 719 shares of the insurance provider’s stock worth $187,000 after buying an additional 110 shares in the last quarter. 92.38% of the stock is owned by institutional investors.

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.