FY2028 Earnings Estimate for Humana Issued By Zacks Research

Humana Inc. (NYSE:HUM) – Equities researchers at Zacks Research issued their FY2028 earnings per share (EPS) estimates for Humana in a research report issued on Wednesday, February 25th. Zacks Research analyst Team anticipates that the insurance provider will post earnings per share of $18.36 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.

HUM has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft set a $180.00 price objective on shares of Humana and gave the stock a “hold” rating in a research note on Friday, February 13th. Oppenheimer set a $250.00 price target on Humana in a research report on Thursday, February 12th. Wolfe Research boosted their price target on Humana from $300.00 to $325.00 and gave the stock an “outperform” rating in a report on Thursday, January 8th. Cantor Fitzgerald decreased their price objective on Humana from $290.00 to $201.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. Finally, Evercore dropped their price objective on Humana from $260.00 to $180.00 in a research report on Thursday, February 12th. Seven investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $225.48.

Humana Stock Performance

Shares of HUM opened at $176.12 on Thursday. Humana has a 12-month low of $169.61 and a 12-month high of $315.35. The stock has a market cap of $21.24 billion, a P/E ratio of 17.94, a PEG ratio of 1.87 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 company has a 50-day moving average of $232.20 and a two-hundred day moving average of $257.02.

Humana (NYSE:HUM) last released its quarterly earnings data 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 analyst estimates of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the previous year, the firm earned ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in Humana by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after purchasing an additional 106,030 shares during the period. Dodge & Cox boosted its holdings in shares of Humana by 5.6% in the 2nd quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock valued at $2,775,562,000 after purchasing an additional 597,705 shares during the last quarter. Capital International Investors boosted its holdings in shares of Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after purchasing an additional 3,097,571 shares during the last quarter. State Street Corp grew its stake in shares of Humana by 1.8% during the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after buying an additional 97,211 shares during the period. Finally, Massachusetts Financial Services Co. MA increased its holdings in shares of Humana by 28.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after buying an additional 1,008,514 shares during the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Humana

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the firm’s stock in a transaction on 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 purchase, the insider owned 11,657 shares in the company, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Insiders own 0.37% of the company’s stock.

Humana Announces Dividend

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

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.