Humana (NYSE:HUM) Updates FY 2026 Earnings Guidance

Humana (NYSE:HUM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 9.000- for the period, compared to the consensus earnings per share estimate of 8.870. The company issued revenue guidance of -.

Humana Stock Performance

HUM stock opened at $361.95 on Thursday. The firm has a 50 day moving average of $279.36 and a two-hundred day moving average of $239.95. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana has a 12 month low of $163.11 and a 12 month high of $380.86. The company has a market capitalization of $43.46 billion, a price-to-earnings ratio of 38.71, a P/E/G ratio of 2.10 and a beta of 0.76.

Humana (NYSE:HUM) last issued its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. During the same period in the previous year, the company earned $11.58 earnings per share. Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities analysts anticipate that Humana will post 9.04 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be paid a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, June 26th. Humana’s payout ratio is presently 37.86%.

Analyst Upgrades and Downgrades

HUM has been the subject of a number of analyst reports. The Goldman Sachs Group boosted their price objective on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research note on Thursday, April 30th. Robert W. Baird reduced their price objective on shares of Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a research note on Wednesday, April 15th. Jefferies Financial Group upgraded shares of Humana from a “buy” rating to a “buy” rating in a research note on Wednesday, May 20th. UBS Group restated a “neutral” rating on shares of Humana in a research note on Monday. Finally, Zacks Research upgraded shares of Humana from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $291.35.

Hedge Funds Weigh In On Humana

Hedge funds have recently made changes to their positions in the business. Larson Financial Group LLC grew its holdings in shares of Humana by 114.1% in the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after purchasing an additional 81 shares during the last quarter. Teza Capital Management LLC grew its holdings in shares of Humana by 9.4% in the 2nd quarter. Teza Capital Management LLC now owns 1,255 shares of the insurance provider’s stock worth $307,000 after purchasing an additional 108 shares during the last quarter. Sunbelt Securities Inc. grew its holdings in shares of Humana by 18.1% in the 3rd quarter. Sunbelt Securities Inc. now owns 719 shares of the insurance provider’s stock worth $187,000 after purchasing an additional 110 shares during the last quarter. Transamerica Financial Advisors LLC grew its holdings in shares of Humana by 36.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 490 shares of the insurance provider’s stock worth $126,000 after purchasing an additional 130 shares during the last quarter. Finally, Fulcrum Asset Management LLP bought a new stake in shares of Humana in the 3rd quarter worth about $42,000. Institutional investors and hedge funds 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.