Humana Inc. (NYSE:HUM) Forecasted to Post Q1 2026 Earnings of $6.59 Per Share

Humana Inc. (NYSE:HUM) – Analysts at Zacks Research lowered their Q1 2026 EPS estimates for Humana in a note issued to investors on Wednesday, April 17th. Zacks Research analyst D. Chatterjee now anticipates that the insurance provider will post earnings per share of $6.59 for the quarter, down from their prior estimate of $6.90. The consensus estimate for Humana’s current full-year earnings is $16.06 per share. Zacks Research also issued estimates for Humana’s FY2026 earnings at $24.29 EPS.

Other equities analysts also recently issued research reports about the stock. The Goldman Sachs Group decreased their price objective on shares of Humana from $450.00 to $385.00 and set a “buy” rating for the company in a report on Wednesday, April 3rd. Barclays decreased their price objective on shares of Humana from $356.00 to $310.00 and set an “equal weight” rating for the company in a report on Tuesday, April 2nd. UBS Group reiterated a “neutral” rating and issued a $370.00 target price (down from $530.00) on shares of Humana in a research note on Friday, January 26th. Cantor Fitzgerald reiterated a “neutral” rating and issued a $391.00 target price on shares of Humana in a research note on Wednesday, April 10th. Finally, Raymond James started coverage on Humana in a research note on Friday, March 22nd. They issued a “market perform” rating on the stock. Eleven equities research analysts have rated the stock with a hold rating and nine have given a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $465.42.

Humana Stock Performance

Humana stock opened at $323.46 on Thursday. The company has a market cap of $39.03 billion, a PE ratio of 16.32, a P/E/G ratio of 1.86 and a beta of 0.45. The company has a fifty day moving average price of $344.41 and a two-hundred day moving average price of $425.71. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.59 and a quick ratio of 1.59. Humana has a 12 month low of $299.23 and a 12 month high of $541.21.

Humana (NYSE:HUM) last released its quarterly earnings results on Thursday, January 25th. The insurance provider reported ($0.11) earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.87). The company had revenue of $26.46 billion for the quarter, compared to analyst estimates of $25.47 billion. Humana had a return on equity of 19.44% and a net margin of 2.34%. The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.62 EPS.

Hedge Funds Weigh In On Humana

Institutional investors and hedge funds have recently bought and sold shares of the business. Rakuten Securities Inc. acquired a new stake in shares of Humana during the 4th quarter valued at about $25,000. Point72 Europe London LLP acquired a new stake in shares of Humana during the 4th quarter valued at about $26,000. Sunbelt Securities Inc. acquired a new stake in shares of Humana during the 1st quarter valued at about $28,000. Gradient Investments LLC lifted its holdings in shares of Humana by 200.0% during the 4th quarter. Gradient Investments LLC now owns 60 shares of the insurance provider’s stock valued at $27,000 after buying an additional 40 shares during the last quarter. Finally, Cetera Trust Company N.A acquired a new stake in shares of Humana during the 4th quarter valued at about $28,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Insider Buying and Selling at Humana

In other Humana news, Director Jorge S. Mesquita bought 545 shares of the stock in a transaction on Tuesday, February 20th. The shares were bought at an average price of $367.09 per share, with a total value of $200,064.05. Following the purchase, the director now directly owns 2,578 shares in the company, valued at approximately $946,358.02. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.32% of the company’s stock.

Humana Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 26th. Shareholders of record on Friday, March 29th will be paid a dividend of $0.885 per share. The ex-dividend date is Wednesday, March 27th. This represents a $3.54 annualized dividend and a yield of 1.09%. Humana’s dividend payout ratio (DPR) is presently 17.86%.

About Humana

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.