Humana (NYSE:HUM) Releases FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 9.000- for the period, compared to the consensus estimate of 9.150. The company issued revenue guidance of -.

Humana Trading Up 1.3%

Shares of HUM stock opened at $400.12 on Thursday. Humana has a fifty-two week low of $163.11 and a fifty-two week high of $428.88. The company has a 50 day moving average price of $387.50 and a 200 day moving average price of $293.70. The stock has a market capitalization of $48.05 billion, a P/E ratio of 37.85, a price-to-earnings-growth ratio of 2.59 and a beta of 0.74. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, beating the consensus estimate of $7.27 by $0.34. The company had revenue of $40.89 billion during the quarter, compared to analysts’ expectations of $40.58 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. The firm’s revenue was up 26.2% compared to the same quarter last year. During the same quarter last year, the company posted $6.27 EPS. Equities research analysts predict that Humana will post 9 EPS for the current fiscal year.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, October 30th will be given a $0.885 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $3.54 dividend on an annualized basis and a yield of 0.9%. Humana’s dividend payout ratio (DPR) is currently 33.49%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on HUM shares. Weiss Ratings upgraded shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 14th. TD Cowen upped their price target on Humana from $350.00 to $370.00 and gave the company a “hold” rating in a report on Friday, July 31st. Sanford C. Bernstein reiterated an “outperform” rating and set a $425.00 price target on shares of Humana in a research note on Wednesday, June 3rd. Oppenheimer reaffirmed an “outperform” rating and set a $405.00 price objective on shares of Humana in a report on Thursday, July 30th. Finally, Truist Financial lifted their price target on Humana from $320.00 to $415.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $403.91.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s board declared a quarterly cash dividend of $0.885 per share, payable November 27, 2026, to shareholders of record October 30. The unchanged payout supports income-oriented investors and signals confidence in the company’s cash generation. The annualized dividend is $3.54 per share, with an indicated yield of approximately 0.9%. Humana Board Declares Payment of Quarterly Dividend to Stockholders
• Positive Sentiment: Humana appointed a new medical chief as it expands its use of artificial intelligence in healthcare operations. The initiative could improve care management and efficiency, although the financial benefits remain longer term. Humana Names New Medical Chief on AI Push
• Neutral Sentiment: Analysts set a price target of $403.91, broadly indicating that expectations are close to Humana’s current trading range rather than signaling substantial additional upside. Analysts Set Humana Price Target at $403.91
• Neutral Sentiment: The Humana Foundation awarded scholarships to 80 children of company employees. The program supports employee relations and corporate reputation but is unlikely to materially affect near-term earnings. Humana Foundation Names 2026 Scholarship Recipients
• Negative Sentiment: Humana reaffirmed FY 2026 EPS guidance of approximately $9.00, below the $9.15 analyst consensus. The gap may weigh on valuation and suggests continued earnings pressure. Humana Reaffirms 2026 Earnings Guidance
• Negative Sentiment: Humana is preparing exit notices affecting approximately 600,000 Medicare Advantage members. The reductions may improve profitability in underperforming markets, but they also highlight membership and regulatory pressures and could reduce future revenue. Humana Exit Notices Loom for 600,000 Medicare Advantage Members

Hedge Funds Weigh In On Humana

Institutional investors have recently bought and sold shares of the company. Wellington Management Group LLP boosted its holdings in shares of Humana by 4,481.7% in the fourth quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after acquiring an additional 1,170,387 shares in the last quarter. Naya Capital Management UK Ltd. increased its position in Humana by 59.1% during the 4th quarter. Naya Capital Management UK Ltd. now owns 1,243,184 shares of the insurance provider’s stock worth $318,417,000 after purchasing an additional 461,563 shares during the period. Barrow Hanley Mewhinney & Strauss LLC lifted its holdings in shares of Humana by 436.2% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 492,773 shares of the insurance provider’s stock valued at $126,214,000 after buying an additional 400,868 shares during the period. 8 Knots Management LLC boosted its stake in shares of Humana by 671.0% in the second quarter. 8 Knots Management LLC now owns 441,623 shares of the insurance provider’s stock valued at $107,968,000 after buying an additional 384,345 shares in the last quarter. Finally, Man Group plc raised its position in Humana by 179.5% in the second quarter. Man Group plc now owns 580,943 shares of the insurance provider’s stock worth $142,029,000 after acquiring an additional 373,071 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Humana Company Profile

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.