Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 9.500- for the period, compared to the consensus EPS estimate of 9.130. The company issued revenue guidance of $160.0 billion, compared to the consensus revenue estimate of $162.5 billion.

Humana Stock Performance

Shares of HUM opened at $432.69 on Friday. Humana has a 52 week low of $163.11 and a 52 week high of $456.50. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74. The company has a market capitalization of $51.96 billion, a PE ratio of 23.86, a PEG ratio of 2.53 and a beta of 0.65. The company’s 50 day moving average price is $403.96 and its 200 day moving average price is $312.27.

Humana (NYSE:HUM) last released its quarterly earnings data on Friday, November 6th. The insurance provider reported ($0.70) earnings per share for the quarter, beating the consensus estimate of ($1.00) by $0.30. The business had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%. Humana’s revenue was up 26.1% compared to the same quarter last year. During the same period last year, the firm posted $3.24 earnings per share. Humana has set its FY 2026 guidance at 9.500- EPS. Research analysts expect that Humana will post 9.03 EPS for the current fiscal year.

Humana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 24th will be paid a $0.8850 dividend. The ex-dividend date of this dividend is Thursday, December 24th. This represents a $3.54 annualized dividend and a dividend yield of 0.8%. Humana’s dividend payout ratio is 33.49%.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Guggenheim boosted their price objective on shares of Humana from $269.00 to $471.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Mizuho upped their target price on Humana from $468.00 to $495.00 and gave the company an “outperform” rating in a research note on Tuesday, October 13th. Wolfe Research reiterated an “outperform” rating and set a $450.00 target price on shares of Humana in a report on Monday, August 24th. Raymond James Financial reaffirmed an “outperform” rating on shares of Humana in a report on Friday. Finally, Wall Street Zen downgraded Humana from a “buy” rating to a “hold” rating in a research note on Sunday, November 1st. Twenty-one analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $458.96.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana reported a third-quarter loss of $0.70 per share, narrower than analysts’ expected $1.00 loss. Revenue rose 26.1% year over year to $41.16 billion, topping estimates. Article: HUM Q3 Earnings Beat Estimates on Strong Insurance Performance
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS forecast to at least $9.50, above the roughly $9.13 consensus estimate. Reports cited lower-than-expected medical costs as a factor supporting the improved outlook. Article: Humana Raises 2026 Earnings Outlook
• Positive Sentiment: Humana expects Medicare Advantage membership to grow again in 2027, signaling continued expansion in a key business. Its CenterWell unit also helped drive the quarterly performance. Article: Humana Expects Another Year of Medicare Advantage Membership Growth
• Neutral Sentiment: Humana’s 2026 revenue guidance of $160 billion was below analysts’ $162.5 billion estimate, tempering the otherwise favorable earnings and outlook news. Article: Humana Third-Quarter Earnings
• Negative Sentiment: Despite beating estimates, Humana posted a loss compared with earnings of $3.24 per share a year earlier. Reports also noted that costs associated with new Medicare enrollees remain a concern. Article: Humana Profits Dip as Costs Rise from New Medicare Enrollees

Humana Company Profile

Humana Inc is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans.

The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.

Humana was founded in 1961 as a nursing home company and later expanded into health insurance.