Q3 2025 EPS Estimates for Humana Inc. (NYSE:HUM) Lowered by Zacks Research

Humana Inc. (NYSE:HUM - Free Report) - Analysts at Zacks Research dropped their Q3 2025 earnings estimates for Humana in a report issued on Thursday, September 19th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will earn $4.83 per share for the quarter, down from their prior forecast of $4.84. The consensus estimate for Humana's current full-year earnings is $16.00 per share. Zacks Research also issued estimates for Humana's Q4 2025 earnings at $1.61 EPS.

Humana (NYSE:HUM - Get Free Report) last posted its earnings results on Wednesday, July 31st. The insurance provider reported $6.96 earnings per share for the quarter, beating analysts' consensus estimates of $5.89 by $1.07. The company had revenue of $29.54 billion for the quarter, compared to the consensus estimate of $28.52 billion. Humana had a return on equity of 16.12% and a net margin of 1.53%. Humana's revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $8.94 earnings per share.

A number of other research analysts have also recently weighed in on HUM. Baird R W upgraded shares of Humana to a "hold" rating in a research note on Thursday, May 30th. JPMorgan Chase & Co. increased their price target on shares of Humana from $332.00 to $396.00 and gave the company a "neutral" rating in a report on Wednesday, August 21st. Truist Financial lifted their price objective on shares of Humana from $355.00 to $400.00 and gave the stock a "hold" rating in a research note on Monday, July 15th. TD Cowen boosted their target price on Humana from $396.00 to $407.00 and gave the company a "buy" rating in a research report on Wednesday, July 24th. Finally, Cantor Fitzgerald reissued a "neutral" rating and set a $395.00 target price on shares of Humana in a research note on Friday. Thirteen equities research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $398.70.

Humana Stock Performance

Shares of HUM stock traded up $2.33 during mid-day trading on Monday, reaching $312.74. 1,533,105 shares of the company's stock traded hands, compared to its average volume of 1,638,905. The firm has a market capitalization of $37.69 billion, a PE ratio of 19.47, a price-to-earnings-growth ratio of 2.56 and a beta of 0.50. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.66 and a current ratio of 1.66. The firm has a 50 day moving average price of $356.28 and a two-hundred day moving average price of $345.36. Humana has a 12 month low of $298.61 and a 12 month high of $530.54.

Humana Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 25th. Stockholders of record on Monday, September 30th will be given a $0.885 dividend. The ex-dividend date of this dividend is Monday, September 30th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.13%. Humana's payout ratio is 22.04%.

Institutional Investors Weigh In On Humana

Large investors have recently modified their holdings of the business. AdvisorShares Investments LLC purchased a new stake in shares of Humana in the 4th quarter valued at $421,000. Sei Investments Co. grew its holdings in Humana by 0.4% in the first quarter. Sei Investments Co. now owns 61,897 shares of the insurance provider's stock valued at $21,462,000 after purchasing an additional 264 shares during the period. Cetera Advisors LLC increased its position in shares of Humana by 472.1% in the first quarter. Cetera Advisors LLC now owns 10,098 shares of the insurance provider's stock valued at $3,501,000 after buying an additional 8,333 shares in the last quarter. Cetera Investment Advisers raised its stake in shares of Humana by 249.0% during the 1st quarter. Cetera Investment Advisers now owns 20,945 shares of the insurance provider's stock worth $7,262,000 after buying an additional 14,944 shares during the period. Finally, Caden Capital Partners LP acquired a new position in shares of Humana during the 4th quarter worth approximately $12,232,000. Hedge funds and other institutional investors own 92.38% of the company's stock.

Humana Company Profile

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.