Zacks Research Issues Negative Estimate for Humana Earnings

Humana Inc. (NYSE:HUM - Free Report) - Equities research analysts at Zacks Research dropped their Q2 2026 earnings estimates for shares of Humana in a report issued on Monday, April 14th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings per share of $4.25 for the quarter, down from their prior estimate of $4.29. The consensus estimate for Humana's current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana's FY2026 earnings at $10.84 EPS, Q1 2027 earnings at $8.62 EPS and FY2027 earnings at $18.41 EPS.

Humana (NYSE:HUM - Get Free Report) last released its quarterly earnings data on Tuesday, February 11th. The insurance provider reported ($2.16) earnings per share for the quarter, beating the consensus estimate of ($2.26) by $0.10. Humana had a return on equity of 11.70% and a net margin of 1.02%.

Several other equities analysts also recently issued reports on HUM. Mizuho lifted their price target on shares of Humana from $305.00 to $316.00 and gave the company an "outperform" rating in a report on Wednesday, April 9th. Piper Sandler increased their price target on Humana from $270.00 to $288.00 and gave the stock a "neutral" rating in a research report on Wednesday, January 15th. Guggenheim initiated coverage on Humana in a research report on Wednesday, April 9th. They issued a "buy" rating and a $326.00 price objective for the company. Cantor Fitzgerald restated a "neutral" rating and set a $290.00 target price on shares of Humana in a report on Wednesday, February 12th. Finally, Robert W. Baird upped their price target on shares of Humana from $270.00 to $300.00 and gave the stock a "neutral" rating in a research report on Tuesday. Seventeen research analysts have rated the stock with a hold rating and seven have given a buy rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $284.90.

Humana Price Performance

Shares of NYSE:HUM traded down $21.20 on Wednesday, hitting $264.41. The stock had a trading volume of 3,670,273 shares, compared to its average volume of 1,757,258. The firm's 50 day moving average price is $265.90 and its 200-day moving average price is $269.86. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.76 and a current ratio of 1.76. Humana has a twelve month low of $213.31 and a twelve month high of $406.46. The company has a market capitalization of $31.91 billion, a price-to-earnings ratio of 26.57, a price-to-earnings-growth ratio of 2.05 and a beta of 0.62.

Institutional Investors Weigh In On Humana

Several institutional investors and hedge funds have recently made changes to their positions in the business. Clarius Group LLC increased its stake in Humana by 63.1% during the 1st quarter. Clarius Group LLC now owns 1,476 shares of the insurance provider's stock valued at $391,000 after purchasing an additional 571 shares in the last quarter. Rakuten Securities Inc. boosted its holdings in shares of Humana by 50.0% in the 1st quarter. Rakuten Securities Inc. now owns 300 shares of the insurance provider's stock worth $79,000 after buying an additional 100 shares during the last quarter. QRG Capital Management Inc. increased its stake in shares of Humana by 29.0% during the 1st quarter. QRG Capital Management Inc. now owns 2,765 shares of the insurance provider's stock worth $732,000 after purchasing an additional 621 shares during the last quarter. Janney Montgomery Scott LLC bought a new stake in shares of Humana in the first quarter valued at $1,309,000. Finally, Bank Pictet & Cie Europe AG bought a new stake in Humana in the 1st quarter valued at about $214,000. Institutional investors own 92.38% of the company's stock.

Humana Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 25th. Stockholders of record on Friday, June 27th will be given a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.34%. Humana's dividend payout ratio (DPR) is 35.58%.

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.