Zacks Research Has Pessimistic View of Humana Q2 Earnings

Humana Inc. (NYSE:HUM) – Analysts at Zacks Research dropped their Q2 2026 earnings per share estimates for shares of Humana in a research note issued to investors 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 forecast 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.

HUM has been the topic of a number of other research reports. Mizuho upped their target price on Humana from $305.00 to $316.00 and gave the company an “outperform” rating in a report on Wednesday, April 9th. Guggenheim started coverage on Humana in a research note on Wednesday, April 9th. They issued a “buy” rating and a $326.00 target price on the stock. JPMorgan Chase & Co. cut their price target on Humana from $257.00 to $256.00 and set a “neutral” rating for the company in a research note on Tuesday, February 18th. Barclays boosted their price target on Humana from $270.00 to $322.00 and gave the company an “equal weight” rating in a research note on Friday, April 11th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and issued a $290.00 target price on shares of Humana in a research note on Wednesday, February 12th. Seventeen research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $284.90.

Humana Stock Performance

Shares of HUM stock opened at $285.48 on Wednesday. The stock’s fifty day simple moving average is $265.80 and its 200-day simple moving average is $270.33. The company has a market capitalization of $34.46 billion, a price-to-earnings ratio of 28.69, a P/E/G ratio of 2.05 and a beta of 0.62. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.68. Humana has a 1-year low of $213.31 and a 1-year high of $406.46.

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

Humana Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 25th. Investors of record on Friday, March 28th will be paid a $0.885 dividend. This represents a $3.54 annualized dividend and a dividend yield of 1.24%. The ex-dividend date is Friday, March 28th. Humana’s payout ratio is presently 35.58%.

Institutional Investors Weigh In On Humana

Institutional investors have recently added to or reduced their stakes in the company. Wealth Enhancement Advisory Services LLC lifted its position in shares of Humana by 144.4% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 15,734 shares of the insurance provider’s stock worth $4,163,000 after acquiring an additional 9,296 shares during the period. Pullen Investment Management LLC bought a new position in Humana in the first quarter worth $403,000. Fifth Third Bancorp boosted its stake in Humana by 14.4% during the first quarter. Fifth Third Bancorp now owns 8,228 shares of the insurance provider’s stock worth $2,177,000 after buying an additional 1,034 shares in the last quarter. CX Institutional bought a new stake in Humana in the 1st quarter valued at $213,000. Finally, Assenagon Asset Management S.A. raised its stake in shares of Humana by 8.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 5,378 shares of the insurance provider’s stock valued at $1,423,000 after buying an additional 409 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

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.