Research Analysts Set Expectations for Humana Q1 Earnings

Humana Inc. (NYSE:HUM) – Equities research analysts at Zacks Research boosted their Q1 2026 earnings per share estimates for shares of Humana in a report issued on Wednesday, July 2nd. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings of $6.73 per share for the quarter, up from their prior estimate of $6.70. The consensus estimate for Humana’s current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana’s Q2 2026 earnings at $5.06 EPS, FY2026 earnings at $11.09 EPS, Q2 2027 earnings at $6.79 EPS and FY2027 earnings at $18.87 EPS.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, April 30th. The insurance provider reported $11.58 EPS for the quarter, topping analysts’ consensus estimates of $10.07 by $1.51. The firm had revenue of $32.11 billion during the quarter, compared to analysts’ expectations of $32 billion. Humana had a return on equity of 14.47% and a net margin of 1.42%. The company’s quarterly revenue was up 8.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $7.23 EPS.

Other equities research analysts have also issued reports about the company. Cantor Fitzgerald reissued a “neutral” rating and set a $290.00 price target on shares of Humana in a research note on Thursday, May 1st. Truist Financial set a $280.00 price target on Humana and gave the stock a “hold” rating in a research note on Tuesday, June 17th. Mizuho raised their price target on Humana from $305.00 to $316.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 9th. Oppenheimer raised their price target on Humana from $300.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, May 1st. Finally, Guggenheim began coverage on Humana in a research note on Wednesday, April 9th. They set a “buy” rating and a $326.00 price target for the company. Sixteen equities research analysts have rated the stock with a hold rating and eight have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $280.76.

Humana Price Performance

Shares of Humana stock opened at $238.58 on Thursday. The stock has a market cap of $28.79 billion, a price-to-earnings ratio of 16.87, a price-to-earnings-growth ratio of 1.81 and a beta of 0.44. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.91 and a current ratio of 1.91. The stock has a 50 day moving average price of $240.29 and a 200-day moving average price of $258.73. Humana has a one year low of $212.45 and a one year high of $406.46.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 25th. Stockholders of record on Friday, June 27th will be issued a $0.885 dividend. The ex-dividend date of this dividend is Friday, June 27th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.48%. Humana’s dividend payout ratio is presently 25.04%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Cary Street Partners Investment Advisory LLC increased its holdings in shares of Humana by 63.9% in the 1st quarter. Cary Street Partners Investment Advisory LLC now owns 118 shares of the insurance provider’s stock valued at $31,000 after acquiring an additional 46 shares during the period. LFA Lugano Financial Advisors SA grew its stake in Humana by 56.3% during the 4th quarter. LFA Lugano Financial Advisors SA now owns 125 shares of the insurance provider’s stock worth $32,000 after buying an additional 45 shares during the last quarter. OFI Invest Asset Management purchased a new position in Humana during the 4th quarter worth $33,000. Riverview Trust Co purchased a new position in Humana during the 1st quarter worth $34,000. Finally, Garde Capital Inc. purchased a new position in Humana during the 1st quarter worth $36,000. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

About Humana

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.