What is Zacks Research’s Forecast for Humana Q2 Earnings?

Humana Inc. (NYSE:HUM) – Stock analysts at Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for Humana in a research report issued to clients and investors on Wednesday, May 14th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings per share of $9.71 for the quarter, up from their previous forecast of $5.31. The consensus estimate for Humana’s current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana’s Q3 2025 earnings at $1.68 EPS, Q4 2025 earnings at ($6.71) EPS, Q1 2026 earnings at $6.70 EPS, Q2 2026 earnings at $5.05 EPS, Q3 2026 earnings at $2.20 EPS, Q4 2026 earnings at ($2.92) EPS, FY2026 earnings at $11.02 EPS, Q1 2027 earnings at $7.48 EPS and FY2027 earnings at $18.80 EPS.

Several other equities research analysts also recently weighed in on the company. StockNews.com raised Humana from a “hold” rating to a “buy” rating in a research report on Friday, May 9th. Truist Financial reduced their price target on Humana from $325.00 to $305.00 and set a “hold” rating for the company in a research report on Monday, May 12th. Royal Bank of Canada reissued an “outperform” rating and issued a $283.00 price target on shares of Humana in a report on Wednesday, February 12th. Morgan Stanley dropped their price objective on shares of Humana from $301.00 to $285.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 12th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Humana from $257.00 to $256.00 and set a “neutral” rating for the company in a research note on Tuesday, February 18th. Seventeen equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $286.81.

Humana Trading Up 3.2%

Shares of Humana stock opened at $255.23 on Monday. The stock has a market cap of $30.80 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 2.05 and a beta of 0.49. The firm has a fifty day moving average price of $262.98 and a 200 day moving average price of $269.38. Humana has a 1 year low of $212.45 and a 1 year high of $406.46. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.76 and a quick ratio of 1.76.

Humana (NYSE:HUM) last posted its quarterly earnings results on Wednesday, April 30th. The insurance provider reported $11.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.07 by $1.51. The company had revenue of $32.11 billion during the quarter, compared to analyst estimates of $32 billion. Humana had a net margin of 1.02% and a return on equity of 11.70%. Humana’s revenue for the quarter was up 8.4% compared to the same quarter last year. During the same period last year, the firm posted $7.23 EPS.

Institutional Investors Weigh In On Humana

A number of large investors have recently modified their holdings of the business. Transcend Capital Advisors LLC grew its position in shares of Humana by 399.7% in the fourth quarter. Transcend Capital Advisors LLC now owns 3,643 shares of the insurance provider’s stock valued at $924,000 after purchasing an additional 2,914 shares in the last quarter. Retirement Systems of Alabama grew its holdings in Humana by 735.9% in the 4th quarter. Retirement Systems of Alabama now owns 219,002 shares of the insurance provider’s stock valued at $55,563,000 after buying an additional 192,801 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of Humana by 7.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 964,926 shares of the insurance provider’s stock worth $244,811,000 after acquiring an additional 65,735 shares during the last quarter. Secure Asset Management LLC purchased a new position in shares of Humana during the 4th quarter worth $244,000. Finally, denkapparat Operations GmbH acquired a new position in shares of Humana during the 4th quarter valued at about $323,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 25th. Stockholders of record on Friday, June 27th will be paid a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.39%. The ex-dividend date is Friday, June 27th. Humana’s dividend payout ratio is presently 25.04%.

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.