Humana Inc. (NYSE:HUM) to Post Q1 2026 Earnings of $6.59 Per Share, Zacks Research Forecasts

Humana Inc. (NYSE:HUM) – Zacks Research decreased their Q1 2026 EPS estimates for shares of Humana in a research note issued to investors on Wednesday, April 17th. Zacks Research analyst D. Chatterjee now forecasts that the insurance provider will earn $6.59 per share for the quarter, down from their previous estimate of $6.90. The consensus estimate for Humana’s current full-year earnings is $16.06 per share. Zacks Research also issued estimates for Humana’s FY2026 earnings at $24.29 EPS.

Several other research analysts have also weighed in on the stock. Stephens dropped their price objective on shares of Humana from $550.00 to $430.00 and set an “overweight” rating on the stock in a research note on Friday, January 26th. Argus lowered shares of Humana from a “buy” rating to a “hold” rating in a research note on Wednesday, March 13th. Mizuho dropped their price target on shares of Humana from $550.00 to $400.00 and set a “buy” rating on the stock in a research note on Friday, January 26th. Wells Fargo & Company dropped their price target on shares of Humana from $413.00 to $350.00 and set an “overweight” rating on the stock in a research note on Monday, April 8th. Finally, UBS Group restated a “neutral” rating and set a $370.00 price target (down previously from $530.00) on shares of Humana in a research note on Friday, January 26th. Eleven research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. According to MarketBeat.com, Humana currently has a consensus rating of “Hold” and a consensus target price of $465.42.

Humana Stock Up 1.1 %

Humana stock opened at $328.33 on Thursday. The firm has a market cap of $39.61 billion, a PE ratio of 16.57, a P/E/G ratio of 1.90 and a beta of 0.45. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.59 and a current ratio of 1.59. The firm’s 50 day moving average price is $330.40 and its two-hundred day moving average price is $400.99. Humana has a twelve month low of $299.23 and a twelve month high of $541.21.

Humana (NYSE:HUM) last released its quarterly earnings data on Thursday, January 25th. The insurance provider reported ($0.11) earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.87). The company had revenue of $26.46 billion during the quarter, compared to analyst estimates of $25.47 billion. Humana had a net margin of 2.34% and a return on equity of 19.44%. The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.62 EPS.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 26th. Shareholders of record on Friday, June 28th will be issued a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 1.08%. The ex-dividend date of this dividend is Friday, June 28th. Humana’s dividend payout ratio (DPR) is presently 17.86%.

Insider Buying and Selling at Humana

In related news, Director Jorge S. Mesquita purchased 545 shares of Humana stock in a transaction on Tuesday, February 20th. The stock was purchased at an average cost of $367.09 per share, with a total value of $200,064.05. Following the acquisition, the director now directly owns 2,578 shares in the company, valued at $946,358.02. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.32% of the company’s stock.

Institutional Trading of Humana

A number of hedge funds have recently bought and sold shares of the stock. Leeward Investments LLC MA bought a new stake in Humana in the 1st quarter valued at $10,071,000. New Century Financial Group LLC bought a new position in shares of Humana during the 1st quarter worth about $1,183,000. Norden Group LLC lifted its holdings in shares of Humana by 3,471.6% during the 1st quarter. Norden Group LLC now owns 16,965 shares of the insurance provider’s stock worth $5,882,000 after acquiring an additional 16,490 shares during the period. Plimoth Trust Co. LLC lifted its holdings in shares of Humana by 39.5% during the 1st quarter. Plimoth Trust Co. LLC now owns 1,018 shares of the insurance provider’s stock worth $353,000 after acquiring an additional 288 shares during the period. Finally, Narus Financial Partners LLC bought a new position in shares of Humana during the 1st quarter worth about $2,932,000. 92.38% of the stock is owned by 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.