Zacks Research Has Optimistic Outlook of Humana Q1 Earnings

Humana Inc. (NYSE:HUM) – Zacks Research raised their Q1 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 of $6.11 per share for the quarter, up from their previous forecast of $6.07. The consensus estimate for Humana’s current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana’s Q3 2026 earnings at $2.95 EPS and Q4 2026 earnings at ($2.46) EPS.

Several other equities analysts also recently commented on the stock. Truist Financial upped their price target on shares of Humana from $290.00 to $325.00 and gave the company a “hold” rating in a research note on Friday, April 11th. Guggenheim assumed coverage on shares of Humana in a report on Wednesday, April 9th. They set a “buy” rating and a $326.00 target price on the stock. StockNews.com upgraded Humana from a “hold” rating to a “buy” rating in a research note on Monday, April 7th. Mizuho raised their price target on Humana from $305.00 to $316.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 9th. Finally, Royal Bank of Canada restated an “outperform” rating and issued a $283.00 target price on shares of Humana in a research report on Wednesday, February 12th. Seventeen investment analysts have rated the stock with a hold rating and seven have given a buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $284.90.

Humana Price Performance

Humana stock opened at $285.48 on Thursday. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.68. The stock’s 50 day moving average is $265.80 and its 200-day moving average is $270.33. Humana has a 12 month low of $213.31 and a 12 month high of $406.46. The company has a market capitalization of $34.46 billion, a price-to-earnings ratio of 28.69, a PEG ratio of 2.05 and a beta of 0.62.

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

Institutional Trading of Humana

Several large investors have recently made changes to their positions in HUM. FPC Investment Advisory Inc. acquired a new position in Humana during the 4th quarter worth approximately $27,000. Centricity Wealth Management LLC bought a new position in shares of Humana in the 4th quarter worth $30,000. LFA Lugano Financial Advisors SA grew its position in Humana by 56.3% in the 4th quarter. LFA Lugano Financial Advisors SA now owns 125 shares of the insurance provider’s stock valued at $32,000 after purchasing an additional 45 shares during the period. Riverview Trust Co bought a new stake in Humana during the 1st quarter valued at $34,000. Finally, OFI Invest Asset Management acquired a new position in Humana during the fourth quarter worth $33,000. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Humana Dividend Announcement

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 issued a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a dividend yield of 1.24%. Humana’s dividend payout ratio is currently 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.