Humana (NYSE:HUM) Releases FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 9.500- for the period, compared to the consensus earnings per share estimate of 9.130. The company issued revenue guidance of $160.0 billion, compared to the consensus revenue estimate of $162.5 billion.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Morgan Stanley upgraded shares of Humana from an “underweight” rating to an “overweight” rating in a report on Friday, October 9th. Raymond James Financial reiterated an “outperform” rating on shares of Humana in a report on Friday. Robert W. Baird raised shares of Humana from a “neutral” rating to an “outperform” rating and boosted their target price for the stock from $390.00 to $596.00 in a research report on Friday, October 9th. Monness Crespi & Hardt raised Humana to a “buy” rating in a research report on Friday, October 9th. Finally, Truist Financial upped their price target on Humana from $415.00 to $475.00 and gave the stock a “hold” rating in a report on Monday, October 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $453.30.

Humana Stock Performance

Humana stock traded up $13.22 during midday trading on Friday, reaching $425.01. The stock had a trading volume of 823,486 shares, compared to its average volume of 1,633,355. The firm has a market capitalization of $51.04 billion, a PE ratio of 40.21, a P/E/G ratio of 2.57 and a beta of 0.65. Humana has a 12 month low of $163.11 and a 12 month high of $456.50. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62. The firm’s 50-day moving average price is $403.16 and its 200 day moving average price is $311.45.

Humana (NYSE:HUM) last released its quarterly earnings data on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, topping the consensus estimate of ($1.00) by $0.30. The company had revenue of $41.16 billion during the quarter, compared to the consensus estimate of $40.87 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. Humana’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same period last year, the firm earned $3.24 EPS. Humana has set its FY 2026 guidance at 9.500- EPS. As a group, research analysts predict that Humana will post 9.03 earnings per share for the current fiscal year.

Humana Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 29th. Investors of record on Thursday, December 24th will be given a $0.8850 dividend. This represents a $3.54 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, December 24th. Humana’s dividend payout ratio is 33.49%.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana raised its full-year 2026 adjusted EPS guidance as quarterly revenue climbed 26.1% year over year to $41.16 billion, ahead of analysts’ $40.87 billion estimate. Higher revenue and a better outlook are the clearest positive catalysts in the reports. Humana Lifts Outlook as Quarterly Revenue Jumps
• Positive Sentiment: The quarterly loss of $0.70 per share was narrower than analysts’ expected loss of about $1.00–$1.03, delivering an earnings beat despite the year-over-year downturn. Humana Reports Q3 Loss, Beats Revenue Estimates
• Neutral Sentiment: Recent coverage noted Humana’s strong Medicare ratings, a potentially supportive factor for its Medicare business, while flagging that investors remain focused on healthcare-cost trends. Humana Aced Key Medicare Ratings. Earnings Will Spotlight Other Cost Trends.
• Negative Sentiment: Humana’s $0.70-per-share loss compares with earnings of $3.24 per share a year earlier. The steep deterioration underscores pressure from costs and benefit expenses, which could temper the positive impact of the raised outlook. Humana Reports Third Quarter 2026 Financial Results; Raises Full Year 2026 Adjusted EPS Guidance

About Humana

Humana Inc is a health and well-being company that provides insurance products and health care services in the United States and Puerto Rico. The company’s primary business is government-sponsored health coverage, particularly Medicare Advantage plans for older adults, along with Medicare prescription drug plans, Medicaid coverage and certain commercial health insurance products.

Humana also operates CenterWell, its health care services platform focused on older adults. CenterWell includes primary care clinics, home health services and pharmacy services, with an emphasis on coordinated care, chronic-condition management and helping members receive care in lower-cost settings.

Founded in 1961 as a nursing-home company, Humana expanded into hospital operations before shifting its focus toward health insurance and related services.