Research Analysts Issue Forecasts for Humana FY2025 Earnings

Humana Inc. (NYSE:HUM) – Analysts at Zacks Research decreased their FY2025 EPS estimates for Humana in a research note issued on Tuesday, February 25th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings of $16.24 per share for the year, down from their previous estimate of $16.65. The consensus estimate for Humana’s current full-year earnings is $16.47 per share. Zacks Research also issued estimates for Humana’s Q1 2026 earnings at $6.07 EPS, Q3 2026 earnings at $2.98 EPS and FY2027 earnings at $18.63 EPS.

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

HUM has been the topic of several other research reports. Bank of America upgraded shares of Humana from an “underperform” rating to a “neutral” rating and lifted their price objective for the company from $247.00 to $308.00 in a research report on Wednesday, November 6th. StockNews.com upgraded shares of Humana from a “hold” rating to a “buy” rating in a report on Tuesday. Wells Fargo & Company dropped their price objective on shares of Humana from $387.00 to $290.00 and set an “overweight” rating for the company in a report on Monday, November 4th. TD Cowen boosted their target price on Humana from $261.00 to $268.00 and gave the stock a “hold” rating in a research report on Monday, November 4th. Finally, JPMorgan Chase & Co. lowered their target price on Humana from $257.00 to $256.00 and set a “neutral” rating for the company in a research report on Tuesday, February 18th. Nineteen analysts have rated the stock with a hold rating and six have given a buy rating to the company. According to data from MarketBeat, Humana currently has an average rating of “Hold” and a consensus price target of $285.68.

Humana Stock Performance

NYSE HUM opened at $255.06 on Thursday. The business has a 50-day moving average price of $270.12 and a 200-day moving average price of $288.06. The firm has a market cap of $30.77 billion, a price-to-earnings ratio of 25.63, a price-to-earnings-growth ratio of 2.05 and a beta of 0.56. Humana has a twelve month low of $213.31 and a twelve month high of $406.46. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 0.68.

Institutional Trading of Humana

Several hedge funds and other institutional investors have recently made changes to their positions in HUM. Pinnacle Wealth Management Advisory Group LLC increased its position in Humana by 3.6% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 1,070 shares of the insurance provider’s stock valued at $272,000 after buying an additional 37 shares in the last quarter. Atlas Brown Inc. increased its holdings in shares of Humana by 0.6% during the fourth quarter. Atlas Brown Inc. now owns 6,352 shares of the insurance provider’s stock valued at $1,611,000 after acquiring an additional 38 shares in the last quarter. Moors & Cabot Inc. raised its position in shares of Humana by 2.5% in the 3rd quarter. Moors & Cabot Inc. now owns 1,639 shares of the insurance provider’s stock valued at $519,000 after purchasing an additional 40 shares during the last quarter. Mather Group LLC. boosted its stake in Humana by 21.0% in the 4th quarter. Mather Group LLC. now owns 236 shares of the insurance provider’s stock worth $60,000 after purchasing an additional 41 shares in the last quarter. Finally, Capital Advisors Ltd. LLC grew its position in Humana by 26.1% during the 4th quarter. Capital Advisors Ltd. LLC now owns 208 shares of the insurance provider’s stock worth $53,000 after purchasing an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Insider Buying and Selling at Humana

In related news, insider Timothy S. Huval sold 3,703 shares of the stock in a transaction that occurred on Tuesday, December 31st. The shares were sold at an average price of $256.26, for a total transaction of $948,930.78. Following the completion of the sale, the insider now owns 8,181 shares of the company’s stock, valued at $2,096,463.06. This represents a 31.16 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.32% of the company’s stock.

Humana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Shareholders of record on Friday, March 28th will be given a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a dividend yield of 1.39%. The ex-dividend date of this dividend is Friday, March 28th. Humana’s payout ratio is 35.58%.

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.