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Humana Inc. (HUM)

236.44 -6.68 (-2.75%)
At close: April 30 at 4:00:02 PM EDT
241.66 +5.05 (+2.13%)
Pre-Market: 8:37:05 AM EDT
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HUM Q1 2026 earnings call
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News headlines Humana reported Q1 2026 earnings that exceeded estimates, but the stock fell due to concerns over rising costs and a cautious outlook. Key metrics showed revenue growth, yet management warned of challenges in maintaining profitability.

Humana reported Q1 2026 earnings that exceeded estimates, but the stock fell due to concerns over rising costs and a cautious outlook. Key metrics showed revenue growth, yet management warned of challenges in maintaining profitability.

Updated 6m ago · Powered by Yahoo Scout
  • Previous Close 243.12
  • Open 242.94
  • Bid --
  • Ask --
  • Day's Range 236.31 - 246.82
  • 52 Week Range 163.11 - 315.35
  • Volume 1,727,405
  • Avg. Volume 1,993,748
  • Market Cap (intraday) 28.387B
  • Beta (5Y Monthly) 0.44
  • PE Ratio (TTM) 25.26
  • EPS (TTM) 9.36
  • Earnings Date Jul 29, 2026
  • Forward Dividend & Yield 3.54 (1.50%)
  • Ex-Dividend Date Jun 26, 2026
  • 1y Target Est 211.46

Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell. The Insurance segment offers individual Medicare Advantage products, including health insurance benefits, including wellness programs, chronic care management, and care coordination; individual Medicare stand-alone prescription drug products (PDP); group Medicare advantage and Medicare stand-alone PDP; Medicare supplements; specialty and ancillary insurance comprising dental, vision, life and disability; and administrative services to arrange health care services for active-duty and retired military personnel and dependents, as well as pharmacy benefit managers. Its CenterWell segment operates full-service, value-based senior focused primary care centers under the Conviva Senior Primary Care and CenterWell Senior Primary Care brands; a management services organization; CenterWell Home Health, a home health provider; and OneHome, which manages post-acute patient needs, as well as provides pharmacy and hospice solutions. The company was formerly known as Extendicare Inc. and changed its name to Humana Inc. in April 1974. Humana Inc. was founded in 1961 and is headquartered in Louisville, Kentucky.

www.humana.com

67,060

Full Time Employees

December 31

Fiscal Year Ends

Healthcare

Sector

Healthcare Plans

Industry

Performance Overview: HUM

Trailing total returns as of 4/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

HUM
7.22%
S&P 500 (^GSPC)
5.31%

1-Year Return

HUM
8.41%
S&P 500 (^GSPC)
29.45%

3-Year Return

HUM
53.80%
S&P 500 (^GSPC)
72.90%

5-Year Return

HUM
44.22%
S&P 500 (^GSPC)
72.42%

Earnings Trends: HUM

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q1 FY26
Revenue 39.65B
Earnings 1.24B

Q2

FY25

Q3

FY25

Q4

FY25

Q1

FY26

0
10B
20B
30B

Analyst Insights: HUM

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Analyst Price Targets

146.00 Low
211.46 Average
236.44 Current
333.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 4/30/2026
Analyst UBS
Rating Action Maintains
Rating Neutral
Price Action Raises
Price Target 195 -> 262

Statistics: HUM

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Valuation Measures

Annual
As of 4/30/2026
  • Market Cap

    28.39B

  • Enterprise Value

    37.43B

  • Trailing P/E

    25.23

  • Forward P/E

    26.11

  • PEG Ratio (5yr expected)

    1.35

  • Price/Sales (ttm)

    0.21

  • Price/Book (mrq)

    1.53

  • Enterprise Value/Revenue

    0.27

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    0.82%

  • Return on Assets (ttm)

    3.64%

  • Return on Equity (ttm)

    6.28%

  • Revenue (ttm)

    137.2B

  • Net Income Avi to Common (ttm)

    1.13B

  • Diluted EPS (ttm)

    9.36

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    21.97B

  • Total Debt/Equity (mrq)

    76.64%

  • Levered Free Cash Flow (ttm)

    1.43B

Compare To: HUM

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Company Insights: HUM

Fair Value

236.44 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports: HUM

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  • Humana Earnings: Medical Cost Ratio Better Than Expected, but 2026 Outlook Unchanged

    Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.

    Rating
    Price Target
  • Managed-Care Shares Rise on Improvement in Final Medicare Advantage Rate Notice

    Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.

    Rating
    Price Target
  • Seeking path to higher profitability

    Humana is a health benefits company that offers coordinated health insurance coverage and related services through a variety of plans for retirees, employer groups, and government-sponsored programs, such as Medicare Advantage and Medicaid. Humana serves approximately 14.8 million medical members, including 5.2 million individual MA members and 4.7 million specialty and dental members. The company's CenterWell health services segment offers pharmacy benefit manager services, home care services, and primary care services. HUM shares are a component of the S&P 500.

    Rating
    Price Target
  • The major indices are modestly higher at midday on Monday. Today

    The major indices are modestly higher at midday on Monday. Today offers the first opportunity for investors to react to the March jobs report, which came out on Friday when stock markets were closed for the Good Friday holiday. The report showed a healthy labor market. This week, both of the major inflation indicators, CPI and PCE, will be released. Crude oil is currently at $111 per barrel. The yield on the 10-year note is at 4.33%, and the VIX volatility index is at 24.

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