Zacks Research Comments on Humana Inc.’s Q3 2025 Earnings (NYSE:HUM)

Humana Inc. (NYSE:HUM) – Investment analysts at Zacks Research dropped their Q3 2025 earnings estimates for Humana in a research note issued to investors on Thursday, September 19th. Zacks Research analyst D. Chatterjee now expects that the insurance provider will post earnings of $4.83 per share for the quarter, down from their prior forecast of $4.84. The consensus estimate for Humana’s current full-year earnings is $16.00 per share. Zacks Research also issued estimates for Humana’s Q4 2025 earnings at $1.61 EPS.

Several other research analysts have also recently weighed in on HUM. Royal Bank of Canada increased their price objective on Humana from $385.00 to $400.00 and gave the stock an “outperform” rating in a research report on Thursday, September 5th. Piper Sandler started coverage on shares of Humana in a research report on Wednesday, June 26th. They set an “overweight” rating and a $392.00 price target on the stock. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Humana from $341.00 to $349.00 and gave the company a “hold” rating in a report on Friday, August 2nd. Robert W. Baird initiated coverage on shares of Humana in a research report on Thursday, May 30th. They set a “neutral” rating and a $374.00 target price on the stock. Finally, JPMorgan Chase & Co. lifted their price target on shares of Humana from $332.00 to $396.00 and gave the company a “neutral” rating in a research report on Wednesday, August 21st. Thirteen research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $398.70.

Humana Price Performance

Shares of NYSE HUM opened at $312.29 on Monday. The business’s 50 day moving average is $354.61 and its 200-day moving average is $345.12. The firm has a market cap of $37.63 billion, a P/E ratio of 19.45, a price-to-earnings-growth ratio of 2.56 and a beta of 0.50. Humana has a 1-year low of $298.61 and a 1-year high of $530.54. The company has a current ratio of 1.66, a quick ratio of 1.66 and a debt-to-equity ratio of 0.70.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, July 31st. The insurance provider reported $6.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.89 by $1.07. Humana had a net margin of 1.53% and a return on equity of 16.12%. The company had revenue of $29.54 billion during the quarter, compared to analysts’ expectations of $28.52 billion. During the same quarter last year, the company posted $8.94 EPS. Humana’s quarterly revenue was up 10.4% compared to the same quarter last year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. CarsonAllaria Wealth Management Ltd. increased its holdings in Humana by 111.4% in the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 74 shares of the insurance provider’s stock worth $28,000 after purchasing an additional 39 shares in the last quarter. Hantz Financial Services Inc. acquired a new position in shares of Humana in the second quarter valued at approximately $35,000. Family Firm Inc. bought a new position in Humana in the 2nd quarter valued at approximately $37,000. Hollencrest Capital Management acquired a new stake in Humana during the 2nd quarter worth approximately $40,000. Finally, Riverview Trust Co acquired a new stake in Humana during the 2nd quarter worth approximately $44,000. 92.38% of the stock is currently owned by institutional investors.

Humana Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 25th. Shareholders of record on Monday, September 30th will be paid a dividend of $0.885 per share. The ex-dividend date is Monday, September 30th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.13%. Humana’s payout ratio is presently 22.04%.

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.