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HUM Humana Inc.

USHealthcare
$392.22-1.39%ClosedMarket Cap: $47.09B

As of 2026-07-10 16:00

Why HUM matters now

Humana Inc. (HUM) is a US stock in Healthcare. The latest InvestLog snapshot shows $392.22 with -1.39% on the session and $47.09B in market capitalization; recent performance reads 1-month +16.13% and YTD +40.81%.

The latest financial table shown here is Q1 2026, with revenue of $39.65B, net income of $1.19B, and EPS of $9.83. Investors can compare that operating picture with valuation signals such as P/E 19.51 and FCF yield 2.9%.

The latest indexable market news headline is "Did Humana Inc. Insiders Breach their Fiduciary Duties to Shareholders?" from GuruFocus.

Additional event context on this page matters because analyst consensus is Hold with a median target of $264.50; recent insider activity includes Martin Aaron filing A-Award; recent congressional disclosure data includes Michael McCaul Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

19.51

PEG

P/B

2.34

P/S

0.32

EV/EBITDA

18.36

DCF Value

$735.63

FCF Yield

2.9%

Div Yield

1.0%

Margins & Returns

Gross Margin

14.0%

Operating Margin

1.0%

Net Margin

0.8%

ROE

6.2%

ROA

2.0%

ROIC

3.2%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$39.65B$1.19B$9.83
Q4 2025$32.52B$-796.0M$-6.61
FY 2025$129.66B$1.19B$9.84
Q3 2025$32.65B$195.0M$1.62

Analyst Ratings

Consensus

Hold

Target (Consensus)

$298.50

Target (Median)

$264.50

Target Range

$195.00 - $441.00

Strong Buy: 1Buy: 7Hold: 16Sell: 2Strong Sell: 0
Evercore ISI GroupIn Line
2026-06-11
JP MorganNeutral
2026-06-08
MizuhoOutperform
2026-06-08
B of A SecuritiesNeutral
2026-06-04
Morgan StanleyUnderweight
2026-06-04

Trading Activity

Insider Trades

Martin Aaronofficer: President, Medicare Advantage
Sell2026-05-05
Shetty Sanjay Kofficer: President, CenterWell
Sell2026-05-05
Ventura Joseph Cofficer: Chief Legal Officer
Sell2026-05-05
Field Robert Stuartdirector
Sell2026-05-05
O'Hara Michelle A.officer: Chief Human Resources Officer
Sell2026-05-05

Congress Trades

Michael McCaulBuy
2026-05-11
Julia LetlowSell
2026-03-13

Company Info

Sector

Healthcare

Industry

Medical - Healthcare Plans

Country

US

Exchange

Beta

0.77

Humana Inc., a prominent health and well-being enterprise, operates across the United States through its various subsidiary companies. Its operational structure is divided into three main segments: Retail, Group and Specialty, and Healthcare Services. The firm provides a wide array of medical and supplementary insurance plans directly to individual consumers. Furthermore, Humana collaborates with government entities; it holds a contract with the Centers for Medicare and Medicaid Services (CMS) to manage the Limited Income Newly Eligible Transition (LI NET) prescription drug program. The company also secures agreements with numerous states to deliver Medicaid, dual-eligible, and long-term care support benefits. For employer groups and individuals, Humana furnishes fully insured commercial medical and specialized health coverage, which encompasses dental, vision, and other ancillary health benefits. They additionally offer administrative services only (ASO) solutions and extend support to military personnel through contracts like the TRICARE T2017 East Region. Beyond insurance products, the company delivers comprehensive healthcare services directly. These include pharmacy management, provider network services, and a suite of home-based solutions such as home health care, serving both its own health plan enrollees and external clients. By the close of 2021 (December 31), Humana's reach extended to approximately 17 million individuals enrolled in its medical benefit plans and an additional 5 million utilizing its specialized product offerings. Established in 1961, Humana Inc. maintains its corporate headquarters in Louisville, Kentucky.