Price
No data yet.
Social Signal Score
Analyst Ratings
44 analystsRevenue
$40.87B+198.43%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- James A. Rechtin
- Sector
- Healthcare
- Industry
- Medical - Healthcare Plans
- Employees
- 67,060
- Beta
- 0.74
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 4.53
Financials
Revenue
$40.87B+198.4%Net Income
$693.00M+54.0%EBITDA
$1.31B+1.9%Free Cash Flow
$-558.00M-112.8%EPS (diluted)
$5.72+91.9%Shares Outstanding (diluted)
120.89M-19.9%Operating Expenses
$3.98BCash & Debt
$23.87BReturn of Capital
$108.00MRevenue by Segment (annual)
$147.04BDividend per Share
$0.89Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $129.66B | $1.19B | $9.87 |
| 2024 | $117.81B | $1.21B | $10.01 |
| 2023 | $106.44B | $2.49B | $20.09 |
| 2022 | $92.92B | $2.81B | $22.20 |
| 2021 | $83.65B | $2.93B | $22.79 |
| 2020 | $77.19B | $3.37B | $25.47 |
| 2019 | $64.93B | $2.71B | $20.19 |
| 2018 | $56.94B | $1.68B | $12.24 |
| 2017 | $53.80B | $2.45B | $16.94 |
| 2016 | $54.41B | $614.00M | $4.11 |
| 2015 | $54.29B | $1.28B | $8.54 |
| 2014 | $48.50B | $1.15B | $7.44 |
| 2013 | $41.31B | $1.23B | $7.82 |
| 2012 | $39.13B | $1.22B | $7.57 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from HUM's reported EPS growth of 2.1% a year over 13 years.
- EPS in 5 years
- $10.94
- Implied price
- $284.51
- Return from $388.36
- -6.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $141.45 — -63.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 18 | 22 | 26 | 30 | 34 |
|---|---|---|---|---|---|
| -7.9% | -21.2% | -18.0% | -15.2% | -12.8% | -10.6% |
| -2.9% | -17.0% | -13.6% | -10.6% | -8.0% | -5.7% |
| 2.1% | -12.7% | -9.1% | -6.0% | -3.3% | -0.9% |
| 7.1% | -8.4% | -4.7% | -1.4% | 1.4% | 4.0% |
| 12.1% | -4.1% | -0.2% | 3.2% | 6.2% | 8.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
80+60.00%Social Signal Score
Mentions (14)
- News247wallst.com·10d ago·Positive
Humana Jumps 7% on Barclays Upgrade and $515 Target; UnitedHealth Nudges Higher Barclays just pulled Humana off its neutral bench and handed it a bold new target, sending shares soaring while the rest of managed care barely blinked.
View source ↗ - News247wallst.com·14d ago·Negative
Humana Is Dropping Plans Covering 600,000 Members and Hopes 240,000 Choose Humana Again. The Replacement Is Not the Same Plan Humana is exiting plans and counting on hundreds of thousands of affected members to land back inside the company. Before you accept what arrives in that envelope this fall, there are four terms in the replacement plan that can quietly cost you thousands.
View source ↗ - News (RSS)forbes·22d ago·Neutral
Is The Health Insurer Rebound Complete? Some Seem To Think So An increasing number of industry analysts say costs are under control for the likes of CVS Health, Centene, Cigna, Elevance Health, Humana, UnitedHealth Group and others.
View source ↗ - News (RSS)zerohedge·26d ago·Neutral
…of our effort to help reduce administrative work, remove barriers that can delay care and give you more time to focus on patient care," the memo reads. UnitedHealth, Humana, and Aetna, the three largest Medicare Advantage carriers, reduced the number of counties they serve in 2026 due to low financial margins, according to analysis from ATI Advisory, a healthcare strategy group. This marks a new phase in the Medicare Advantage market in which growth is driven less by geographical expansion and m…
View source ↗ - News (RSS)yahoo·26d ago·Neutral
Is HealthStream (HSTM) a Better Healthcare Bet Than Humana (HUM) Right Now?
View source ↗ - News247wallst.com·30d ago·Negative
Insurers Have Already Told Wall Street Which Advantage Plans Die on December 31. Members Are the Last to Know, and the Letter Isn’t Due Until October 2. Insurers spent the summer telling Wall Street exactly which Medicare Advantage plans are disappearing on December 31. Enrolled members get a letter in October, a closing enrollment window in December, and a rare legal protection most will never realize they have.
View source ↗ - News (RSS)yahoo·32d ago·Neutral
Can Better Star Ratings and Margin Expansion Drive Humana (HUM) Higher?
View source ↗ - Newsbusinesswire.com·34d ago·Neutral
Humana Board Declares Payment of Quarterly Dividend to Stockholders LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) announced today that its Board of Directors has declared a cash dividend to stockholders of $0.885 per share payable on November 27, 2026 to stockholders of record as of the close of business on October 30, 2026. About Humana Humana (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it ea…
View source ↗ - Newszacks.com·38d ago·Neutral
Why Is Humana (HUM) Up 7.1% Since Last Earnings Report? Humana (HUM) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·40d ago·Positive
Here's Why Investors Should Retain Humana Stock for Now HUM benefits from Medicare Advantage growth, CenterWell expansion and strong cash generation, but rising costs and debt remain concerns.
View source ↗ - Newszacks.com·46d ago·Positive
Can Humana's Star Ratings Rebound Unlock MA Earnings Power? HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.
View source ↗ - Newszacks.com·53d ago·Neutral
Can Humana Improve Caregiver Retention With HealthStream Deal? HUM's HealthStream deal backs 1,000 caregiver scholarships and new tools to improve recruitment and retention in Indiana.
View source ↗ - News (RSS)investing·55d ago·Neutral
Glenmark’s U.S. unit settles Humana antitrust case for $15.3 mln
View source ↗ - Newsbusinesswire.com·56d ago·Neutral
James P. Holland to Join Humana as Medicaid President LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) today announced that James “J.P.” Holland will join the company as senior vice president and President of Medicaid, effective August 17. In this role, Holland will lead the company's growing Medicaid business, which currently serves more than 1.6 million members in 11 states. Holland will report to Aaron Martin, President of Insurance. “Medicaid is an important part of how we deliver o
View source ↗
Earnings
Fri, Nov 6(in 4 weeks)
Consensus estimate $-1.04 per share
Typical surprise +4.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$7.61 vs $7.27beat
- Wed, Apr 29$10.31 vs $10.24beat
- Wed, Feb 11$-3.96 vs $-4.00beat
- Wed, Nov 5$3.24 vs $2.93beat
- Wed, Jul 30$6.27 vs $5.92beat
- Wed, Apr 30$11.58 vs $10.07beat
Estimates and results for HUM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by HUM officers and directors.
- Bought
- $150k
- Sold
- —
1 trade
0 trades
- Shetty Sanjay Kbought
99 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (31d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (31d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (158d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (33d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 10, 2025 (36d later)Sell$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (27d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 12, 2025 (38d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (50d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 8, 2025 (14d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 12, 2025 (15d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 12, 2025 (24d later)Buy$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 12, 2025 (24d later)Buy$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed Jun 10, 2025 (26d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2025 (10d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 15, 2025 (35d later)Buy$100,001 - $250,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.