HUM's Medicare growth, CenterWell expansion and strong cash flow support gains, but rising costs and high leverage keep caution in focus.
Shares of Humana (NYSE:HUM | HUM Price Prediction) are trading near $303 at midday Monday, slightly lower on the session after a flat open.
Humana Inc. is upgraded to Buy as shares rebound from a >65% decline, supported by improved CMS rate decisions and activist investor involvement. Despite 2026 EPS guidance below Q1 levels, HUM targets a sustainable 3%+ Medicare Advantage margin and long-term earnings growth by 2028. Recent Q1 results exceeded revenue and adjusted EPS expectations, with a favorable medical benefit ratio and affirmed 25% MA membership growth for 2026.
Humana (NYSE:HUM | HUM Price Prediction) stock received a price target raise to $254 from $182 from Piper Sandler, which maintained a Neutral rating.
HUM posts Q1 earnings beat as premiums surge and membership grows, but rising costs and benefit ratio pressure weigh on profit.
Humana Inc. (HUM) Q1 2026 Earnings Call Transcript
Humana (HUM) came out with quarterly earnings of $10.31 per share, beating the Zacks Consensus Estimate of $9.97 per share. This compares to earnings of $11.58 per share a year ago.
Humana reported first quarter net income of nearly $1.2 billion as costs of care for older adults in its Medicare Advantage plans eased a bit but remained high.
Humana reported lower first-quarter profit as the company faces earnings headwinds from lower Medicare Advantage Star Ratings for 2026.
Humana on Wednesday beat Wall Street estimates for first-quarter profit as the health insurer spent less on medical services than expected.
Mark Cuban's Cost Plus Drug Company and Humana's CenterWell Pharmacy Monday confirmed they have formed a partnership “to develop new end-to-end employer prescription solutions.”
HUM heads into Q1 earnings with strong revenue growth expectations, but rising operating costs and a higher benefits ratio may weigh on profits.