Humana's top-line growth has accelerated sharply, with revenue up 26.2% year-over-year to $40.9B in 2026Q2, driven by membership expansion and pricing actions. However, underwriting profitability remains thin, as the combined ratio of 96.7% leaves only a 3.3% ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 26.2% year-over-year in 2026Q2, reaching $40.9B, but the combined ratio of 96.7% indicates a narrow underwriting margin of just 3.3%.
Humana is a major player in the Medicare Advantage (MA) market, which is a significant growth driver for the company. Despite increased competition and utilization rates, Humana's individual MA membership is projected to grow substantially.
Management is focused on restoring and improving margins through various initiatives, including moderating marketing costs and enhancing risk adjustment. The company has a multi-year plan to achieve significant transformation savings.
The CenterWell segment, which includes healthcare services, is a key area for expansion. Humana is integrating new contracts and acquiring businesses within this segment to broaden its national footprint.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $7.61+4.7% vs $7.27 | $40.9B+0.7% vs $40.6B |
Q2 2026 Apr 29, 2026 | $10.31+0.7% vs $10.24 | $39.6B+0.7% vs $39.4B |
Q1 2026 Feb 11, 2026 | -$3.96+1.0% vs -$4.00 | $32.5B+1.5% vs $32.0B |
Q4 2025 Nov 5, 2025 | $3.24+10.6% vs $2.93 | $32.6B+2.0% vs $32.0B |
Corient Private Wealth LP lowered its stake in shares of Humana Inc. (NYSE: HUM) by 15.3% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,114 shares of the insurance provider's stock after selling 3,454 shares during the period.
LOUISVILLE, Ky.--(BUSINESS WIRE)--A new research study finds an association between pharmacy care coordination services and improved health outcomes for cancer patients.
Bank of America Corp DE acquired a new stake in shares of Humana Inc. (NYSE: HUM) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 703,615 shares of the insurance provider's stock, valued at approximately $279,490,000. Bank of America Corp DE owned
Humana Inc. (NYSE: HUM) today announced the results of Humana Community Day 2026, the company's annual nationwide day of service. In its third year, Humana Comm
Benchmark HUM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Humana Inc. (HUM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $371.93 | $44.65B | 37.80 | 10.06% | 0.92% | 6.95% | 0.96% | |
| $372.95 | $338.69B | 28.19 | 11.81% | 3.14% | 13.49% | — | |
| $87.10 | $111.13B | 62.66 | 7.85% | 1.18% | 6.41% | — | |
| $402.43 | $87.27B | 16.02 | 12.62% | 2.47% | 11.2% | — | |
| $63.28 | $31.26B | -4.65 | 19.44% | -2.63% | -23.94% | — | |
| $191.19 | $9.98B | 21.43 | 11.75% | -0.02% | -0.17% | — |
Humana Inc. (HUM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Humana Inc. (HUM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 29, 2026·SEC
Jun 1, 2026·SEC
Get notified when HUM posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Humana Inc. (HUM) stock FAQ — growth, dividends, profitability & financials explained
Humana Inc. (HUM) grew revenue by 10.1% over the past year. This is steady growth.
Yes, Humana Inc. (HUM) is profitable, generating $1.28B in net income for fiscal year 2025 (0.9% net margin).
Yes, Humana Inc. (HUM) pays a dividend with a yield of 0.96%. This makes it attractive for income-focused investors.
Humana Inc. (HUM) has a return on equity (ROE) of 7.0%. This is below average, suggesting room for improvement.
Humana Inc. (HUM) has a combined ratio of 98.9%. A ratio below 100% indicates underwriting profitability.
