Why did Humana (HUM) stock move recently?

On 9/1/2026, Humana moved +3.0% — Humana shares rose after the company announced it would reaffirm its unchanged full-year 2026 guidance of at least $6.52 GAAP diluted EPS and at least $9.00 adjusted EPS during September investor meetings, consistent with its July 29 outlook. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Humana (HUM) overvalued or fairly valued?

MarketChacha shows Humana's valuation in context — a trailing P/E of about 16.3, a forward P/E of about 25.1, a price-to-book of about 2.7 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Humana's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.61×) from reported figures — education, not a rating.

What is Humana's revenue?

Humana reported revenue of $129.7B for FY2025, with net profit of $1.2B, per official filings.

What is the share price of Humana (HUM)?

Humana last traded at $427.30 (+3.0% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Humana

HUM · NYSE · Healthcare · United States

Snapshot

TickerHUM

ExchangeNYSE

SectorHealthcare

IndustryHealthcare Plans

CountryUnited States

Employees67,060

HeadquartersLouisville, United States

Websitewww.humana.com

Filings tracked22

About Humana

Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell. The Insurance segment offers individual Medicare Advantage products, including health insurance benefits, including wellness programs, chronic care management, and care coordination; individual Medicare stand-alone prescription drug products (PDP); group Medicare advantage and Medicare stand-alone PDP; Medicare supplements; specialty and ancillary insurance comprising dental, vision, life and disability; and administrative services to arrange health care services for active-duty and retired military personnel and dependents, as well as pharmacy benefit managers. Its CenterWell segment operates full-service, value-based senior focused primary care centers under the Conviva Senior Primary Care and CenterWell Senior Primary Care brands; a management services organization; CenterWell Home Health, a home health provider; and OneHome, which manages post-acute patient needs, as well as provides pharmacy and hospice solutions. The company was formerly known as Extendicare Inc. and changed its name to Humana Inc. in April 1974. Humana Inc. was founded in 1961 and is headquartered in Louisville, Kentucky.

Who owns it

Insiders0.2%
Institutions99.8%
Public & other0.0%

1,313 institutional holders

Ownership breakdown from public market data.

Top holders

Dodge & Cox Inc.9.11%
Blackrock Inc.8.68%
Vanguard Capital Management LLC6.53%
Vanguard Portfolio Management LLC4.85%
State Street Corporation4.54%
Pzena Investment Management LLC3.67%
Eagle Capital Management LLC3.20%
Sessa Capital IM, L.P.3.10%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of 6.7% is on the low side — the business earns a modest return on shareholder capital.

Cash conversion1.61×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend2.3% → 0.9%

Margin has held broadly steady over the period — stable profitability.

Return on equity6.7%

Latest ROE of 6.7% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev 10% · PAT -31%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $41.3B · EPS -7.86

Est. earnings growth -98.6%

Next fiscal year

Rev $168.7B · EPS 17.09

Est. earnings growth +86.6%

Analyst consensus estimates — not the company's own guidance.

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$129.7B

Net margin

0.9%

ROE

6.7%

Revenue CAGR (2y)

+10.4%

Profit CAGR (2y)

-30.9%

EPS (FY2025)

9.84

Net profit (FY2025)

$1.2B

Ask MarketChacha about HUM

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
Humana shares rose after the company announced it would reaffirm its unchanged full-year 2026 guidance of at least $6.52 GAAP diluted EPS and at least $9.00 adjusted EPS during September investor meetings, consistent with its July 29 outlook.
source 1 ↗source 2 ↗source 3 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$129.7B	$1.2B	9.84	0.9%	6.7%
FY2024	$117.8B	$1.2B	9.98	1.0%	7.4%
FY2023	$106.4B	$2.5B	20.00	2.3%	15.3%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$39.6B	$1.2B	9.83	3.0%
2025Q3	$32.6B	$195.0M	1.62	0.6%
2025Q2	$32.4B	$545.0M	4.51	1.7%
2025Q1	$32.1B	$1.2B	10.30	3.9%
2024Q3	$29.4B	$480.0M	3.98	1.6%
2024Q2	$29.5B	$679.0M	5.62	2.3%
2024Q1	$29.6B	$741.0M	6.11	2.5%
2023Q3	$26.4B	$832.0M	6.71	3.1%
2023Q2	$26.7B	$959.0M	7.66	3.6%
2023Q1	$26.7B	$1.2B	9.87	4.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Reg FD disclosure
SEC9/1/2026material
10-Q filing
SEC7/29/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC7/29/2026material
8-K — Executive/director change, Exhibits
SEC7/29/2026material
8-K — Reg FD disclosure
SEC6/1/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC5/19/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC4/29/2026material
10-Q filing
SEC4/29/2026
8-K — Shareholder vote results
SEC4/20/2026material
8-K — Executive/director change
SEC4/10/2026material
8-K — Material agreement, Material financial obligation, Other events, Exhibits
SEC3/9/2026material
8-K — Reg FD disclosure
SEC3/2/2026material
10-K filing
SEC2/19/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/11/2026material

2025

8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC12/16/2025material
8-K — Reg FD disclosure
SEC12/1/2025material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC11/5/2025material
10-Q filing
SEC11/5/2025
8-K — Reg FD disclosure
SEC10/2/2025material
8-K — Reg FD disclosure
SEC8/29/2025material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC7/30/2025material
10-Q filing
SEC7/30/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.