Market Cap
$46.5B
HUM
HUMANA INC
$379.85 ▲ +0.04%
Prev close $379.68Market cap$46.5B
ConsensusHold
12-mo target$423.74 (+11.5%)
▲ Neutral
Analyst conviction 5/10
38 New Institutional Positions12 Institutional Exits Traditional Finance
Snapshot
The big-picture read on HUM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$38.1B
Inst. Activity
38 buys / 12 sells
Insider Activity
$150.0K buy / $0.00 sell
Insider Net $
$150.0K
Social Sentiment
60° Warm
SEC Reports
9
Congressional
3 trades
Price chart 30d -5.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Event
HUMANA INC. v. MERCK & COMPANY, INC. et al
Court ruling (njd) — Docket: 2:23-cv-23023
Sep 18, 2026 drug_approval
Sep 1, 2026 SEC EMA: Human medicines European public assessment report (EPAR): VaxRabeo, rabies vaccine (inactivated) for human, Status: Opinion
Human medicines European public assessment report (EPAR): VaxRabeo, rabies vaccine (inactivated) for
Humana filed an 8-K to reaffirm its FY 2026 guidance of at least $6.52 GAAP EPS and at least $9.00 adjusted EPS, consist
8-K — Impact 3/10
Sep 1, 2026 Insider
Aug 17, 2026 SEC Nundy Shantanu was granted 2,549 shares
Chief Medical Officer
A massive institutional cluster shows 26 buyers accumulating $2.35B net in HUM during 2026-Q2, led by a $694.5M new sove
INST-CLUSTER — Impact 6/10
The court lifted the stay on Humana's third-party action against its pharmacy benefit manager (PBM) distributors (Ameris
COURT-RULING — Impact 3/10
Aug 1, 2026 Insider
Crawford Frederick John was granted 544 shares
Director
Aug 1, 2026 Insider
Smith Paul John was granted 544 shares
Director
Analyst ratings buy % +26.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Aug 10, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 31, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Jul 30, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 30, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
| Jul 14, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 8 | 16 | 1 | 0 | 48% | |
| Aug 1, 2026 | 8 | 8 | 15 | 2 | 0 | 48% | |
| Jul 1, 2026 | 6 | 5 | 20 | 2 | 0 | 33% | |
| Jun 1, 2026 | 6 | 5 | 20 | 2 | 0 | 33% | |
| May 1, 2026 | 6 | 4 | 21 | 2 | 0 | 30% | |
| Apr 1, 2026 | 6 | 4 | 21 | 2 | 0 | 30% | |
| Mar 1, 2026 | 6 | 4 | 21 | 2 | 0 | 30% | |
| Feb 1, 2026 | 6 | 5 | 21 | 1 | 0 | 33% |
Price targets
Where 23 covering analysts think HUM trades over the next 12 months.
$423.74 +11.5% upside Buy
Current$380.05 Low$280.00 Median$420.00 High$515.00 23 analysts
$280.00$515.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 7 neutral · avg impact 3.6/10.
NEUTRAL8-K3/10
Humana filed an 8-K to reaffirm its FY 2026 guidance of at least $6.52 GAAP EPS and at least $9.00 a
Sep 1, 2026
BULLISHINST-CLUSTER6/10
A massive institutional cluster shows 26 buyers accumulating $2.35B net in HUM during 2026-Q2, led b
Aug 17, 2026
NEUTRALCOURT-RULING3/10
The court lifted the stay on Humana's third-party action against its pharmacy benefit manager (PBM)
Aug 14, 2026
NEUTRAL8-K2/10
Humana Inc. expanded its board from 11 to 13 directors, electing Frederick J. Crawford and Paul J. S
Jul 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
Enforcement
HUMANA INC. v. MERCK & COMPANY, INC. et al
Court ruling (njd) — Docket: 2:23-cv-23023
Sep 18, 2026
drug_approval
EMA: Human medicines European public assessment report (EPAR): VaxRabeo, rabies vaccine (inactivated) for human, Status: Opinion
Human medicines European public assessment report (EPAR): VaxRabeo, rabies vaccine (inactivated) for human, Status: Opinion
Sep 7, 2026
dark_pool
Dark Pool: HUM — 0.9M shares, 32,102 trades
Week starting 2026-09-07. Total ATS volume: 869,161 shares across 32,102 trades.
Aug 31, 2026
dark_pool
Dark Pool: HUM — 1.3M shares, 48,106 trades
Week starting 2026-08-31. Total ATS volume: 1,250,768 shares across 48,106 trades.
Aug 24, 2026
dark_pool
Dark Pool: HUM — 1.6M shares, 51,265 trades
Week starting 2026-08-24. Total ATS volume: 1,553,771 shares across 51,265 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.00 | $-1.16–$-0.60 | -131.0% | -5.5% | 5↑ 16↓ | $40.9B | 23 |
| Next Q | $-7.86 | $-10.65–$-6.61 | -98.4% | +0.4% | 16↑ 5↓ | $41.2B | 23 |
| Current FY | $9.15 | $8.45–$10.55 | -46.6% | +0.0% | 12↑ 3↓ | $162.7B | 26 |
| Next FY | $16.59 | $10.39–$20.75 | 81.2% | +0.1% | 16↑ 3↓ | $168.4B | 26 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.004 | — |
| 7d ago | $-1.003 | -0.001 |
| 30d ago | $-0.951 | -0.052 |
| 60d ago | $-0.142 | -0.862 |
| 90d ago | $-0.170 | -0.834 |
Institutional ownership
Which big funds own HUM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $38.1B total value (95,305,392 shares) as of 2026-Q2. Top holders: DODGE, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 10,940,380 | $4.3B | 11.4% | — |
| BlackRock, Inc. | 10,417,803 | $4.1B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,843,620 | $3.1B | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,818,956 | $2.3B | 6.1% | — |
| STATE STREET CORP | 5,457,072 | $2.2B | 5.7% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 4,403,136 | $1.7B | 4.6% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,578,245 | $1.7B | 4.4% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 3,846,762 | $1.5B | 4.0% | ADD +29.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,369,757 | $1.3B | 3.5% | — |
| JPMORGAN CHASE & CO | 3,234,637 | $1.3B | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | ADD | 2,967,074 | 3,846,762 | +29.6% | $1.5B |
| NORGES BANK | NEW | — | 1,748,414 | — | $694.5M |
| Capital World Investors | DOUBLED | 94,501 | 1,022,425 | +981.9% | $406.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 1,609,024 | 878,377 | -45.4% | $348.9M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 543,863 | 792,814 | +45.8% | $314.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | DOUBLED | 280,261 | 618,185 | +120.6% | $245.6M |
| MARSHALL WACE, LLP | NEW | — | 545,978 | — | $216.9M |
| CITADEL ADVISORS LLC | DOUBLED | 141,650 | 449,022 | +217.0% | $178.4M |
| 1832 Asset Management L.P. | NEW | — | 444,090 | — | $176.4M |
| Holocene Advisors, LP | NEW | — | 415,489 | — | $165.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 25 transactions. Net $150.0K — $150.0K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Nundy Shantanu | Chief Medical Officer | AWARD | 2,549 | — | — |
| Aug 1, 2026 | Crawford Frederick John | Director | AWARD | 544 | — | — |
| Aug 1, 2026 | Smith Paul John | Director | AWARD | 544 | — | — |
| Jun 30, 2026 | HILZINGER KURT J | Director | AWARD | 233 | $392.32 | $91.4K |
| May 1, 2026 | Shetty Sanjay K | President, CenterWell | AWARD | 9,945 | — | — |
| May 1, 2026 | Ventura Joseph C | Chief Legal Officer | AWARD | 10,318 | — | — |
| May 1, 2026 | Field Robert Stuart | Director | AWARD | 852 | — | — |
| May 1, 2026 | O'Hara Michelle A. | Chief Human Resources Officer | AWARD | 10,485 | — | — |
| May 1, 2026 | Rechtin James A. | President & CEO | AWARD | 35,633 | — | — |
| May 1, 2026 | Dintenfass David | President, Enterprise Growth | AWARD | 11,273 | — | — |
Congressional trades
HUM trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 10, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Humana Inc | May 11, 2026(32d) |
| Feb 17, 2026 | Michael McCaul | R | HOUSE | SELL | $50,001 - $100,000 | Humana Inc | Mar 12, 2026(24d) |
| Feb 10, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | Humana Inc | Mar 13, 2026(32d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HUM.
Shares short
2,847,303
Settlement Sep 15, 2026
Change vs prior
-8.5%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All HUM filing & press-release reports (9)
- 8-K reportSep 1, 2026
- INST-CLUSTER reportAug 17, 2026
- COURT-RULING reportAug 14, 2026
- 8-K reportJul 29, 2026
- COURT-RULING reportJun 6, 2026
- COURT-RULING reportJun 3, 2026
- 8-K reportJun 1, 2026
- 8-K reportApr 10, 2026
- DEFA14A reportMar 6, 2026