HUM
HUMANA INC
$350.08
+0.08%
$42.0B
No data for this timeframe.
Vol
Market Cap$42.0B
Cap SizeLarge Cap
Analyst ConsensusHold (33%)
Inst. Holders11 funds
Inst. Value$8.8B
Inst. Activity2 buys / 2 sells
Insider Activity1B / 0S
Insider Net $$150.0K
Reddit Sentiment60° Warm
SEC Reports4
Congressional3 trades
Recent Activity
Jun 3, 2026
SEC
In the long-running Generic Pharmaceuticals MDL antitrust litigation, Judge Rufe ruled on Epic Pharma's motions to dismi
COURT-RULING — Impact 5/10
Jun 1, 2026
SEC
Humana filed an 8-K under Item 7.01 to reaffirm its FY 2026 guidance of at least $8.36 GAAP EPS and at least $9.00 adjus
8-K — Impact 3/10
Jun 1, 2026
short_volume
Short Volume: HUM — 57.3% short (0.5M / 0.8M)
Short: 486,420 | Exempt: 375 | TRF Vol: 848,936 | Short Ratio: 57.3% | Off-exchange volume (dark poo
May 1, 2026
Insider
Shetty Sanjay K sold 9,945 shares
President, CenterWell @ $0.00 ($0.00)
May 1, 2026
Insider
Ventura Joseph C sold 10,318 shares
Chief Legal Officer @ $0.00 ($0.00)
May 1, 2026
Insider
Field Robert Stuart sold 852 shares
Director @ $0.00 ($0.00)
Apr 10, 2026
SEC
Humana Inc. announced the election of Robert S. Field to its Board of Directors, effective after the 2026 Annual Meeting
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
1,782,815 shares ($456.6M)
Price Targets
$290.08
-17.1% upside
Strong Sell
Current $350.08
Low $195.00
Median $266.50
High $441.00
24 analysts
$195.00
$441.00
Analyst Ratings
6Strong Buy
5Buy
20Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Underweight → Underweight |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 22, 2026 | UBS | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $6.97 ▲ +8.0% | $1.61 — $7.68 | 11% YoY | 24 |
| Next Q | $-0.21 ▼ -110.3% | $-2.15 — $1.73 | -106% YoY | 24 |
| Current FY | $8.84 | $6.00 — $10.71 | -48% YoY | 26 |
| Next FY | $15.71 ▲ +3.2% | $11.57 — $20.00 | 78% YoY | 26 |
Latest Reports
BULLISH
COURT-RULING
5/10
In the long-running Generic Pharmaceuticals MDL antitrust litigation, Judge Rufe ruled on Epic Pharma's motions to dismi
Jun 3, 2026
NEUTRAL
8-K
3/10
Humana filed an 8-K under Item 7.01 to reaffirm its FY 2026 guidance of at least $8.36 GAAP EPS and at least $9.00 adjus
Jun 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $3.7B | — |
| DODGE & COX | $2.9B | DOUBLED |
| FMR LLC | $823.6M | — |
| NORGES BANK | $456.6M | NEW |
| MORGAN STANLEY | $375.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | Shetty Sanjay | A | $0.00 |
| May 1, 2026 | Ventura Joseph | A | $0.00 |
| May 1, 2026 | Field Robert | A | $0.00 |
| May 1, 2026 | O'Hara Michelle | A | $0.00 |
| May 1, 2026 | Rechtin James | A | $0.00 |
Reddit Sentiment
60°
Warm
Bearish
Neutral
Bullish
Congressional Trades
2 members: 1 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | BUY | $1,001 - $15,000 |
| Michael McCaul | R | SELL | $50,001 - $100,000 |
| Julia Letlow | R | SELL | $1,001 - $15,000 |
11 institutional holders with $8.8B total value (34,347,195 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, FMR.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 14,261,860 | $3.7B | 41.5% | — |
| 2 | DODGE & COX | 11,290,435 | $2.9B | 32.9% | DOUBLED +106.7% |
| 3 | FMR LLC | 3,215,616 | $823.6M | 9.4% | — |
| 4 | NORGES BANK | 1,782,815 | $456.6M | 5.2% | NEW |
| 5 | MORGAN STANLEY | 1,465,669 | $375.4M | 4.3% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,207,759 | $309.3M | 3.5% | NEW |
| 7 | BANK OF AMERICA CORP /DE/ | 844,567 | $216.3M | 2.5% | TRIM -37.1% |
| 8 | WELLS FARGO & COMPANY/MN | 170,810 | $43.7M | 0.5% | ADD +44.6% |
| 9 | ARIEL INVESTMENTS, LLC | 82,807 | $21.2M | 0.2% | NEW |
| 10 | TWO SIGMA INVESTMENTS, LP | 14,904 | $3.8M | 0.0% | NEAR_EXIT -97.4% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 9,953 | $2.5M | 0.0% | NEAR_EXIT -97.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,782,815 | — | $456.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 118,144 | 170,810 | +44.6% | $43.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 572,609 | 14,904 | -97.4% | $3.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 436,800 | 9,953 | -97.7% | $2.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 823,207 | 572,609 | -30.4% | $149.0M | 2025-Q3 |
| ARIEL INVESTMENTS, LLC | NEW | — | 87,989 | — | $22.9M | 2025-Q3 |
| NORGES BANK | EXIT | 1,624,177 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,624,177 | — | $397.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,296,413 | 815,529 | -37.1% | $199.4M | 2025-Q2 |
| UBS Group AG | TRIM | 1,114,712 | 607,798 | -45.5% | $148.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 152,900 | 458,200 | +199.7% | $112.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 395,171 | 119,244 | -69.8% | $29.2M | 2025-Q2 |
| UBS Group AG | TRIM | 1,586,677 | 1,114,712 | -29.7% | $295.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 587,053 | 856,776 | +45.9% | $226.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 152,900 | — | $40.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,640,462 | 0 | -100.0% | $0.00 | 2025-Q1 |
| DODGE & COX | DOUBLED | 4,933,995 | 10,198,040 | +106.7% | $2.6B | 2024-Q4 |
| UBS Group AG | ADD | 1,111,781 | 1,586,677 | +42.7% | $402.6M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 201,219 | 366,500 | +82.1% | $93.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 444,500 | 0 | -100.0% | $0.00 | 2024-Q4 |
| Mawer Investment Management Ltd. | EXIT | 27,373 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 899,191 | — | $284.8M | 2024-Q3 |
11 unique insiders with 1 transactions. Net insider value: $150.0K ($150.0K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | Shetty Sanjay K | President, CenterWell | A | 9,945 | $0.00 | $0.00 |
| May 1, 2026 | Ventura Joseph C | Chief Legal Officer | A | 10,318 | $0.00 | $0.00 |
| May 1, 2026 | Field Robert Stuart | Director | A | 852 | $0.00 | $0.00 |
| May 1, 2026 | O'Hara Michelle A. | Chief Human Resources Officer | A | 10,485 | $0.00 | $0.00 |
| May 1, 2026 | Rechtin James A. | President & CEO | A | 35,633 | $0.00 | $0.00 |
| May 1, 2026 | Dintenfass David | President, Enterprise Growth | A | 11,273 | $0.00 | $0.00 |
| May 1, 2026 | Mehta Japan | Chief Information Officer | A | 9,448 | $0.00 | $0.00 |
| May 1, 2026 | Martin Aaron | President, Medicare Advantage | A | 8,206 | $0.00 | $0.00 |
| May 1, 2026 | Mellet Celeste | Chief Financial Officer | A | 15,387 | $0.00 | $0.00 |
| Apr 1, 2026 | Shetty Sanjay K | President, CenterWell | M | 887 | $0.00 | $0.00 |
| Apr 1, 2026 | Shetty Sanjay K | President, CenterWell | F | 401 | $175.44 | $70.4K |
| Mar 31, 2026 | HILZINGER KURT J | Director | A | 536 | $170.66 | $91.5K |
| Mar 31, 2026 | Renaudin George II | President, Insurance | J | 25 | $173.39 | $4.3K |
| Feb 24, 2026 | Ventura Joseph C | Chief Legal Officer | M | 1,035 | $0.00 | $0.00 |
| Feb 24, 2026 | Renaudin George II | President, Insurance | M | 1,035 | $0.00 | $0.00 |
| Feb 23, 2026 | Shetty Sanjay K | President, CenterWell | BUY | 810 | $185.21 | $150.0K |
| Feb 21, 2026 | Dintenfass David | President, Enterprise Growth | M | 3,858 | $0.00 | $0.00 |
| Feb 12, 2026 | Martin Aaron | President, Medicare Advantage | A | 17,031 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.5/10.
BULLISH
COURT-RULING
5/10
In the long-running Generic Pharmaceuticals MDL antitrust litigation, Judge Rufe ruled on Epic Pharm
Jun 3, 2026
NEUTRAL
8-K
3/10
Humana filed an 8-K under Item 7.01 to reaffirm its FY 2026 guidance of at least $8.36 GAAP EPS and
Jun 1, 2026
NEUTRAL
8-K
3/10
Humana Inc. announced the election of Robert S. Field to its Board of Directors, effective after the
Apr 10, 2026
NEUTRAL
DEFA14A
3/10
Humana Inc. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockholders
Mar 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (33% buy). Based on 33 analysts: 6 strong buy, 5 buy, 20 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$290.08 mean target
-17.1% upside
Strong Sell (2.58)
$195.00 Low
$441.00 High
| Metric | Value |
|---|---|
| Current Price | $350.08 |
| Target Low | $195.00 |
| Target Mean | $290.08 |
| Target Median | $266.50 |
| Target High | $441.00 |
| # Analysts | 24 |
| Recommendation | Strong Sell (2.58) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$6.97 | $1.61 | $7.68 | 11.2% | +8.0% | 20↑ 1↓ | $40.6B | 25.2% | 24 |
| Next Q 2026-09-30 |
$-0.21 | $-2.15 | $1.73 | -106.4% | -110.3% | 4↑ 17↓ | $40.8B | 25.0% | 24 |
| Current FY 2026-12-31 |
$8.84 | $6.00 | $10.71 | -48.4% | +0.2% | 12↑ 5↓ | $162.3B | 25.2% | 26 |
| Next FY 2027-12-31 |
$15.71 | $11.57 | $20.00 | 77.8% | +3.2% | 15↑ 3↓ | $170.3B | 4.9% | 26 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $6.975 | |
| 7d ago | $6.777 | +0.198 |
| 30d ago | $6.461 | +0.514 |
| 60d ago | $4.489 | +2.486 |
| 90d ago | $4.520 | +2.455 |
17 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 22, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 20, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 20, 2026 | Deutsche Bank | UPGRADE | Hold | Buy |
| May 15, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| May 13, 2026 | Piper Sandler | REITERATE | Neutral | Neutral |
| May 1, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 1, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 30, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 13, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 8, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 25, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 17, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Feb 17, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 13, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 12, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Feb 12, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 2, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | Underweight |
| Jan 7, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 5, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 6 | 6 | 19 | 1 | 0 | 38% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.
Congressional Trades
| 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) |
60°
Warm
Bearish
Neutral
Bullish
1 mentions
1 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 1, 2026
short_volume
Short Volume: HUM — 57.3% short (0.5M / 0.8M)
Short: 486,420 | Exempt: 375 | TRF Vol: 848,936 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: HUM — 61.9% short (0.3M / 0.5M)
Short: 329,209 | Exempt: 363 | TRF Vol: 532,013 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: HUM — 78.8% short (0.4M / 0.5M)
Short: 422,278 | Exempt: 0 | TRF Vol: 536,196 | Short Ratio: 78.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: HUM — 63.1% short (0.5M / 0.8M)
Short: 493,512 | Exempt: 121 | TRF Vol: 781,930 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: HUM — 62.0% short (0.5M / 0.8M)
Short: 491,916 | Exempt: 350 | TRF Vol: 793,798 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: HUM — 55.1% short (0.4M / 0.8M)
Short: 445,574 | Exempt: 777 | TRF Vol: 808,385 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: HUM — 68.2% short (0.9M / 1.3M)
Short: 902,272 | Exempt: 91 | TRF Vol: 1,322,616 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: HUM — 63.4% short (0.8M / 1.2M)
Short: 760,529 | Exempt: 485 | TRF Vol: 1,199,024 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: HUM — 65.6% short (0.6M / 1.0M)
Short: 644,122 | Exempt: 204 | TRF Vol: 981,391 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: HUM — 4.2M shares, 78,029 trades
Week starting 2026-05-11. Total ATS volume: 4,171,709 shares across 78,029 trades.
May 8, 2026
short_volume
Short Volume: HUM — 78.0% short (0.9M / 1.2M)
Short: 902,262 | Exempt: 128 | TRF Vol: 1,156,504 | Short Ratio: 78.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: HUM — 2,671 shares ($0.7M) failed to deliver
Settlement: 20260508, Price: $247.12, FTD Value: $660,057.52, HUMANA INC
May 6, 2026
short_volume
Short Volume: HUM — 70.2% short (0.4M / 0.6M)
Short: 398,992 | Exempt: 54 | TRF Vol: 568,286 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: HUM — 2.4M shares, 68,969 trades
Week starting 2026-05-04. Total ATS volume: 2,431,160 shares across 68,969 trades.
May 1, 2026
short_volume
Short Volume: HUM — 58.0% short (0.3M / 0.6M)
Short: 334,174 | Exempt: 348 | TRF Vol: 576,574 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Mar 2, 2026
Enforcement
Providence St. Joseph Health, et al., v. Actavis Holdco U.S., Inc., et al.; United Healthcare Services, Inc., v. Actavis Holdco U.S., Inc., et al.; 1199SEIU National Benefit Fund, et al., v. Actavis Holdco U.S., Inc.; CVS Pharmacy, Inc., v. Actavis Elizabeth, LLC, et al.; Rite Aid Corp., et al. v. Actavis Holdco U.S., Inc.; The Kroger Co., et al v. Actavis Holdco U.S. Inc., et al.; J M Smith Corporation v. Actavis Holdco U.S. Inc., et al.; Walgreen Company, v. Actavis Holdco U.S. Inc., et al.; Humana Inc. v. Actavis Elizabeth, LLC, et al.; Molina Healthcare, Inc., v. Actavis Elizabeth, LLC et al.; Health Care Service Corp. v. Actavis Elizabeth, LLC et al.
Court ruling from District Court, E.D. Pennsylvania. Docket: 2:20-cv-00695