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HUM logo

Humana Inc. Stock Price

NYSE:HUM Community·US$47.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 126 Fair Values set on narratives written by author
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HUM Share Price Performance

US$384.72
115.33 (42.81%)
​
US$418.61
Fair Value
US$384.72
115.33 (42.81%)
8.1% undervalued intrinsic discount
US$418.61
Fair Value
Price US$384.72
AnalystConsensusTarget US$418.61
yiannisz US$212.87
AnalystHighTarget US$513.00
Fri, 4 Sep 26
Fair ValueUS$418.61
Share Pricen/a

HUM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$418.61 8.1% undervalued intrinsic discount

HUM: Medicare Advantage Stars And ACA Premiums Will Shape Balanced Near-Term Outlook

0users have liked this narrative
0users have commented on this narrative
60users have followed this narrative
YI
yiannisz's
Fair Value
·
Fair Value US$212.87 80.7% overvalued intrinsic discount

Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$513 25.0% undervalued intrinsic discount

Aging Population And Tech Will Shape Long-Term Medicare Care

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
HUM logo
Humana
80.7% overvalued intrinsic discount

Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten

View narrative
YI
yiannisz
Published 6 Feb
Read Narrative
HUM logo
Humana
8.1% undervalued intrinsic discount

HUM: Medicare Advantage Stars And ACA Premiums Will Shape Balanced Near-Term Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
Read Narrative
HUM logo
Humana
28.5% overvalued intrinsic discount

Reforms And Rising Costs Will Erode Medicare Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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HUM logo
Humana
25.0% undervalued intrinsic discount

Aging Population And Tech Will Shape Long-Term Medicare Care

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

YI
HUM logo

Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten

Fair Value: US$212.87 80.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
HUM logo

HUM: Medicare Advantage Margin Recovery Will Depend On Stars And Cost Trends

Fair Value: US$418.61 8.1% undervalued intrinsic discount
60 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
HUM logo

HUM: Medicare Advantage Star Ratings Will Cap Margin Recovery Potential

Fair Value: US$299.43 28.5% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet average dividend payer.

2 Risks
2 Rewards
View Full Analysis

Humana Inc. Key Details

US$145.7b

Revenue

US$125.8b

Cost of Revenue

US$19.9b

Gross Profit

US$18.6b

Other Expenses

US$1.3b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 06, 2026
10.65
13.65%
0.88%
76.5%
View Full Analysis

About HUM

Founded
1961
Employees
67060
CEO
James Rechtin
WebsiteView website
www.humana.com

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.

Recent HUM News & Updates

User avatar
Narrative Update • Sep 04

HUM: Medicare Advantage Margin Recovery Will Depend On Stars And Cost Trends

Humana's analyst fair value estimate has shifted from about $308 to roughly $419. This reflects higher Street price targets and analyst views that improving cost trends, margin recovery efforts and clearer earnings visibility support a richer assumed profit margin and P/E multiple, even with more modest revenue growth assumptions.

Recent updates

No updates

Humana Inc. Competitors

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Intuitive Surgical

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Market cap: US$135.1b
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CVS Health

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Market cap: US$120.8b
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