HUM Share Price Performance
US$173.39
-91.35 (-34.51%)
18.3% undervalued intrinsic discount
US$212.17
Fair Value
Price US$173.39
AnalystConsensusTarget US$212.17
yiannisz US$212.87
AnalystLowTarget US$146.00
Fair ValueUS$212.17
Share Pricen/a
Humana Inc. Stock Price
- 4 Narratives written by author
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- 123 Fair Values set on narratives written by author
HUM Community Narratives
AN
Fair Value US$212.17 18.3% undervalued intrinsic discount
HUM: Medicare Advantage Stars And ACA Premiums Will Shape Balanced Near-Term Outlook
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YI
Fair Value US$212.87 18.5% undervalued intrinsic discount
Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten
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AN
Fair Value US$146 18.8% overvalued intrinsic discount
Reforms And Rising Costs Will Erode Medicare Margins
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Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten
Humana (NYSE: HUM) is navigating a regulatory environment that is becoming increasingly unforgiving. While Medicare Advantage has been a powerful growth engine for insurers over the past decade, recent developments suggest that oversight is intensifying — and the margin for error is shrinking.Read more
22
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YI
US$212.87
18.5% undervalued intrinsic discount
Fair Value
Revenue
8.7% p.a.
Profit Margin
1.02%
Future PE
18.03x
Price in 2031
US$298.25
HUM: Medicare Advantage Stars And ACA Premiums Will Shape Balanced Near-Term Outlook
Key Takeaways Enhanced AI use improves customer interactions and operational efficiency, potentially benefiting net margins and reducing costs. Strategic acquisitions and focus on clinical excellence boost growth in primary care, improve quality outcomes, and support revenue increase.Read more
498
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AN
US$212.17
18.3% undervalued intrinsic discount
Fair Value
Revenue
12.46% p.a.
Profit Margin
1.68%
Future PE
10.06x
Price in 2029
US$259.57
Reforms And Rising Costs Will Erode Medicare Margins
Key Takeaways Heavy reliance on Medicare Advantage exposes Humana to regulatory changes, political reform risks, and competitive pressures, threatening future earnings stability and growth. Rising healthcare costs, increased utilization, and tech-driven competition could compress margins and undermine long-term profitability if operational efficiencies are not achieved.Read more
36
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AN
US$146
18.8% overvalued intrinsic discount
Fair Value
Revenue
9.1% p.a.
Profit Margin
1.65%
Future PE
7.74x
Price in 2029
US$178.32
Aging Population And Tech Will Shape Long-Term Medicare Care
Key Takeaways Growth in Medicare Advantage and CenterWell platforms, driven by demographic trends and care initiatives, positions Humana for sustained revenue and earnings improvement. Investments in advanced technology and value-based care enhance operational efficiency, margin expansion, and more stable, predictable profitability over time.Read more
26
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AN
US$348
50.2% undervalued intrinsic discount
Fair Value
Revenue
9.35% p.a.
Profit Margin
1.96%
Future PE
16.47x
Price in 2028
US$417.25
Trending Discussion
Recently Updated Narratives
YI
Humana Faces Rising Medicare Scrutiny as Compliance Rules Tighten
Fair Value: US$212.87 18.5% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
HUM: Medicare Advantage Margin Recovery Will Offset Regulatory And Cost Headwinds
Fair Value: US$212.17 18.3% undervalued intrinsic discount
62 followersusers have followed this narrative
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AN
HUM: Medicare Advantage Margin Uncertainty Will Drive A Prolonged Earnings Reset
Fair Value: US$146 18.8% overvalued intrinsic discount
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Snowflake Analysis
Humana Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 29, 2026
- 9.90
- 14.54%
- 0.92%
- 71.7%
About HUM
- Founded
- 1961
- Employees
- 67060
- CEO
- WebsiteView website
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.
