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Humana ( (HUM) ) just unveiled an announcement.
Humana reported that for the fourth quarter of 2025 it posted a GAAP net loss per share of $6.61 and an adjusted net loss per share of $3.96, while full-year 2025 GAAP EPS came in at $9.84 and adjusted EPS at $17.14, broadly in line with management expectations. The insurer’s 2025 Insurance segment GAAP benefit ratio was 90.4%, slightly better than its guided top-end range, and the company highlighted strong growth in its CenterWell Senior Primary Care business, adding more than 100,000 patients during 2025 including those from The Villages Health acquisition, as well as an expanded Medicaid footprint now spanning 13 states with Georgia and Texas expected to launch in 2027.
On February 11, 2026, Humana issued full-year 2026 guidance of at least $8.89 in GAAP EPS and at least $9.00 on an adjusted basis, signaling a year-over-year earnings decline driven by Star Ratings headwinds for the 2026 bonus year despite mitigation efforts. Management also projected approximately 25% growth in individual Medicare Advantage membership in 2026, driven by new sales and improved retention linked to its consumer-led benefit and service strategy, underscoring a continued strategic shift toward government programs and senior-focused care platforms that could reinforce the company’s long-term positioning despite near-term pressure on profitability.
The most recent analyst rating on (HUM) stock is a Hold with a $260.00 price target. To see the full list of analyst forecasts on Humana stock, see the HUM Stock Forecast page.
Spark’s Take on HUM Stock
According to Spark, TipRanks’ AI Analyst, HUM is a Neutral.
Humana’s overall stock score reflects solid financial performance and positive earnings call sentiment, despite technical and valuation challenges. The company’s strategic initiatives and operational efficiency improvements are promising, but profitability and cash flow management need attention.
To see Spark’s full report on HUM stock, click here.
More about Humana
Humana Inc., based in Louisville, Kentucky, is a U.S. health insurer and healthcare services company focused primarily on Medicare Advantage, Medicaid and related senior-focused care delivery through its CenterWell platform. The company has been exiting employer group commercial medical products to concentrate on government-backed programs and integrated primary care offerings for older adults.
Average Trading Volume: 1,744,770
Technical Sentiment Signal: Strong Sell
Current Market Cap: $23.33B
Learn more about HUM stock on TipRanks’ Stock Analysis page.