Market news

Humana (HUM) moved sharply higher this week after Barclays shifted its rating on the insurer to Overweight from Equalweight, indicating that the shares could outperform sector peers. At around US$397.93, Humana’s recent 4.63% 1 day share price return and 3.21% 30 day share price return build on a strong year to date share price return of 50.46%. However, the 3 year total shareholder return has declined 15.34%, suggesting the latest upgrade is being read as a fresh shift in sentiment rather...

Shares of health insurance company Humana (NYSE:HUM) jumped 8% in the afternoon session after Barclays upgraded the stock from Equalweight to Overweight.

Barclays just broke its silence on Humana with a conviction call that sent shares surging well past anything the broader health care sector is doing today, raising the question of whether this upgrade signals the start of something bigger or a rally built on a single opinion.

"I'm on that same humana plan and saw the jump, almost spit out my coffee."

Humana has staged a sharp rebound in 2024, and with the stock closing at US$407.02, the big question is whether that move still lines up with what the business earns. With the share price up 53.9% year to date, a lot of future expectations are already riding on Humana's earnings power. New research on integrated specialty pharmacy and the push toward lower drug costs may support more stable margins and cash flows, provided Humana can keep members engaged in these models. The analysts...

Humana listed Counterpart Health among the vendors for its provider-performance and quality programs.

The cuts are intended to boost insurers' margins.

On August 11, Humana Inc. (NYSE:HUM) announced that its Medicaid plan, Humana Healthy Horizons in Indiana, is collaborating with HealthStream, Inc. (NASDAQ:HSTM). The partnership expands access to workforce training for caregivers, aiming to recruit and retain talent in rural and underserved communities. While one provides healthcare coverage and the other builds the software to train […]

Track this week’s dividend increases and declarations along with next week’s ex-dividend dates. Learn more here.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Medicare Advantage plan terminations are rising, affecting millions. Learn what to do if your plan ends and how to find new coverage options before the deadline.

LOUISVILLE, Ky., September 02, 2026--Humana Inc. (NYSE: HUM) announced today that its Board of Directors has declared a cash dividend to stockholders of $0.885 per share payable on November 27, 2026 to stockholders of record as of the close of business on October 30, 2026.

Humana (HUM) has drawn fresh attention after announcing that Shantanu Nundy, M.D., will become Chief Medical Officer on August 31, 2026, in a move that foregrounds technology, AI and clinical leadership. Humana’s appointment of a technology focused Chief Medical Officer comes as the stock trades at US$383.23. The share price return is up 5.32% over 30 days and 19.43% over 90 days, while the year-to-date share price return of 44.90% contrasts with a 3-year total shareholder return that has...

LOUISVILLE, Ky., September 01, 2026--The Humana Foundation, the philanthropic arm of Humana Inc. (NYSE: HUM), today announced 80 winners of college scholarships awarded through the Humana Foundation Scholarship Program.

A non-renewal notice from Humana can feel like bad news, but buried inside federal Medicare rules is a protection that most long-time Advantage members have no idea they still qualify for.

Humana (HUM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The Central Florida provider manufactured fake diagnosis codes for its Medicare Advantage patients from 2020 to 2024, the DOJ said. Humana bought The Villages Health last year.

HUM benefits from Medicare Advantage growth, CenterWell expansion and strong cash generation, but rising costs and debt remain concerns.

DaVita expands its Humana partnership to earlier-stage kidney disease, bringing value-based care to over 10,000 Medicare Advantage members.

Humana (NYSE:HUM) is sponsoring 1,000 Home Health Aide scholarships in Indiana and launching a broad collaboration with HealthStream to address caregiver shortages. The effort targets recruitment, training and retention of home-based caregivers, with a focus on underserved and rural communities. The program aims to support quality and continuity of home-based care as demand for in home services grows. Explore other healthcare stocks that are investing in workforce capacity, digital tools...

Humana stock has delivered a strong 46.2% return year to date, yet the valuation checks paint a mixed picture that leaves investors weighing how much of the story is already reflected in the price. Year to date, Humana is up 46.2%, which puts recent gains front and centre for anyone assessing what the current valuation implies. Recent moves such as the value based partnership with DaVita and the appointment of a new Chief Medical Officer may support confidence in Humana's care model and...

DaVita (NYSE:DVA) has expanded its partnership with Humana (NYSE:HUM) through a new value-based care agreement covering more than 10,000 Medicare Advantage members living with chronic kidney disease. The programme, which launched on July 1, targets patients with stages 3B through 5 chronic kidney disease (CKD).

UnitedHealth, The Cigna, Humana, Centene and Molina have been highlighted in this Industry Outlook article.

HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.

LOUISVILLE, Ky., August 20, 2026--Humana Inc. (NYSE: HUM) today announced that Shantanu Nundy, M.D., will join the company as Chief Medical Officer, effective August 31. A practicing physician, healthcare executive, and technology leader, Dr. Nundy has spent his career using technology to make care better, simpler, and more human. At Humana, he will bring an innovative clinical voice to the enterprise and help shape the design of the company's products, platforms, and use of AI. Dr. Nundy will r

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at health insurance providers stocks, starting with Humana (NYSE:HUM).

One in 10 Medicare Advantage policyholders face disenrollment as insurers exit markets citing financial pressures.

Medicare Advantage plans are shrinking. Here's what to expect and what to do if your plan is affected.

Humana (HUM) is back on investors’ radar after a strong earnings beat, fresh quality gains in its insurance operations, new caregiver retention initiatives in Indiana, and a leadership hire to oversee its Medicaid unit. See our latest analysis for Humana. Humana’s recent earnings beat and operational gains have come alongside strong price momentum, with a 27.5% 90 day share price return and 47.1% year to date share price return, although the 3 year total shareholder return is still down...

Humana has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

A Humana termination letter looks like bad news, but it quietly unlocks a set of rights most members never knew they had, and those rights expire on a clock most people never see coming.