HUM

Humana Inc. (HUM) | Rumor.io

Humana

HUM

Attention (50-day avg)0%

Attention rank (50-day avg)#917

Bullish sentiment (50-day avg)95%

Price to earnings ratio37.6

Market capitalization46.8B

Earnings per share10.6

Dividend yield (TTM)0.91%

Revenue (annual)129.7B

Net income (annual)1.2B

Social

What share of all stock conversation is about HUM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0.01% +0.01	0% 0	0.01% -0.02

Sep 25

Humana has confirmed a limited pilot testing with Clover/CH to test the efficacy of the platform.
There is no public announcement from Humana about the testing, but it may be revealed through the company's balance sheet or earnings.
The Counterpart partnership with Humana could constitute a partnership, but it may not require an explicit announcement, according to some participants.

Generated by AI

Sentiment

Of the messages about HUM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +3.23	99.22% +6.01	60.74% -12.5
Bearish	—	0% -3.23	0.78% -6.01	39.26% +12.5

Bullish· Apr 29

Humana's Q1 2026 earnings report showed a 23% YoY revenue surge, driven by a 110,500 sequential increase in Medicare Advantage members and a 1.1 million new Individual Medicare Advantage member influx.
The company's Adjusted FY2026 EPS guidance was reaffirmed at $9.00, despite a downward revision to GAAP EPS, and Q1 Adjusted EPS reached $10.31, at the high end of guidance.
Humana's strong earnings and growth prospects, including its expansion into value-based care, position it to capture the shift towards full-value-based healthcare models, with a fully integrated healthcare offering.

Bearish· Mar 12

Humana Inc. ($HUM) has seen a significant decline in value, with a 70% drop in 3 years and a current valuation below its historical levels.
The company's reliance on Medicare, which accounts for ~85% of its business, makes it vulnerable to changes in the industry, including the upcoming Medicare increase in 2027.
Humana's poor performance has led to shareholder discontent, with some voting against the board's recommendations and others expressing frustration with the company's management and direction.

Generated by AI

Topics

Of the messages about HUM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	90.85%	81.22%	17.82%
Technical Analysis	—	0.3%	12.45%	5.16%
Controversies	—	0%	0%	2.73%
Analysts	—	8.84%	6.33%	32.38%
Earnings	—	0%	0%	20.3%
Macro	—	0%	0%	21.62%

Earnings· Apr 29

Humana's Q1 2026 adjusted EPS of $10.31 topped expectations, but a downward revision to full-year GAAP guidance and a 200bps increase in the benefit ratio signal persistent margin pressure.
The company's Q1 2026 results showed a 10% year-over-year decline in adjusted EPS, and a 23.47% year-over-year increase in revenue to $39.648B.
Humana reaffirmed its FY2026 adjusted EPS guidance of $9.00, but guided GAAP EPS below expectations, citing pressure from Star Ratings.

Analysts· Feb 2

Morgan Stanley downgraded Humana Inc. (HUM) to Underweight from Equalweight, citing policy risks and disappointing Medicare Advantage updates.
The downgrade was based on Humana's 2026 bid strategy and incremental policy risk on the back of an unfavorable Advance Rate Notice.
Morgan Stanley lowered its price target for HUM to $174 from $262, a 9.1x 2027 P/E multiple, which is lower than the managed care organization peers' average of 10.0x.

Announcements· Sep 25

Humana is testing the efficacy of the Clover/CH platform in a limited pilot, as confirmed by the company.
There is speculation that Humana's activity with Counterpart Health may be related to a testing phase, with a possible go-live for plan year 2027.
A large announcement from Humana regarding Counterpart Health could potentially accelerate adoption of the platform, but the actual scale of use remains unclear.

Controversies· Jan 23

A federal judge has blocked the proposed merger between Aetna ($AET) and Humana ($HUM) due to antitrust concerns.
The judge's decision was based on concerns about reduced competition in Medicare Advantage plans, which could negatively impact consumers.
Shares of both Aetna and Humana have dropped following the news, with Aetna falling 2% and Humana falling 2.38%.

Macro· Feb 25

The Trump administration proposed nearly flat reimbursement rates for private Medicare Advantage plans in 2027, far below expected 4-6% increases.
This move shocked the market, causing shares of major insurers, including Humana, to fall by double digits.
The proposal is seen as a major development in the macro landscape, with implications for the healthcare sector and its key players.

Technical Analysis· Jan 28

$HUM hit a new 52-week low, with options volume 6x average and most traded contracts being weekly 1/30 200p and 205c.
Watch for a bounce at $200, with potential for further downside after that.
$HUM has fallen for 3 days in a row, with a reversal candle confirmed, suggesting a potential rebound tomorrow.

Generated by AI

Community

Of the messages about HUM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	84.39%	77.41%	45.2%
Newcomers	100%	15.61%	22.59%	54.8%

Regulars· Sep 25

Regular participants in Humana's discussion are analyzing digital certificate logs for *.humana.com, which appear to show a year-long engineering pipeline to integrate Counterpart software into CenterWell primary care clinics.
They are speculating that this integration may be part of a larger plan, possibly for plan year 2027, and are discussing the implications of a potential partnership between Humana and Counterpart.
The VP of IR for Humana has confirmed a limited pilot testing with Clover/CH to test the efficacy of the Counterpart platform, but there is no public announcement from Humana regarding the partnership.

Newcomers· Jul 17

New investors are comparing Humana (HUM) to other managed care giants, such as UnitedHealth and CVS Health, after CVS completed its Aetna acquisition.
A significant options trade, a bearish put sweep, has been detected in HUM, with a whale-like entity buying 25 contracts of the $180.00 Put expiring in 182 days.
The breakdown of this put sweep is causing debate among investors, with some wondering if it's a sign of institutional hedging or a bearish signal, and others taking profits on a 120% gain.

Generated by AI

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...

3d agoYahoo Finance

Why Humana (HUM) Stock Is Up Today

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

4d agoYahoo Finance

Also Discussed

Investors talking about HUM also mention

#	Name	Attention
1	The Cigna GroupCI	0%0
2	Elevance Health, Inc.ELV	0%new
3	Molina Healthcare Inc.MOH	0%new
4	Alignment Healthcare, Inc.ALHC	0%0
5	Centene CorpCNC	0%0
6	UnitedHealth Group IncorporatedUNH	0%-0.02
7	CVS Health CorporationCVS	0%0
8	OSH - Oak Street Health, Inc.	——
9	ANTM - Elevance Health Inc.	——
10	CANO - Cano Health, Inc.	——

Humana Inc.

Healthcare
Healthcare Plans

Humana Inc. is a managed healthcare company that provides health insurance and healthcare services across the United States. Its core offerings include Medicare Advantage plans, stand-alone prescription drug coverage, Medicare Supplement products, Medicaid-related plans, specialty benefits such as dental, vision, life and disability coverage, and employer group health plans. Through its CenterWell segment, Humana also delivers primary care, pharmacy services, and home-based care, supporting more integrated care for older adults and other members with ongoing health needs. The company serves individuals, families, employers, and government program participants, with a strong focus on Medicare-eligible populations and care coordination. Headquartered in Louisville, Kentucky, Humana plays a significant role in the U.S. managed care market by combining insurance coverage with healthcare delivery services.

Website

Location

Humana Building

Louisville, KY, 40202

United States

Social

What share of all stock conversation is about HUM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0.01% +0.01	0% 0	0.01% -0.02

Sep 25

Humana has confirmed a limited pilot testing with Clover/CH to test the efficacy of the platform.
There is no public announcement from Humana about the testing, but it may be revealed through the company's balance sheet or earnings.
The Counterpart partnership with Humana could constitute a partnership, but it may not require an explicit announcement, according to some participants.

Generated by AI

Sentiment

Of the messages about HUM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% +3.23	99.22% +6.01	60.74% -12.5
Bearish	—	0% -3.23	0.78% -6.01	39.26% +12.5

Bullish· Apr 29

Humana's Q1 2026 earnings report showed a 23% YoY revenue surge, driven by a 110,500 sequential increase in Medicare Advantage members and a 1.1 million new Individual Medicare Advantage member influx.
The company's Adjusted FY2026 EPS guidance was reaffirmed at $9.00, despite a downward revision to GAAP EPS, and Q1 Adjusted EPS reached $10.31, at the high end of guidance.
Humana's strong earnings and growth prospects, including its expansion into value-based care, position it to capture the shift towards full-value-based healthcare models, with a fully integrated healthcare offering.

Bearish· Mar 12

Humana Inc. ($HUM) has seen a significant decline in value, with a 70% drop in 3 years and a current valuation below its historical levels.
The company's reliance on Medicare, which accounts for ~85% of its business, makes it vulnerable to changes in the industry, including the upcoming Medicare increase in 2027.
Humana's poor performance has led to shareholder discontent, with some voting against the board's recommendations and others expressing frustration with the company's management and direction.

Generated by AI

Topics

Of the messages about HUM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	90.85%	81.22%	17.82%
Technical Analysis	—	0.3%	12.45%	5.16%
Controversies	—	0%	0%	2.73%
Analysts	—	8.84%	6.33%	32.38%
Earnings	—	0%	0%	20.3%
Macro	—	0%	0%	21.62%

Earnings· Apr 29

Humana's Q1 2026 adjusted EPS of $10.31 topped expectations, but a downward revision to full-year GAAP guidance and a 200bps increase in the benefit ratio signal persistent margin pressure.
The company's Q1 2026 results showed a 10% year-over-year decline in adjusted EPS, and a 23.47% year-over-year increase in revenue to $39.648B.
Humana reaffirmed its FY2026 adjusted EPS guidance of $9.00, but guided GAAP EPS below expectations, citing pressure from Star Ratings.

Analysts· Feb 2

Morgan Stanley downgraded Humana Inc. (HUM) to Underweight from Equalweight, citing policy risks and disappointing Medicare Advantage updates.
The downgrade was based on Humana's 2026 bid strategy and incremental policy risk on the back of an unfavorable Advance Rate Notice.
Morgan Stanley lowered its price target for HUM to $174 from $262, a 9.1x 2027 P/E multiple, which is lower than the managed care organization peers' average of 10.0x.

Announcements· Sep 25

Humana is testing the efficacy of the Clover/CH platform in a limited pilot, as confirmed by the company.
There is speculation that Humana's activity with Counterpart Health may be related to a testing phase, with a possible go-live for plan year 2027.
A large announcement from Humana regarding Counterpart Health could potentially accelerate adoption of the platform, but the actual scale of use remains unclear.

Controversies· Jan 23

A federal judge has blocked the proposed merger between Aetna ($AET) and Humana ($HUM) due to antitrust concerns.
The judge's decision was based on concerns about reduced competition in Medicare Advantage plans, which could negatively impact consumers.
Shares of both Aetna and Humana have dropped following the news, with Aetna falling 2% and Humana falling 2.38%.

Macro· Feb 25

The Trump administration proposed nearly flat reimbursement rates for private Medicare Advantage plans in 2027, far below expected 4-6% increases.
This move shocked the market, causing shares of major insurers, including Humana, to fall by double digits.
The proposal is seen as a major development in the macro landscape, with implications for the healthcare sector and its key players.

Technical Analysis· Jan 28

$HUM hit a new 52-week low, with options volume 6x average and most traded contracts being weekly 1/30 200p and 205c.
Watch for a bounce at $200, with potential for further downside after that.
$HUM has fallen for 3 days in a row, with a reversal candle confirmed, suggesting a potential rebound tomorrow.

Generated by AI

Community

Of the messages about HUM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	84.39%	77.41%	45.2%
Newcomers	100%	15.61%	22.59%	54.8%

Regulars· Sep 25

Regular participants in Humana's discussion are analyzing digital certificate logs for *.humana.com, which appear to show a year-long engineering pipeline to integrate Counterpart software into CenterWell primary care clinics.
They are speculating that this integration may be part of a larger plan, possibly for plan year 2027, and are discussing the implications of a potential partnership between Humana and Counterpart.
The VP of IR for Humana has confirmed a limited pilot testing with Clover/CH to test the efficacy of the Counterpart platform, but there is no public announcement from Humana regarding the partnership.

Newcomers· Jul 17

New investors are comparing Humana (HUM) to other managed care giants, such as UnitedHealth and CVS Health, after CVS completed its Aetna acquisition.
A significant options trade, a bearish put sweep, has been detected in HUM, with a whale-like entity buying 25 contracts of the $180.00 Put expiring in 182 days.
The breakdown of this put sweep is causing debate among investors, with some wondering if it's a sign of institutional hedging or a bearish signal, and others taking profits on a 120% gain.

Generated by AI

Humana

Social

Sep 25

Bullish· Apr 29

Bearish· Mar 12

Earnings· Apr 29

Analysts· Feb 2

Announcements· Sep 25

Controversies· Jan 23

Macro· Feb 25

Technical Analysis· Jan 28

Regulars· Sep 25

Newcomers· Jul 17

Humana (HUM) Jumped, But What Is Drawing Fresh Attention Now?

Why Humana (HUM) Stock Is Up Today

Humana Stock Jumps. Why It Could Be a Big Winner in Next Medicare Star Ratings.

Humana Inc. stock outperforms competitors on strong trading day

Why is Humana stock surging today?

Humana surges: Barclays bets big on Medicare star ratings rebound

Also Discussed

Humana Inc.

Company Information

Location

Humana (HUM) Jumped, But What Is Drawing Fresh Attention Now?

Why Humana (HUM) Stock Is Up Today

Humana Stock Jumps. Why It Could Be a Big Winner in Next Medicare Star Ratings.

Humana Inc. stock outperforms competitors on strong trading day

Why is Humana stock surging today?

Humana surges: Barclays bets big on Medicare star ratings rebound

Also Discussed

Social

Sep 25

Bullish· Apr 29

Bearish· Mar 12

Earnings· Apr 29

Analysts· Feb 2

Announcements· Sep 25

Controversies· Jan 23

Macro· Feb 25

Technical Analysis· Jan 28

Regulars· Sep 25

Newcomers· Jul 17