Humana (HUM)
Medicare-focused insurer integrating CenterWell pharmacy, primary care and home services.
Something off on this page? Send us feedback.
Sells Medicare Advantage and prescription-drug plans, Medicaid coverage, military health services and specialty benefits across the United States. CenterWell adds pharmacy, senior primary care and home services, while federal contracts supply most revenue and tie performance to CMS funding and quality rules.
Offers health coverage concentrated in Medicare, alongside Medicaid, military, prescription-drug and supplemental-benefit products. The Insurance segment earns premiums and service fees from individual and group Medicare Advantage plans, stand-alone Part D plans, state-based contracts, TRICARE and specialty benefits across the United States.
Operates CenterWell pharmacy solutions, senior-focused primary care and home solutions for health-plan members and outside payors. The integrated model connects insurance data, owned clinical services and contracted value-based providers to coordinate care and manage medical utilization. Transactions between CenterWell and Insurance make the segments operationally and financially interdependent.
Most premium and service revenue comes from federal government contracts, while Medicare Advantage economics depend on CMS funding, risk adjustment and Star Ratings that determine quality bonuses.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Wolfe Research | Reiterate | Rating: —Target: $498 | Target: $450 |
| Aug 5, 2026 | Morgan Stanley | Upgrade | ||
| Aug 4, 2026 | Morgan Stanley | Target | Target: $249 | Target: $370 |
| Jul 31, 2026 | Barclays | Reiterate | Rating: —Target: $344 | Target: $407 |
| Jul 30, 2026 | Piper Sandler | Upgrade | Target: $254 | Target: $463 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $23.87B · Total debt $14.25B · Total assets $57.20B · Shareholders' equity $19.21B
- Revenue
- $40.87B
- Operating income
- $1.36B
- Net income
- $693.0M
HistoryDividendAnnual yieldUpcoming
| Institutions | 99.77% | 119.79M shares | |
|---|---|---|---|
| 993 holders · as of Jun 30, 2026 | |||
| Insiders | 0.28% | 338.4K shares | |
| 22 holders · as of Sep 3, 2026 | |||
| Adds to | 100.05% | ||
120.06M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.05%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Dodge & CoxInstitution | 9.11% | 10.94M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.68% | 10.42M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 7.84M | as of Jun 30, 2026 |
T. Rowe Price Associates, Inc.Institution | 5.47% | 6.57M | filed Feb 14, 2018 |
Vanguard Portfolio Management LLCInstitution | 4.85% | 5.82M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 23, 2026 | Sanjay K. Shetty | officer: President, CenterWell | +810 | $185.21 |
- UnitedHealth Group
Dominant MA insurer with Optum's integrated care and pharmacy platform.
- CVS Health
Aetna MA, Oak Street primary care, Signify home health, Caremark PBM.
- Elevance Health
Blue Cross MA insurer with Carelon services, growing MA in 2025.
- Centene
#1 Medicaid insurer; 1M MA members with highest D-SNP concentration.
- Molina Healthcare
Medicaid and D-SNP specialist exiting traditional MA in 2027.
- Cigna
PBM powerhouse via Evernorth/Express Scripts; exited MA March 2025.
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Humana | $371.65 | −0.12% | $45.39B | 35.9 | 30.2 | 0.3 | +26.2% |
| UnitedHealth Group | $373.03 | +0.03% | $342.88B | 24.3 | 17.5 | 0.8 | +0.4% |
| CVS Health | $87.14 | +0.06% | $111.77B | 23.2 | 10.8 | 0.3 | +7.3% |
| Elevance Health | $401.00 | −0.32% | $88.77B | 18.2 | 14.8 | 0.4 | +0.8% |
| Centene | $63.30 | +0.02% | $32.10B | — | 14.0 | 0.2 | +9.9% |
| Molina Healthcare | $191.15 | −0.03% | $10.33B | 1,041.1 | 27.1 | 0.2 | −4.8% |
| Cigna | $274.02 | +0.08% | $72.53B | 11.4 | 8.6 | 0.3 | +6.6% |
| Median | 23.2 | 14.4 | 0.3 | +3.7% |