Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$46.7B
120M shares
52-week range
$163.11 – $428.88
85% from low
Sector
HOSPITAL & MEDICAL SERVICE PLANS
Exchange
NYSE
CS
Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
www.humana.comNo one on the platform currently holds HUM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 9,953 | $2.5M |
| Bridgewater Associatesas of 2025-09-30 | 6,603 | $1.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-26 | $0.8850 | 2026-07-31 |
| 2026-03-27 | $0.8850 | 2026-04-24 |
| 2025-12-26 | $0.8850 | 2026-01-30 |
| 2025-09-26 | $0.8850 | 2025-10-31 |
| 2025-06-27 | $0.8850 | 2025-07-25 |
| 2025-03-28 | $0.8850 | 2025-04-25 |
| 2024-12-31 | $0.8850 | 2025-01-31 |
| 2024-09-30 | $0.8850 | 2024-10-25 |
| 2024-06-28 | $0.8850 | 2024-07-26 |
| 2024-03-27 | $0.8850 | 2024-04-26 |
No one on the platform has traded HUM yet.
| 2023-12-28 | $0.8850 | 2024-01-26 |
| 2023-09-28 | $0.8850 | 2023-10-27 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $162.6B | +25.8% | $9.15 | $9.07–$9.48 | 42.4× | 16 |
| 2027 | $168.6B | +3.7% | $16.61 | $11.40–$19.87 | 23.4× | 15 |
| 2028 | $180.6B | +7.1% | $27.54 | $19.64–$33.30 | 14.1× | 8 |
| 2029 | $190.0B | +5.2% | $35.02 | $32.88–$37.90 | 11.1× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $7.27 | $7.61 | +4.7% |
| 2026-04-29 | $10.24 | $10.31 | +0.7% |
| 2026-02-11 | $-4.00 | $-3.96 | +1.0% |
| 2025-11-05 | $2.93 | $3.24 | +10.6% |
| 2025-07-30 | $5.92 | $6.27 | +5.9% |
| 2025-04-30 | $10.07 | $11.58 | +15.0% |
| 2025-02-11 | $-2.23 | $-2.16 | +3.1% |
| 2024-10-30 | $3.40 |
| $4.16 |
| +22.4% |
| $33.3B |
| — |
| HLNHaleon plc | $9.80 | +0.00% | $43.2B | — |
| INSMInsmed Incorporated | $126.33 | -4.50% | $27.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
@YazzJr @DJtheDegen Doubtful this would get bought out but your argument against $HUM is misguided. Humana has ~7 billion in cash per their last report. $CLOV trades at a market cap of ~2.5B and their 30 day average is probably around 2.7B. Realistically, w/ the known tailwinds, management would probably sell the company for a 150% gain, using the 2.7B average, that would put Clover around a buyout price of $~12/share and a market cap of 6.5B.
View on StockTwits ↗$CBRL $HUM $UNH current winners for anyone following my positions
View on StockTwits ↗$CNC $HUM $UNH For my next act, most Software stocks will follow this as well.
View on StockTwits ↗$CLOV $UNH $HUM $CNC $OSCR looking forward for another irrational dip to double up on $CLOV derisked play with 4,5 stars bearely priced!
View on StockTwits ↗$HUM Humana stock, nice rally off the 364.85 support area at https://stockconsultant.com/?HUM
View on StockTwits ↗$SPY $HUM $MU $SNDK $QQQ Letting trades exit unless we get a pullback. I own 27 individual names, 14 are on the Top Picks today. All my positions have exits set. If this market doesn’t pull back today I should end the day with more cash. Only ~45% long. Took advantage of the volatility yesterday. Should have another decent day. Medium-term, bulls are in charge, I think. Although it’s apparent (to me, I could be wrong) at the end of the month we are going to get interest rate volatility in equity markets. Warsh speaks at Jackson Hole, the FOMC meeting in September. With the Fed being much more opaque, there will be more vol. Still want to buy the dips and trade 3-5 day time frames. And with all the volatility, many trades end up being same day. quant-builder.ai
View on StockTwits ↗$SPY $QQQ $UNH $HUM $DJT An unspoken event is taking place in healthcare. Given the cessation of DEI and AA, healthcare agencies are even more desperate for workers, particularly nurses as the boomers have caused a shortage given there are more retirees than graduates each year. However, since we can no longer hire with racial demographics and societal proportionality being a base, a lot of agencies are getting nurses from..... Drum roll....... Nigeria, because they're super qualified. This is the "brain drain" that they were warning you about. But, there's an idiot with an IQ < 80, a familial history of inbreeding and a daughter named Brittany who specializes in tik tok video manufacturing... somewhere claiming to be "superior."
View on StockTwits ↗$IX $MCHP $CBRE $HUM $UAL ORIX expands financial services, Microchip Technology benefits from industrial semiconductor demand, CBRE leads commercial real estate services, Humana benefits from Medicare growth, and United Airlines continues travel recovery.
View on StockTwits ↗$CLOV We won’t get any SaaS update until $HUM earnings reflect a positive performance using it. We may get a “partnership” announ with someone else but I highly doubt we’ll hear about a SaaS income until end of the year or early next year. For now just enjoy cheap shares where Counter part is worth $0 in the market.
View on StockTwits ↗$HUM $IX $WDS $CRWV $HLN Humana benefits from Medicare growth, Orix expands financial services, Woodside Energy generates LNG cash flow, CRWV remains growth-oriented, and Haleon leads consumer healthcare products.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.