Humana (HUM) reported second-quarter 2026 GAAP earnings per share of $5.73, up from $4.51 a year earlier. GAAP revenue was $40.87 billion, compared with $32.39 billion in the prior-year quarter.
The company affirmed full-year 2026 adjusted EPS guidance of at least $9.00 and revised GAAP EPS guidance to at least $6.52 from at least $8.36. Humana also affirmed its full-year Insurance segment benefit ratio guidance and individual Medicare Advantage membership growth outlook.
- Second-quarter GAAP diluted EPS was $5.73; adjusted EPS was $7.61.
- Second-quarter GAAP consolidated pretax results were $952 million, compared with $741 million a year earlier.
- Second-quarter GAAP revenue was $40.87 billion; year-to-date GAAP revenue was $80.52 billion.
- The Insurance segment GAAP benefit ratio was 91.2% for the quarter.
- Humana affirmed 2026 individual Medicare Advantage membership growth of approximately 25% over 2025.
- CenterWell Senior Primary Care reported year-to-date growth of 130,900 patients, or 27%.
$HUM Insider Trading Activity
$HUM insiders have traded $HUM stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HUM stock by insiders over the last 6 months:
- SANJAY K SHETTY (President, CenterWell) purchased 810 shares for an estimated $150,016
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HUM Hedge Fund Activity
We have seen 373 institutional investors add shares of $HUM stock to their portfolio, and 421 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 3,831,860 shares (-65.9%) from their portfolio in Q1 2026, for an estimated $664,406,205
- BANK OF NEW YORK MELLON CORP removed 1,479,679 shares (-70.6%) from their portfolio in Q1 2026, for an estimated $256,561,541
- SESSA CAPITAL IM, L.P. added 1,408,833 shares (+60.8%) to their portfolio in Q1 2026, for an estimated $244,277,553
- PZENA INVESTMENT MANAGEMENT LLC added 1,398,774 shares (+34.3%) to their portfolio in Q1 2026, for an estimated $242,533,423
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,099,839 shares (+inf%) to their portfolio in Q1 2026, for an estimated $190,701,084
- FRANKLIN RESOURCES INC removed 981,758 shares (-78.2%) from their portfolio in Q1 2026, for an estimated $170,227,019
- GOLDMAN SACHS GROUP INC added 926,632 shares (+94.6%) to their portfolio in Q1 2026, for an estimated $160,668,722
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HUM Congressional Stock Trading
Members of Congress have traded $HUM stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $HUM stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
