Evercore ISI Group has initiated coverage on Humana Inc (HUM) with an In-Line rating, marking the firm's first assessment of the company's investment potential. This rating reflects the firm's research into Humana's business dynamics and growth prospects within the health care industry.
Headquartered in Louisville, Kentucky, Humana Inc. engages in the provision of health insurance services, employing approximately 65,680 full-time employees. The company operates through two segments: Insurance and CenterWell. The Insurance segment includes Medicare benefits and various Medicaid services, while CenterWell encompasses pharmacy, primary care, and home solutions operations.
As of September 21, 2025, Humana's stock is priced at $227.63, with a market cap of $27.8 billion and a P/E ratio of 21.54. The company has demonstrated strong earnings performance, including a Q3 2025 EPS of $3.24, surpassing estimates by 13.8%. Upcoming earnings are scheduled for July 28, 2026, with an EPS estimate of $5.33.
Analyst ratings can provide valuable insights, but they are based on assumptions and estimates that may not come to fruition. It's crucial for investors to consider a range of factors, including company fundamentals and industry trends, when making investment decisions. Analyst opinions can change as new information emerges, and perspectives may differ among analysts.
This update provides insight into Humana's current standing in the market as it navigates a competitive health care landscape.