Humana Reports Third-Quarter Earnings Friday

The Louisville, Kentucky health insurer will release results before the market opens on Nov. 6, with analysts expecting a loss.

Updated on Nov. 6, 2026 in Healthcare

Humana Reports Third-Quarter Earnings Friday

Humana Inc. will release its third-quarter earnings report before the opening bell on Friday, Nov. 6. Analysts expect the health insurer to report a quarterly loss of $1.00 per share.

Why it matters

The report will show how the Louisville-based insurer is performing as analysts have been revising price targets upward in recent weeks. Investors will be watching the results against the sharply lower expected earnings compared with a year earlier.

Analysts expect a quarterly loss of $1.00 per share against consensus revenue of $40.89 billion, compared with a $3.24 per share profit and $32.65 billion in revenue a year earlier. Whether actual results will meet these estimates has not yet been reported.

The players

Humana Inc.

A health insurance company headquartered in Louisville, Kentucky, that administers Medicare Advantage and other health plans across the United States.

Ann Hynes

A Mizuho analyst who maintained an Outperform rating on Humana and raised the price target to $495.

A.J. Rice

A UBS analyst who maintained a Neutral rating on Humana and raised the price target to $495.

John Ransom

A Raymond James analyst who upgraded Humana to Outperform with a $520 price target.

The details

Humana shares fell 1.4% to close at $411.79 on Thursday. The company's board declared an 88.5-cent cash dividend per share on Oct. 29.

Timeline

  1. Oct. 12: Raymond James upgraded Humana to Outperform with a $520 price target, and UBS and Truist revised their targets.

  2. Oct. 13: Mizuho raised its price target to $495.

  3. Oct. 29: Humana's board declared an 88.5-cent per share cash dividend.

  4. Thursday, Nov. 5: Humana shares closed at $411.79.

  5. Friday, Nov. 6: Humana releases third-quarter earnings before the market opens.

Market Landscape

Humana's results are closely watched because its Medicare Advantage business depends heavily on annual payment rates set by the Centers for Medicare & Medicaid Services. Rival insurers face the same federal rate environment, so the quarter offers a read on how the sector is handling medical costs.

Investors holding Humana shares will see the quarter's results and any guidance changes directly affect share value. Customers and members should watch for how the results shape future plan pricing and benefits.

The takeaway

Earnings reports from large insurers like Humana can signal broader pressure on medical costs across the industry. Readers invested in health stocks should compare the actual results with the analyst expectations released before the report.

What happens next

Humana will release its third-quarter earnings report before the market opens on Friday, Nov. 6, 2026.

Further reading

Track more coverage in the Healthcare section for context on insurers and medical costs.