HUM Earnings

HUM reported its earnings on 2026-02-11, showcasing a revenue of 32.52B against an estimate of 31.88B, resulting in a 1.99% surprise. The EPS was -3.96, surpassing the expected -4.01 by 1.25%. The stock experienced a -3.25% price change on the earnings day and a 2.04% change over the next five days, reflecting market reactions to the results.

Following HUM's earnings announcement on 2026-02-11, the stock price moved by -3.25% on the day of the release. Over the subsequent five days, it saw a 2.04% change. Historically, HUM's stock price tends to shift by an average of 7.7% in the 10 days leading up to earnings and 0.44% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate HUM's annual revenue to reach 35.45B, while the EPS is projected at 10.64. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised downward by -0.04% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HUM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised downward by -0.04%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HUM's stock price typically moves by 7.7% in the 10 days before its earnings and 0.44% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 10.64 and revenue of 35.45B.

The earnings call reveals a mix of positive and cautious elements. The company shows strong financial performance and operational efficiency, with promising plans for cost savings and strategic acquisitions. However, conservative guidance and lack of share repurchase plans for 2025, combined with unclear management responses in the Q&A, temper enthusiasm. The market reaction is expected to be neutral, considering the balance of positive growth initiatives and cautious financial outlook.