Humana Inc. (HUM)

Over the last 12 months, Humana's stock price has decreased by 34.91%, with a year-to-date return of -25.10%. A new Medicare payment policy in early April 2026, which included a 2.5% overall increase for the 2027 Medicare Advantage program, led to a positive market reaction. In February 2023, Humana announced its exit from the employer-based commercial group insurance market. The company also reported its third-quarter 2024 financial results, which exceeded expectations.

Demand for Humana's products and services, particularly in the Medicare segment, is highly seasonal, with the Annual Enrollment Period (AEP) and Open Enrollment being significant periods. The company's Insurance segment also experiences seasonality in its commercial fully-insured product offerings. Health trends can also introduce seasonality.

Humana Inc. is an American for-profit health insurance and managed care company based in Louisville, Kentucky, operating in the Healthcare sector. Its major products and services are categorized into the Insurance segment, offering medical and specialty insurance products, and the CenterWell segment, focusing on healthcare services through primary care centers and related solutions.

Humana Inc. has a significant presence across the United States, serving nearly 20 million members in all fifty states. The company operates 350 CenterWell Primary Care clinics across 15 states.

Humana has received several accolades and recognitions, including being recognized as one of PEOPLE Magazine's 2025 Top "100 Companies That Care." It earned 5 stars in 2024 from the Hispanic Association for Corporate Responsibility (HACR) and received the Military Friendly® Top Ten Gold Award from 2017 to 2024. Humana was also honored by the National Business Group on Health and included on the JUST 100 list. It was featured on Forbes lists in 2025 and 2026 and its 2024 disclosures received "Trendsetter" designation from CPA-Zicklin.

Humana's ownership is predominantly held by institutional investors, who collectively own over 90% of the company's shares. Major institutional shareholders include The Vanguard Group, Inc., Dodge & Cox, and BlackRock, Inc. Individual insiders hold a smaller percentage of ownership.