Equity Brief · Healthcare2026-05-20
HUM·Healthcare

Last results 29 Jul 2026

Humana Inc

I · AI Analysis

The brief

Humana provides health insurance primarily through Medicare Advantage plans for seniors, along with standalone prescription drug coverage and specialty insurance like dental and vision [Yahoo Finance]. The company also operates senior-focused primary care centers under the CenterWell and Conviva brands, plus home health and pharmacy services [Yahoo Finance].

Humana is a major U.S. health insurance company that primarily sells Medicare Advantage plans to seniors and also operates primary care centers and home health services [Yahoo Finance]. The company generates $129.7B in revenue serving approximately 17 million members, with over 80% of revenue coming from federal government contracts [Yahoo Finance]. Recent analyst upgrades signal Wall Street believes the company has reached an earnings bottom after years of margin pressure, with Deutsche Bank nearly doubling its price target to $441 [Yahoo Finance].

Humana shows weak profitability despite strong revenue growth, with razor-thin margins and elevated debt levels.

The brief AI analysisConfidence 7/10

Sentinellis health

3.2/10

Significant risks

Market capitalisation

$37.3B

Revenue (TTM)

$129.7B

Explainers

How we read these numbers

Plain-English guides · no account needed

II · Recent news

What moved

6 stories · ranked by relevance

  • Macro2026-05-20

    Humana Just Got a Massive Upgrade From Deutsche Bank: Price Target Nearly Doubles to $441

    Yahoo Finance

  • Macro2026-05-20

    Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More

    Yahoo Finance

  • Macro2026-05-20

    Deutsche Bank sees new upswing for health insurers after years of margin pressure

    Yahoo Finance

  • Macro2026-05-20

    Cigna downgraded, Humana upgraded: Wall Street's top analyst calls

    Yahoo Finance

  • Macro2026-05-19

    Here's Why Investors Should Stay Neutral on Humana Stock for Now

    Yahoo Finance

  • Macro2026-05-18

    CVRx Stock Up on Humana's Medicare Coverage for Barostim Therapy

    Yahoo Finance

Premium · Free with any account

Humana derives over 80% of revenue from federal government contracts, making the business extremely vulnerable to Medicare policy changes, funding cuts, or regulatory shifts [Yahoo Finance]

1 of 5 risks in this report

Risks

5

Opportunities

6

Red flags

4

Leadership

10

14 more findings in the full report — free with any account.

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III · Related

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Produced 20 May 2026, 19:55 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated