HUM Earnings

HUM reported its FY2025Q4 earnings on 2026-02-11, showcasing a revenue of 0.00 against an estimate of 32.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected -4.01 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following HUM's FY2025Q4 earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, HUM's stock price tends to shift by an average of +7.38% in the 10 days leading up to earnings and -0.17% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate HUM’s annual revenue to reach 32.00B, while the EPS is projected at -4.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.65% and EPS estimates Revise Upward by 0.7% 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 Revise Upward by 0.65%, while EPS estimates moved Revise Upward by 0.7% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HUM's stock price typically moves by +7.38% in the 10 days before its earnings and -0.17% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -4.00 and revenue of 32.00B.

The earnings call highlights several positive developments, including a raised EPS outlook, better-than-expected MA membership retention, and successful Medicaid expansion. CenterWell Pharmacy's growth and strategic capital deployment further bolster the outlook. While management avoided specific guidance, optimistic expectations for margin doubling by 2026 and strategic focus on high-value members suggest a positive trajectory. The Q&A section did not reveal significant negative trends, supporting a positive sentiment. Overall, the company's strategic initiatives and financial performance indicate a likely positive stock price movement in the short term.