Humana (HUM): What Value Investors Need to Know Before Buying the Dip

Views: 162 2026-06-18 Humana (NYSE: HUM) is one of the United States’ largest managed care organisations, deriving approximately 85% of revenues from its Medicare Advantage insurance segment and the remainder from CenterWell, a health services platform spanning primary care clinics, pharmacy, and home health. The company serves roughly 17 to 18 million members, with its core franchise centred on government-sponsored managed care for seniors. It is capital-light relative to revenue but generates thin net margins. Revenue has compounded at roughly 10% annually over four years to $129.7 billion in FY2025, but earnings have collapsed from a $22 peak EPS in …

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