Insider and congress filings
Humana Inc. (HUM)
About Humana Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Healthcare
- Industry
- Medical - Healthcare Plans
- Chief executive
- James A. Rechtin
- Employees
- 67,060
- Listed since
- -
- Market value
- $48.0B
- Price to earnings
- 37.6
- Earnings per share
- $10.63
- Dividend yield
- 0.88%
Earnings
6 reported quarters · next on Nov 6, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $7.61 | $7.27 | $40.9B | $40.6B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $10.31 | $10.24 | $39.6B | $39.4B | EPS in lineRevenue in line |
| Q4 FY2025reported Feb 11, 2026 | -$3.96 | -$4.00 | $32.5B | $32.0B | EPS in lineRevenue in line |
| Q3 FY2025reported Nov 5, 2025 | $3.24 | $2.93 | $32.6B | $32.0B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $6.27 | $5.92 | $32.4B | $31.9B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 30, 2025 | $11.58 | $10.07 | $32.1B | $32.2B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Mar 6, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Celeste M. MelletChief Financial Officer | $900K | $10.7M | $7.4M | $18.9M |
| James A. RechtinPresident and Chief Executive Officer | $1.3M | $13.9M | $3.5M | $18.8M |
| Japan A. MehtaChief Information Officer | $619K | $3.9M | $5.0M | $9.6M |
| Michelle A. O’HaraChief Human Resources Officer | $715K | $4.9M | $3.4M | $8.9M |
| Sanjay K. Shetty, M.D.President, CenterWell | $716K | $5.1M | $1.4M | $7.2M |
The summary compensation table from the 2025 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Dodge & Cox | $4.3B | 10,940,380 | -3.9% | 9.10% |
| Blackrock, Inc. | $4.1B | 10,417,803 | +2.1% | 8.67% |
| Vanguard Capital Management LLC | $3.1B | 7,843,620 | +0.1% | 6.53% |
| Vanguard Portfolio Management LLC | $2.3B | 5,818,956 | +0.2% | 4.84% |
| State Street Corp | $2.2B | 5,457,072 | +0.1% | 4.54% |
| Pzena Investment Management LLC | $1.7B | 4,403,136 | -19.5% | 3.66% |
| Massachusetts Financial Services Co | $1.7B | 3,578,245 | -20.2% | 2.98% |
| Eagle Capital Management LLC | $1.5B | 3,846,762 | +29.6% | 3.20% |
| Sessa Capital Im, L.P. | $1.5B | 3,727,740 | 0.0% | 3.10% |
| Geode Capital Management, LLC | $1.3B | 3,369,757 | +1.3% | 2.80% |
| Jpmorgan Chase & Co | $1.3B | 3,234,637 | +6.6% | 2.69% |
| FMR LLC | $1.2B | 2,913,763 | +2.8% | 2.42% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
1 filing of 330 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Sanjay K. ShettyPresident, Centerwell | Bought | 810 | $185.21 | $150K | Feb 23, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in HUM
20 disclosures of 119 on record · median 27d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +136.6%S&P +20.2% · vs S&P 500 +116.4% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +62.3%S&P +4.4% · vs S&P 500 +57.9% | May 7, 2026 | Jun 10, 2026 | 34d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +68.6%S&P +6.3% · vs S&P 500 +62.2% | May 4, 2026 | Jun 10, 2026 | 37d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +103.3%S&P +11.6% · vs S&P 500 +91.7% | Apr 13, 2026 | May 11, 2026 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +108.8%S&P +12.4% · vs S&P 500 +96.4% | Apr 10, 2026 | May 4, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +135.1%S&P +16.0% · vs S&P 500 +119.2% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Julia Letlow | Stock | Sale | $1,001 - $15,000 | +120.6%S&P +10.1% · vs S&P 500 +110.5% | Feb 10, 2026 | Mar 12, 2026 | 30d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +116.8%S&P +11.8% · vs S&P 500 +105.1% | Feb 17, 2026 | Mar 10, 2026 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +116.2%S&P +11.6% · vs S&P 500 +104.6% | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +129.1%S&P +10.9% · vs S&P 500 +118.2% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +103.4%S&P +9.8% · vs S&P 500 +93.6% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +50.4%S&P +19.9% · vs S&P 500 +30.6% | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +66.3%S&P +11.6% · vs S&P 500 +54.8% | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +42.3%S&P +13.0% · vs S&P 500 +29.3% | Nov 4, 2025 | Dec 9, 2025 | 35d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +44.2%S&P +12.0% · vs S&P 500 +32.2% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +40.5%S&P +12.3% · vs S&P 500 +28.2% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +40.6%S&P +13.2% · vs S&P 500 +27.4% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +37.2%S&P +11.4% · vs S&P 500 +25.8% | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +57.7%S&P +15.7% · vs S&P 500 +41.9% | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +57.2%S&P +21.4% · vs S&P 500 +35.8% | Aug 5, 2025 | Sep 12, 2025 | 38d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Shantanu NundyChief Medical Officer | Stock award | 2,549 | Sep 1, 2026 |
| Paul John SmithDirector | Stock award | 544 | Aug 1, 2026 |
| Frederick John CrawfordDirector | Stock award | 544 | Aug 1, 2026 |
| Kurt J. HilzingerDirector | Stock award | 233 | Jun 30, 2026 |
| Robert Stuart FieldDirector | Stock award | 852 | May 1, 2026 |
| Joseph C. VenturaChief Legal Officer | Stock award | 10,318 | May 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Stock award | 9,945 | May 1, 2026 |
| Aaron MartinPresident, Medicare Advantage | Stock award | 8,206 | May 1, 2026 |
| David DintenfassPresident, Enterprise Growth | Stock award | 11,273 | May 1, 2026 |
| Japan MehtaChief Information Officer | Stock award | 9,448 | May 1, 2026 |
| Celeste MelletChief Financial Officer | Stock award | 15,387 | May 1, 2026 |
| James A. RechtinPresident & CEO | Stock award | 35,633 | May 1, 2026 |
| Michelle A. O'HaraChief Human Resources Officer | Stock award | 10,485 | May 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Tax withholding | 401 | Apr 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Option exercise | 887 | Apr 1, 2026 |
| George Renaudin IIPresident, Insurance | Other (see filing) | 25 | Mar 31, 2026 |
| Kurt J. HilzingerDirector | Stock award | 536 | Mar 31, 2026 |
| Joseph C. VenturaChief Legal Officer | Tax withholding | 478 | Feb 24, 2026 |
| George Renaudin IIPresident, Insurance | Option exercise | 1,035 | Feb 24, 2026 |
| George Renaudin IIPresident, Insurance | Tax withholding | 419 | Feb 24, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling HUM?
Across the one open-market filing shown here, 1 was a purchase and 0 were sales.
Which members of Congress have traded HUM?
Alan Armstrong, Michael T. McCaul, Ro Khanna, Julia Letlow, Gilbert Ray Cisneros, Jr., Lisa C. McClain disclosed HUM transactions in the filings shown here.
Is HUM in the S&P 500 or the Nasdaq 100?
Humana Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are HUM trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.