Humana Inc vs KKR & Co Inc — how do they compare? Humana Inc trades at $374.25 (market cap $46.31B), while KKR & Co Inc trades at $111.36 (market cap $93.20B). The key difference: KKR & Co Inc is far larger — about 2× Humana Inc's market cap, and Humana Inc pays the higher dividend (0.92%). Which is the better fit depends on your goals.
| HUM | KKR | |
|---|---|---|
Market Cap | $46.31B | $93.20B |
Sector | Health | Financials |
52-Week High | $409.42 | $149.34 |
52-Week Low | $163.67 | $83.88 |
Enterprise Value | $53.67B | $15.76B |
Dividend Yield | 0.92% | 0.75% |
Signals from Pluang's Aura AI — not financial advice
Humana (HUM) trades at $385.00, up 4.82% today, with a bullish technical outlook and analyst consensus price target of $399.53. Recent earnings beats in Q1 and Q2 2026, alongside revenue growth to $129.66 billion in 2025, support fundamentals, though net margins have compressed. The company is expanding its Medicaid business and targeting margin improvements by 2027.
The stock offers upside to consensus targets but faces risks from Medicare Advantage margin pressures and regulatory changes. Profitability trends are weak despite revenue growth, requiring successful cost management to meet 2028 targets. Institutional sentiment is mixed with a majority hold rating.
KKR trades at $102.81, down 0.52% on the day, with a bullish technical signal supported by moving averages. The company reported strong Q2 2026 earnings of $1.63 per share, beating estimates, and maintains robust analyst support with a consensus price target of $127.22. Recent news highlights active deal-making, including the acquisition of Integer Holdings and the closing of a $19.2 billion infrastructure fund, signaling growth momentum.
The outlook for KKR is positive, driven by earnings beats, strategic acquisitions, and strong institutional sentiment. Key risks include execution of large deals, market volatility, and interest rate sensitivity. The stock presents an opportunity for growth-oriented investors, supported by a high buy rating consensus and expanding asset management operations.
Trailing returns across standard periods
Latest headlines on both assets
Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →KKR is one of the world's largest alternative asset managers, with $490.7 billion in total assets under management, including $384.5 billion in fee-earning AUM, at the end of June 2022. The company has two core segments: asset management (which includes private markets--private equity, credit, infrastructure, energy and real estate--and public markets--primarily credit and hedge/investment fund platforms) and insurance (following the February 2021 purchase of a 61.5% economic stake in Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
Read more on KKR →