Humana Inc vs Progressive Corp — how do they compare? Humana Inc trades at $406.99 (market cap $47.81B), while Progressive Corp trades at $207.02 (market cap $123.39B). The key difference: Progressive Corp is far larger — about 2.6× Humana Inc's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| HUM | PGR | |
|---|---|---|
Market Cap | $47.81B | $123.39B |
Sector | Health | Financials |
52-Week High | $409.42 | $252.68 |
52-Week Low | $163.67 | $190.40 |
Enterprise Value | $56.85B | $131.61B |
Dividend Yield | 0.89% | 6.55% |
Signals from Pluang's Aura AI — not financial advice
Humana (HUM) trades at $398.09, down 0.48% with a bullish technical signal from moving averages. The company shows strong revenue growth to $129.66B in 2025 but faces margin compression with net income margin declining to 0.82%. Recent earnings have consistently beaten expectations, and analyst sentiment is mixed with 34% buy ratings but a consensus price target of $354.33 below current levels.
The outlook suggests cautious optimism with Medicare Advantage expansion opportunities but significant margin pressure and regulatory risks. Key investment considerations include the company's ability to achieve its 3% Medicare Advantage margin target by 2028 while navigating increased healthcare utilization costs and competitive pressures in the insurance sector.
PGR trades at $211.22, up 1.57% over 24 hours, with a bearish technical signal but neutral oscillators. The stock shows strong fundamentals with revenue growth from $49.6B in 2022 to $87.6B in 2025 and net income margin expanding to 12.9%. Recent Q2 2026 earnings matched expectations at $4.64 EPS. Analyst consensus price target is $234.56 with 37% buy ratings, though technical resistance looms near $212.
Outlook remains cautiously optimistic given Progressive's earnings consistency and valuation at 10.43 P/E, but risks include competitive pressures and potential earnings volatility. The stock offers value with dividend yield support, though investors should monitor premium growth sustainability amid economic uncertainty.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →