Humana Inc vs Seagate Technology Holdings PLC — how do they compare? Humana Inc trades at $404.61 (market cap $47.81B), while Seagate Technology Holdings PLC trades at $892.75 (market cap $181.56B). The key difference: Seagate Technology Holdings PLC is far larger — about 3.8× Humana Inc's market cap, and Humana Inc pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| HUM | STX | |
|---|---|---|
Market Cap | $47.81B | $181.56B |
Sector | Health | Technology |
52-Week High | $409.42 | $1.09K |
52-Week Low | $163.67 | $146.59 |
Enterprise Value | $56.85B | $184.59B |
Dividend Yield | 0.89% | 0.37% |
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.
Seagate Technology (STX) trades at $801.81, up 1.89% with strong recent earnings beats and AI-driven storage demand. The stock shows bearish technical signals but benefits from robust fundamentals including 21.6% net margin and 96.27% ROE. Recent analyst upgrades highlight confidence in AI infrastructure growth, though high valuations (P/E 74.73) and negative shareholder equity pose challenges.
Outlook remains positive with AI storage tailwinds and $987.86 consensus price target suggesting 23% upside. Key risks include elevated debt levels (73.31% debt-to-asset ratio) and competitive pressures. The Q2 2026 earnings report on July 28, 2026 will be critical for validating current growth trajectory amid volatile memory markets.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →