HUM
Humana Inc.258.16
-16.58-6.03%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
31.05BP/E (TTM)
24.15Basic EPS (TTM)
10.69Dividend Yield
0.01%Recent Filings
8-K
8-K
8-K
Humana's 2026 Star Ratings preview
Humana disclosed preliminary 2026 Medicare Advantage Star Ratings on October 2, 2025, showing 20% of members in 4-star-plus plans with an average of 3.61, matching 2025 levels but up to 14% in 4.5-star plans from 3%. While not ideal, these align with multiyear financial plans, affirming no changes to 2025-2028 earnings outlook. The company eyes stronger 2027 results through operational shifts. Humana sticks to 2025 guidance of ~$17.00 adjusted EPS.
8-K
Humana reaffirms 2025 EPS guidance
Humana reaffirmed its FY 2025 guidance during upcoming investor meetings from September 1 to 30, projecting approximately $13.77 in GAAP diluted EPS and $17.00 in adjusted EPS, consistent with July 30 disclosures. The adjusted figure reconciles from GAAP by adding back amortization, put/call adjustments, value initiatives, and impairments, netting a $3.23 uplift after taxes. Humana won't comment on 2026 Medicare Advantage Star Ratings until CMS releases final data in October. Forward-looking guidance carries risks outlined in SEC filings.
8-K
Humana raises 2025 EPS guidance
Humana reported Q2 2025 GAAP EPS of $4.51 and adjusted EPS of $6.27, with insurance segment benefit ratio at 89.9%, aligning with expectations amid Medicare Advantage membership declines offset by strong CenterWell growth. The company raised full-year 2025 adjusted EPS guidance to approximately $17.00 from $16.25 and revenues to at least $128 billion, while trimming individual Medicare Advantage membership drop to up to 500,000 members, prioritizing sustainable value through plan exits. CenterWell Primary Care eyes 50,000-70,000 net patient additions, but Star Ratings declines risk 2026 bonuses.
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