Recent Updates — HUM
Humana Inc. reaffirmed its full-year 2026 earnings guidance during investor meetings scheduled between September 1 and September 30, 2026. The company projects diluted GAAP EPS of at least $6.52 and Adjusted (non-GAAP) EPS of at least $9.00 for the year ending December 31, 2026. This guidance remains consistent with previous announcements from July 29, 2026. Management noted that while Adjusted EPS is stable, GAAP EPS may fluctuate due to ongoing value creation initiatives and strategic actions. The company also stated it will not comment on 2027 Medicare Advantage Star Ratings until CMS releases final data in October. Humana Inc. operates in the managed healthcare industry, providing health insurance products primarily through Medicare Advantage plans.
Humana Inc. expanded its Board of Directors from eleven to thirteen members and elected Frederick J. Crawford and Paul J. Smith as independent directors, effective July 28, 2026. Both new directors will receive restricted stock units under the company's standard compensation program. Paul Smith serves as Chief Commercial Officer at Anthropic PBC with extensive experience in enterprise technology go-to-market strategies. Frederick Crawford is a former President and COO of Aflac with deep expertise in insurance financial management and risk oversight. This governance update strengthens the board's capabilities in technology adoption and capital allocation to support Humana's long-term vision as a consumer healthcare company.
Humana Inc. reported second quarter 2026 financial results, posting diluted earnings per share of $5.73 on a GAAP basis and $7.61 on an adjusted basis. Consolidated revenues reached $40.87 billion, while the Insurance segment benefit ratio was 91.2 percent. The company affirmed its full year 2026 adjusted EPS guidance of at least $9.00 but revised its GAAP EPS guidance downward to at least $6.52 from $8.36 due to Star Ratings headwinds and other adjustments. Humana also highlighted membership growth, including a 27 percent increase in CenterWell Senior Primary Care patients year-to-date and the award of a statewide Illinois Medicaid managed care contract effective January 2027. The company operates as a leading U.S. healthcare provider offering health insurance services through its Humana brand and integrated care delivery via CenterWell.
Humana Inc. announced that its senior management will meet with investors and analysts throughout June 2026 to reaffirm its full-year 2026 guidance. The company intends to maintain its outlook of at least $8.36 in diluted earnings per share and at least $9.00 in adjusted earnings per share.
Humana Inc. has entered into agreements with two funding trusts to establish a $1.5 billion on-demand liquidity facility through the sale of Pre-Capitalized Trust Securities. This arrangement allows the company to issue up to $750 million in 6.062% Senior Notes due 2036 and up to $750 million in 6.887% Senior Notes due 2055.
Humana Inc. released its financial results for the quarter ended March 31, 2026, via a press release and a detailed earnings report. The filing also includes management's prepared remarks regarding the company's quarterly performance and future earnings expectations.