HUMANA INC
Humana is a health insurance and health care services company headquartered in Louisville, Kentucky. Its two reportable segments are Insurance and CenterWell. The Insurance segment serves Medicare and state-based contract beneficiaries, individuals and employers, and includes pharmacy benefit management. Its products include Medicare Advantage and stand-alone prescription drug plans, Medicare Supplement, Medicaid and other state-based plans, military health services, and dental, vision, life and disability benefits. Humana receives contractual payments for insurance coverage and provides administrative services under TRICARE contracts. CenterWell provides pharmacy, primary care and home-based health services to Humana health plan members and other customers. Its businesses include CenterWell Pharmacy and CenterWell Specialty Pharmacy, senior-focused primary care clinics operating under the Conviva Senior Primary Care and CenterWell Senior Primary Care brands, CenterWell Home Health, and OneHome, which coordinates home-based and post-acute services. These services are offered through arrangements that include risk sharing with health plans and providers, as well as direct service fees.
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No SEC Form 4 filings for $HUM in the last 30 days.
See all $HUM insider activity →Humana reported Q3 earnings of $162M and revenue of $41.2B, beating estimates. CEO Jim Rechtin expects membership growth in 2027 due to strong Medicare enrollment, with a one-time financial tailwind anticipated in 2028. The company raised its 2026 EPS guidance to $9.50 and revenue guidance to $160B.
Humana (HUM) gained 16.5% after its Medicare Advantage plan improved to four stars, restoring federal bonus eligibility. Analysts expect $4.8B in bonuses in 2028. UnitedHealth (UNH) and CVS (CVS) saw declines in four-star-plus plan memberships. Humana's 2027 EPS is projected to rebound to $17.31 after a 47% drop in 2026.
HUMANA INC (HUM) filed an SEC Form 8-K — Results of Operations and Financial Condition. n e w s r e l e a s e Exhibit 99.1 Humana Inc. 101 East Main Street P.O. Box 1438 Louisville, KY 40202 http://www.humana.com FOR MORE INFORMATION CONTACT: Lisa Stoner Humana Investor Relations (502) 580-2652 e-mail: LStamper@humana.com Mark Taylor Humana Corporate Communications
Over the past 7 days, AlphAI's AI scored 50 news stories mentioning HUM (HUMANA INC). Coverage has skewed bullish: 37 bullish, 9 neutral, and 4 bearish.
Recent HUM coverage spans earnings, financial news and market movers.
Guidance raise suggests earnings upside.
Humana likely to see price appreciation as higher star rating unlocks federal quality bonus payments.
Raised guidance suggests improved earnings outlook.
Earnings preview suggests downside risk if loss materializes, but price targets indicate potential upside on a beat.
Guidance suggests earnings pressure; investors may react negatively if costs rise or plan cuts impact revenue.
AlphAI scores every news story that mentions HUM with an AI model for sentiment and relevance, and aggregates insider trades from HUMANA INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Humana reported Q3 earnings of $162M and revenue of $41.2B, beating estimates. CEO Jim Rechtin expects membership growth in 2027 due to strong Medicare enrollment, with a one-time financial tailwind anticipated in 2028. The company raised its 2026 EPS guidance to $9.50 and revenue guidance to $160B.
Humana (HUM) gained 16.5% after its Medicare Advantage plan improved to four stars, restoring federal bonus eligibility. Analysts expect $4.8B in bonuses in 2028. UnitedHealth (UNH) and CVS (CVS) saw declines in four-star-plus plan memberships. Humana's 2027 EPS is projected to rebound to $17.31 after a 47% drop in 2026.
HUMANA INC (HUM) filed an SEC Form 8-K — Results of Operations and Financial Condition. n e w s r e l e a s e Exhibit 99.1 Humana Inc. 101 East Main Street P.O. Box 1438 Louisville, KY 40202 http://www.humana.com FOR MORE INFORMATION CONTACT: Lisa Stoner Humana Investor Relations (502) 580-2652 e-mail: LStamper@humana.com Mark Taylor Humana Corporate Communications
Humana Inc. is set to report Q3FY26 earnings on Nov 6, with analysts forecasting a $1.00 loss per share, down from $3.24 a year ago, despite a 25% revenue increase to $40.89 billion. Several analysts raised price targets, with Raymond James initiating an Outperform rating and $520 target. The company declared a $0.885 dividend and reaffirmed FY26 adjusted EPS guidance of at least $9.00.
Humana (HUM), Elanco (ELAN), and Moderna (MRNA) report earnings on Nov. 6. Humana's Medicare Advantage update is key for retirement investors. Elanco saw 8% organic revenue growth in Q2. Moderna's stock surged 737% this year. Analysts expect varied EPS and revenue changes for Q3. Watch medical costs, supply, and cash burn trends.
Humana and athenahealth are expanding electronic prior authorization capabilities nationwide, connecting Humana with 180,000 providers. In September 2026, 6,000 providers processed 35,000 authorizations, with 70% requiring no extra information. The collaboration aims to reduce administrative work and speed up care access. Humana's strategy includes reducing services requiring prior authorization.
Humana (HUM) is set to report Q3 results, with analysts expecting 25.2% revenue growth. Last quarter, it beat revenue and EPS estimates, reporting $40.87B in revenue and adding 200,800 customers. Peers Elevance Health and CVS Health also beat expectations. Humana's stock is up 4.1% over the last month, with an average price target of $465.13.
Jeremy Gaskill, former Humana executive, joined Geisinger Health Plan (GHP) as president. He noted similar challenges in healthcare, but GHP's nonprofit status allows reinvestment in benefits and growth. GHP has 500,000 members and operates under Geisinger, a nonprofit with $9B revenue. Gaskill emphasizes disciplined investment in technology and provider partnerships.
Ambea AB reported Q3 2026 net sales of SEK 4,447M, up 8%, and adjusted EBITA of SEK 668M, with a margin of 15.0%. Growth was driven by higher occupancy, improved staffing, and market expansion. The company also completed its acquisition of Humana, securing 98% ownership, to strengthen its scale and service offerings.
Raymond James added Humana (HUM) and Avahlth to its healthcare list, replacing Encompass Health (EHC) and UnitedHealth (UNH). The firm cited Humana's strong Medicare Advantage ratings and attractive valuation. Healthcare sector gained 9.7% in October, outperforming the S&P 500's 0.9% decline.
