Humana posts Q3 2026 results and lifts FY2026 adjusted EPS guidance to at least $9.50
Humana reported third‑quarter 2026 GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The insurer’s insurance‑segment medical loss ratio was 93.7%, beating its guidance. Management raised its FY2026 adjusted EPS guidance to a floor of $9.50 per share, up from $9.00, and its GAAP EPS guidance to a floor of $15.09, up from $6.52. The company also highlighted growth in its CenterWell senior primary‑care network and Medicaid membership.
Why it matters
The company expects higher earnings for FY2026, which could support higher analyst price targets and improve investor sentiment. The guidance lift reflects lower medical cost trends and operational improvements that may enhance cash flow and dividend capacity.
Key facts
- 1Q3 2026 GAAP diluted earnings per share were $1.33. stocktitan.net
- 2Adjusted loss per share for Q3 2026 was $0.70. stocktitan.net
- 3The insurance segment GAAP benefit ratio was 93.7%, above guidance. stocktitan.net
- 4FY2026 adjusted EPS guidance was raised to at least $9.50, from a prior floor of $9.00. stocktitan.net
- 5FY2026 GAAP EPS guidance was raised to at least $15.09, from a prior floor of $6.52. stocktitan.net
- 6CenterWell senior primary‑care patient count grew by 146,800, or 30%, year‑to‑date. stocktitan.net
Summary written by AlphAI AI Desk from 20 of 22 sources. Not investment advice. Figures are as stated by the linked sources.