US · Healthcare · Healthcare Plans
EPS came in at 7.61 against a street estimate of 6.22 — a beat of 22.3%.
Analysts rate Humana Inc a buy (16 buy, 9 hold, 1 sell out of 26) with an average price target of $465.12.
CONFIDENT Humana tracking to plan in 2026 with membership growth on track. Targeting meaningful MA margin expansion in 2027 via clinical excellence, operating efficiency, benefit adjustments, and ~600k member plan exits. Expects to hit 3%+ sustainable MA margin by 2028. Q2 2026 No geographic breakouts provided in call. Analysts pressed for quantitative 2027 bid impact breakdown, Stars metric representativeness vs. peers, and market exit rationale. Management declined specifics pending AEP/membership finalization, emphasized multiple paths to Stars PMPM target despite threshold uncertainty, and framed exits as profitability/capital optimization, not Stars-driven. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 9.11% |
| BlackRock Inc | 8.68% |
| Vanguard Capital Management, LLC | 6.53% |
| Vanguard Portfolio Management, LLC | 4.85% |
| State Street Corp | 4.54% |
| Pzena Investment Management, LLC | 3.67% |
| Eagle Capital Management LLC | 3.20% |
| Sessa Capital, L.P | 3.10% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Humana affirmed its FY 2026 guidance of at least $9.00 in adjusted earnings per common share (Adjusted EPS). • The company does n | 2026-10-13 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Humana affirmed FY 2026 adjusted EPS guidance of at least $9.00. • Based on final 2027 Medicare Advantage (MA) Star Ratings data, | 2026-10-09 |
| Reg FD disclosure · Q3 2026 HUMANA INC. – FORM 8-K SUMMARY Filed September 1, 2026 --- HEADLINE NUMBERS • FY 2026 Diluted EPS Guidance (GAAP): At least $6.52 per share • FY 20 | 2026-09-01 |
| Quarterly report · Q2 2026 HUMANA INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6 months): $80.515 billion, up 24.8% vs. $64.500 billion in 2025 • Net income | 2026-07-29 |
| Board / officer change · Q3 2026 HUMANA INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Humana Inc. expanded its Board of Directors from 11 to 13 authorized directors on Jul | 2026-07-29 |
| Results announced · Q3 2026 HUMANA INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 EPS: $5.73 GAAP, $7.61 Adjusted • Year-to-date 2026 EPS: $15.55 GAAP, $17.91 Adjus | 2026-07-29 |
| Reg FD disclosure · Q2 2026 HUMANA INC. – FORM 8-K SUMMARY (June 1, 2026) HEADLINE NUMBERS • FY 2026 Diluted EPS Guidance (GAAP): At least $8.36 • FY 2026 Adjusted EPS Guidance | 2026-06-01 |
| Quarterly report · Q1 2026 HUMANA INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $39,648 million (Q1 2026) vs. $32,112 million (Q1 2025) — 23.5% increase • Net | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.89 / share ex-date Oct 30, 2026 · pay Nov 27, 2026 | 2026-10-30 |
| Dividend | $0.89 / share ex-date Jun 26, 2026 · pay Jul 31, 2026 | 2026-06-26 |
| Dividend | $0.89 / share ex-date Mar 27, 2026 · pay Apr 24, 2026 | 2026-03-27 |
| Dividend | $0.89 / share ex-date Dec 26, 2025 · pay Jan 30, 2026 | 2025-12-26 |
| Dividend | $0.89 / share ex-date Sep 26, 2025 · pay Oct 31, 2025 | 2025-09-26 |
| Announcement | Date |
|---|---|
| Reaffirms FY 2026 EPS guidance of at least $6.52 diluted Humana announced that senior management will meet with investors and analysts throughout September 2026 to reaffirm its existing earnings guidance for the full year 2026. The company maintai | 2026-09-01 |
| Reaffirms FY 2026 EPS guidance of at least $8.36 diluted Humana Inc. announced that its senior management will meet with investors and analysts during June 2026 to reaffirm its full-year 2026 earnings guidance. The company expects diluted earnings | 2026-06-01 |
| Reaffirmed FY 2026 EPS guidance of at least $8.89 diluted Humana Inc. announced that its senior management will meet with investors and analysts between March 2-31, 2026, during which the company will reaffirm its previously issued 2026 earnings gu | 2026-03-02 |
| Reaffirms FY 2025 diluted EPS guidance of $12.26 and adjusted EPS of $17.00 Humana Inc. announced that senior management will meet with investors and analysts throughout December 2025 to reaffirm its full-year 2025 earnings guidance. The company is sticking with its | 2025-12-01 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.