Nov 6, 6:09 AM ET
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
- Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
- Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
- CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
- Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
Read the filing on SEC.gov ↗
Jul 29, 7:00 AM ET
Humana's board increased its size from eleven to thirteen seats on July 28, 2026, and elected Frederick J. Crawford and Paul J. Smith as directors effective that day. The board determined both are independent under NYSE standards, and committee assignments have not yet been decided. The filing involves no financial results or guidance changes, but it adds two new directors to the board.
- Board expanded from eleven to thirteen authorized directors on July 28, 2026.
- Frederick J. Crawford is a former President and Chief Operating Officer of Aflac and a former CFO of several insurers.
- Paul J. Smith is Chief Commercial Officer at Anthropic PBC and previously held senior roles at ServiceNow, Salesforce and Microsoft.
- Both directors will receive restricted stock units under the director compensation program; no committee appointments have been made yet.
Read the filing on SEC.gov ↗
Jul 29, 6:19 AM ET
Humana reported second-quarter 2026 GAAP EPS of $5.73, up from $4.51 a year earlier, and adjusted EPS of $7.61, up from $6.27, on revenue of $40.9 billion versus $32.4 billion. The company lowered its full-year 2026 GAAP EPS guidance to at least $6.52 from at least $8.36, while affirming adjusted EPS guidance of at least $9.00, which it says reflects a year-over-year decline tied to the Star Ratings headwind.
- Second-quarter 2026 GAAP EPS was $5.73 versus $4.51 in 2Q25; adjusted EPS was $7.61 versus $6.27.
- Revenue was $40,867 million in 2Q26 versus $32,388 million in 2Q25; GAAP pretax results were $952 million versus $741 million.
- FY 2026 GAAP EPS guidance was revised to at least $6.52 from at least $8.36; adjusted EPS guidance of at least $9.00 was affirmed.
- Insurance segment GAAP benefit ratio was 91.2 percent in 2Q26, in line with management's guidance of slightly above 91 percent.
Read the filing on SEC.gov ↗
Apr 29, 6:06 AM ET
Humana reported first-quarter 2026 revenue of $39.6 billion, up from $32.1 billion a year earlier, but GAAP earnings per share fell to $9.83 from $10.30. The company cut its full-year 2026 GAAP EPS guidance to at least $8.36 from at least $8.89 while affirming its adjusted EPS guidance of at least $9.00, so shareholders face lower reported profit expectations even as sales grew.
- Q1 2026 revenue was $39.6 billion versus $32.1 billion in Q1 2025.
- Q1 2026 adjusted EPS was $10.31 versus $11.58 in Q1 2025; GAAP EPS was $9.83 versus $10.30.
- FY 2026 GAAP EPS guidance revised to at least $8.36 from at least $8.89; adjusted EPS guidance of at least $9.00 affirmed.
- George Renaudin, Insurance Segment President, will retire effective June 29, 2026; John Barger will lead Medicare Advantage operations effective immediately.
Read the filing on SEC.gov ↗
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