Flash FinanceUS
Market closed S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · Humana (HUM)

Humana Q1 revenue rises to $39.6 billion; GAAP EPS falls to $9.83, GAAP outlook cut

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyHumana (HUM)
Form8-K, current report
Filed with the SECApr 29, 2026, 6:06 AM ET
Accession number0000049071-26-000021

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.