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Stock impact report

Humana falls despite beating first quarter earnings estimates [Yahoo! Finance]

Humana Inc. (HUM) 
Last humana inc. earnings: 4/29 06:30 am Check Earnings Report
US:NYSE Investor Relations: humana.gcs-web.com
Company Research Source: Yahoo! Finance
Adjusted earnings per share came in at $10.31, beating analyst estimates of $10.20. The health insurer's first quarter adjusted EPS came in at the high end of the company's guidance of approximately 110% to 115% of full year 2026 adjusted EPS. The company reaffirmed its full year 2026 adjusted EPS guidance of at least $9.00, which exceeds the analyst consensus of $8.71. The midpoint of this guidance represents a year-over-year decline due to Star Ratings headwinds for Bonus Year 2026. The company revised its GAAP EPS guidance to at least $8.36 from a previous estimate of at least $8.89. Humana's Insurance segment GAAP benefit ratio of 89.4% came in slightly favorable to management's guidance of just under 90%. The company affirmed its full year 2026 Insurance segment benefit ratio guidance of 92.75%, plus or minus 25 basis points. The company also reaffirmed individual Medicare Advantage membership growth of approximately 25% over 2025, driven by new sales and improved retention. Show less Read more
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