HUM · Humana Inc
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Humana reported 2Q26 Adjusted EPS of $7.61 and affirmed full-year 2026 Adjusted EPS guidance of at least $9.00 (revising GAAP EPS guidance down to at least $6.52 from at least $8.36), while signaling meaningful margin expansion ahead as 2027 MA bids target a sustainable pre-tax margin of at least 3% by 2028.
- + Reported 2Q26 Adjusted EPS of $7.61 at the high end of expectations (80%-85% of FY)
- + Individual MA membership grew ~23% YTD, tracking to ~25% FY growth target
- + Strategic expansion via $900M Gentiva divestiture funding MaxHealth acquisition and new statewide Illinois Medicaid contract
- + CenterWell Senior Primary Care patients grew 27% YTD with strong retention and NPS gains
- − Revised FY 2026 GAAP EPS guidance down to at least $6.52 from at least $8.36
- − 2027 plan exits will impact approximately 600,000 members
- − Prior period medical claims reserve development was less favorable at $53M in 2Q26 vs $161M in 2Q25
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Healthcare Plans — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HUM
this stock
Humana Inc
|
$46.17B | +50.8% | +10.1% | 41.0 | 2.6% |
|
UNH
Unitedhealth Group Inc
|
$338.30B | +14.2% | +11.8% | — | 1.7% |
|
CVS
CVS HEALTH Corp
|
$118.77B | +11.9% | +7.8% | 24.5 | 1.4% |
|
ELV
Elevance Health, Inc.
|
$90.52B | +17.2% | +12.5% | 18.5 | 2.5% |
|
CI
Cigna Group
|
$75.22B | +0.0% | +11.2% | 11.8 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HUM | -5.8% | +1.4% | +128.4% | +0.8% | +50.8% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -5.4% | +1.6% | +108.3% | +1.5% | +39.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.