HUM HUMANA INC
Price Chart
Executive Summary
Humana filed an 8-K under Item 7.01 to reaffirm its FY 2026 guidance of at least $8.36 GAAP EPS and at least $9.00 adjusted EPS, consistent with the April 29, 2026 press release. The reaffirmation accompanies a month-long investor roadshow (June 1–30, 2026). No new financial data or changes to outlook were provided.
Actionable Insight
The reaffirmation removes near-term guidance uncertainty but provides no catalyst. Monitor the investor roadshow for any off-script commentary on Medicare Advantage enrollment trends or medical cost trends, which are the key swing factors for Humana's 2026 results.
Key Facts
- FY 2026 GAAP EPS guidance reaffirmed at at least $8.36
- FY 2026 adjusted (non-GAAP) EPS guidance reaffirmed at at least $9.00
- Guidance is unchanged from the April 29, 2026 press release
- Management is meeting investors and analysts from June 1 to June 30, 2026
- Reconciliation: GAAP EPS $8.36 + $0.30 amortization - $0.28 put/call adjustments + $0.81 value creation initiatives - $0.19 cumulative net tax impact = adjusted EPS $9.00
Financial Impact
No new financial data; existing guidance of at least $8.36 GAAP EPS and at least $9.00 adjusted EPS for FY 2026 reaffirmed.
Risk Factors
- No change to guidance — any deterioration in fundamentals since April 29 is not reflected
- GAAP EPS guidance subject to change due to ongoing value creation initiatives, per the filing
- Reaffirmation does not address potential headwinds from Medicare Advantage rate changes or utilization trends
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000049071-26-000027 |
| Document: 0000049071-26-000027-index-headers.html | 0000049071-26-000027 |
| Document: 0000049071-26-000027-index.html | 0000049071-26-000027 |
| Document: 0000049071-26-000027.txt | 0000049071-26-000027 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
11d ago
|
8-K
| $328.31 $350.08 | ▲ +6.63% | ▲ +9.38% | $379.22 (+15.51%) |
|
Apr 10, 2026
9w ago
|
8-K
| $197.53 $209.92 | ▲ +6.27% | ▲ +2.98% | $379.22 (+91.98%) |
|
Mar 6, 2026
14w ago
|
DEFA14A
| $179.09 $165.30 | ▼ −7.70% | ▼ −6.17% | $379.22 (+111.75%) |
|
Mar 2, 2026
14w ago
|
Court Ruling
| $187.00 $177.72 | ▼ −4.96% | ▼ −3.76% | $379.22 (+102.80%) |
|
Mar 2, 2026
14w ago
|
Court Ruling
| $187.00 $177.72 | ▼ −4.96% | ▼ −3.76% | $379.22 (+102.80%) |
US Market Status
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