Humana 1Q26 adj EPS $10.31; affirms FY adj EPS at least $9.00; revises GAAP guidance down

HUMANA INC

2026-Q1 EPS reported $9.83 revenue$39,648,000,000

1Q26 GAAP EPS $9.83, Adjusted EPS $10.31 (high end of ~110-115% of FY); 1Q25 GAAP $10.30, Adj $11.58.
Revenue $39.6B vs $32.1B YoY; Insurance benefit ratio 89.4% (guidance 'just under 90%').
Affirms FY2026 adjusted EPS guidance at least $9.00; revises GAAP EPS to at least $8.36 from at least $8.89.
CenterWell added 110,500 patients sequentially (+22%), incl. ~59,000 from MaxHealth acquisition; state contracts membership up ~50,000.
Insurance President George Renaudin to retire June 29, 2026; Aaron Martin to succeed, John Barger to lead Medicare Advantage.

item 2.02 item 7.01 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

HUMANA INC reported the quarter ended March 31, 2026 results: EPS $9.83.

Period: the quarter ended March 31, 2026
EPS: $9.83
Result: reported results

Exact text from the filing

Reports 1Q26 earnings per share (EPS) of $9.83 on a GAAP basis, Adjusted EPS of $10.31

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

HUMANA INC reported the year ending December 31, 2026 results: EPS at least $9.00. Guidance reaffirmed.

Period: the year ending December 31, 2026
EPS: at least $9.00
Guidance: reaffirmed
Result: guidance update

Exact text from the filing

Affirms Adjusted FY 2026 GAAP EPS guidance of 'at least $9.00'; while revising GAAP EPS guidance to 'at least $8.36' from the previous estimate of 'at least $8.89'

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Source: SEC EDGAR

accession 0000049071-26-000021

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