earnings
confidence high
sentiment neutral
materiality 0.25
Humana reaffirms FY2026 EPS guidance: at least $6.52 GAAP, $9.00 adjusted
HUMANA INC
- Reaffirms FY2026 diluted EPS guidance of at least $6.52 GAAP and at least $9.00 adjusted EPS, consistent with July 29, 2026 press release.
- Will not comment on 2027 Medicare Advantage Star Ratings (Bonus Year 2028) until CMS releases final data in October.
- Adjusted EPS excludes $0.30 amortization, $1.47 put/call adjustments, $1.27 value creation, $0.17 impairments, and $(0.73) tax impact.
- Company expects no change to adjusted EPS guidance; GAAP EPS may change due to ongoing value creation initiatives.