Humana tops CMS 2027 MA Star Ratings goal; affirms FY2026 adjusted EPS of at least $9.00

HUMANA INC

CMS final 2027 MA Star Ratings (Bonus Year 2028) issued Oct 8, 2026; Humana says it exceeded its Top Quartile goal, defined as Stars revenue PMPM 10% above peer group median.
Peer group used for comparison: Centene, CVS, Elevance, HCSC and United; calculation normalizes with a $1,370 benchmark, 1.15 risk score and $222 rebate.
Humana expects part of Bonus Year 2028 outperformance to be one-time, with the benefit funding one-time investments and shareholder returns; details due before or with Q4 2027 earnings.
FY2026 adjusted EPS guidance reaffirmed at at least $9.00, unchanged from the July 29, 2026 release; GAAP EPS reconciliation not possible during Q3 2026 close.
CEO Jim Rechtin posted supplementary audio commentary to Humana's IR page; a virtual investor update is set for Dec 10, 2026, marking to market the 2025 Investor Day framework.

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