Highest-materiality recent filing
Humana reaffirms FY2026 EPS guidance of at least $8.36 GAAP and $9.00 adjusted
Reaffirms prior guidance issued April 29, 2026; no change to FY2026 outlook.
Humana issues $1.5B in P-Caps via two trusts, gains option to issue senior notes up to $1.5B
Horseshoe Funding Trust I issued 750,000 P-Caps ($750M) for 6.062% Senior Notes due 2036; Trust II issued 750,000 P-Caps ($750M) for 6.887% Senior Notes due 2055.
Humana 1Q26 adj EPS $10.31; affirms FY adj EPS at least $9.00; revises GAAP guidance down
1Q26 GAAP EPS $9.83, Adjusted EPS $10.31 (high end of ~110-115% of FY); 1Q25 GAAP $10.30, Adj $11.58.
Humana annual meeting: all director nominees elected, auditor ratified, say-on-pay approved
All 10 director nominees elected; Dr. Wayne A.I. Frederick received 85.2M for, 16.9M against (16.6% withheld).
Humana elects Robert S. Field to board, effective after 2026 annual meeting
Board expanded from 10 to 11 directors; Field elected effective April 16, 2026.
Humana issues $1.0B in 6.625% junior subordinated notes due 2056
Net proceeds ~$986M after discounts and expenses; proceeds for general corporate purposes including commercial paper repayment.
Humana reaffirms FY 2026 EPS guidance of at least $8.89 GAAP / $9.00 adjusted
Guided diluted GAAP EPS at least $8.89, adjusted EPS at least $9.00 for FY 2026.
4Q25 GAAP net loss per share $6.61; adjusted net loss per share $3.96; FY2025 GAAP EPS $9.84, adjusted EPS $17.14.
George Renaudin, Insurance Segment President, to retire by Q3 2026 after a 29-year career.
Humana reaffirms FY 2025 guidance: GAAP EPS ~$12.26, Adjusted EPS ~$17.00
Reaffirms diluted GAAP EPS guidance of approximately $12.26 for FY 2025.
GAAP EPS $1.62, down 59% YoY from $3.98; Adjusted EPS $3.24 vs $4.16.
1.2M members (20%) in plans rated 4+ stars for 2026; average Star rating 3.61, consistent with 2025.
Humana reaffirms FY2025 GAAP EPS ~$13.77, adjusted EPS ~$17.00
Reaffirms FY2025 guidance: GAAP diluted EPS ~$13.77; adjusted EPS ~$17.00.
Humana Q2 adjusted EPS $6.27; raises FY2025 adj. EPS guidance to ~$17.00
Q2 GAAP EPS $4.51; adjusted EPS $6.27 vs $6.96 YoY; revenue $32.4B up 10% YoY.
Humana reaffirms FY2025 GAAP EPS ~$14.68, adjusted EPS ~$16.25
Reaffirmed FY2025 diluted EPS guidance of approx. $14.68 (GAAP) and $16.25 (adjusted, non-GAAP).
Humana enters new $5.0B credit revolver, upsizing from $2.642B
New $5.0B unsecured revolver amends and restates existing $2.642B facility and replaces expired $2.1B 364-day facility.
Humana Q1 GAAP EPS $10.30, Adjusted EPS $11.58; affirms FY adjusted EPS ~$16.25
Q1 GAAP EPS $10.30 vs $6.11 YoY; Adjusted EPS $11.58 vs $7.23 YoY; revenue $32.1B up 8.4%.
Humana stockholders elect 11 directors, ratify auditor, approve say-on-pay at annual meeting
All 11 management director nominees elected; highest against vote was 6.04M for Karen W. Katz.
Humana issues additional $250M of 5.375% Senior Notes due 2031, total now $1.5B
Sold additional $250M of 5.375% Senior Notes due 2031 at 99.941% of par plus accrued interest.
Humana completes $1.25B debt offering to refinance 2025 notes
Issued $750M of 5.550% Senior Notes due 2035 at 99.885% of par.
Humana reaffirms FY2025 GAAP EPS ~$15.88, adjusted ~$16.25
Reaffirms FY2025 GAAP diluted EPS guidance of ~$15.88 and adjusted EPS of ~$16.25.
Humana reports Q4 GAAP loss per share of $5.76; guides FY 2025 adjusted EPS ~$16.25
4Q24 GAAP net loss per share of $5.76; adjusted net loss per share of $2.16; FY 2024 GAAP EPS $9.98, adjusted $16.21.
Humana appoints Celeste Mellet as CFO; Susan Diamond to step down Jan 10, 2025
CFO Susan Diamond transitions to advisory role through Dec 31, 2025, after 18 years at Humana.
Humana Q3 GAAP EPS $3.98, Adjusted $4.16, down YoY; FY guidance at least $16 adjusted
3Q24 GAAP EPS $3.98 vs $6.71 YoY; adjusted EPS $4.16 vs $7.78.
Humana elects Gordon Smith (ex-JPMorgan executive) to Board of Directors
Gordon Smith elected to Board effective October 23, 2024, expanding Board from 11 to 12 directors.
Humana's 2025 Medicare Advantage Star Ratings drop sharply, impacting 2026 bonus payments
Only 25% of Humana's MA members are in plans rated 4 stars+ for 2025, down from 94% in 2024.
Humana reaffirms FY2024 guidance: GAAP EPS ~$12.81, adjusted EPS ~$16.00
Guidance unchanged from July 31, 2024 press release; FY2024 GAAP EPS ~$12.81.
Humana Q2 GAAP EPS $5.62, Adj EPS $6.96; cuts FY GAAP guidance to ~$12.81
Q2 GAAP EPS $5.62 vs $7.66 YoY; adjusted EPS $6.96 vs $8.94 YoY; revenue $29.54B vs $26.75B.
Humana enters $2.108B 364-day revolver and upsizes 5-year facility to $2.642B
New 364-day unsecured revolving credit facility of $2,107,812,500, replacing a $1.5B facility.
Humana Reaffirms FY 2024 Guidance of ~$13.93 GAAP EPS and ~$16.00 Adjusted EPS
Reaffirmed FY 2024 diluted GAAP EPS guidance of approximately $13.93 and adjusted EPS of approximately $16.00.
Jim Rechtin to become Humana CEO on July 1; Broussard steps down
Jim Rechtin named President and CEO effective July 1, 2024; succeeds Bruce Broussard.
Humana Q1 GAAP EPS $6.11 vs $9.87 YoY; guidance revised down on GAAP but adjusted affirmed
GAAP EPS $6.11, down from $9.87 YoY; adjusted EPS $7.23 vs $9.38 YoY.
Humana annual meeting elects all 11 directors; approves governance amendments and say-on-pay
All 11 director nominees elected; Karen W. Katz had highest against vote at 13.4M (84.2M for).
Effective October 23, 2024, the Board of Directors (the “Board”) of Humana Inc. (the “Company”) expanded its number of authorized directors from eleven to twelve and elected Gordon Smith as a director of the Company.
James A. Rechtin would become President and Chief Executive Officer at that time.
The Company also expects that Mr. Broussard will resign from the Company’s Board of Directors, and Mr. Rechtin will be elected to the Company’s Board of Directors, in each case effective as of July 1, 2024.
Bruce D. Broussard, Chief Executive Officer, would be stepping down from that role in the latter half of 2024
Mr. Rechtin will be elected to the Company’s Board of Directors
Max materiality 0.90 · Median 0.50 · Most common event earnings