Highest-materiality recent filing
Humana Q2 adjusted EPS $7.61 beats $6.27 YoY; affirms FY adjusted guidance at $9.00
Q2 GAAP EPS $5.73, adjusted EPS $7.61; revenue $40.9B, up 26% YoY.
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.
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.
GAAP EPS $1.62, down 59% YoY from $3.98; Adjusted EPS $3.24 vs $4.16.
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 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 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'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 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 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.
CMS estimates average MA benchmark funding decrease of 0.16% in Advance Notice.
Humana posts Q4 GAAP loss of $4.42 per share; guides FY24 adj. EPS ~$16.00
Q4 GAAP loss per share $4.42; adjusted loss $0.11; FY23 GAAP EPS $20.00, adj. $26.09.
Humana cuts FY2023 EPS to $20.00 GAAP/$26.09 adj; MA growth 100k vs prior guidance
FY2023 GAAP EPS ~$20.00, adjusted ~$26.09; Q4 adj benefit ratio 91.4% (prior 89.5%).
Humana Q3 Adj EPS $7.78 beats; raises MA membership 19% to 860k; affirms FY Adj EPS at least $28.25
GAAP EPS $6.71, Adj EPS $7.78; revenue $26.4B (+16% YoY).
Humana names Jim Rechtin as COO and CEO successor; Broussard to step down in H2 2024
Jim Rechtin appointed President & COO effective Jan 8, 2024; will become CEO in latter half of 2024.
Humana Q2 adjusted EPS $8.94 beats $8.76 YoY; affirms FY adjusted EPS at least $28.25
GAAP EPS $7.66 vs $5.48 YoY; adjusted EPS $8.94 vs $8.76; revenue $26.7B (+13% GAAP).
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
As part of a multi-year succession plan, the Company expects that Mr. Broussard will step down as Chief Executive Officer in the latter half of 2024 and that Mr. Rechtin would become President and Chief Executive Officer at that time.
On October 11, 2023, Humana Inc. (the “Company”) announced the election of James A. Rechtin (“Mr. Rechtin”), age 52, to serve as the Company’s President and Chief Operating Officer, effective as of the later of (x) January 8, 2024, or (y) commencement of his employment with the Company.
Effective September 15, 2022, the Board of Directors (the “Board”) of Humana Inc. (the “Company”) expanded its number of authorized directors from thirteen to fourteen and elected Brad D. Smith as a director of the Company.
Timothy Alan Wheatley, Segment President, Retail, will be transitioning from his current role as of December 31, 2022
Michael A. Koeberlein will retire from the Company as Senior Vice President, Chief Accounting Officer and Controller, effective August 1, 2022, for personal health reasons.
the Board of Directors of the Company elected John-Paul W. Felter to serve as Senior Vice President, Chief Accounting Officer and Controller, effective as of August 1, 2022.
Humana Inc. (“Humana” or the “Company”) is today announcing that, after a twenty-four-year career, Cynthia H. Zipperle will retire from the Company.
Max materiality 0.90 · Median 0.53 · Most common event earnings