Highest-materiality recent filing
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.
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