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Humana Reports Second Quarter 2026 Financial Results; Affirms Full Year 2026 Adjusted Financial Guidance

HUM
  • Humana reported 2Q26 GAAP EPS of $5.73 & Adjusted EPS of $7.61, with YTD 2026 GAAP EPS at $15.55 & Adjusted EPS at $17.91.
  • The Insurance segment recorded a 2Q26 GAAP benefit ratio of 91.2 percent, aligning with guidance while affirming full-year 2026 guidance of 92.75 percent plus or minus 25 basis points.
  • The company revised its FY 2026 GAAP EPS guidance down to at least $6.52 from $8.36 but affirmed Adjusted EPS guidance of at least $9.00.
  • FY 2026 Adjusted EPS guidance anticipates a year-over-year decline due to Star Ratings headwinds for Bonus Year 2026.
  • Humana affirmed FY 2026 individual Medicare Advantage membership growth of approximately 25 percent over 2025, driven by new sales & improved retention.
  • The CenterWell segment saw YTD growth of 130,900 patients (27 percent) in Senior Primary Care.
  • Humana expanded its Illinois Medicaid footprint by securing a statewide managed care contract expected to launch in January 2027, where it was the only new entrant awarded.
  • Consolidated pretax results increased to $952 million in 2Q26 from $741 million in 2Q25 & $2,547 million YTD 2026 from $2,432 million YTD 2025.
  • Consolidated revenues reached $40,867 million in 2Q26 & $80,515 million YTD 2026.
  • Management highlighted that clinical care improvements & operational efficiency drove strong first-half performance.
  • A live Q&A session regarding financial results & future expectations is scheduled for 8:00 a.m. ET on the day of the release.