Humana INC

Market Movers (8-K)

NYSE
Humana Inc. announced the election of Frederick J. Crawford and Paul J. Smith to its Board of Directors, expanding the board to thirteen members.
NYSE
Humana Inc. announced solid second quarter 2026 financial results, reporting $7.61 in Adjusted EPS and reaffirming its full-year Adjusted EPS guidance of at least $9.00.
NYSE
Humana Inc. reaffirms its full-year 2026 guidance for diluted earnings per common share and adjusted earnings per common share during investor meetings.
NYSE
Humana Inc. announced first quarter 2026 financial results, with Adjusted EPS at the high end of guidance, and affirmed its full-year 2026 adjusted financial outlook.
Capital raise
NYSE
Humana Inc. shareholders re-elected all ten director nominees and approved the 2026 Stock Incentive Plan at the annual meeting.
NYSE
Humana Inc. announced the election of Robert S. Field to its Board of Directors, effective after the 2026 Annual Meeting of Stockholders.

Quarterly Earnings (10-Q)

NYSE
Humana Inc. reported a significant increase in premiums revenue driven by Medicare membership growth, alongside higher benefits expenses and operating costs for the second quarter of 2026.
Capital raise
NYSE
Humana Inc. reported a 23.5% increase in total revenues for the first quarter of 2026, driven by strong membership growth in its Medicare business, though net income attributable to Humana decreased by 4.7%.
Worse than expected
Capital raise
NYSE
Humana Inc. reported a significant 59.4% drop in third-quarter net income to $195 million, primarily due to substantial charges from value creation initiatives and a business divestiture, despite robust revenue growth.
Worse than expected
Capital raise
NYSE
Humana Inc. reported a decline in second-quarter net income and diluted EPS, primarily due to valuation adjustments and impairment charges, while six-month results showed growth, as the company navigates membership shifts and an evolving regulatory landscape.
Capital raise
NYSE
Humana Inc. announces a significant increase in net income for Q1 2025, driven by higher Medicare premiums and growth in its CenterWell segment, despite a decline in individual Medicare Advantage membership.
Better than expected
NYSE
Humana's third-quarter 2024 results show a revenue increase but a decrease in net income compared to the same period last year, impacted by higher benefit expenses and other factors.
Worse than expected

Annual Reports (10-K)

NYSE
Humana reports mixed 2025 results with a decline in individual Medicare Advantage members and lower net income, offset by strong growth in CenterWell services and state-based contracts, while navigating significant regulatory and legal headwinds.
Worse than expected
Capital raise
NYSE
Humana Inc.'s 2024 10-K filing reveals a year of growth in premiums and services revenue, offset by challenges in Medicare Advantage and strategic shifts in its commercial business.
Worse than expected
NYSE
Humana's 2023 annual report highlights a strategic realignment into Insurance and CenterWell segments, alongside financial results impacted by various factors including Medicare Advantage utilization and strategic initiatives.
Worse than expected

Insider Trading (Form 4)

NYSE
Frederick John Crawford, a Director of Humana Inc, received 544 shares of common stock on August 1, 2026.
NYSE
Humana Inc. director Kurt J. Hilzinger reported transactions involving restricted stock units, including deferrals and dividend reinvestments.
NYSE
Humana Inc. Chief Financial Officer Celeste Mellet reported transactions involving company common stock and restricted stock units.
NYSE
Humana Inc. Chief Information Officer Japan Mehta reported the acquisition of 9,448 shares of common stock on May 1, 2026.
NYSE
David Dintenfass, President of Enterprise Growth at Humana Inc., reported transactions involving the acquisition of common stock and options.
NYSE
Humana Inc. President & CEO James A. Rechtin reported transactions involving company stock, including acquisitions and holdings of options and restricted stock units.

Proxy Statements (Def-14A)

NYSE
Humana Inc. announces its 2026 Annual Meeting of Stockholders, detailing proposals for director elections, auditor ratification, executive compensation, and a new stock incentive plan, alongside a review of 2025 performance.
Worse than expected
NYSE
Humana Inc. has scheduled its Annual Meeting of Stockholders for April 17, 2025, and is providing proxy materials to stockholders for voting on key proposals.
NYSE
Humana Inc. invites stockholders to its 2025 Annual Meeting and highlights key leadership transitions and strategic initiatives from 2024.
NYSE
Humana Inc. will hold its Annual Meeting of Stockholders on April 18, 2024, and has released proxy materials to stockholders.
NYSE
Humana's 2024 proxy statement reveals a challenging 2023 marked by unexpected medical cost increases, alongside proposals to amend the company's charter regarding officer liability and voting requirements.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Dodge & Cox has reported a beneficial ownership of 11,380,673 shares, representing 9.5% of Humana Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 9,068,300 shares, representing 7.55% of Humana Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group reported a 0% beneficial ownership in Humana Inc. common stock following an internal realignment that disaggregated reporting responsibilities.
NYSE
The Vanguard Group has reported an 11.76% beneficial ownership stake in Humana Inc., holding over 14 million shares as a passive institutional investor.
NYSE
BlackRock, Inc. has filed an amendment to its Schedule 13G, reporting a 7.7% beneficial ownership stake in Humana Inc. as of March 31, 2025.
NYSE
Investment adviser Dodge & Cox has reported a passive beneficial ownership of 8.5% in Humana Inc.'s common stock as of December 31, 2024.