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Humana — Jul 29, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000049071-26-000045
Open on SEC.gov ↗
Showing in the filing
GAAP EPS
“at least $6.52”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 7
(FY) 2026 Insurance segment benefit ratio for FY2026
“92.75 percent, plus or minus 25 basis points”
Adjusted (non-GAAP) EPS for FY2026
“at least $9.00”
Adjusted EPS for FY2026
“at least $9.00”
Diluted earnings per share (EPS) - Adjusted … for FY2026
“at least $9.00”
GAAP EPS for FY2026
“at least $6.52”
Individual Medicare Advantage (MA) membershi… for FY2026
“approximately 25 percent”
Diluted earnings per share (EPS) - GAAP for FY2026
“at least $6.52”
Exhibit 99.1 · the passage around this item
… earlier in the release
Box 1438 Louisville, KY 40202 http://www.humana.com FOR MORE INFORMATION CONTACT: Lisa Stoner Humana Investor Relations (502) 580-2652 e-mail: LStamper@humana.com Mark Taylor Humana Corporate Communications (317) 753-0345 e-mail: MTaylor108@humana.com Humana Reports Second Quarter 2026 Financial Results; Affirms Full Year 2026 Adjusted Financial Guidance • Reports 2Q26 earnings per share (EPS) of $5.73 on a GAAP basis, Adjusted EPS of $7.61; reports year to date (YTD) 2026 EPS of $15.55 on a GAAP basis, $17.91 on an Adjusted basis • 2Q26 Insurance segment GAAP benefit ratio of 91.2 percent, in line with management's guidance of 'slightly above 91 percent'; affirms full year (FY) 2026 Insurance segment benefit ratio guidance of 92.75 percent, plus or minus 25 basis points • Affirms FY 2026 Adjusted EPS guidance of 'at least $9.00'; while revising GAAP EPS guidance to 'at least $6.52' from the previous estimate of 'at least $8.36' • Affirms FY 2026 individual Medicare Advantage (MA) membership growth of 'approximately 25 percent' over 2025; driven by new sales and improved retention from the company's customer-led benefit strategy and changes to its customer service approach • Continued strategic expansion of the company's CenterWell and Medicaid footprints ◦ YTD growth of 130,900 patients, or 27 percent, in CenterWell Senior Primary Care ◦ Broadened Illinois Medicaid footprint with the award of a statewide Illinois Medicaid managed care contract expected to go live in January 2027; Humana was the only new entrant awarded along with five incumbents • Publishes prepared management remarks to Investor Relations page of www.humana.com ahead of this morning's 8:00 a.m. ET question and answer session to discuss its financial results for the quarter and expectations for future earnings LOUISVILLE, KY (July 29, 2026) – Humana Inc. (NYSE: HUM) today reported consolidated pretax results and diluted earnings per share (EPS) for the quarter ended June 30, 2026 (2Q26) versus the quarter ended June 30, 2025 (2Q25) and for the six months ended June 30, 2026 (YTD 2026) versu
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.