8-K ·Filed Jul 29, 2026

HUM

HUMANA INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0000049071-26-000047
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine board expansion with no immediate trading implications. Monitor for future committee assignments which could signal strategic focus areas (e.g., AI/tech via Smith, insurance operations via Crawford).

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
HUM ▲ +7.02% at T+20d
NEUTRAL call ✓ call won +7.02% · α vs SPY +2.00% · entry $365.41 → $391.06
Next anchor: T+60d in 20d
Latest observation: T+44 -39.44% FF3 residual α
Entry anchored
Jul 28, 03:59 PM ET
via exchange tick
T+1d
+0.34%
call +0.34% · α -1.33%
$366.66
settled 2mo ago
T+5d
-0.44%
call -0.44% · α -5.96%
$363.82
settled 8w ago
T+20d
+7.02%
call +7.02% · α +2.00%
$391.06
settled 5w ago
T+60d
—
call — · α —
—
in 20d

Price Chart

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Executive Summary

Humana Inc. expanded its board from 11 to 13 directors, electing Frederick J. Crawford and Paul J. Smith as independent directors effective July 28, 2026. Crawford brings deep insurance industry experience as former CFO of three publicly traded insurers and ex-President/COO of Aflac; Smith brings enterprise technology and AI go-to-market expertise as Chief Commercial Officer at Anthropic. This is a routine board expansion with no financial impact or change to operations.

Key Facts

  • Board expanded from 11 to 13 directors.
  • Frederick J. Crawford and Paul J. Smith elected as independent directors effective July 28, 2026.
  • Crawford is former President/COO of Aflac and former CFO of CNO Financial Group and Lincoln Financial Group.
  • Smith is Chief Commercial Officer at Anthropic, with prior senior roles at ServiceNow, Salesforce, and Microsoft.
  • No committee assignments have been determined yet.
  • Compensation follows standard director program disclosed in the March 6, 2026 proxy statement, including RSU grants.

Financial Impact

No financial impact disclosed.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
33% bullish (33 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000049071-26-000047
Document: pressrelease.htm0000049071-26-000047
Document: 0000049071-26-000047-index-headers.html0000049071-26-000047
Document: 0000049071-26-000047-index.html0000049071-26-000047
Document: 0000049071-26-000047.txt0000049071-26-000047
9 reports for HUM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HUM — sortable, filterable
TypeNow
Sep 1, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$394.45 $381.57▼ −3.26%▼ −3.58%$388.36 (−1.54%)
Aug 17, 2026
6w ago
Institutional Cluster
BULLISH ★ 6/10
$382.00 $384.72▲ +0.71%▲ +2.02%$388.36 (+1.66%)
Aug 13, 2026
7w ago
Court Ruling
NEUTRAL ★ 3/10
$384.97 $409.80▲ +6.45%▲ +8.20%$388.36 (+0.88%)
Jul 29, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$365.41 $391.06▲ +7.02%▲ +2.00%$388.36 (+6.28%)
Jun 1, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$328.31 $388.90▲ +18.46%▲ +20.77%$388.36 (+18.29%)
Apr 10, 2026
25w ago
8-K
NEUTRAL ★ 3/10
$197.53 $274.15▲ +38.79%▲ +31.06%$388.36 (+96.61%)
Mar 6, 2026
30w ago
DEFA14A
NEUTRAL ★ 3/10
$179.09 $182.71▲ +2.02%▲ +4.07%$388.36 (+116.86%)
Mar 2, 2026
30w ago
Court Ruling
NEUTRAL ★ 4/10
$187.00 $166.00▼ −11.23%▼ −3.29%$388.36 (+107.68%)
Mar 2, 2026
30w ago
Court Ruling
BULLISH ★ 5/10
$187.00 $166.00▼ −11.23%▼ −3.29%$388.36 (+107.68%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (64h 9m)

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