This filing is a routine guidance reaffirmation with no new information. The next catalyst is the release of final 2027 MA Star Ratings data by CMS in October, which could materially impact Humana's revenue outlook. Monitor for that release.
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Executive Summary
Humana filed an 8-K to reaffirm its FY 2026 guidance of at least $6.52 GAAP EPS and at least $9.00 adjusted EPS, consistent with its July 29, 2026 press release. The filing also notes management will not comment on 2027 Medicare Advantage Star Ratings until CMS releases final data in October. This is a routine reaffirmation of existing guidance with no new financial information.
Key Facts
- Reaffirmed FY 2026 GAAP EPS guidance of at least $6.52.
- Reaffirmed FY 2026 adjusted (non-GAAP) EPS guidance of at least $9.00.
- Guidance is consistent with the July 29, 2026 press release.
- Company will not comment on 2027 MA Star Ratings until CMS releases final data in October.
Financial Impact
No new financial data; existing FY 2026 guidance of at least $6.52 GAAP EPS and at least $9.00 adjusted EPS reaffirmed.
Risk Factors
- 2027 MA Star Ratings (due October) could negatively impact revenue if ratings decline.
- Potential changes to GAAP EPS guidance due to ongoing value creation initiatives.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000049071-26-000052 |
| Document: 0000049071-26-000052-index-headers.html | 0000049071-26-000052 |
| Document: 0000049071-26-000052-index.html | 0000049071-26-000052 |
| Document: 0000049071-26-000052.txt | 0000049071-26-000052 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | 8-K | $394.45 $381.57 | ▼ −3.26% | ▼ −3.58% | $379.46 (−3.80%) |
Aug 17, 2026 6w ago | Institutional Cluster | $382.00 $384.72 | ▲ +0.71% | ▲ +2.02% | $379.46 (−0.66%) |
Aug 13, 2026 7w ago | Court Ruling | $384.97 $409.80 | ▲ +6.45% | ▲ +8.20% | $379.46 (−1.43%) |
Jul 29, 2026 9w ago | 8-K | $365.41 $391.06 | ▲ +7.02% | ▲ +2.00% | $379.46 (+3.84%) |
Jun 1, 2026 17w ago | 8-K | $328.31 $388.90 | ▲ +18.46% | ▲ +20.77% | $379.46 (+15.58%) |
Apr 10, 2026 24w ago | 8-K | $197.53 $274.15 | ▲ +38.79% | ▲ +31.06% | $379.46 (+92.11%) |
Mar 6, 2026 30w ago | DEFA14A | $179.09 $182.71 | ▲ +2.02% | ▲ +4.07% | $379.46 (+111.89%) |
Mar 2, 2026 30w ago | Court Ruling | $187.00 $166.00 | ▼ −11.23% | ▼ −3.29% | $379.46 (+102.92%) |
Mar 2, 2026 30w ago | Court Ruling | $187.00 $166.00 | ▼ −11.23% | ▼ −3.29% | $379.46 (+102.92%) |
US Market Status
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