Revenue segments as reported by the company.

Premiums

Services

Investment income

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Humana

Humana Inc. engages in the provision of health insurance services. The firm operates through the following segments: Retail, Group and Specialty and Healthcare Services. The Retail segment consists of products sold on a retail basis to individuals including medical and supplemental plans such as Medicare, and State-based contracts. The Group and Specialty segment contains employer group fully-insured commercial medical products and specialty health insurance benefits marketed to individuals and groups, including dental, vision, military services and other supplemental health & voluntary insurance. The Healthcare Services segment offers services such as pharmacy solutions, provider services, clinical care, predictive modeling and informatics to other Humana businesses, as well as external health plan members, and other employers. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Earnings data Q1 2021

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Earnings data Q4 2024

Humana exceeds earnings expectations, focuses on value-based care growth

Humana's strong financial performance and growth in value-based care position the company well for future success. Addressing audit error rates, uncertainties around RADV, and managing costs are key challenges. Opportunities in recruiting, revenue growth, and strategic partnerships offer avenues for further growth.

Humana exceeds Q1 expectations, eyes industry growth amidst challenges

Humana's strong Q1 performance and strategic decisions position it well for growth
Challenges like rate disruptions and Medicaid redeterminations require close monitoring
Opportunities in industry growth, member engagement, and benefit enhancements ahead
Commitment to long-term goals and high-quality service evident in company's outlook

Humana meets Q2 expectations, eyes growth in MA platform

Humana's Q2 performance met expectations with a focus on MA platform growth and disciplined investments.
Challenges include higher utilization in Medicare Advantage and broad-based medical cost trends.
Strategic benefits adjustments and competitive positioning present opportunities for growth and margin expansion.
Expectations for 2024 include maintaining market share, offsetting costs, and achieving strong membership growth.

Humana surpasses Q3 earnings expectations, eyes $37 EPS target

Humana's Q3 performance exceeded expectations, with strong membership growth and strategic initiatives driving future profitability.
While facing challenges in benefit ratios and regulatory changes, Humana remains focused on achieving long-term financial targets.
The company's commitment to operational excellence, membership growth, and pricing actions positions it for sustained success.
Strategic partnerships and risk management efforts showcase Humana's resilience and adaptability in a dynamic healthcare landscape.

Humana faces challenges from rising costs but eyes long-term growth

Humana's Q4 2023 earnings call highlighted challenges from increased medical costs and utilization trends impacting financial performance and outlook.
Despite disappointments in short-term results, the company remains confident in the long-term attractiveness of the Medicare Advantage sector.
Strategic efforts to restore margins, address utilization drivers, and engage with providers reflect a proactive approach to managing industry dynamics.
Balancing profitability with membership growth through benefit adjustments and pricing actions is crucial for Humana's sustainable financial performance.

Humana reports solid Q1 performance, eyes margin recovery in 2025

Humana's Q1 2024 earnings call highlighted a strong start to the year, challenges in the industry for 2025, and a focus on margin recovery and growth opportunities. The company remains confident in its outlook, emphasizing pricing discipline and maintaining a strong value proposition in the market.

Humana surpasses Q2 expectations, addresses cost pressures for growth

Humana's Q2 2024 performance exceeded expectations, driven by strong Medicare business and growth in Medicaid and primary care segments.
Challenges such as medical cost pressures were addressed through mitigation measures, while opportunities lie in strategic initiatives and long-term planning.
The company's focus on value, disciplined cost management, and operational efficiency position it well for sustained growth and value creation.

Humana surpasses Q3 expectations, eyes growth through efficiency and investments

Humana's Q3 performance exceeded expectations, with a focus on balancing earnings and investments. The company is strategically positioned to drive growth through membership expansion and operational efficiency. Challenges include managing costs and understanding market dynamics, with opportunities in improving Stars ratings and expanding senior care services.

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Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

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LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (the “company”) (NYSE: HUM) announced today the completion of its public offering of $2.25 billion in aggregate principal amount of senior notes. These senior notes are comprised of $1.25 billion of the company's 5.375 percent senior notes, due 2031, at 99.940 percent of the principal amount, and $1.00 billion of the company's 5.750 percent senior notes, due 2054, at 99.949 percent of the principal amount (collectively, the “Senior Notes Offerings”).

Humana Completes Aggregate $2.25 Billion Debt Offering

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has assigned Long-Term Issue Credit Ratings (Long-Term IRs) of “bbb” (Good) to Humana Inc.'s (Humana) (headquartered in Louisville, KY) [NYSE: HUM] recently announced $1.25 billion 5.375% senior unsecured notes, due 2031, and $1 billion 5.75% senior unsecured notes, due 2054. In addition, AM Best has assigned indicative Long-Term IRs of “bbb” (Good) to senior unsecured issues, “bbb-” (Good) to subordinated issues and “bb+” (Fair) to preferred stock and of.

AM Best Assigns Issue Credit Ratings to Humana Inc.'s New Senior Unsecured Notes and New Shelf Registrations

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (the “company”) (NYSE: HUM) announced today that it has priced a public offering of $2.25 billion in aggregate principal amount of senior notes. These senior notes are comprised of $1.25 billion of the company's 5.375 percent senior notes, due 2031, at 99.940 percent of the principal amount and $1.00 billion of the company's 5.750 percent senior notes, due 2054, at 99.949 percent of the principal amount (collectively, the “Senior Notes Offerings”).

Humana Prices $2.25 Billion Debt Offering

In the latest trading session, Humana (HUM) closed at $339.08, marking a +0.34% move from the previous day.

Humana (HUM) Increases Yet Falls Behind Market: What Investors Need to Know

Humana (HUM) expands ties with Strive to offer high-quality kidney care to its Medicare Advantage members and thereby, aims to increase the customer base of the relevant business line.

Humana (HUM) Inks Value-Based Deal to Offer Better Kidney Care

Humana is a healthcare giant with diverse revenue streams, including insurance premiums and government funding. Humana's stock was pummeled following Q4 2023 earnings when management cut 2024 and 2025 guidance significantly. Despite the guidance change, Humana still has strong growth prospects through both Medicare Advantage and Integrated Care.

Humana: Solid Growth Prospects Despite Cost Challenges

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana and Strive Health announce expansion of holistic, patient-centered care for people with kidney disease.

Humana and Strive Health Announce Expansion of Holistic, Patient-Centered Care for People with Kidney Disease

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Last week saw a rally in Nvidia stock, causing nervousness among value and income investors. There were opportunities to buy quality companies at good or even great valuations even during the tech bubble. Growth at a reasonable price (GARP) is one potential time-tested way to beat the market long term. Super GARP investing, combining GARP with quality screens, could be better.

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Humana (HUM) partners with Veda to enhance the quality of provider directories.

Humana (HUM) Collaborates With Veda to Enhance Efficiency

LOUISVILLE, Ky. & MADISON, Wis.--(BUSINESS WIRE)--Leading health and well-being company Humana Inc. (NYSE: HUM) today announced a strategic partnership with Veda, a health technology company specializing in helping healthcare companies solve complex provider data challenges. Humana will partner with Veda to improve the accuracy of its provider information and ensure that seniors have real-time details about in-network providers, making it easier for them to access high-quality healthcare. Ensur.

Humana Announces Strategic Partnership with Veda to Improve Accuracy of Provider Directories

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) announced today that Bruce D. Broussard, Chief Executive Officer, and Susan M. Diamond, Chief Financial Officer, will make a presentation to investors at TD Cowen's 44th Annual Health Care Conference on Tuesday, March 5, 2024, at 9:10 a.m. Eastern time. A live audio webcast of the presentation will be available via Humana's Investor Relations page at humana.com. The company suggests webcast participants sign on approximately 15 minutes i.

Humana Inc. to Present at TD Cowen's 44th Annual Health Care Conference

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In this series, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for consideration. To rank stocks, I do a quality assessment and sort stocks by quality scores, breaking ties with additional metrics. This month, I'm presenting candidates with high earnings, revenue, and dividend growth rates trading at favorable valuations. Additionally, the stocks all have 5-year trailing total returns above 10%.

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Humana announced today that its Board of Directors has declared a cash dividend to stockholders of $0.885 per share payable on April 26, 2024 to stockholders of record as of the close of business on March 29, 2024.

Daily Dividend Report: Humana, Fedex, Honeywell, Coca-Cola, Abbott

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The S&P 500 is riding a hot streak having recently closed above 5,000 for the first time ever, marking a new all-time high for the benchmark stock market index. So far this year, the S&P 500, which is comprised of the 500 largest publicly traded companies in America, is up 5%, building on a 24% gain achieved in 2023.

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Centene

Investors looking for stocks in the Medical - HMOs sector might want to consider either Centene (CNC) or Humana (HUM). But which of these two stocks presents investors with the better value opportunity right now?

CNC or HUM: Which Is the Better Value Stock Right Now?

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LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM), a leading U.S. health insurer and healthcare services company, continues to make strides in advancing health equity by releasing the findings of its new pilot study published in the American Journal of Managed Care. Humana's screenings analysis marks the first study conducted by a national health plan, focusing on the often overlooked but critical aspects of structural determinants of health, like perceived discrimination and health lit.

Humana Releases Results from Innovative Health Literacy and Healthcare Discrimination Screenings Pilot

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Humana presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.

Humana Becomes Oversold

Humana Inc. investors have experienced a significant drop in the company's stock price, reaching lows not seen since January 2022, making a two-year round trip. The concerns over Humana's poor operating performance and shocking guidance for 2024 are justified, leading to the steep selloff. The company downgraded its 2024 outlook and stated that previous forecasts for 2025 are no longer achievable. As a result, growth-focused investors likely exited.

Humana: A Golden Buying Opportunity As Fears Potentially Peaked

Health insurance carrier Humana Inc. NYSE: HUM reported a bombshell when it released its fourth-quarter 2023 earnings report. The company not only missed its estimated EPS by a mile but also slashed its 2024 and 2025 EPS guidance by more than 50% to 75%, respectively.

Humana EPS shocker. Are Medicare Advantage plans in jeopardy?

Investors interested in stocks from the Medical - HMOs sector have probably already heard of Centene (CNC) and Humana (HUM). But which of these two stocks presents investors with the better value opportunity right now?

CNC vs. HUM: Which Stock Is the Better Value Option?

Humana's Q4 results fell well short of consensus and guidance for fiscal year 2024 is significantly lower, leading to an 11% drop in stock. Analysts were surprised by the big earnings per share miss and the lowered guidance, as other Medicare Advantage providers reported solid results and maintained their guidance. Humana's management cited increased medical costs and utilization of benefits as the primary factors for the poor earnings, and the company may need to raise rates to meet surging costs.

Humana, We Have A Problem

Total debit of $5.15 per set of contracts, based on recent trading, for this trade in Humana stock means the break-even cost stands at $375.15.

Humana Stock Today: After The Big Drop, Is It Time To Go Long With A Butterfly Call Spread?

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The stock market might be at an all-time high, but that doesn't mean there aren't opportunities available to investors who want to buy low in the hopes of eventually selling high. In fact, one could argue that there are more deals to be had in the current market than at anytime in recent memory.

News for Humana Stock (HUM)