Humana Inc. Reaffirms 2026 Earnings Guidance in Investor Meetings

Louisville, KY, March 2, 2026 — Humana Inc. (NYSE: HUM), a leading health and well-being company, has issued an update ahead of a series of investor and analyst meetings scheduled from March 2, 2026, to March 31, 2026. The company’s senior management is set to meet with various stakeholders to discuss performance expectations and strategy for the year.

Key Highlights

• Reaffirmation of 2026 Earnings Guidance: Humana is reaffirming its previously issued guidance for the year ending December 31, 2026. The company continues to expect:
  • At least \$8.89 in diluted earnings per common share (EPS) (GAAP)
  • At least \$9.00 in adjusted earnings per common share (Adjusted EPS) (non-GAAP)

  These figures are consistent with guidance initially provided in Humana’s press release dated February 11, 2026.

• Non-GAAP Financial Metrics: The company emphasizes the use of Adjusted EPS as a supplementary, non-GAAP measure for evaluating core operating performance. Adjusted EPS excludes amortization of identifiable intangibles and cumulative net tax impacts, providing a clearer perspective on recurring business operations.
  • FY 2026 GAAP EPS guidance: at least \$8.89
  • Amortization of identifiable intangibles: +0.15
  • Cumulative net tax impact: -0.04
  • FY 2026 Adjusted (non-GAAP) EPS guidance: at least \$9.00
• Guidance Specifics: Humana notes that its FY 2026 GAAP EPS and Adjusted EPS guidance exclude the impact of future value changes to items that have not yet been recognized or cannot currently be reasonably estimated. The company does not anticipate changes to its FY 2026 Adjusted EPS guidance, but acknowledges that GAAP EPS may be affected by ongoing value creation and strategic initiatives.

Important Considerations for Shareholders

• Price Sensitivity: The reaffirmation of Humana’s 2026 earnings guidance is a significant event for current and prospective shareholders. Maintaining or raising EPS guidance has the potential to positively influence share price sentiment, while any subsequent revision or failure to deliver may have adverse effects.
• Non-GAAP vs GAAP Measures: Investors should note the distinction between GAAP and non-GAAP (Adjusted) EPS. The use of Adjusted EPS is meant to provide a more accurate reflection of Humana’s core business trends, but these figures are not a substitute for GAAP results and may differ from metrics used by other companies.
• Forward-Looking Statements: The report contains forward-looking statements under the Private Securities Litigation Reform Act of 1995. These are not guarantees of future performance and are subject to risks, uncertainties, and assumptions, including but not limited to those described in Humana’s SEC filings under “Risk Factors.” Investors should be cautious and consider these factors when making investment decisions.
• Leadership: The report is authorized by John-Paul W. Felter, Senior Vice President, Chief Accounting Officer & Controller of Humana Inc.

Summary Table: FY 2026 EPS Guidance

Cautionary Statement

This article contains forward-looking statements, including those regarding earnings guidance and financial projections. Actual results may differ materially due to a variety of risks and uncertainties. Investors are encouraged to review Humana’s filings with the SEC, especially the “Risk Factors” section, for additional information regarding such risks.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult with a financial advisor before making investment decisions. The information is based on Humana Inc.’s Form 8-K filing dated March 2, 2026.

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