Humana Inc. has released its financial results for the third quarter of 2026, reporting earnings per share (EPS) of $1.33 on a GAAP basis. The company has also raised its full-year EPS guidance, reflecting a positive outlook for its business and the broader hospital and medical service plans industry.
According to the SEC filing dated November 6, 2026, Humana's adjusted loss per share for the quarter was $0.70, with year-to-date EPS of $16.84 on a GAAP basis and $17.17 on an adjusted basis. The company reported a GAAP benefit ratio of 93.7% for its insurance segment, which was favorable compared to management's previous guidance of 'slightly above 94%.'
Humana has raised its full-year adjusted EPS guidance to 'at least $9.50', up from a previous expectation of 'at least $9.00'. Additionally, the GAAP EPS guidance has been revised to 'at least $15.09', an increase from the previous estimate of 'at least $6.52'. This upward revision indicates the company's strong performance and growth potential.
Humana’s strategic expansion efforts, particularly in its CenterWell and Medicaid segments, have contributed to its growth. The company has seen a year-to-date increase of 146,800 patients, or 30%, in its CenterWell Senior Primary Care services. This growth reflects the company's commitment to expanding its footprint in the healthcare market.
As a major player in the hospital and medical service plans industry, Humana's performance may prompt competitors to reassess their strategies in light of these results. The filing does not specify what actions may follow this announcement, but analysts will likely be monitoring the industry closely for responses from other companies.
For more detailed information, Humana has made available a press release and additional financial documents on its Investor Relations website. The company continues to focus on enhancing its services and expanding its market presence, positioning itself for further growth in the coming quarters.
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