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Humana Inc (HUM)
NYSE:HUM
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
6.12Last Year’s EPS
6.96Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -1.03%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
Humana's earnings call reflected a strong start to 2025 with reaffirmed guidance and operational progress in key areas such as clinical excellence and member growth. However, the sentiment was tempered by uncertainties related to Stars ratings litigation and regulatory challenges. The company is focused on controlling internal factors and strategic growth, but external uncertainties pose ongoing challenges.Company Guidance
During Humana's First Quarter 2025 Earnings Call, the company reaffirmed its full-year guidance, highlighting several key metrics and operational strategies. For the full year, Humana expects an adjusted EPS of approximately $16.25 and an insurance segment benefit ratio between 90.1% and 90.5%. The company's performance in the first quarter exceeded expectations, partly due to timing-related outperformance, with a significant portion of the EPS outperformance attributed to a shift in the timing of certain expenses. Humana reported strong membership growth in its primary care and Medicaid segments, with the addition of 30 new centers over the past year. Operationally, Humana aims to close care gaps by 25% year-over-year through in-person home visits paired with virtual health and has observed a 30% to 50% reduction in members with weight refills due to medication adherence campaigns. Despite challenges, Humana is focused on achieving a 3% margin target for its Medicare Advantage (MA) business by 2027, contingent on external factors such as the outcome of CMS' 2026 star ratings litigation. The company also highlighted its efficient back-office operations, noting that Q1 G&A costs were slightly better than expected, driven by cost management efforts, including increased AI use in contact centers. Humana plans to provide further insights into its earnings potential and operational progress at an upcoming investor conference.Strong Start to 2025
Humana reaffirmed its full-year guidance and reported Q1 performance ahead of plan, mainly driven by timing-related outperformance.
Medicare Product and Experience
No changes to membership guidance for 2025, with strong performance in the Open Enrollment Period (OEP) and a positive trend outlook for the year.
Operational Progress in Clinical Excellence
Efforts are leading to a projected 25% year-over-year closure of care gaps and a 30-50% reduction in members with weight refills.
Efficient Back Office Operations
G&A costs were slightly better than expectations with progress in cost management efforts, including AI use in contact centers.
Growth in CenterWell and Medicaid
Robust patient and membership growth in primary care and Medicaid with 30 new centers added through acquisition and partnership.
EPS and Revenue Guidance
Reaffirmed full-year adjusted EPS guidance of approximately $16.25 and expected insurance segment benefit ratio of 90.1% to 90.5%.
Medicaid Business Success
Successful growth with a 100,000 member increase year-to-date and expansion into 13 states.
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HUM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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HUM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $259.36 | $262.24 | +1.11% |
| Feb 11, 2025 | $265.93 | $256.50 | -3.55% |
| Oct 30, 2024 | $256.03 | $264.52 | +3.32% |
| Jul 31, 2024 | $400.68 | $358.18 | -10.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Humana Inc (HUM) report earnings?
Humana Inc (HUM) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Humana Inc (HUM) earnings time?
Humana Inc (HUM) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HUM EPS forecast?
HUM EPS forecast for the fiscal quarter 2025 (Q2) is 6.12.
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