- Humana’s adjusted earnings per share (EPS) for Q2 surpassed expectations at $6.27, while analysts had estimated $5.74.
- Total revenue reported was $32.39 billion, with insurance revenue contributing $31.09 billion.
- The operating cost ratio was 11%, slightly above the estimated 10.8%.
- FY 2025 GAAP EPS guidance was revised to approximately $13.77, down from the previous estimate of $14.68.
- The adjusted EPS guidance for FY 2025 was raised to approximately $17.00, an increase from the prior guidance of $16.25.
- Humana increased its FY 2025 consolidated revenue guidance to at least $128 billion, compared to the earlier range of $126 billion to $128 billion.
- Guidance for Medicare Advantage membership decline was adjusted, now expecting a reduction of up to 500,000 members instead of the initially projected 550,000.
- CenterWell Primary Care now forecasts a net patient growth of 50,000 to 70,000 for FY 2025, an increase from the earlier expected range of 30,000 to 50,000, indicating a 15% growth at the midpoint.
- Stock analyst ratings show 10 buys, 17 holds, and 0 sells for Humana.
A look at Humana Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Humana Inc. has garnered optimistic Smart Scores across various key factors. With a solid Value score of 4, the company demonstrates strong fundamentals and potential for growth. Alongside this, the Dividend, Growth, Resilience, and Momentum scores all stand at a respectable level of 3. This indicates a well-rounded performance across different aspects, showcasing stability and potential for future development.
As a managed health care company, Humana Inc. operates within the United States and Puerto Rico. Offering a range of health care services through different plans and products, the company serves employer groups, government-sponsored plans, and individuals. With its positive Smart Scores, Humana Inc. appears poised for long-term success in the managed health care sector, backed by its coordinated health care offerings and strong market presence.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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