Humana (HUM) Stock News

Humana (NYSE: HUM) appointed Shantanu Nundy, M.D., as Chief Medical Officer, effective August 31. He will report to President and CEO Jim Rechtin and join the Enterprise Leadership Team, providing an innovative clinical voice across Humana’s products, platforms, and use of AI in care delivery.

According to Humana, Dr. Nundy is a practicing primary care and hospital physician, most recently Executive Vice President of Care Delivery and Chief Health Officer at Accolade, and formerly Managing Director for Clinical Innovation at Evolent Health. He has advised organizations on digital health and AI, serves on adjunct faculties at Stanford Medicine and Johns Hopkins Carey Business School, and holds degrees from MIT, Johns Hopkins, and the University of Chicago.

Humana Healthy Horizons in Indiana (NYSE:HUM) is collaborating with HealthStream (Nasdaq:HSTM) to strengthen Indiana’s home care workforce and address caregiver shortages and high turnover. Humana is sponsoring 1,000 Home Health Aide scholarships, developed with HealthStream and delivered via the myCNAjobs.com Career Network, to expand the pipeline of qualified caregivers, particularly in rural and underserved communities.

The collaboration also provides home care providers with access to HealthStream’s statewide caregiver network, workforce engagement technology and predictive analytics through the CoachUp Care™ application, and retention-focused education and best-practice training. Early implementation results for CoachUp Care™ at Humana show that 81% of participating providers achieved higher-than-average caregiver retention, with a 43% average retention increase among providers that improved and 86% workforce engagement, supporting more consistent care for older adults.

Humana (NYSE: HUM) announced that James “J.P.” Holland will join as senior vice president and President of Medicaid, effective August 17. He will lead Humana’s Medicaid business, which currently serves more than 1.6 million members in 11 states, reporting to Aaron Martin, President of Insurance.

According to Humana, Holland most recently led Johns Hopkins Health Plans as President and CEO and previously held senior roles at Elevance Health, Amerigroup and WellCare Health Plans. A former U.S. Navy pilot, he holds an economics degree from the U.S. Naval Academy and an MBA from the Wharton School.

Humana (NYSE:HUM) announced that its subsidiary Independent Care Health Plan (iCare) has been selected by the Wisconsin Department of Health Services for both the Family Care and Family Care Partnership programs in the greater southeast region. The intent to award expands iCare’s service area to all seven counties in the region and marks its third consecutive geographic win in Wisconsin, where it received the highest overall evaluation score among awardees.

According to Humana, the pending contract will enable iCare to offer Family Care, branded Inclusa, in all 72 Wisconsin counties and broaden access to Family Care Partnership in Kenosha, Ozaukee, Racine, Sheboygan, Walworth, Washington and Waukesha counties, supporting continuity of care and positioning iCare for further growth in managed long-term care.

Humana (NYSE:HUM) announced Humana Community Day 2026, a nationwide day of service on Wednesday, Aug. 26, 2026, mobilizing thousands of employees to volunteer across U.S. communities. The company-wide initiative targets local health drivers such as food insecurity, neighborhood revitalization and social connection.

In 2026, enterprise-driven activities will focus on Louisville (KY), Central and South Florida, San Antonio (TX) and Baton Rouge (LA) through partnerships with local nonprofits, while employees elsewhere can join local or virtual projects. In 2025, more than 12,000 employees joined 220 events across 27 states and Puerto Rico, and the 2026 effort aims to build on this reach, reinforcing Humana’s broader 65-year commitment to community health and health equity through the Humana Foundation and CenterWell.

Humana (NYSE: HUM) announced the election of Paul Smith and Frederick Crawford to its Board of Directors, effective immediately, bringing the Board to 13 members. Smith is Chief Commercial Officer at Anthropic PBC and has over 30 years’ experience scaling global go-to-market strategies at major enterprise technology companies, including ServiceNow, Salesforce and Microsoft.

Crawford has more than three decades of financial and operational experience in insurance and banking, having served as CFO at CNO Financial Group and Lincoln Financial Group, and as President and COO of Aflac until his 2024 retirement. According to Humana, their combined expertise in AI-enabled technology adoption, capital allocation and risk management is expected to complement the Board as it pursues a long-term vision of becoming a consumer healthcare company.

Humana (NYSE:HUM) reported 2Q26 GAAP EPS of $5.73 and Adjusted EPS of $7.61, versus $4.51 and $6.27 in 2Q25. Year-to-date 2026 GAAP and Adjusted EPS were $15.55 and $17.91, slightly above YTD 2025’s $14.81 and $17.85.

Consolidated 2Q26 revenues rose to $40.9 billion from $32.4 billion. The Insurance segment reported a 2Q26 GAAP benefit ratio of 91.2%, in line with guidance, and the company affirmed FY26 Insurance benefit ratio guidance of 92.75% ±25 bps.

Humana affirmed FY26 Adjusted EPS guidance of at least $9.00 but reduced FY26 GAAP EPS guidance to at least $6.52 from at least $8.36, versus FY25 GAAP EPS of $9.84 and Adjusted EPS of $17.14. Management cited a year-over-year decline in FY26 Adjusted EPS due to Star Ratings headwinds for Bonus Year 2026, net of mitigation.

The consolidated GAAP operating cost ratio improved to 9.8% in 2Q26 from 11.0% in 2Q25, with Adjusted operating cost ratio at 9.7% versus 10.9%. Insurance segment income from operations was $820 million (GAAP) and $824 million (Adjusted), up from $766 million and $770 million in 2Q25.

Humana reaffirmed FY26 individual Medicare Advantage membership growth of approximately 25% over 2025 and reported year-to-date growth of 130,900 patients (27%) in CenterWell Senior Primary Care. The company also expanded its Medicaid presence with a statewide Illinois Medicaid managed care contract expected to go live in January 2027, where it was the only new entrant among six total awardees.

Humana (NYSE:HUM), through Humana Healthcare Research, reported a new Medicare Advantage study published in Health Affairs Scholar finding that favorable selection estimates are substantially below widely cited figures. According to Humana Healthcare Research, applying a single methodological refinement—using comprehensive encounter data on the full MA population—reduced favorable selection estimates by 42%-65% relative to the commonly cited 10%-15% range, including MedPAC estimates. The study estimated favorable selection of 4.9%-5.8% for 2020–2022, indicating a smaller impact on MA payments than prior analyses suggest and highlighting the importance of continued methodological refinement in MA payment policy.

Humana Foundation (NYSE:HUM) announced over $12.2 million in 2026 grants to advance emotional health, focusing on senior and veteran loneliness, depression and social isolation.

Funding supports 13 nonprofits and five university research teams across multiple states, scaling community programs and innovative research in emotional health and nutrition.