Humana Inc. filings document formal disclosures for a public healthcare company with Humana insurance services and CenterWell healthcare services. Recent 8-K reports cover quarterly results, GAAP and non-GAAP earnings measures, Insurance segment benefit ratio commentary, Medicare Advantage membership assumptions, Regulation FD communications, and guidance updates.
Humana's SEC records also include proxy and annual-meeting materials covering director elections, auditor ratification, stockholder voting results, board composition, and director compensation program disclosures; board and executive transition disclosures; and capital-structure filings for registered debt offerings, including junior subordinated notes described through Form S-3 and prospectus-supplement materials.
Humana announced a new joint venture with funds and accounts managed by HPS Investment Partners, a BlackRock subsidiary, to manage nearly 150 CenterWell Senior Primary Care clinics. BlackRock will acquire WCAS’s equity stake, valued at approximately $2.8 billion, and hold a majority interest; CenterWell will hold a minority interest. Closing is expected in the fourth quarter of 2026, subject to customary closing conditions and state and federal regulatory approval.
CenterWell will continue operating the clinics and may begin purchasing them at its election in 2028. If it has not acquired all by the end of 2033, BlackRock may elect a sale process for the remaining clinics, subject to CenterWell’s right to submit the first offer. The venture has no put option exercisable by BlackRock, but includes minimum-return protections and a derivative instrument Humana will record at fair value on its balance sheet. Humana expects a significant reduction in related liabilities and a significantly lower cost of capital.
Humana affirmed FY 2026 adjusted EPS guidance of at least $9.00 per common share. The guidance is preliminary while Humana completes its financial close and review procedures for periods ended September 30, 2026; it does not expect adjusted EPS guidance to change, but expects potential changes to GAAP EPS guidance from strategic initiatives, including the liability reduction.
Humana said its final 2027 Medicare Advantage Star Ratings results for Bonus Year 2028 exceeded its Top Quartile goal, defined as Stars revenue per member per month 10% above the peer-group median. Actual 2028 Stars revenue PMPM will depend on membership and contract mix, risk scores, benchmarks and rebates. Humana expects a benefit for 2028 to be used for one-time investments and shareholder returns, and expects some outperformance relative to Top Quartile to be one-time in nature.
Humana affirmed FY 2026 adjusted EPS guidance of at least $9.00 per common share and expects no change to that non-GAAP guidance. The guidance is preliminary while Humana completes its financial close and review; it expects potential changes to GAAP EPS guidance due to value-creation and other strategic initiatives. Humana intends to share more about the expected level and use of the 2028 benefit before or when it gives detailed 2028 guidance on its fourth-quarter 2027 earnings call. A virtual investor update is scheduled for December 10, 2026.
Kurt J. Hilzinger, a Humana Inc. director, acquired 238 restricted stock units on September 30, 2026, through his elected conversion of a director cash fee. These units are deferred until his resignation from director service. Separately reported positions included 24,800 Humana common shares underlying deferred annual-fee stock units, 3,364 underlying dividend-reinvestment units, and 19,448 Humana common shares held directly, all reported as of September 30, 2026.
HUMANA INC (symbol: HUM) is the issuer of record for a Form 4 filing submitted to the SEC. Nundy Shantanu reported acquisition or exercise transactions in this Form 4 filing.
HUMANA INC (HUM) reported that Chief Medical Officer Shantanu Nundy received an equity grant of 2,549 shares of Humana common stock on September 1, 2026. These are structured as restricted stock units, each representing a contingent right to one share under Humana’s 2026 Stock Incentive Plan, and are exempt under Rule 16b-3(d)(1)&(3). After this award, he holds 2,549 shares directly.
Humana Inc. (HUM) announced that senior management will meet with investors and analysts between September 1 and September 30, 2026 and plans to reaffirm FY 2026 earnings guidance. The company continues to project at least $6.52 in GAAP diluted EPS and at least $9.00 in Adjusted (non-GAAP) EPS for the year ending December 31, 2026, consistent with guidance issued on July 29, 2026.
A reconciliation shows that Adjusted EPS reflects add-backs for amortization of intangibles, put/call valuation adjustments, value creation initiatives, and impairment charges, partially offset by a cumulative net tax impact. Humana states it does not expect changes to its FY 2026 Adjusted EPS guidance, but GAAP EPS guidance may change as value creation and other strategic initiatives evolve. The company also notes it will not comment on 2027 Medicare Advantage Star Ratings until CMS releases final data in October.
HUMANA INC (HUM) reported the initial equity holdings of executive Shantanu Nundy, who serves as Chief Medical Officer. The report lists one line item for Humana Common with 0 shares beneficially owned following the reported position, indicating no direct holdings of Humana common stock at that time.
Smith Paul John reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. director Paul John Smith received an initial grant of restricted stock units under the company’s 2026 Stock Incentive Plan and annual Director Compensation Program. The award covers 544 restricted stock units, valued at $200,000, each representing a contingent right to receive one share of Humana common stock, and will be forfeited in its entirety if his board service is less than one year.
Crawford Frederick John reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. director Frederick John Crawford received an initial grant of 544 restricted stock units on August 1, 2026, under the company’s 2026 Stock Incentive Plan and annual Director Compensation Program. The award, valued at $200,000, will be forfeited if his service is less than one year. He also reports 21 shares held in managed trust accounts where he has no investment control.
Crawford Frederick John, a director of Humana Inc., reports indirect ownership of 21 shares of Humana common stock. These shares are held in managed trust accounts where he has no investment control, so they are reported as indirect holdings rather than directly owned shares.
Paul John Smith, a director of Humana Inc (HUM), filed an initial statement of beneficial ownership that reports 0.0000 shares of Humana Common held directly following the reported date. The disclosure shows one holding entry and no buy, sell, gift, or derivative transactions.