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Humana SEC Filings

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Welcome to our dedicated page for Humana SEC filings (Ticker: HUM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Humana Inc. (NYSE: HUM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K, annual reports on Form 10-K and quarterly reports on Form 10-Q as they are filed with the U.S. Securities and Exchange Commission. As a major participant in Medicare Advantage, Medicaid managed care and related health insurance lines, Humana uses these filings to report financial results, guidance, leadership changes and other material events.

Recent Form 8-K filings for Humana include Regulation FD disclosures reaffirming earnings guidance and providing reconciliations between GAAP earnings per common share and Adjusted earnings per common share (Adjusted EPS), which management uses to analyze core operating performance and inform planning and incentive compensation. Other 8-Ks describe results of operations for specific quarters, preliminary Medicare Advantage Star Ratings information, and leadership transitions in the insurance segment, such as the planned retirement of an Insurance Segment President and the appointment of new leaders for Medicare Advantage and the broader insurance business.

Filings also reflect Humana’s role as a health insurer and managed care organization. AM Best’s rating actions, while separate from SEC filings, complement the picture provided in regulatory reports by describing the financial strength and business profile of Humana’s health and dental insurance subsidiaries, collectively known as Humana Health Group, and by noting the contribution of the CenterWell segment as a non-insurance source of revenue and earnings.

On Stock Titan, investors and researchers can use AI-powered summaries to quickly interpret lengthy documents such as 10-K and 10-Q reports, focusing on topics that matter for a company like Humana: Medicare Advantage and Medicaid performance, Star Ratings dynamics, non-GAAP metrics like Adjusted EPS, capital structure, and risk disclosures. The filings page also surfaces insider and executive-related disclosures reported on Form 8-K, helping users track leadership changes and compensation-related arrangements referenced in those reports. Real-time updates from EDGAR combined with AI explanations make it easier to follow how Humana communicates its financial condition, strategic initiatives and regulatory developments over time.

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Humana Inc. senior vice president John‑Paul W. Felter reported several equity-related transactions in Humana common stock. On February 23, 2026, he acquired 5,669 shares through a grant or award at no stated price, increasing his direct holdings.

On February 24, 2026, he acquired a further 165 shares via exercise or conversion of a derivative security, then disposed of 84 shares at $177.075 per share to cover tax liabilities tied to performance stock units vesting on that date, with no value received in return. After these transactions he directly owned 7,484 shares, which include 6,417 restricted stock units that each represent a contingent right to one share of Humana common stock and are exempt under the company’s 2019 Amended & Restated Plan. Footnotes also state that additional performance stock units are not required to be reported until vesting on February 24, 2026.

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Humana Inc. executive Sanjay K. Shetty, President of CenterWell, reported an open-market purchase of Humana common stock. On this transaction date, he bought 810 shares at a price of $185.205 per share, increasing his directly held stake to 11,657 shares.

The filing also shows option holdings under Humana’s 2019 Amended & Restated Stock Incentive Plan, with 3,964 and 6,572 options from grants vesting in annual increments through 2026 and 2027. Footnotes further note 8,818 restricted stock units that each represent the right to receive one Humana common share.

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Humana Inc. executive David Dintenfass, President, Enterprise Growth, reported insider equity transactions. He exercised stock options into 3,858 shares of Humana common stock under the company’s 2019 Amended & Restated Stock Incentive Plan, tied to options granted on 02/21/2024.

He also disposed of 1,182 shares at $189.655 per share to cover tax liabilities on restricted stock units that vested on 02/21/2026, a tax-withholding transaction rather than an open-market sale. After these transactions, he directly holds 14,134 shares of Humana common stock, including 7,344 restricted stock units, and 51,389 stock options representing rights to buy additional shares.

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Humana Inc., a Louisville-based health and wellness company, centers its business on Medicare and government programs, which supplied about 93% of 2025 premiums and services revenue. The Insurance segment generated $123,842 million, or 96.3% of consolidated premiums and services, largely from Medicare Advantage and other senior-focused products.

Humana served roughly 15 million medical members and 4.7 million specialty members, including 5.2 million individual Medicare Advantage members and 4.6 million TRICARE beneficiaries. Florida Medicare Advantage contracts covered about 1.0 million members and produced $17.8 billion, or 14% of consolidated premiums and services revenue. The CenterWell segment contributed $4,816 million of external services revenue through pharmacy, primary care and home health operations.

The company highlights competitive pressure on pricing, dependence on accurate medical cost estimates, and heavy reliance on federal policy. A significant decline in 2025 Medicare Star Ratings is expected to reduce 2026 quality bonus payments, and Humana is litigating CMS’s RADV audit methodology while acknowledging that expanded audits and rule changes could materially affect future results. Human capital remains a focus, with about 67,060 associates, average tenure of seven years, and voluntary turnover of 13.8% in 2025.

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Humana Inc. Chief Information Officer Japan Mehta reported an equity award exercise and related tax withholding. On 2/13/26, Mehta acquired 1,682 shares of Humana common stock through an exercise or conversion of a derivative security at a stated price of $0.0000 per share.

On the same date, 430 shares of Humana common stock were disposed of to cover tax liabilities for shares vesting on 2/13/26, with no value received in return, at a price of $181.4575 per share. Following these transactions, Mehta directly owned 7,728 shares of Humana common stock, which includes 5,752 restricted stock units representing a contingent right to receive one share each.

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Humana Inc. Chief Financial Officer Celeste Mellet exercised 7,763 derivative securities into Humana common stock and then used 4,204 shares to satisfy tax withholding for shares vesting on 2/13/26, receiving no value in return. After these transactions, she directly holds 24,250 shares, including 19,785 restricted stock units.

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Humana Inc. reported that President, Medicare Advantage Aaron Martin acquired 17,031 shares of Humana common stock on 02/12/2026 through a grant of restricted stock units at a price of $0 per share. These 17,031 restricted stock units each represent a contingent right to receive one share of Humana common stock under the company’s 2019 Amended & Restated Plan.

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Humana Inc. reported a 4Q25 net loss per share of ($6.61) on a GAAP basis and ($3.96) on an Adjusted basis, reflecting higher medical costs and impairment charges. For FY 2025, GAAP EPS was $9.84 and Adjusted EPS was $17.14, with Adjusted results in line with management expectations. Consolidated FY 2025 revenues reached $129.7 billion on an Adjusted basis, driven by higher Medicare and state-based premiums and growth in state-based contracts and stand-alone PDP membership, partly offset by exiting unprofitable Medicare Advantage plans. The Insurance segment posted a FY 2025 GAAP benefit ratio of 90.4% and an operating cost ratio of 9.1%, while CenterWell revenues grew to $22.5 billion with stable income from operations.

For FY 2026, Humana issued earnings guidance of at least $8.89 GAAP EPS and at least $9.00 Adjusted EPS, a decline from 2025 tied to the Medicare Star Ratings headwind for Bonus Year 2026, net of mitigation. The company expects approximately 25% growth in individual Medicare Advantage membership over 2025 and projects total 2026 consolidated revenues of at least $160 billion, including at least $155 billion in the Insurance segment and at least $25 billion at CenterWell. Management highlights continued expansion in CenterWell Senior Primary Care, with 100,600 additional patients in 2025, and an expanded Medicaid footprint across 13 states, as key strategic growth drivers.

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Humana Inc. executive Aaron Martin, President of Medicare Advantage, filed an initial insider ownership report as of 01/26/2026. The filing shows he beneficially owns 0 shares of Humana common stock, held directly. No derivative securities such as options or warrants are listed as beneficially owned. This is an administrative disclosure of his current holdings as a company officer.

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Humana Inc. President & CEO James A. Rechtin reported routine equity award activity on January 8, 2026. A total of 2,183 restricted stock units converted into the same number of Humana common shares at $0 per share under the company’s 2019 Amended & Restated Stock Incentive Plan.

Of these shares, 980 Humana common shares were withheld at a price of $279.1475 per share to satisfy tax obligations related to vesting, with no value received in return. Following these transactions, 28,305 Humana common shares were beneficially owned indirectly through two revocable trusts for the benefit of Rechtin and his spouse, where they serve as sole trustees.

Rechtin also holds stock options covering 29,230 Humana shares at an exercise price of $458.185 and options covering 15,772 shares at $367.21, as well as 14,054 restricted stock units, all granted under the same incentive plan with multi-year vesting schedules.

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FAQ

What is the current stock price of Humana (HUM)?

The current stock price of Humana (HUM) is $163.67 as of March 12, 2026.

What is the market cap of Humana (HUM)?

The market cap of Humana (HUM) is approximately 20.5B.

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HUM Stock Data

20.52B
120.17M
Healthcare Plans
Hospital & Medical Service Plans
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United States
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