HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.

Dr. Shantanu Nundy is joining the Kentucky-based insurer from health navigation firm Accolade. He’s had a varied career — advising the FDA on AI, teaching, working for the World Bank, practicing medicine and more.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at health insurance providers stocks, starting with Humana (NYSE:HUM).

UNH's improving medical costs, higher EPS estimates and capital returns support its recovery, but regulatory risks remain.

Costco stock reclaimed a key technical level on Tuesday as the warehouse club climbed amid news of a partnership to offer Medicare Advantage plans to members. Costco Wholesale will offer co-branded plans in partnership with nonprofit health insurer Scan Group. Scan, based in Long Beach, Calif., has about 560,000 Medicare Advantage members in Southern California, Arizona, Nevada, New Mexico and Texas, according to the Wall Street Journal.

Joel Greenblatt built Gotham Asset Management on concentrated value bets, so his latest 13F filing caught analysts off guard with moves that look less like a stock-picker's conviction and more like someone quietly bracing for impact.

Humana (HUM) is back on investors’ radar after a strong earnings beat, fresh quality gains in its insurance operations, new caregiver retention initiatives in Indiana, and a leadership hire to oversee its Medicaid unit. See our latest analysis for Humana. Humana’s recent earnings beat and operational gains have come alongside strong price momentum, with a 27.5% 90 day share price return and 47.1% year to date share price return, although the 3 year total shareholder return is still down...

Medicare Advantage plans are shrinking. Here's what to expect and what to do if your plan is affected.

Yahoo Finance Senior Columnist Kerry Hannon explains that major health insurers like Humana (HUM) and UnitedHealth Group (UNH) are dropping hundreds of thousands of Medicare Advantage members to protect profit margins as rising utilization drives up costs.

A Humana termination letter looks like bad news, but it quietly unlocks a set of rights most members never knew they had, and those rights expire on a clock most people never see coming.

Humana has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Management had named the plan exits, the Medicare margin target and the repricing date before the run began.

Management has raised its full-year earnings outlook twice, and the segment doing most of the lifting is still short of its own target margin.

HUM's HealthStream deal backs 1,000 caregiver scholarships and new tools to improve recruitment and retention in Indiana.

CVRx (NASDAQ:CVRX) outlined its efforts to expand adoption of its Barostim therapy for heart failure patients, emphasizing sales-force execution, payer coverage progress and a large post-market clinical trial during Canaccord Genuity’s 46th Annual Growth Conference. President and CEO Kevin Hykes sa

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices.

James “J.P.” Holland is taking the reins of Humana’s Medicaid business, a key growth area for the company, starting this coming Monday. It’s part of a broader leadership transition announced late last year.

CEO Rechtin details Medicare Advantage margin recovery strategy through 2028.

In late July 2026, Humana reported higher second-quarter revenue of US$40,867 million and net income of US$694 million, while also confirming completion of a US$276.13 million share repurchase program initiated in February 2024 and announcing two new board appointments, Paul Smith and Frederick Crawford. Despite stronger quarterly results and governance additions, Humana lowered its full-year 2026 GAAP EPS guidance to at least US$6.52 from at least US$8.36, signaling a more cautious outlook...

In the health insurance arena, one company is both the undisputed leader and the most expensive ticket, forcing investors to decide if paying up for quality is a winning strategy.

Alignment Healthcare raises its 2026 outlook as membership and medical-cost trends improve, but heavier second-half investments could pressure near-term profitability.

Alignment Healthcare lifted its 2026 outlook after 31%+ membership and revenue growth, but rich earnings valuation and second-half risks may justify a wait-and-see approach.

UnitedHealth's revenue held up; the operating margin on it did not, and closing that gap is the whole upside case.

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Best Buy downgraded, Bristol Myers upgraded: Wall Street's top analyst calls

Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.

AdaptHealth Corp (AHCO) navigates a transformative quarter with diabetes divestiture and Humana expansion, despite facing significant contract and pricing challenges.

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]

The company published the arithmetic of its own margin repair, and the first hard proof landed a quarter before the shares started compounding.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

Health insurance company Humana (NYSE:HUM) announced better-than-expected revenue in Q2 CY2026, with sales up 26.2% year on year to $40.89 billion. Its non-GAAP profit of $7.61 per share was 8.8% above analysts’ consensus estimates.

Humana Inc. said Wednesday it plans to exit additional Medicare Advantage plans in 2027, a move expected to affect about 600,000 members. The insurer said the changes are part of its strategy to improve profitability while reshaping its Medicare Advantage...

Humana has elected Paul Smith, Chief Commercial Officer at AI firm Anthropic, to its Board of Directors. The company has also elected Frederick Crawford, formerly President and COO at Aflac, to its Board. Both appointments add technology, insurance and financial expertise at the board level. Humana, traded as NYSE:HUM, is adding additional technology and insurance leadership at a time when its stock has seen a mix of gains and setbacks. The share price is $366.66, with the stock up 38.6%...

Millions of Medicare Advantage members will open a letter this fall that could quietly close doors they assume will always stay open. What insurers have already decided for 2027 and what enrollees do next could cost thousands of dollars or make coverage impossible to find.

The lever behind UnitedHealth stock's climb was a Medicare Advantage repricing management had described months before the run began, and the hard part was believing a plan whose author had just been wrong.

Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.

Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls

Shares of health insurance company Humana (NYSE:HUM) fell 7.2% in the afternoon session after the company reported a solid second-quarter earnings beat but was overshadowed by a concerning outlook for future profitability.

Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff forced some major rating reversals across insurance, gaming, tech, and energy stocks.

Humana (NYSE:HUM) said its 2026 performance is tracking in line with expectations, with management emphasizing planned Medicare Advantage margin expansion in 2027, progress in its Stars program and continued operating-cost reductions as key components of its path toward a sustainable pretax margin o

↗️ Ford Motor (F): Despite posting a drop in second-quarter revenue, the automaker boosted its full-year earnings outlook. Shares closed up a little over 2%. ↘️ Caterpillar (CAT): The construction-equipment maker’s shares dropped around 7% amid concerns about data centers and a downgrade from analysts at Baird.

Moby summary of Humana Inc.'s Q2 2026 earnings call

Humana Inc (HUM) outlines its strategy for margin growth and operational efficiency amidst planned market exits and cost management initiatives.

Q2 Earnings Season in Full Swing

HUM's Q2 earnings top estimates as medical membership growth, premium gains and CenterWell strength lift results despite higher costs.

GE HealthCare Technologies ran at the top of the S&P 500 Wednesday morning, while Humana was among major laggards after both companies posted better-than-expected Q2 earnings signaling a return to profit growth. GEHC broke above its recent trading range that followed its dive on Q1 results. Wednesday's stock action was pretty much the reversal of what we've seen this year for GEHC and HUM, with medical equipment stocks among the market's worst-performing industry groups and managed-care stocks ranked in the top tier.

A quarter-points rate hike has been bandied about as a possibility today.

While the top- and bottom-line numbers for Humana (HUM) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Humana’s shares dipped in morning trading after its results compared unfavorably with other insurers’ performance this quarter The Medicare-focused insurer modestly beat analysts’ profit projections, offered reassurance on medical cost trends and left guidance unchanged on an adjusted basis.

Humana stock has delivered a powerful run over the past year, yet on the current checks it no longer looks obviously cheap or obviously expensive. The recent share price strength now sits alongside a mixed valuation score and an earnings multiple picture that suggests the market may be close to fair on the stock. Humana has returned 69.5% over the past year, which puts more pressure on today’s buyers to be confident about what they are paying for. Expectations for ongoing healthcare demand...