| HUM |
Report |
Operating diluted EPS |
BEAT |
pred ~$7.15 vs. cons $7.01 |
LOW |
| HUM |
Report |
Revenue |
IN-LINE |
pred ~$40.80B vs. cons $40.63B |
LOW |
| HUM |
Report |
Insurance operating benefit ratio |
IN-LINE |
pred ~91.10% vs. cons 91.28% |
LOW |
| HUM |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide at least $9.00 vs. cons $8.93 |
LOW |
| HUM |
Guide |
FY26 Insurance benefit ratio |
UNCHANGED |
guide 92.75% +/-25 bps vs. cons 92.75% |
LOW |
| HUM |
Guide |
FY26 individual MA growth |
UNCHANGED |
guide ~25% vs. implied cons ~25% |
LOW |
| HUM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| HUM |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained guidance leaves no new forward-estimate upside |
LOW |