Humana Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.4%projected annual EPS growth
Analyst Coverage
23analysts covering
FY EPS (est.)
$9.15next fiscal year
Monitoring Framework
Key Performance Indicators
Medical Benefit Ratio (MBR) Quarterly92.8%Target: 92.75% plus or minus 25 basis points for FY 2026
Individual Medicare Advantage (MA) Membership Growth Annually25.0%Target: Approximately 25% growth over 2025
Medicare Advantage Margin AnnuallyTarget: 3.0%+
Watch Items
- CMS Medicare Advantage Rate DecisionsTrigger: Rate increases below expected medical cost trend inflationAction: Adjust plan pricing, benefit designs, and geographic footprint to prioritize margin over membership growth.
- Medicare Advantage Star RatingsTrigger: Percentage of members in 4-star or higher plans dropping significantly below historical levels (e.g., near 25%)Action: Enhance clinical compliance, documentation, and quality improvement programs to regain bonus payments.
- Activist Investor Pressure (Glenview Capital)Trigger: Public demands for board seats or strategic changesAction: Engage in constructive dialogue, accelerate operational discipline, and execute on the multi-year margin recovery plan.
Research as of 2 Sep 2026