Humana shares closed at $411.79 ahead of third-quarter results
Key Facts
Humana shares closed at $411.79 in the November 5, 2026 session, according to EL7 data, on the eve of the date the company said it would release its third-quarter results. Humana had scheduled the results for November 6 at 6:00 a.m. Eastern Time. It also announced that it would hold a live Q&A session that day at 8:00 a.m. Eastern Time. The closing price came before both events, while the results announcement remained the next anticipated event on the company’s calendar. The close alone did not include details on quarterly performance or an update to the fiscal-year outlook.
In its latest annual guidance documented in the available evidence, Humana held its July forecast for 2026 adjusted earnings per share at at least $9.00. In the same announcement, the company lowered the lower end of its GAAP earnings-per-share forecast to $6.52 from $8.36 previously. The two figures reflect different measures of earnings: adjusted guidance remained unchanged, while the lower end of the GAAP earnings forecast declined. July’s guidance provides a baseline for comparison when third-quarter results are released. The company was scheduled to clarify its latest position in the November 6 announcement.
In its second-quarter results statement, Chief Executive Jim Rechtin said the company was tracking in line with what it had announced on Investor Day. He added: "When we improve clinical care and operate the business more efficiently, the rest of the results follow." Rechtin linked care quality and operating efficiency with earnings and beneficiary experiences. The remarks came in the context of second-quarter results and fiscal-year guidance that kept the adjusted forecast at at least $9.00 per share. The third-quarter announcement gave the company an opportunity to provide a subsequent update on those priorities, according to the schedule it had set in advance.
As background on Humana’s business, the company said in an update on CMS’s 2027 Medicare Advantage star ratings that 95% of its members in these plans were enrolled in plans rated 4 stars or higher. It also announced a new strategic joint venture with BlackRock in October to manage CenterWell Senior Primary Care clinics. The two updates put plan ratings and primary care in the context of the company’s operations around the results announcement. Humana had scheduled the release of its third-quarter figures and the Q&A session for November 6. July’s guidance, including the distinction between adjusted and GAAP earnings, remains a reference point for assessing the announcement.