Humana Inc. (HUM) Presents at 7th Annual Wolfe Research Healthcare Conference Transcript
Humana Inc. ( HUM ) 7th Annual Wolfe Research Healthcare Conference November 19, 2025 8:40 AM EST Company Participants Celeste Mellet - Chief Financial Officer Conference Call Participants Justin Lake - Wolfe Research, LLC Presentation Justin Lake Wolfe Research, LLC All right. Good morning.
Should Value Investors Buy Humana (HUM) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Humana Inc. (HUM) Q3 2025 Earnings Call Transcript
Humana Inc. ( HUM ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Lisa Stoner - Vice President of Investor Relations James Rechtin - President, CEO & Director Celeste Mellet - Chief Financial Officer David Dintenfass - President of Enterprise Growth George Renaudin - President of Insurance Conference Call Participants Andrew Mok - Barclays Bank PLC, Research Division Ann Hynes - Mizuho Securities USA LLC, Research Division Justin Lake - Wolfe Research, LLC Stephen Baxter - Wells Fargo Securities, LLC, Research Division Benjamin Hendrix - RBC Capital Markets, Research Division Kevin Fischbeck - BofA Securities, Research Division Joshua Raskin - Nephron Research LLC Albert Rice - UBS Investment Bank, Research Division Elizabeth Anderson - Evercore ISI Institutional Equities, Research Division Scott Fidel - Goldman Sachs Group, Inc., Research Division Ryan Langston - TD Cowen, Research Division Jason Cassorla - Guggenheim Securities, LLC, Research Division Lance Wilkes - Sanford C. Bernstein & Co., LLC.
Humana's Q3 Beat Overshadowed By Weak 2025 EPS Guide And Rising Medical Costs
Humana receives a "Hold" rating due to fair valuation and ongoing underperformance versus the S&P 500. HUM's Q3 earnings beat expectations, but a light FY 2025 outlook and higher medical loss ratio pressured shares. Management aims to double Medicare Advantage margins by 2026, but faces headwinds from declining membership and regulatory changes.
Humana (HUM) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Humana (HUM) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Humana's stock falls as Medicaid, health-benefit costs are still problems
Medicaid-membership growth outlook was slashed, and as medical costs are still a problem.
Humana Cuts Earnings Outlook as Medical Costs Surge
Humana reported lower third-quarter profit and slashed full-year earnings guidance as medical costs continue to surge, dragging down margins for the company's core Medicare Advantage business.
Humana (HUM) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
Humana (HUM) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Can Humana Beat Q3 Earnings Estimates on Growing Premiums?
HUM aims for a Q3 earnings beat as rising premiums and solid service revenues offset higher costs and lower income.
Countdown to Humana (HUM) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Humana (HUM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
Humana (HUM) Expected to Beat Earnings Estimates: Should You Buy?
Humana (HUM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here's Why Humana (HUM) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
