Humana, Inc. (HUM) Q1 2025 Earnings Call Transcript
Humana, Inc. (NYSE:HUM ) Q1 2025 - Earnings Conference Call April 30, 2025 8:00 AM ET Company Participants Lisa Stoner - VP, IR James Rechtin - President, CEO & Director Celeste Mellet - CFO George Renaudin - President, Insurance Conference Call Participants Sarah James - Cantor Fitzgerald Ben Hendrix - RBC Capital Markets Justin Lake - Wolfe Research Andrew Mok - Barclays Stephen Baxter - Wells Fargo AJ Rice - UBS Joshua Raskin - Nephron Research Joanna Gajuk - Bank of America Lance Wilkes - Bernstein Erin Wright - Morgan Stanley Lisa Gill - JPMorgan Michael Hall - Baird David Windley - Jefferies George Hill - Deutsche Bank Anne Hines - Mizuho Operator Good day, and thank you for standing by. Welcome to Humana's First Quarter 2025 Earnings Call.
Humana's exit of some ‘unprofitable' Medicare plans helps fuel a big profit beat
While Humana affirmed its full-year profit outlook, which can be viewed as a positive in the current uncertain economic environment, quarterly revenue came up a bit shy, and the earnings outlook for the current quarter was below Wall Street projections.
Humana (HUM) Q1 Earnings Surpass Estimates
Humana (HUM) came out with quarterly earnings of $11.58 per share, beating the Zacks Consensus Estimate of $9.98 per share. This compares to earnings of $7.23 per share a year ago.
Can Humana Beat Q1 Earnings Estimates on Growing Premiums?
HUM's first-quarter results are likely to benefit from higher Medicare stand-alone PDP revenues.
Stay Ahead of the Game With Humana (HUM) Q1 Earnings: Wall Street's Insights on Key Metrics
Beyond analysts' top -and-bottom-line estimates for Humana (HUM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Humana (HUM) Reports Next Week: Wall Street Expects Earnings Growth
Humana (HUM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Humana (HUM) Surges 10.7%: Is This an Indication of Further Gains?
Humana (HUM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Humana and Other Health Insurance Stocks Surge on Higher-Than-Expected Medicare Payments
Shares of health insurance operators surged Tuesday after the government said it would pay a higher rate to Medicare insurers than previously estimated.
Healthcare insurers rally on boosted Medicare rates
Shares of US healthcare insurers moved higher following the announcement of a significant increase in 2026 Medicare insurer payment rates under the Trump administration. The government announced a 5.06% average increase in payments to private insurers managing Medicare Advantage plans, more than double the 2.23% initially proposed in January under the Biden administration.
The Big 3: ED, HUM, AWK
Aquiles Larrea turns to three companies he believes will withstand the storm of tariffs and swelling volatility. He talks about the upside potential he sees in Consolidated Edison (ED), Humana (HUM), and American Water Works (AWK).
Humana Gains on Strong Membership Base and Sound Cash Reserves
HUM benefits from a cost-effective health plan suite, continued expansion endeavors and a strong 2025 business outlook.
Humana's CenterWell Launches Gladstone Walmart Location for Seniors
The easy accessibility for patients will give HUM a competitive edge over other senior-focused healthcare providers.
