Humana dips after co announces leadership changes in insurance segment

Shares of health insurer Humana HUM.N falls 4.1% to $263.47 after co announces insurance leadership change, reaffirms FY guidance

Humana says Insurance segment President George Renaudin will retire by Q3 2026 after a 29-year tenure; Aaron Martin, former VP of Healthcare at Amazon, to join in Jan 2026

Martin will initially serve as President of Medicare Advantage and will become Insurance Segment President after Renaudin’s exit

John Barger, a longtime Humana leader with more than 25 years of experience, will be promoted to President of Medicare Advantage reporting to Martin

Company reaffirms FY 2025 GAAP EPS guidance at about $12.26 and adjusted EPS at about $17.00

Average rating of 28 analysts on the stocks is a "hold"; median PT at $289 - data compiled by LSEG

As of last close, HUM stock down 8.2% YTD