Humana down after forecasting 2026 profit below estimates
Shares of health insurer Humana HUM.N fall 2.6% to $176.68
Co expects 2026 adjusted profit to be at least $9 per share, compared with analysts' average estimate of $11.92 per share, according to data compiled by LSEG
Co says "for 2026, the level of conservatism in our initial guidance is higher than typical to account for the dynamic environment"
Humana expects 2026 individual Medicare Advantage membership growth of about 25% over 2025
*"HUM's earnings story is further shifting toward hockey stick-like recovery in 2028," Guggenheim Securities says
Co posts Q4 adjusted loss of $3.96 vs estimated loss of $4.01
Humana's Q4 total revenue came in at $32.64 billion vs estimates of $32.08 billion
*Mizuho says "we believe there is a level of conservativeness embedded in the company's guidance for 2026"
Stock has been down 29.2% in 2025
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