Humana is a leading health insurance company that provides a wide range of health and wellness solutions to individuals, families, and employers. The organization offers Medicare Advantage plans, Medicaid services, and individual health insurance policies, focusing on enhancing the health and well-being of its members. Additionally, Humana invests in technology and innovative care management services, aiming to improve healthcare delivery and patient outcomes. The company is dedicated to integrating medical and wellness services to create a comprehensive approach to health management for its customers. Read More
Humana Inc. (NYSE: HUM) sent shockwaves through the managed care sector this week, issuing a 2026 earnings forecast that fell drastically short of Wall Street’s expectations. Despite reporting a fourth-quarter 2025 earnings beat on February 11, the health insurance giant warned that its 2026 adjusted earnings per share (EPS)
CenterWell, the healthcare services division of Humana Inc., today announced the successful completion of its acquisition of MaxHealth from Arsenal Capital Partners (“Arsenal”), a private equity investment firm that specializes in building market-leading industrial growth and healthcare companies, and MaxHealth’s founder-shareholders. MaxHealth currently maintains a network of 54 owned primary care clinics, 4 owned specialty/ancillary clinics and 24 downstream affiliate clinics throughout West and South Florida that together provide high-quality, integrated care to more than 120,000 patients, including more than 80,000 patients in value-based care programs.
Humana Inc. (NYSE:HUM) shares experienced a sharp sell-off this week after the health insurance giant issued a surprisingly conservative financial outlook for 2026. The company warned investors that a massive $3.5 billion net headwind stemming from a decline in Medicare Advantage (MA) Star Ratings would severely compress margins,
In a day defined by sharp reversals and a fundamental recalibration of market leadership, the healthcare sector emerged as the primary beneficiary of a massive capital rotation on February 13, 2026. While the broader indices grappled with a "valuation reset" triggered by shifts in Federal Reserve leadership and a cooling
As the opening bell rang on February 13, 2026, the divergence between the U.S. technology and healthcare sectors reached a historic fever pitch, signaling a fundamental shift in how markets price growth and defense. While the technology sector continues to ride a wave of massive capital investment into artificial
The opening weeks of 2026 have etched a stark portrait of a "two-speed" economy. As of February 12, 2026, the S&P 500 continues to hover near the historic 7,000-point milestone, but the celebratory headline masks a deep internal fracture. A handful of sectors—primarily high-octane Technology and a
In a dramatic shift that has caught many Wall Street analysts off guard, the first two weeks of February 2026 have witnessed a historic "Great Rotation" within the equity markets. The Russell 2000 Index (IWM), which tracks domestic small-cap companies, has staged its most aggressive rally in decades, significantly outperforming
As of February 11, 2026, Humana Inc. (NYSE: HUM) finds itself at a historic crossroads. Once the darling of the managed care sector, the Louisville-based insurer is currently navigating a "perfect storm" of regulatory tightening, rising medical utilization, and a catastrophic decline in quality bonus payments. Today’s research deep-dive follows a volatile morning on Wall [...]
Health insurance company Humana (NYSE:HUM) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.4% year on year to $32.52 billion. Its GAAP loss of $6.61 per share was 62.2% below analysts’ consensus estimates.
Humana Inc. (NYSE: HUM) today reported consolidated pretax results and net (loss) earnings per share (EPS) for the quarter ended December 31, 2025 (4Q25) versus the quarter ended December 31 31, 2024 (4Q24) and for the year ended December 31, 2025 (FY 2025) versus the year ended December 31, 2024 (FY 2024) as noted in the tables below.
Shares of insurance brokerage firm Arthur J. Gallagher (NYSE:AJG) fell 9.4% in the afternoon session after OpenAI launched a suite of insurance-native applications within its ChatGPT App Library, posing a direct threat to the traditional brokerage model.
The healthcare landscape in early 2026 is defined by a shift from unrestrained growth to tactical consolidation. At the center of this transition sits UnitedHealth Group (NYSE: UNH), a behemoth that has navigated a tumultuous 24 months marked by massive cyber-disruptions, leadership overhauls, and intensifying federal scrutiny. Today, February 9, 2026, the company finds itself [...]
The managed care sector was sent into a tailspin on Friday as Molina Healthcare (NYSE: MOH) saw its market capitalization evaporate in a historic sell-off. Shares of the Long Beach-based insurer plummeted 28% to $127.16 after the company issued a 2026 earnings forecast that was not just a miss,
Michael Burry says he’s happy with MOH stock, even as Molina Healthcare stock crumbles 25% on disappointing guidance. But are MOH shares really worth buying today?
In a week defined by high-stakes political theater and a brief but disruptive lapse in federal operations, Washington has managed to pull back from the edge of a total collapse—though only partially. On February 3, 2026, a $1.2 trillion appropriations package was signed into law, ending a four-day
