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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also agreed to deploy capital to a deal that is expected to close this month in Florida, the Villages Health, which provides primary and specialty care services at the fastest-growing retirement community in the country.”
Humana is acquiring the Villages Health, a Florida primary and specialty care provider, as part of its CenterWell provider-expansion capital deployment.
“We recently partnered with Genpact to outsource elements of our finance capabilities.”
Humana signed an outsourcing partnership with Genpact for finance capabilities, part of cost programs expected to generate over $100 million of savings.
“we've also partnered with Ro and Weight Watchers to sell some GLP-1.”
Weight Watchers gains a direct-to-consumer distribution partnership with Humana's CenterWell Pharmacy for GLP-1 weight-loss drugs, part of the outperformance driving CenterWell's specialty pharmacy growth.
“we've also partnered with Ro and Weight Watchers to sell some GLP-1.”
Ro gains a direct-to-consumer distribution partnership with Humana's CenterWell Pharmacy for GLP-1 weight-loss drugs, part of the outperformance driving CenterWell's specialty pharmacy growth.
“we have entered into a new partnership with the health care software company, Epic.”
Humana becomes the first health insurer to integrate plan information directly into Epic's MyChart, a strategic distribution and product-integration win for Epic's platform.
“CenterWell Pharmacy has started its work as the fulfillment center for NovaCare's weight loss medication directed to cash pay customers.”
Humana's CenterWell Pharmacy segment is now the fulfillment partner for NovaCare's cash-pay weight loss medication, a new volume source signaling growth in CenterWell's specialty pharmacy business.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| A.J. Rice | UBS | 6 (0%) |
| Justin Lake | Wolfe Research | 6 (0%) |
| Ben Hendrix | RBC Capital Markets | 6 (17%) |
| Ann Hynes | Mizuho Securities | 6 (0%) |
| Erin Wright | Morgan Stanley | 5 (0%) |
| Steve Baxter | Wells Fargo | 5 (0%) |
| Josh Raskin | Nephron Research | 5 (0%) |
| Andy Mok | Barclays | 5 (0%) |
| Lance Wilkes | Bernstein | 4 (0%) |
| Kevin Fischbeck | Bank of America | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 6 (0%) |
| Bank of America | 2 | 6 (17%) |
| Mizuho Securities | 1 | 6 (0%) |
| RBC Capital Markets |
| 1 |
| 6 (17%) |
| UBS | 1 | 6 (0%) |
| Morgan Stanley | 1 | 5 (0%) |
| Barclays | 1 | 5 (0%) |
| Nephron Research | 1 | 5 (0%) |
Humana closed fiscal 2025 with adjusted EPS of $17.14, above the initial guidance of approximately $16.25, as individual MA membership grew approximately 25% with about 1 million new members on improved quality mix. However, the company introduced 2026 guidance of at least $9 adjusted EPS reflecting a net Stars headwind of approximately $3.5 billion, though individual MA margins were doubling ex-Stars with enterprise-accretive new members. Capital optimization was mitigating over $3 billion in growth capital requirements as the company navigated a challenging transition year.
Margin | Competitive Dynamics | Cost Pressure | Subscriber Growth | Regulation Policy | Guidance Reliability | Capex Investment | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 4 | 1 | 6 | 4 | 2 | |
| 2025Q1 | 7 | 2 | 4 | 3 | 4 | 4 | 1 | 3 |
| 2025Q2 | 2 | 5 | 4 | 4 | 5 | 2 | 1 | 3 |
| 2025Q3 | 10 | 7 | 1 | 7 | 3 | |||
| 2025Q4 | 9 | 6 | 4 | 5 | 2 | 2 | 2 | |
| 2026Q1 | 6 | 3 | 8 | 2 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 6 | 7 | 2 | 10 | 9 | 6 |
| Competitive Dynamics | 5 | 2 | 5 | 7 | 6 | 3 |
| Cost Pressure | 4 | 4 | 4 | 1 | 4 | 8 |
| Subscriber Growth | 1 | 3 | 4 | 7 | 5 | 2 |
| Regulation Policy | 6 | 4 | 5 | 3 | 2 | 1 |
| Guidance Reliability | 4 | 4 | 2 | 2 | 1 | |
| Capex Investment | 2 | 1 | 1 | 2 | 1 | |
| Revenue Growth | 3 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HUM Humana | 7 | +23.5% | |
| CI Cigna | 8 | +4.6% | |
| CNC Centene Corporation | 9 | +7.1% | |
| CVS CVS Health | 9 | +6.2% | |
| ELV Elevance Health | 7 | +2.6% | |
| UNH UnitedHealth Group Incorporated | 7 | +2.0% |