Humana has set a goal of achieving a 3% Medicare Advantage margin by 2028, a key milestone for its long-term earnings recovery. The company continues to expect approximately 25% growth in individual Medicare Advantage membership in 2026, focusing on attracting higher-quality members through disciplined pricing, stronger product design, and better retention. Humana is also investing to rebuild its Medicare Star Ratings, which drive future reimbursement and profitability, and reaffirmed its 2026 adjusted EPS guidance of at least $9.00. Shares of Humana have gained 53.1% year to date, outperforming the broader industry's 28.5% growth, and the stock trades at a forward price-to-earnings ratio of 32.21, above the industry average of 18.48.
Humana IncHumana sets 3% MA margin goal by 2028, expects 25% membership growth, and reaffirms 2026 EPS guidance of at least $9.00.
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