Company Snapshot

Investment Thesis

Humana is a leading Medicare Advantage insurer with growing CenterWell healthcare services. Integrated clinical programs and value-based care drive member growth and margin expansion.

  • Medicare Advantage Scale: Leading share with strong Star ratings.
  • CenterWell Growth: Primary care, home health, and pharmacy services deepen integration.
  • Capital Allocation: Share repurchases balanced with reinvestment.

Strategic Mix

Retail Medicare Advantage, PDP, and supplemental products
Group & Specialty Employer group Medicare and dental/vision
CenterWell Services Primary care, home health, and pharmacy
Other Run-off and corporate items

Mix reflects Humana's Retail vs. CenterWell businesses.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

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Strategic Insights

Star Rating Recovery

Quality initiatives aim to regain bonus payments by 2026.

Value-Based Care

Owned clinics improve medical cost trend and member satisfaction.

Home Health Integration

Combining Kindred with CenterWell Pharmacy enhances chronic care.

Latest Coverage

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