Humana Exceeds Top Quartile Medicare Advantage Star Ratings Goal for 2027
HUM has more than doubled off its 52-week low of $163.11 on elevated volume (2.1× avg).
Summary
Humana's final 2027 Medicare Advantage Star Ratings exceeded its Top Quartile goal, supporting the 2028 earnings framework. The company affirmed FY2026 adjusted EPS guidance of at least $9.00.
Key Events · Earnings and Guidance · HUM
-
Star Ratings Exceed Top Quartile Goal
Final 2027 Medicare Advantage Star Ratings data from CMS (received October 8, 2026) shows Humana exceeded its Top Quartile goal — Stars revenue PMPM 10% above the peer group median (Centene, CVS, Elevance, HCSC, United).
-
One-Time 2028 Benefit Expected
Humana anticipates some of the Stars outperformance in Bonus Year 2028 will be one-time in nature, to be used for one-time investments and return to shareholders. Details will be shared with 2028 guidance on the Q4 2027 earnings call.
-
FY2026 EPS Guidance Affirmed
Humana reaffirmed adjusted EPS guidance of at least $9.00 for FY2026, consistent with the July 29, 2026 press release and September 1, 2026 8-K. GAAP EPS guidance may change due to strategic initiatives.
-
Investor Update Scheduled December 10, 2026
Humana will hold a virtual investor update on December 10, 2026 to provide a mark-to-market against the 2025 Investor Day framework, including initiatives supporting earnings growth through 2028.
Analysis · HUM · Finance
Humana received final 2027 Medicare Advantage Star Ratings data from CMS showing it exceeded its Top Quartile goal — Stars revenue PMPM 10% above the peer group median. This is a meaningful operational win that supports the company's 2028 earnings potential framework. The company also flagged that some of the outperformance will be one-time in nature, with the benefit earmarked for one-time investments and shareholder returns. The EPS guidance affirmation is a repeat of prior disclosures, but the Star Ratings result is new information that reinforces the earnings trajectory.
How filings like this one have moved
In the 30 days to Oct 9, 2026, 28.8% of the 1682 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.53%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, HUM was trading at $444.50 on NYSE in the Finance sector, with a market capitalization of approximately $46.5B. The 52-week trading range was $163.11 to $428.88. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.