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Humana 8-K Report, Regulation FD Disclosure (Jun 2, 2025)

Reports
Regulation FD
Filing Date
Filed June 2, 2025
Period End
June 2, 2025
Security
HUM
In the record · 2016–202610-K1110-Q328-K199

HUM filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 199 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Aug ’18Aug ’18
  2. Material agreement8-K · Mar ’20Mar ’20
  3. Leadership change8-K · Sep ’22Sep ’22
  4. Leadership change8-K · Jul ’26Jul ’26

01—Abstract

Summary

Summary of the 8-K filed June 2, 2025. Cited figures are marked; the original filing is the authoritative source.

Humana Inc. filed this Current Report under Item 7.01 (Regulation FD Disclosure) to state that members of its senior management team are scheduled to meet with investors and analysts between June 2, 2025 and June 30, 2025.

At these meetings, the company intends to reaffirm its fiscal 2025 guidance of approximately $14.68a in diluted earnings per common share (EPS) and approximately $16.25 in adjusted EPS. The filing says this guidance is consistent with the outlook in the company's April 30, 2025 press release. The filing also reminds investors of an Investor Conference for analysts and institutional investors on Monday, June 16, 2025, beginning at 2:00 p.m.

EST. Humana leaders are scheduled to present on the company's strategic direction, operational and financial progress, and expectations for future performance. The conference will be live-streamed through the Investor Relations page, with a replay to be posted in the Historical Webcasts and Presentations section. The filing includes a non-GAAP reconciliation from GAAP diluted EPS of approximately $14.68b to projected adjusted EPS of approximately $16.25 for 2025.

The adjustments are amortization of identifiable intangibles ($0.49c), put/call valuation adjustments associated with non-consolidating minority interest investments ($1.35), value creation initiatives ($0.20), and a cumulative net tax impact of $(0.47). Management states that projected adjusted results exclude the future impact of items that cannot be estimated at this time.

02—Key points

Key Highlights

  1. Humana reaffirmed fiscal 2025 guidance of approximately $14.68 in GAAP diluted EPS and approximately $16.25 in adjusted EPS, consistent with its April 30, 2025 press release.
  2. Senior management will meet with investors and analysts at various meetings between June 2, 2025 and June 30, 2025.
  3. An Investor Conference will be held Monday, June 16, 2025, at 2:00 p.m. EST, live-streamed via the Investor Relations page, with a replay available afterward.
  4. The Investor Conference will cover strategic direction, operational and financial progress, and expectations for future performance.
  5. Adjusted EPS reconciliation includes amortization of identifiable intangibles of $0.49 and put/call valuation adjustments on non-consolidating minority interest investments of $1.35 per share.
  6. Other reconciling items include value creation initiatives of $0.20 per share and a cumulative net tax impact of $(0.47) per share.
  7. Management uses adjusted EPS for internal planning, decision-making, and incentive compensation, and states it should be considered alongside, not instead of, GAAP EPS.

03—Questions

Frequently Asked Questions

  1. What is Humana's fiscal 2025 earnings guidance?

    Humana intends to reaffirm guidance of approximately $14.68 in diluted GAAP EPS and approximately $16.25 in adjusted EPS for the year ending December 31, 2025. The filing states this is consistent with its April 30, 2025 press release.

  2. When and how can investors access Humana's Investor Conference?

    The Investor Conference is scheduled for Monday, June 16, 2025, beginning at 2:00 p.m. EST. It will be live-streamed on the Investor Relations page, and a replay will be available in the Historical Webcasts and Presentations section afterward.

  3. What adjustments bridge GAAP EPS to adjusted EPS for 2025?

    The reconciliation includes amortization of identifiable intangibles ($0.49), put/call valuation adjustments on non-consolidating minority interest investments ($1.35), value creation initiatives ($0.20), and a cumulative net tax impact of $(0.47). Items that cannot currently be estimated are excluded from the projected adjusted results.

  4. Why does Humana use adjusted EPS?

    Management says adjusted EPS, presented alongside GAAP EPS, helps compare core operating performance over time. It is also used for planning, decision-making, and determining incentive compensation, and is not meant to replace GAAP EPS.

04—Continue

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