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Humana 8-K Report, Regulation FD Disclosure (Mar 2, 2026)

Reports
Regulation FD
Filing Date
Filed March 2, 2026
Period End
March 2, 2026
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. Material agreement8-K · Dec ’16Dec ’16
  2. Leadership change8-K · Jan ’19Jan ’19
  3. Leadership change8-K · Mar ’21Mar ’21
  4. Material agreement8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed March 2, 2026. Cited figures are marked; the original filing is the authoritative source.

Humana Inc. (HUM) disclosed in a Regulation FD filing dated March 2, 2026 that members of its senior management team are scheduled to meet with investors and analysts at various meetings between March 2, 2026 and March 31, 2026.

At these meetings, the Company intends to reaffirm its FY 2026 guidance of at least $8.89a in diluted GAAP earnings per common share or at least $9.00 in Adjusted (non-GAAP) earnings per common share. The filing states this guidance is consistent with the guidance issued in Humana's press release dated February 11, 2026. The filing provides a reconciliation of the GAAP guidance to the Adjusted figure.

It adds $0.15b for amortization of identifiable intangibles and subtracts $0.04 for the cumulative net tax impact, bringing the at-least-$8.89 GAAP figure to at least $9.00 on an adjusted basis. Management states it does not expect changes to the FY 2026 Adjusted EPS guidance, but does expect potential changes to the FY 2026 GAAP EPS guidance due to ongoing value creation and other strategic initiatives.

For investors, the key point is that this filing reaffirms rather than revises guidance. The notable element is the explicit expectation that GAAP EPS guidance may move while Adjusted EPS guidance is held steady, a distinction that matters when comparing the two measures.

02—Key points

Key Highlights

  1. Humana plans to reaffirm FY 2026 guidance of at least $8.89 diluted GAAP EPS or at least $9.00 Adjusted (non-GAAP) EPS at investor meetings between March 2 and March 31, 2026.
  2. The reaffirmed guidance is consistent with the guidance issued in the company's February 11, 2026 press release.
  3. The GAAP-to-Adjusted EPS reconciliation adds $0.15 for amortization of identifiable intangibles and subtracts $0.04 for cumulative net tax impact.
  4. Management does not expect changes to FY 2026 Adjusted EPS guidance.
  5. Management does expect potential changes to FY 2026 GAAP EPS guidance due to ongoing value creation and other strategic initiatives.
  6. The disclosure is made under Item 7.01 (Regulation FD Disclosure), and no new financial results are reported.

03—Questions

Frequently Asked Questions

  1. What guidance is Humana reaffirming?

    Humana intends to reaffirm FY 2026 guidance of at least $8.89 in diluted GAAP EPS or at least $9.00 in Adjusted (non-GAAP) EPS.

  2. Is this guidance new or changed?

    The filing states the guidance is consistent with the guidance issued in Humana's press release dated February 11, 2026.

  3. What is the difference between GAAP and Adjusted EPS guidance?

    The reconciliation adds $0.15 of amortization of identifiable intangibles and subtracts $0.04 of cumulative net tax impact to move from at least $8.89 GAAP EPS to at least $9.00 Adjusted EPS.

  4. Could the guidance change?

    Management does not expect changes to FY 2026 Adjusted EPS guidance but does expect potential changes to FY 2026 GAAP EPS guidance due to ongoing value creation and other strategic initiatives.

  5. When will management present this guidance?

    Senior management is scheduled to meet with investors and analysts at various meetings between March 2, 2026 and March 31, 2026.

04—Continue

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