Equity intelligence report • May 23, 2026
Humana Inc. is facing a critical financial crisis, reporting a $1.01 billion loss in the fourth quarter of 2026 and experiencing a stock decline of 29%. This comes amid declining Medicare Star Ratings, which threaten future quality bonus payments and projected earnings. The company has shifted focus to strategic acquisitions, including a deal for MaxHealth, while also divesting non-core assets to stabilize its cash position. Despite a recent increase in revenue, concerns over market response to flat Medicare Advantage reimbursement rates have heightened, leading to cautious forecasts for 2026.
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