NEWTOWN, Pa., June 9, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Humana Inc. ("Humana") (NASDAQ: HUM), resulting from allegations of providing potentially misleading business information to the investing public.If you have non-public information that could assist in the Humana investigation, or if you are a Humana investor who suffered a loss and would like to learn more, you can provide your information HERE.You can also contact ...

NEWTOWN, Pa., June 06, 2025 (GLOBE NEWSWIRE) -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Humana Inc. (“Humana”) (NYSE: HUM), resulting from allegations of providing potentially misleading business information to the investing public. If you have non-public information that could assist in the Humana investigation, or if you are a Humana investor who suffered a loss and would like to learn more, you can provide your information HERE. You can also con ...

Click here for a two-week free trial , so we can help you achieve better long-term total returns and your financial dreams.He is a founding author of the investing group The Dividend Kings which focuses on helping investors safeguard and grow their money in all market conditions through the highest-quality dividend investments. Dividend Sensei and the team of analysts (Brad Thomas, Justin Law, Nicholas Ward, Chuck Carnevale, and Sebastian Wolf) help members invest more intelligently in dividend stocks. Feat ...

NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Humana Inc. (“Humana” or the “Company”) (NYSE: HUM). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Humana and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On May 1, 2025, the U.S. De ...

NEW YORK, May 09, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Humana Inc.  (“Humana” or the “Company”) (NYSE: HUM).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Humana and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On May 1, 2025, the U.S. ...

NEW YORK, May 06, 2025 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP is investigating potential claims against Humana Inc. (“Humana” or the “Company”) (NYSE:HUM). The investigation concerns whether Humana and/or certain of its officers have violated the federal securities laws and/or engaged in other unlawful business practices. [LEARN MORE ABOUT THE INVESTIGATION] On May 1, 2025, the U.S. Department of Justice filed a complaint against insurance broker organizations, including Humana, alleging t ...

NEW YORK, May 6, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Humana Inc. ("Humana" or the "Company") (NYSE: HUM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Humana and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On May 1, 2025, the U.S. Department of ...

NEW YORK, May 05, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Humana Inc. (“Humana” or the “Company”) (NYSE: HUM). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Humana and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On May 1, 2025, the U.S. De ...

文章核心观点 - Humana公司2025年第一季度财报显示调整后每股收益超预期且同比大增，营收有增长但略低于共识，各业务板块有不同表现，公司对2025年业绩有展望；同时介绍了其他医疗行业公司第一季度财报情况 [1][2][13] Q1整体业绩 - 调整后每股收益11.58美元，超Zacks共识预期16%，同比增长60.2% [1] - 调整后营收321亿美元，同比增长9.5%，但低于共识0.3% [1] - 净收入12.4亿美元，同比增长68.1%，超预期 [5] - 运营产生净现金3.31亿美元，同比下降21.7% [11] Q1运营情况 - 保费305.1亿美元，同比增长8%，低于Zacks共识预期和自身估计 [3] - 服务收入13亿美元，同比增长25.6%，高于共识和自身估计 [3] - 投资收入2.64亿美元，同比下降8.3%，低于共识和自身估计 [3] - 赔付率87%，同比改善190个基点 [4] - 总运营费用301亿美元，同比增长6.1%，低于自身估计 [4] - 运营成本比率10.5%，同比恶化30个基点 [4] Q1各业务板块情况 保险业务 - 调整后营收309亿美元，同比增长8.9% [6] - 调整后运营收入16亿美元，同比增长74.8% [7] - 调整后赔付率87.4%，同比改善200个基点 [7] - 调整后运营成本比率8.2%，同比持平 [7] - 总医疗会员数1480万，同比下降8.3%，低于Zacks共识预期和自身估计 [7] CenterWell业务 - 营收51亿美元，同比增长5.7%，高于Zacks共识预期和自身估计 [8] - 调整后运营收入4.51亿美元，同比增长34.6% [8] - 运营成本比率91.1%，同比改善190个基点 [8] 财务状况（截至2025年3月31日） - 现金及现金等价物43亿美元，较2024年末增长91.4% [10] - 总资产509亿美元，较2024年末增长9.6% [10] - 长期债务127亿美元，较2024年末增长14.2% [10] - 短期债务5.77亿美元 [10] - 债务资本化比率42.8%，同比改善230个基点 [10] - 股东权益178亿美元，较2024年末增长8.4% [10] 资本配置情况 - 2025年第一季度回购价值900万美元股票 [12] - 同期支付股息1.08亿美元 [12] 2025年展望 - 调整后每股收益预计约16.25美元，较2024年增长0.2% [13] - GAAP每股收益预计约14.68美元，低于此前预期 [13] - 营收预计在1260 - 1280亿美元之间 [14] - 保险业务营收预计在1210 - 1230亿美元之间 [14] - CenterWell业务营收预计在205 - 215亿美元之间 [14] - 个人医疗保险优势会员预计减少约55万 [15] - 团体医疗保险优势会员预计与2024年末基本持平 [15] - 医疗保险独立处方药计划会员预计增加约20万 [15] - 州立合同会员预计增长17.5 - 25万 [15] - 保险业务赔付率预计在90.1% - 90.5%之间 [16] - 综合GAAP运营成本比率预计在11.3% - 11.7%之间 [16] - GAAP运营现金流预计在24 - 29亿美元之间 [16] - 资本支出预计约6.5亿美元 [16] - 有效税率预计约25% [17] - 加权平均股数预计约1.215亿 [17] 其他医疗行业公司Q1财报情况 Encompass Health - 调整后每股收益1.37美元，超Zacks共识预期15.1%，同比增长22.3% [19] - 净运营收入15亿美元，同比增长10.6%，超共识1.3% [19] - 净患者每次出院收入同比增长3.9% [20] - 总出院人数64985人，同比增长6.3% [20] - 净和综合收入1.965亿美元，同比增长41.6% [20] - 调整后EBITDA 3.136亿美元，同比增长14.9% [20] - 本季度新增25张病床并新开一家医院 [20] Centene - 调整后每股收益2.90美元，超Zacks共识预期22.9%，同比增长28% [21] - 营收466亿美元，同比增长15.4%，超共识7.2% [21] - 医疗补助收入223亿美元，同比增长4%；医疗保险收入88亿美元，同比增长48%；商业收入101亿美元，同比增长31% [21] - 保费417亿美元，同比增长17.4% [22] - 服务收入7.77亿美元，同比下降3.8% [22] - 投资及其他收入3.82亿美元，同比下降29.9% [22] - 总会员数2790万，同比下降1.7% [22] - 健康福利比率87.5%，同比恶化40个基点 [22] - 调整后净收益14亿美元，同比增长18.7% [22] HCA Healthcare - 调整后每股收益6.45美元，超Zacks共识预期 [23] - 营收183亿美元，同比增长5.7%，超共识0.1% [23] - 同设施等效入院人数同比增长2.6%，同设施入院人数同比增长2.8% [23] - 同设施每次等效入院收入同比增长2.9% [23] - 同设施住院手术同比增长0.2%，同设施门诊手术同比下降2.1% [24] - 同设施急诊室就诊人数同比增长4% [24] - 调整后EBITDA 37亿美元，高于去年同期 [24] - 截至2025年3月31日运营192家医院和约2500个门诊护理点 [24]

Humana (HUM) reported $32.11 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 9.5%. EPS of $11.58 for the same period compares to $7.23 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $32.22 billion, representing a surprise of -0.33%. The company delivered an EPS surprise of +16.03%, with the consensus EPS estimate being $9.98.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...