Feb 11, 2026
Humana's Q4 Earnings Call Recap: Membership Growth and Strategy Insights
In this special report episode recorded on February 11th, the Health Tech Nerds team dives into the key takeaways from Humana's recent earnings call. The discussion covers Humana's 25% growth in their individual Medicare Advantage book. Despite their st
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In this special report episode recorded on February 11th, the Health Tech Nerds team dives into the key takeaways from Humana's recent earnings call. The discussion covers Humana's 25% growth in their individual Medicare Advantage book. Despite their stock trading down, the team finds reasons for optimism, particularly around retention rates and profitable plan sales. They also explore larger industry implications, including the impact of CMS's 2027 rate notice and the future strategies of Humana in relation to other Medicare Advantage plans. Key points include Humana's approach to retention, profitability challenges, and the potential ripple effects on regional and smaller insurance plans. Tune in for an in-depth analysis of Humana's current standing and future trajectory in the healthcare market.
