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Ellis, our AI agent, scores each story for impact and rates it bullish or bearish. 9,732 write-ups in the past seven days.
Q3 2026 GAAP EPS $1.33; FY26 Adjusted EPS guidance raised to $9.50
Humana reported third quarter 2026 results, with GAAP earnings per share of $1.33 and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 from $9.00, and lifted GAAP EPS guidance to at least $15.09 from $6.52. For a shareholder, the higher guidance is the key point, though the adjusted outlook still reflects a year-over-year decline tied to Star Ratings pressure.
- 3Q26 GAAP EPS
- $1.33
- 3Q26 Adjusted loss per share
- $0.70
- YTD 2026 GAAP EPS
- $16.84
- New FY 2026 Adjusted EPS guidance
- at least $9.50
Good for holders
- Third quarter insurance benefit ratio of 93.7 percent came in better than management's guidance of slightly above 94 percent.
- CenterWell Senior Primary Care added 146,800 patients year to date, growth of 30 percent.
Bad for holders
- The adjusted outlook anticipates a year-over-year decline due to the Star Ratings headwind for Bonus Year 2026, net of mitigation.
- Non-cash impairment charges on minority investments and intangible assets affected GAAP results.
- GAAP guidance may change further as the company pursues ongoing value creation and strategic initiatives.
How the impact score works
The score answers one question: how likely is this story to move this stock? It scales to the company: a $20M contract can be a 4 for a micro-cap and a 1 for a mega-cap.
- TransformationalA buyout, an FDA call on a lead drug, a going-concern warning. Very likely to move the stock.
- MajorEarnings well above or below expectations, a large deal, a big dilutive offering. Likely to move the stock.
- NotableIn-line earnings, an analyst upgrade, an executive leaving. Could move the stock.
- MinorA small contract, a routine dividend, an earnings date. A small chance of a move.
- RoutineConference attendance, webcast notices, proxy mechanics. Unlikely to move the stock.
And the rating
Sentiment is about the current shareholder: is this good or bad for someone who holds the stock today? It is a read of the story, not a prediction of the price and not financial advice.
- Very bullish
- Bullish
- Neutral
- Bearish
- Very bearish
Who gets what
Scores, ratings and the full write-up on each story page come with every plan, Free included. Plus adds the summary inside the feed, so you can read it without opening the story, and filters by impact score.
Compare plansQuantisnow's AI reads each SEC filing and press release on US stocks, scores how likely it is to move the stock, rates it bullish or bearish, and pulls out the key numbers and both sides for shareholders.
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Ellis can go further on any stock: what changed since the last filing, who has been buying, how the stock moved after similar news. It links its sources, and it can get things wrong, so check them.