Humana Inc.


SKU: NVO-1-1-1 Category:


Humana managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. Adjusted earnings per share stood at $7.78, with notable performance in Medicaid and primary care. Despite facing higher-than-expected utilization in Medicare Advantage, the quarter they showcased sustained efforts toward operational efficiency. Notably, individual Medicare Advantage membership projections were raised by 35,000 members to reach 860,000, indicating a 19% growth rate, well ahead of industry standards. Looking ahead to 2024, Humana outlined its strategic approach to Medicare Advantage, emphasizing consumer preferences and maintaining or enhancing key benefits. The omnichannel sales strategy, featuring a 50% increase in internal sales, underscores their team’s commitment to superior customer experiences. They anticipate doubling sales production in the internal payer-agnostic channel for the year. Within the CenterWell segment, primary care experienced substantial growth, operating 296 centers with a 33% increase in patients year-over-year. Besides, CenterWell Senior Primary Care is embarking on a venture to extend its services to the home environment. In the quarter, the company announced the implementation of the “CenterWell Primary Care Anywhere” initiative, which enables patients in specific places in Georgia and Louisiana to get primary care services from the comfort of their homes.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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