Humana is a leading health insurance company that provides a wide range of health and wellness solutions to individuals, families, and employers. The organization offers Medicare Advantage plans, Medicaid services, and individual health insurance policies, focusing on enhancing the health and well-being of its members. Additionally, Humana invests in technology and innovative care management services, aiming to improve healthcare delivery and patient outcomes. The company is dedicated to integrating medical and wellness services to create a comprehensive approach to health management for its customers. Read More
A number of stocks jumped in the afternoon session after positive inflation data fueled hopes for an interest rate cut by the Federal Reserve. The latest Consumer Price Index (CPI) report showed inflation rose by a modest 0.2% in July and 2.7% over the last year. This cooler-than-expected data prompted a significant market rally, with the S&P 500, Dow, and Nasdaq all climbing as investors grew more optimistic. The prevailing view is that easing inflation gives the central bank room to lower interest rates. Lower rates typically reduce borrowing costs for businesses and make stocks more attractive relative to bonds, contributing to widespread gains across sectors like healthcare.
Health insurance company Humana (NYSE:HUM) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 9.6% year on year to $32.39 billion. The company’s full-year revenue guidance of $128 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $6.27 per share was 6.9% above analysts’ consensus estimates.
Humana delivered a second quarter that outpaced Wall Street’s expectations, with management highlighting CenterWell Pharmacy’s strong performance and stable medical cost trends as key drivers. CEO James Rechtin attributed the positive results to “better-than-expected individual Medicare Advantage membership” and a rebound of members who returned to Humana after trying other plans. Management also pointed to efforts streamlining the prior authorization process and investments in improving the member experience as contributors to the quarter’s outcomes.
Shares of behavioral health company LifeStance Health (NASDAQ:LFST)
jumped 11% in the afternoon session after the company reported mixed second-quarter 2025 results, delivering an earnings beat and a full-year profit forecast that topped Wall Street estimates. The mental healthcare provider's revenue for the quarter grew 10.6% year-over-year to $345.3 million, which was in line with analyst forecasts, driven by a 10.7% increase in sales volumes. On the bottom line, the company demonstrated improved profitability, posting a GAAP loss of $0.01 per share. This marked a significant improvement from the $0.06 per-share loss in the same period last year and beat consensus estimates for a $0.03 loss. Looking ahead, management provided a full-year Adjusted EBITDA forecast with a midpoint of $145 million, above analyst expectations. However, the company's revenue guidance for the next quarter came in below estimates, creating a mixed picture for investors.
Shares of healthcare services company Astrana Health
jumped 34.2% in the morning session after the company reported better-than-expected second-quarter sales and significantly raised its full-year revenue forecast, overshadowing a miss on earnings per share. The healthcare services company announced second-quarter revenue of $654.8 million, a 34.7% increase year-over-year. While this topped sales expectations, its GAAP profit of $0.19 per share fell short of analysts' consensus estimates. However, investors focused on the company's strong future outlook. Astrana boosted its full-year revenue guidance to a midpoint of $3.2 billion, a significant jump from the previous $2.6 billion forecast. Furthermore, its third-quarter revenue projection of $945 million is 17.2% above what analysts were anticipating.
Shares of radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH)
fell 29.8% in the afternoon session after the company reported disappointing second-quarter financial results and slashed its full-year forecast. The radiopharmaceutical company announced quarterly revenue of $378 million and adjusted earnings per share of $1.57, both of which missed analysts' expectations. A key factor in the performance was an 8.3% decrease in sales for its main product, PYLARIFY, which faced increased competition. Compounding the issue, Lantheus lowered its full-year guidance significantly. The company projected full-year revenue between $1.47 billion and $1.51 billion, well below the consensus estimate of $1.57 billion. Similarly, its earnings per share forecast of $5.50 to $5.70 fell far short of the anticipated $6.64.
Bragar Eagel & Squire, P.C. Litigation Attorney Brandon Walker Encourages Investors Who Suffered Losses In Humana (HUM) To Contact Him Directly To Discuss Their Options
Let's delve into the developments on the US markets one hour before the close of the markets on Wednesday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
Shares of health insurance company Humana (NYSE:HUM)
jumped 4.9% in the morning session after the company reported better-than-expected second-quarter results and raised its full-year financial guidance. The health insurer lifted its forecast for full-year adjusted earnings to approximately $17 per share, up from a prior estimate of about $16.25 and surpassing analysts' projections. Humana also increased its annual revenue guidance to at least $128 billion. Adding to the positive news, the company signaled that its decline in Medicare Advantage membership would be less severe than previously feared, forecasting a loss of up to 500,000 members instead of 550,000. This strong report and optimistic outlook provided a notable contrast to the more disappointing guidance recently issued by some of its peers in the health insurance sector, boosting investor confidence.
Shares of specialty pharmaceutical company Supernus Pharmaceuticals (NASDAQ:SUPN)
jumped 3.1% in the morning session after Cantor Fitzgerald upgraded the stock to Overweight from Neutral and raised its price target to $42 from $36. The upgrade followed positive developments in the company's planned acquisition of Sage Therapeutics. Supernus announced that the waiting period under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act for the deal had expired. The expiration of this period, a requirement for major mergers and acquisitions in the U.S., removed a key regulatory hurdle, allowing the transaction to proceed. The tender offer for Sage shares was set to expire on July 30, 2025, after which Supernus planned to complete the merger. This acquisition was expected to enhance Supernus's product portfolio with Sage's innovative treatments, a move that likely bolstered analyst confidence.
The US market is yet to commence its session on Wednesday, but let's get a preview of the pre-market session and explore the top S&P500 gainers and losers driving the early market movements.
Health insurance company Humana (NYSE:HUM) announced better-than-expected revenue in Q2 CY2025, with sales up 9.6% year on year to $32.39 billion. The company’s full-year revenue guidance of $128 billion at the midpoint came in 1% above analysts’ estimates. Its GAAP profit of $4.51 per share was 24% below analysts’ consensus estimates.
Humana Inc. (NYSE: HUM) today reported consolidated pretax results and diluted earnings per share (EPS) for the quarter ended June 30, 2025 (2Q25) versus the quarter ended June 30, 2024 (2Q24) and for the six months ended June 30, 2025 (YTD 2025) versus the six months ended June 30, 2024 (YTD 2024) as noted in the tables below.
