HUM's Star Ratings recovery is set to show early progress, but October's CMS release will test its MA turnaround and path to a 2028 margin target.

UNH's improving medical costs, higher EPS estimates and capital returns support its recovery, but regulatory risks remain.

HUM's HealthStream deal backs 1,000 caregiver scholarships and new tools to improve recruitment and retention in Indiana.

Alignment Healthcare raises its 2026 outlook as membership and medical-cost trends improve, but heavier second-half investments could pressure near-term profitability.

Alignment Healthcare lifted its 2026 outlook after 31%+ membership and revenue growth, but rich earnings valuation and second-half risks may justify a wait-and-see approach.

Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.

Q2 Earnings Season in Full Swing

HUM's Q2 earnings top estimates as medical membership growth, premium gains and CenterWell strength lift results despite higher costs.

A quarter-points rate hike has been bandied about as a possibility today.

While the top- and bottom-line numbers for Humana (HUM) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.