"UnitedHealth's Q1 2026 earnings report was a major catalyst, with adjusted EPS at $7.23 versus the $6.57 consensus, and revenue of $111.72 billion topping estimates."
"UnitedHealth's management raised its 2026 adjusted EPS outlook to more than $18.25, up from the prior $17.75 bar, while maintaining revenue guidance of greater than $439 billion."
"Humana's stock bounce reflects stabilization after lows set around the Q4 2025 earnings report, which showed FY2025 adjusted EPS of $17.14."
"The bullish narrative for HUM stock centers on individual Medicare Advantage growth of roughly 25% in 2026, with January membership showing positive trends."
UnitedHealth Group shares have risen 36% since March, while Humana's stock is up 34%. UnitedHealth's Q1 2026 earnings report showed adjusted EPS of $7.23, exceeding expectations, and improved medical cost ratio. The company raised its 2026 EPS outlook to over $18.25. Humana's stock recovery follows a steep decline, with a focus on Medicare Advantage growth of 25% in 2026. Both companies are experiencing a significant sector rebound in 2026 after a challenging late-2025 period.
Read at 24/7 Wall St.
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