Humana

At a Glance

  • Revenues flat
  • Increased interest in stock mid-quarter; price declining
  • 2019 focus on duals over straight Medicaid expected coming out of earnings call

Rolling 12 months financials

Stock Performance

Earnings Call Summary

Latest available call date: 2/6/2019

  • Updates on integration of data systems with Kindred acquisition. Using medical history from plan files to help seed home health care plans. Will begin implementing Homecare Homebase EHR in 2019.
  • FL statewide Medicaid win expected to add up to 140k members. Will add $500M to Medicaid revenues.
  • In QA was asked about appetite for more Medicaid business. Answer suggests focus on duals over Medicaid.

END OF REPORT

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