Humana Inc. has published the transcript of its fourth-quarter 2025 earnings conference call, which took place on February 11, 2026. The event featured remarks from key members of Humana's leadership team, including the President and Chief Executive Officer, the Chief Financial Officer, the President of Insurance, and the President of Enterprise Growth. The call was attended by a number of analysts from leading financial institutions. During the call, management emphasized the company's focus on delivering value to patients and members, highlighting the importance of maintaining a "stable and compelling margin" in response to current funding environments. The CEO reiterated, "We must deliver a stable and compelling margin. And that requires that we adapt to our funding environment." Leadership also reaffirmed their commitment to unlocking the company's earnings potential by 2028, as outlined at their 2025 Investor Day. The full transcript can be accessed through the link below.
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