High0/2 relationships sourcedProfile verified Aug 29, 2026

30-Second Executive Brief

Executive Assessment

Humana functions as an established institution within Healthcare & Life Sciences, backed by 0% sourcing coverage, with accelerating strategic relevance.

  • Maintains 2 mapped relationships across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as established institution within the Healthcare & Life Sciences category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
2
Technology Domains
3

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Continued membership growth supports revenue expansion, though sustained profitability depends on managing pharmacy costs and improving Star Ratings performance.

Top Risks

Pharmacy cost trends and Star Ratings impacts led to a significant reduction in GAAP EPS guidance for 2026, signaling margin pressure in its core Medicare Advantage business.

Critical Dependencies

Continue to Dependency Graph ↓

Major US health insurance company with a leading Medicare Advantage business; reported Q2 2026 revenue of $40.9 billion (up 26.2% year-over-year) driven by membership growth and higher premiums, though the company lowered its GAAP EPS guidance for 2026 to 'at least $6.52' while affirming adjusted EPS guidance of 'at least $9.00' amid pharmacy cost trends and Star Ratings impacts.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Risingdriven mostly by insider filing activity, up 1 since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $51,269,205,263: IGF::OT::IGF

USAspending.gov · Aug 1, 2016

Department of Defense — $9,257,087,985: TRICARE MANAGED CARE SUPPORT SERVICES CONTRACT, 5TH GENERATION EAST REGION

USAspending.gov · Feb 1, 2023

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

  • TradingViewHumana Inc Q2 2026: Revenue $40.9B, EPS $5.73news

Latest Activity

Insider Filing Activity

4Form 4 filings, trailing 90 days+1 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Correlated Activity

Both Humana and CVS Health which it depends on — are showing accelerating Activity at the same time (1 recorded change for CVS Health in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Humana and UnitedHealth Group which it depends on — are showing accelerating Activity at the same time (2 recorded changes for UnitedHealth Group in the last 90 days).

Timing correlation only — not evidence of a causal link

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Humana — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far (last 6 months)

Jul 2026: Q2 2026 revenue rises 26.2% to $40.9 billion amid membership growthAug 2026: Humana Inc Q2 2026: Revenue $40.9B, EPS $5.73

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Humana's Timeline

A sourced, dated history of Humana's key moments — founding to present.

  1. Jul 2026 · Q2 2026 revenue rises 26.2% to $40.9 billion amid membership growth

    Humana reported Q2 2026 revenue of $40.9 billion, up 26.2% year-over-year from $32.4 billion, with diluted EPS of $5.73, driven by membership growth and higher premiums; the company lowered its GAAP EPS guidance for 2026 to at least $6.52 while affirming adjusted EPS guidance of at least $9.00 amid pharmacy cost trends and Star Ratings impacts.