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Humana reported a third-quarter 2026 adjusted loss of $0.70 per share, narrower than the $1.01 loss analysts had expected, on revenue of $41.16 billion. The insurer also raised its full-year adjusted EPS guidance to at least $9.50, up from at least $9 previously and above the $9.14 consensus estimate. The better-than-expected loss and guidance hike signal cost trends are tracking more favorably than feared for the Medicare-focused carrier. Investors will watch whether the improved outlook holds through the key annual enrollment period and upcoming regulatory rate updates.

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