WS #15587
Humana has reaffirmed its FY26 adjusted EPS guidance of at least $9.00, exceeding top-quartile expectations for Medicare Advantage star ratings. This strong guidance provides a stabilizing force in the healthcare sector, contrasting with the volatility in tech. Cigna is also preparing to release Q3 results, adding to the sector's visibility. The sector is viewed as a defensive haven amidst the tech divergence.
Healthcare and Insurance Stability
Humana has reaffirmed its FY26 adjusted EPS guidance of at least $9.00, exceeding top-quartile expectations for Medicare Advantage star ratings. This strong guidance provides a stabilizing force in the healthcare sector, contrasting with the volatility in tech. Cigna is also preparing to release Q3 results, adding to the sector's visibility. The sector is viewed as a defensive haven amidst the tech divergence.