Humana Inc.
HUM
Jodie situation report
HUM dominates a concentrated Healthcare Plans move.
HUM accounts for 61.7% of the group's measured movement across 2.2 effective names. raw member direction is mixed; 2 of 3 session-normalized paths align to the upside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
HUM was the first measured mover. HUM crossed its material path threshold at 09:45 ET. CNC, UNH followed.
- Revenue increased 23.5% versus the comparable filing period.
- Operating margin fell 1.8 percentage points.
3 of 3 members in Healthcare Plans are active. 0 of 6 disclosed connections are confirming.
- At least 2 of 3 durable members become active together.
- Capital-flow agreement rises above 55%.
- CVS remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 3 members or fewer.
Who this business touches
The relationships behind HUM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
WMTWalmart Inc.partnerFeb 19, 2026 ▾
“Individual Medicare Stand-Alone Prescription Drug Products We offer stand-alone prescription drug plans, or PDPs, under Medicare Part D, including a PDP offering co-branded with Walmart Inc., or the Humana-Walmart plan.”
Depended on by
AGLagilon health, inc.partnerFeb 25, 2026 ▾
“Moreover, our inability to maintain our agreements with payors, in particular with key payors such as Humana, Aetna and UnitedHealthcare, which represent a significant portion of our MA membership in certain markets, or to negotiate favorable terms for those…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HUM is currently a Leader in the organic co-movement group Healthcare Plans. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.