Humana sees FY24 revenue about $113B, consensus $110.38B

“Our initial guidance assumes consolidated revenue of approximately $113 billion, reflecting 10 percent year over year growth, driven by individual MA membership growth of approximately 100,000 and premium yield in the lower mid-single digits, as well as growth in our Group MA, Medicaid, Primary Care and Home businesses. These increases are expected to be partially offset by expected declines in Stand-Alone Part D membership, as well as reimbursement headwinds in our Primary Care business and the net impact of our Medicare membership growth expectations on our Pharmacy business.”