Humana Q4 Earnings Call Highlights

President and CEO Jim Rechtin emphasized that the company “continues to feel good” about membership growth and said Humana’s approach is focused on maximizing customer lifetime value and net present value through sustainable pricing and strong retention, rather than “loss leader” plans.Later in the call, management estimated incremental investments in 2025 totaled “close” to an analyst estimate of well over $550 million, and said roughly 90% of those incremental investments were in medical costs.Mellett sai ...