Humana Q4 and Full Year 2023

Rough Q4 and Open Enrollment

Humana had a terrible ending to the year as they filed an 8K last week and moved their earnings call up a week to get the news of poor Medicare open enrollment along with the elevated utilization to the market. It was one of the oddest calls I have listened to as they just jumped right into the Q&A section of the call which became a feeding frenzy of qu…