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Eagle Capital Management Highlights Humana Amid Managed Care Scale Advantages

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Sig1.45Sen+0.40Env0.00Soc0.00Gov0.00

Eagle Capital Management’s Q2 2026 investor letter discusses how AI-driven capital spending may be boosting strong S&P 500 earnings while raising risks tied to elevated valuations and aggressive assumptions. The letter also highlights Humana Inc. with its September 2, 2026 share close of $400.97 and a $48.15 billion market capitalization, noting managed care scale advantages in a consolidated industry.

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