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Morgan Stanley Reiterates Equal-weight Rating on Humana (HUM)
October 2, 2024 12:45 PM EDTMorgan Stanley analyst Erin Wright reiterated an Equal-weight rating and $374.00 price target on Humana (NYSE: HUM).
The analyst comments "What happened? HUM Disclosed a Meaningful Reduction in 4+ Star Plan Members (PY26) to 25% (from 94%) Driven, in part, by Largest Contract (H5216). HUM released an... More
JPMorgan on Humana (HUM): 'We believe that HUM will need to speak to the general impact of the potential reduction in stars for 2026'
October 2, 2024 10:49 AM EDTJPMorgan analyst Lisa Gill reiterated a Neutral rating and $396.00 price target on Humana (NYSE: HUM).
The analyst comments "This morning, HUM announced that, based on preliminary data from CMS (we wrote about an issue with Plan Finder potentially revealing star ratings), it expected 1.6M members (or roughly 25%) currently enrolled in plans that will be in 4+ star rated plans for 2025, down from 94% in 2024. A large driver, as we wrote about yesterday, is the H5216 contract which has ~45% of HUMs MA membership and preliminary data suggests will step down to 3.5 stars in 2025 from 4.5 stars in 2024.... More
BTIG Comments on Humana (HUM)
October 2, 2024 9:52 AM EDTBTIG Comments on Humana (NYSE: HUM)
The analyst comments "This morning, 10/2/24 BMO, Humana (HUM, Not Rated) filed an 8K announcing a significant expected decline in the number of members that will be enrolled in an MA plan rated 4 Stars and above for 2025. The filing comes after the stock traded down ~12% yesterday. Preliminary 2025 MA Star Ratings data provided by CMS shows that as of 10/1/24, HUM has... More
Mizuho Trade Desk Comments on 'Supernova' Blowup at Humana (HUM): 'it is very likely the financials are impaired especially into FY26'
October 2, 2024 8:41 AM EDTMizuho Trade Desk Comments on 'Supernova' Blowup at Humana (NYSE: HUM): 'it is very likely the financials are impaired especially into FY26'
The analyst comments "HUM is currently trading lower by 20% following preliminary 2025 Medicare Advantage Star Ratings data from CMS. The drop in STARS we would argue is far worse than even bearish investors believed would be the outcome as the Company is reporting only 25% of its members are enrolled in plans rated 4-stars and above, down from 95% headed into this calendar year. Though the Company is asserting it narrowly... More
Leerink on Humana (HUM): 'Broad-Based Benefit Cuts Evident within Plan Finder for 2025'
October 2, 2024 7:25 AM EDTLeerink on Humana (NYSE: HUM): 'Broad-Based Benefit Cuts Evident within Plan Finder for 2025'.
The analyst comments " Bottom Line: Analyzing Plan Finder suggests broad-based benefit cuts across plans with CVS (MP, Cherny) followed by UNH (OP) and HUM (OP) making the largest. Medicare Plan Finder went live for 2025 health plans today, giving us... More
Wolfe Comments on Humana (HUM): 'The logic path that points to trouble at HUM began w/the co. being non-responsive on Stars'
October 2, 2024 7:22 AM EDTWolfe Comments Humana (NYSE: HUM): 'The logic path that points to trouble at HUM began w/the co. being non-responsive on Stars'.
The analyst comments " Several Data Points Indicate Potential HUM Pressure But One Stands Against It The logic path that points to trouble at HUM began w/the co. being non-responsive on Stars while several peers did not provide update but body language... More
Barclays on Humana (HUM): 'If Plan Finder ratings are correct, the earnings impact to HUM would be significant'
October 2, 2024 7:21 AM EDTBarclays on Humana (NYSE: HUM): 'If Plan Finder ratings are correct, the earnings impact to HUM would be significant'
The analyst comments ": If Plan Finder ratings are correct, the earnings impact to HUM would be significant, which explains Tuesday's market reaction. We estimate that every... More
