Humana stock falls after losing Medicare bonus payment lawsuit
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Guggenheim Reiterates Buy Rating on Humana (HUM)
July 21, 2025 7:05 AM EDTGuggenheim analyst Jason Cassorla reiterated a Buy rating and $326.00 price target on Humana (NYSE: HUM).
The analyst comments "This morning Bloomberg reported that the District Court of Northern TX ruled to dismiss the lawsuit related to HUMs bid to reverse its 2025 Medicare Advantage Star Rating outcome, which recall resulted in ~25% of HUM MA members in 4+ Star plans for 2025 (vs ~94% in 2024). The announcement follows an... More
Morgan Stanley Reiterates Equalweight Rating on Humana (HUM)
July 18, 2025 1:42 PM EDTMorgan Stanley analyst Erin Wright reiterated an Equalweight rating and $290.00 price target on Humana (NYSE: HUM).
The analyst comments "HUM's Assumption of MA Stars Lawsuit Loss Comes to Fruition: This morning (7/18), the court granted CMS' motion to dismiss the case HUM brought against it and defined all other pending motions as moot. The primary concern from the court was that the lawsuit was premature given the administrative review being conducted by CMS had... More
Leerink Partners Reiterates Market Perform Rating on Humana (HUM)
July 18, 2025 1:11 PM EDTLeerink Partners analyst Whit Mayo reiterated a Market Perform rating and $271.00 price target on Humana (NYSE: HUM)
The analyst comments "Bottom Line: Humana loses Stars lawsuit. We don't know what was in the stock but generally our sense was that most investors had already written off underwriting any potential positive... More
Raymond James Reiterates Outperform Rating on Humana (HUM)
July 18, 2025 12:27 PM EDTRaymond James analyst John Ransom reiterated an Outperform rating and $340.00 price target on Humana (NYSE: HUM).
The analyst comments "It was reported this morning that HUM has officially lost its lawsuit vs. CMS related to 2025 STAR ratings where the company saw ~70% of its members drop below the 4-Star threshold which will result in a ~$15 EPS headwind in 2026 (Figure 1) due to lost bonus payments. This was largely due to four large plans that dropped to 3.5 stars, and in particular the H5216 plan, which went from 4.5 stars to 3.5, and had ~45% of HUMs... More
Mizuho weighs in on Humana (HUM) after it lost MA stars lawsuit
July 18, 2025 11:30 AM EDTMizuho analyst Ann Hynes reiterated an Outperform rating and $316.00 price target on Humana (NYSE: HUM) after the company lost the MA stars lawsuit as expected.
The analyst commented, "HUM is down ~2% (versus S&P 500 flat) today after the United States District Court... More
Barclays Comments on Humana (HUM) Dismissal
July 18, 2025 10:47 AM EDTBarclays analyst Andrew Mok reiterated an Equalweight rating and $268.00 price target on Humana (NYSE: HUM).
The analyst comments "Judge Rules in Favor of CMS on HUM Stars Lawsuit: On Friday (7/18) the judge presiding over HUM's Stars lawsuit ruled in favor of CMS to... More
