If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Humana (HUM) . This company, which is in the Zacks Medical - HMOs industry, shows potential for another earnings beat.When looking at the last two reports, this health insurer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 18.85%, on average, in the last two quarters.For the ...

Humana Inc. (HUM) benefits from an extensive Medicaid and Medicare membership base, an aging U.S. population, strategic acquisitions and a strong financial position.Humana’s Zacks Rank & Price PerformanceHumana currently carries a Zacks Rank #3 (Hold).The stock has gained 4.9% in the past three months against the industry’s 5.6% decline. The Zacks Medical sector decreased 11.5% while the S&P 500 composite inched up 0.9% in the same time frame.Image Source: Zacks Investment ResearchHUM’s Favorable Style Scor ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

Lately, aspects of the healthcare industry have come under fire. Even though it may seem as though this all began with the murder of a UnitedHealth Group ( UNH ) executive, it actually has been goingCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and li ...

Shares of Humana Inc (NYSE:HUM) are down 3.7% at $277.38 at last glance, after Cigna Group (NYSE:CI) said it was not pursuing a merger with the smaller health insurance name, and will instead prioritize share buybacks. Cigna stock is on the rise after the news, last seen up 6.7% to trade at $341.04. A Very Ho-Hum Year for HumanaSince the start of the year, Humana stock is underperforming with a 39.4% deficit. The $300 level, which provided support March-April, appears to be moving in as an area of pressure, ...

KEY TAKEAWAYSHumana shares are tumbling Monday morning after The Cigna Group said it is not pursuing a merger with its smaller health insurance rival.Negotiations by Cigna to buy Human fell apart last year but Bloomberg reported last month that the two companies had held informal talks about a deal, with discussions in the early stages.Cigna shares are jumping in premarket trading. Humana (HUM) shares are falling 5% in premarket trading Monday after The Cigna Group (CI) said it is not pursuing a combination ...

文章核心观点 - 该文章主要介绍了一个名为Haggerston BioHealth的投资者社区,该社区专注于制药、生物技术和医疗保健行业的投资 [1][2] - 该社区由资深的生物技术顾问Edmund Ingham领导,他拥有5年以上的行业经验,并撰写了1000多家公司的详细报告 [2] - 该社区为投资者提供了各大制药公司的产品销售和预测、财务报表预测、贴现现金流分析以及市场分析等专业研究内容 [2] 根据相关目录分别进行总结 投资者社区 - Haggerston BioHealth是一个专注于制药、生物技术和医疗保健行业的投资者社区 [1][2] - 该社区为投资者提供至少每周4个独家股票投资建议 [1] - 投资者可以跟随该社区的模型投资组合进行投资,或者直接获取投资银行级别的财务模型和研究报告 [1] - 该社区面向初级和经验丰富的生物技术投资者 [2] 研究分析师 - Edmund Ingham是该社区的领导者,拥有5年以上的生物技术、医疗保健和制药行业经验 [2] - Ingham撰写了1000多家公司的详细研究报告 [2] - 该社区为投资者提供了各大制药公司的产品销售和预测、财务报表预测、贴现现金流分析以及市场分析等专业研究内容 [2]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | |------------------------------------------------------------------------| | | | For the transition period from to | | Commission file number 1-5975 | | HUMANA INC. | | ...

Humana Inc. (HUM) posted third-quarter 2024 adjusted earnings per share (EPS) of $4.16, which surpassed the Zacks Consensus Estimate by 19.5%. However, the bottom line fell from $7.78 per share a year ago. Adjusted revenues improved 14.8% year over year to $29.3 billion. The top line beat the consensus mark by 2.2%. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. The better-than-expected quarterly results benefited from strong premium growth, improved operating cost management and ...

财务数据和关键指标变化 - 公司在第三季度的业绩超出预期，预计全年每股收益（EPS）至少为16美元，且对2024年的EPS共识感到满意 [11][12] - 医疗成本在第三季度基本符合预期，医疗成本控制措施取得了一定成功 [20][21] 各条业务线数据和关键指标变化 - 个人医疗保险（MA）会员增长预计全年同比增长约5%，反映出公司在产品定价上的纪律性 [14][15] - 公司在临床卓越方面承认需要改进，正在加大对提供者和药房网络的投资，以缩小护理差距 [17][18] 各个市场数据和关键指标变化 - 预计2025年行业整体增长在5%到5.5%之间，低于2024年的6% [65] - 公司在2025年的会员流失预计为几万名，主要由于计划退出和市场竞争 [66][70] 公司战略和发展方向和行业竞争 - 公司将继续投资于医疗保险产品和临床卓越，以推动长期股东价值，同时平衡短期收益增长 [26][36] - 公司正在构建全国领先的老年人导向初级护理组织，计划在今年新增约40家诊所 [24][25] 管理层对经营环境和未来前景的评论 - 管理层对2025年的前景持乐观态度，强调需要在投资和短期收益之间找到平衡 [34][36] - 对于STARS评分的恢复，管理层表示需要在未来几个月内观察市场动态，以便做出更准确的判断 [46][109] 其他重要信息 - 公司计划在2025年5月举行投资者日，以提供多年的业务展望 [13] - 公司在AI技术的应用上取得进展，预计将进一步提高运营效率 [22][23] 问答环节所有提问和回答 问题: 关于2025年的投资支出 - 管理层表示，2025年的投资支出尚未确定，需根据市场动态和投资回报进行调整 [30][34] 问题: 关于2025年医疗损失率（MLR）的预期 - 管理层确认，当前的医疗损失率发展符合预期，地理差异对结果有一定影响 [41][42] 问题: 关于STARS评分的恢复 - 管理层承认，STARS评分的恢复需要在多个指标上取得进展，且存在一定风险 [46][102] 问题: 关于2025年市场增长的预期 - 管理层预计2025年市场增长在5%到5.5%之间，且将继续关注会员流失情况 [65][66] 问题: 关于住院费用的趋势 - 管理层表示，住院费用的趋势在第三季度表现良好，且对2025年的预期持乐观态度 [76][78] 问题: 关于数字销售工具的使用 - 管理层提到，数字销售工具的使用显著提高了客户的选择体验，促进了销售增长 [67][114] 问题: 关于2026年费率的预期 - 管理层表示，2026年的费率尚未确定，但对趋势改善持谨慎乐观态度 [119]