Wall Street analysts expect Humana (HUM) to post quarterly earnings of $2.91 per share in its upcoming report, which indicates a year-over-year decline of 30.1%. Revenues are expected to be $31.98 billion, up 9.1% from the year-ago quarter.The current level reflects a downward revision of 2.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior to a company's ...

MIAMI--(BUSINESS WIRE)--CarePlus announces Medicare Advantage plan offerings for 2026. ...

Key Takeaways UnitedHealths diversification drives stability, but margins face strain from rising medical costs.Humana's benefit ratio improvement and CenterWell growth highlight stronger cost control.Humana trades at a discount to UnitedHealth, with higher earnings growth and rebound potential.In the ever-evolving health insurance landscape, UnitedHealth Group Incorporated (UNH) and Humana Inc. (HUM) stand as two dominant forces. Both companies have built resilient business models rooted in Medicare Advant ...

CHONGQING, CHINA - JULY 28: In this photo illustration, a smartphone displays the logo of Humana Inc. (NYSE: HUM), a leading American health insurance company, in front of a screen showing the company's latest stock market chart on July 28, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesHumana (NYSE: HUM) is currently riding a wave of positive momentum. The stock has been on a five-day continuous winning streak, delivering cumulative gains of 13% and adding approximately ...

Valued at a market cap of $34.2 billion, Humana Inc. (HUM) is an integrated health and well-being company, primarily focused on providing managed care services through its extensive health insurance offerings. The Louisville, Kentucky-based company leverages data analytics and integrated care delivery to improve patient outcomes, enhance member experience, and reduce healthcare costs. It is scheduled to announce its fiscal Q3 earnings for 2025 before the market opens on Wednesday, Nov. 5. Ahead of this ev ...

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana announces 2026 Medicare Advantage plans designed with veterans in mind. Humana USAA Honor Giveback Plans elevate mental health support. ...

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana and Providence launch innovative data exchange collaboration to advance value-based care. ...

公司表现 - Beam Therapeutics Inc 年初至今股价上涨约4% [4] - 公司当前Zacks评级为2（买入） [3] - 公司全年盈利的Zacks共识预期在过去一个季度内上调了1.4% [4] - Humana公司年初至今股价上涨5.4% [5] - Humana公司当前Zacks评级为2（买入），其当前年度的共识每股收益预期在过去三个月内上调了4.2% [5] 行业比较 - 医疗行业包含956家公司，在Zacks行业排名中位列第5 [2] - 医疗行业股票年初至今平均上涨约0.4%，Beam Therapeutics Inc表现优于行业平均水平 [4] - Beam Therapeutics Inc所属的医疗-生物医学和遗传学行业包含470只个股，在Zacks行业排名中位列第83，该行业年初至今平均上涨8.9%，公司表现略逊于其直接行业 [6] - Humana所属的医疗-HMOs行业包含8只个股，在Zacks行业排名中位列第163，该行业年初至今下跌24% [6] 投资前景 - Beam Therapeutics Inc和Humana有望继续保持稳健表现 [7]

法律诉讼结果 - 公司在一场针对联邦政府下调其医疗保险优势计划奖金支付的法律诉讼中败诉 [1] - 德州法官裁决支持联邦政府，维持了对公司星级评分的下调决定 [1] - 法官认为联邦政府对相关电话通话的评估是正确的，驳回了公司关于该决定“武断且反复无常”的论点 [2][3] 财务影响评估 - 咨询公司Capstone在8月估计，约有30亿美元支付款项对公司构成风险 [4] - 2025年保险公司获得的奖金支付总额预计至少达到127亿美元，公司评级下调可能对其财务产生显著影响 [5] - 公司历史上比其他主要保险公司更依赖医疗保险优势计划收入，此次败诉对其盈利构成重大威胁 [5] 公司近期业绩与展望 - 公司第二季度调整后每股收益为6.27美元，低于去年同期的6.96美元，但超出市场预期的5.90美元 [6] - 第二季度销售额为323.9亿美元，超出市场预期的318.9亿美元 [6] - 公司将2025年调整后每股收益指引上调至约17美元，此前指引为16.25美元，市场预期为16.36美元 [6] - 更新后的每股收益指引考虑了约1亿美元的增量投资，用于改善会员和患者结果以及支持卓越运营 [7] 市场反应 - 消息公布后，公司股价下跌3.24%，报收于262.22美元 [7] 行业背景 - 联合健康集团、Elevance Health和SCAN Health Plan在过去两年中赢得了类似的法律挑战 [3]

法律裁决 - 美国法官周二驳回了Humana公司对联邦医疗保险和医疗补助服务中心2025年医疗保险优惠计划评级的质疑请求[1] 财务影响 - 此项裁决可能导致公司损失数百万美元的奖金[1]