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Is It Worth Investing in Humana (HUM) Based on Wall Street's Bullish Views?
Zacks Investment Research· 2024-02-15 23:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Humana (HUM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Humana currently has an average brokerage rec ...
Humana(HUM) - 2023 Q4 - Annual Report
2024-02-15 00:00
公司业务 - 2023年12月31日,公司在医疗福利计划中拥有约1700万会员,专业产品中约有500万会员[9] - 公司在2023年的保费和服务收入中,个人医疗优势占83.5%,商业全保占3.3%,专业福利占1.0%[9] - 公司在2023年为个人医疗优势产品提供了约148.9亿美元的保费收入,占个人医疗优势总保费收入的19%[14] - 公司的个人医疗优势产品覆盖了约540.89万会员,其中佛罗里达州的合同占据了约14%的总保费和服务收入[14] - 通过LI-NET处方药计划,为接受Medicare低收入补助的个人提供即时处方药覆盖[15] - 退出雇主团体商业医疗产品业务,包括全额保险、自付和联邦雇员健康福利医疗计划[17] - 与Welsh, Carson, Anderson & Stowe合作开发和运营以老年人为重点的初级护理中心[19] - CenterWell部门服务收入中,药房解决方案占2.9%[20] - CenterWell家庭健康部门通过收购Kindred at Home扩大了地理覆盖范围,提供全面的家庭护理服务[21] - 公司在2023年的自愿离职率为13.4%,较2022年的17%有所下降[35] 会员情况 - 公司在2023年的保费和服务收入中,个人医疗优势占83.5%,商业全保占3.3%,专业福利占1.0%[9] - 公司的个人医疗优势产品覆盖了约540.89万会员,其中佛罗里达州的合同占据了约14%的总保费和服务收入[14] - 2023年12月31日,医疗保险会员总数为16857.8万,其中TRICARE占35.30%[22] - 我们与提供者签订的价值为基础的协议涵盖了约216.56万会员,占医疗会员总数的12.8%[26] 员工福利 - 公司通过持续的员工体验调查和持续听取活动来衡量成功并促进员工参与度[35] - 公司通过多样化的工作方式,如远程办公、混合办公和现场办公,帮助员工更高效地工作[35] - 公司的薪酬和福利体系旨在激励、激励和奖励员工,包括竞争性基本工资、401(k)养老储蓄计划等[40] - 公司致力于培养员工的包容技能和多样性知识,并提供各种培训项目和研讨会机会[39] - 公司通过人才发展和增长机会支持员工的个人目标和发展努力[40] 公司财务 - 公司投资组合中固定收益证券的平均持有期约为3.0年至3.2年[158] - 公司投资组合中未实现损失增加了40亿美元,从2022年的17亿美元净未实现损失增加到2023年的13亿美元净未实现损失[158] - 公司评估了在未来12个月内利率下降或上升100、200和300个基点时,投资收入和利息支出的变化情况[159] 高管团队 - 公司的执行官团队包括首席执行官、首席战略和企业发展官、首席信息官、首席财务官等[41] - 公司的首席执行官计划在2024年下半年辞职,由总裁兼首席执行官接任[51]
Humana Releases Results from Innovative Health Literacy and Healthcare Discrimination Screenings Pilot
Businesswire· 2024-02-07 21:47
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM), a leading U.S. health insurer and healthcare services company, continues to make strides in advancing health equity by releasing the findings of its new pilot study published in the American Journal of Managed Care. Humana’s screenings analysis marks the first study conducted by a national health plan, focusing on the often overlooked but critical aspects of structural determinants of health, like perceived discrimination and health literacy. “Le ...
Humana Becomes Oversold
Forbes· 2024-02-06 00:59
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Humana presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.Start slideshow: 10 Oversold Dividend Stocks »Bu ...
CenterWell Senior Primary Care to Continue Expanding in 2024
Businesswire· 2024-01-30 22:00
CenterWell Wendover in Charlotte, N.C., celebrated its grand opening in October 2023. CenterWell Senior Primary Care offers a range of services to fit the unique needs of older adults, including up to 50% more time during appointments, special chairs that quickly convert to exam tables, wider hallways to aid those with mobility challenges, and activity centers offering education and socialization. (Photo: Business Wire)CenterWell Wendover in Charlotte, N.C., celebrated its grand opening in October 2023. Cen ...
Humana EPS shocker. Are Medicare Advantage plans in jeopardy?
MarketBeat· 2024-01-30 20:10
Key PointsHealth insurer Humana shocked analysts with its full-year 2024 EPS cut to $16 versus $29.16 analyst estimates and full-year 2025 EPS cut to $6.00 to $10.00 versus $37.00 previous guidance.Humana stated that unprecedented cost surges in Medicare Advantage plan members driven by inpatient utilization spikes in November and December 2023 were the main cause.Humana is the country's second-largest Medicare Advantage plan provider behind UnitedHealth Group, which didn't cut its 2024 guidance.5 stocks we ...
Buy the Dip! 3 Beaten-Down Stocks Poised for a Comeback.
InvestorPlace· 2024-01-27 00:52
文章核心观点 - 尽管股市创历史新高,但仍有许多价值被低估的股票可供投资者选择[1][2][3] - 科技股的大涨掩盖了其他行业股票的低估值,这些股票目前价格较低,是不错的买入机会[2][3] - 一些知名公司的股票目前处于低迷状态,但提供了丰厚的股息收益和未来增长潜力[3] 行业总结 半导体行业 - 半导体股票中,德州仪器(TXN)是少数未大涨的公司之一[6] - 尽管TXN最新财报指引不及预期,但第四季度业绩仍优于分析师预期[7] - TXN是少数支付股息的半导体公司,股息收益率达3.08%[8] 电信行业 - 电信公司AT&T(T)股价在过去一年下跌17%,但股息收益率高达6.55%[11] - AT&T的无线电话业务收入同比增长4%,新增客户数也超出预期[11] - AT&T正逐步退出传统有线电话业务,专注于无线电信业务,长期来看可能会带来回报[12] 医疗保险行业 - 医疗保险公司Humana(HUM)第四季度业绩大幅低于预期,导致股价下跌11%[15] - HUM认识到过度依赖政府医疗保险计划是一个错误,正在进行战略调整[15] - 尽管短期前景不太乐观,但投资者现在买入HUM股票可能会获得长期回报[15]
Top 4 Health Care Stocks That May Explode This Month - Mesoblast (NASDAQ:MESO), Humana (NYSE:HUM)
Benzinga· 2024-01-26 20:03
Loading...Loading...The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down. When compared to a stock's price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here’s the latest list of maj ...
Why Humana Stock Dropped Today
The Motley Fool· 2024-01-26 05:16
公司业绩 - Humana公司股价下跌11.7%,原因是宣布季度业绩不及预期,并对未来一年的利润指引较低[1] - Humana公司第四季度营收同比增长17.9%,达到264.2亿美元,超过预期,但调整后每股净亏损11美分,远低于预期的每股净利润92美分[2] - 公司发布了2024年全年营收初步指引约为1130亿美元,预计调整后每股盈利约为16美元,分析师平均预测2024年营收为1101亿美元,但盈利为2910美元[5] 公司前景展望 - 公司管理层表示对2023年业绩和2024年前景受到医疗成本上升的影响感到失望,但认为这是整个行业的现象,不改变公司在行业内的地位[3] - Humana公司将在短期内优先恢复利润率而非增长会员数量,并不再认为能够实现2025年每股37美元的盈利目标[4] 市场反应 - 尽管Humana公司股价在过去一年下跌了20%,但在这份令人失望的报告发布后,股价仍在暴跌[6]
Humana (HUM) Q4 Earnings Miss on Higher Costs, '25 Target Pulled
Zacks Investment Research· 2024-01-26 02:36
Humana Inc. (HUM) delivered weak fourth-quarter 2023 earnings, driven by higher benefits expenses, operating costs and lower medical memberships. The rising costs trend forced the company to let go of the 2025 EPS target it provided earlier. The negatives were partially offset by premium growth, increased investment income and strength witnessed in the CenterWell unit.It posted adjusted earnings per share (EPS) of 11 cents, missing the Zacks Consensus Estimate of a loss of 7 cents. It reported an earnings o ...