公司事件 - 健康保险公司Humana股价因披露其2026年Medicare Advantage计划的部分政府星级评级结果而出现飙升 [1] 行业背景 - 事件涉及美国政府的Medicare Advantage（联邦医疗保险优惠计划）星级评级体系 [1]

(Reuters) -Humana said on Thursday it has about 20%, or 1.2 million, of its members currently enrolled in Medicare Advantage plans rated 4 stars and above for 2026, based on preliminary data. Shares of the company rose 3.1% to $254.68 after the insurer also said that about 14% of its members were in 4.5-star plans in 2026, up from 3% in 2025, in a regulatory filing. Humana said that the preliminary 2026 star ratings were in line with its assumptions. Plans with higher star ratings mean bigger payments f ...

(Bloomberg) -- Humana Inc. shares jumped after the company affirmed its earnings guidance for 2025, reassuring investors who have been blindsided by insurance companies’ outlook cuts this year. The company said its preliminary view of Medicare quality ratings are in-line with its assumptions in a filing Thursday. Some of the ratings were inadvertently disclosed on a Medicare website, it said. Humana shares rose as much as 8.2% on the news, the most since July. The Louisville, Kentucky-based insurer is f ...

公司业务表现 - 公司目前约有20%的Medicare Advantage计划会员所参与的计划在2026年的初步评级中达到4星及以上 [1]

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: Humana will have 20% of its Medicare Advantage members in plans rated 4 stars or above in 2026, down slightly from 2025 but in line with internal expectations, the insurer disclosed Thursday. Humana — the second largest MA carrier in the country — did see an improvement in members in plans rated 4.5 stars or above. Next year, 14% of Humana’s MA ...

Key Takeaways Humana's premiums grew 8.6% in 1H 2025, fueled by Medicare Advantage and state-based program gains.Insurance segment revenues are projected to reach at least $123B in 2025, with CenterWell topping $21.5B.Despite strong cash reserves, rising operating costs and a high benefit ratio weigh on Humana's margins.Humana Inc. (HUM) is well-poised to grow on increasing premiums, strategic acquisitions, an aging population in the United States and solid cash generation capacity. Headquartered in Louisvi ...

行业动态与政策背景 - 主要健康保险公司宣布将在明年缩减其Medicare Advantage业务，以应对政府报销额的减少 [1] - 美国政府自2024年起削减Medicare Advantage支付，旨在减少开支，该计划是由私营保险公司运营，服务于65岁及以上人群及残障人士 [1] 主要公司业务调整 - CVS Health旗下的Aetna业务表示，其处方药计划将在比2025年减少100个县提供 [2] - Humana将其计划覆盖范围从今年的89%的县缩减至明年的85% [2] - UnitedHealth将停止在109个县运营，影响约18万人 [2] - UnitedHealth拥有最大的Medicare Advantage业务，Humana排名第二，CVS Health排名第四 [2] - Humana将在2026年于46个州提供计划，低于今年的48个州 [8] - Aetna计划明年在43个州和2159个县提供计划，低于今年的44个州和2259个县 [8] 业务调整驱动因素 - 保险公司表示，Medicare业务中高于预期的医疗服务使用率促使它们退出利润较低的市场，同时从Medicare获得的与患者健康状况相关的支付也在减少 [5] - UnitedHealth高管指出，医疗保险和医疗补助服务中心的资助削减、医疗成本上升以及使用率增加共同构成了行业逆风 [6] - 领先保险公司因政府补偿减少和使用率上升带来的成本增加，正完全退出某些州 [7] 产品与服务变更 - Humana计划在四个州的177个县推出新计划类型，并且2026年其83%的独立处方药计划将降低保费 [11] - CVS Health计划将其针对同时符合Medicare和Medicaid资格人士的服务扩展到16个新州 [11] - UnitedHealth关闭超过100项计划的决定将影响约60万成员，这些成员主要 enrolled 在优选提供者组织或允许选择网络外提供者的计划中 [12] 公司股价表现 - UnitedHealth Group Inc (UNH) 股价为350.45美元，上涨2.25美元，涨幅0.64% [7] - Humana Inc (HUM) 股价为246.07美元，下跌0.66美元，跌幅0.27% [7] - CVS Health Corp (CVS) 股价为76.95美元，上涨0.09美元，涨幅0.12% [7]

Humana Inc. (NYSE:HUM) ranks among the stocks with low beta that can beat market volatility. On September 22, Evercore ISI began coverage of Humana Inc. (NYSE:HUM) with an In Line rating and a $295 price target, emphasizing the company’s medium-term concerns as well as its potential for long-term earnings growth. Pixabay/Public Domain Evercore ISI stated that “after 2028, Humana Inc. (NYSE:HUM) has the right mix of assets to grow adjusted EBIT at an LDD rate (and EPS likely at a mid-teens CAGR),” despit ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these ...

Humana said on Wednesday about 83% of stand-alone prescription drug plans for 2026 will offer a premium decrease. ...