文章核心观点 - 沃尔玛宣布关闭其51家零售健康诊所和远程医疗业务后,其合作伙伴Humana的医疗服务业务CenterWell计划在佛罗里达、佐治亚、密苏里和德克萨斯州的23家沃尔玛超级市场租赁临床空间,开设面向老年人的主要医疗保健中心[1][2][3] - 这些新的医疗中心将采用"CenterWell Senior Primary Care"和"Conviva Care Centers"品牌,为当地老年人提供专门设计的主要医疗保健服务,位置便利,设在沃尔玛商店旁边的原沃尔玛健康诊所空间[3][7] - Humana作为美国最大的私有Medicare医疗保险提供商之一,有能力将这些主要医疗保健中心纳入其医疗保险网络,并鼓励老年人使用这些中心[6] 财务和运营情况 - 交易的具体财务条款未披露,但Humana表示CenterWell预计这些中心将在2025年上半年前装备、配备人员并投入运营[4] - 沃尔玛此前表示,它无法在主要医疗保健业务中建立可持续的商业模式,这是其关闭51家沃尔玛健康诊所和远程医疗业务的原因[5]

文章核心观点 - 公司的Medicare Advantage业务模式面临挑战,医疗成本上升导致利润率下降 [2][3] - 公司2023年第四季度出现亏损,2024年业绩指引大幅下调 [3] - 公司股价从2023年11月的高点下跌超过40% [3] - 公司2024年第一季度业绩超预期,但仍面临行业压力 [4][5] 公司概况 - 公司是一家总部位于肯塔基州路易斯维尔的大型医疗保险公司 [2] - 公司业务几乎完全集中在Medicare Advantage市场 [2] - 公司自2010年以来股价从25美元涨到550美元,主要得益于Medicare Advantage业务的快速增长 [2][3] 行业趋势 - Medicare Advantage市场毛利率较高,但医疗损失率也较高 [5] - 行业普遍面临医疗成本上升压力,利润率下降 [5] - 政府对Medicare Advantage支付率调整低于预期,对行业构成压力 [3][5] - 行业正从"费用报销"向"价值型医疗"转型,公司正在适应这一变化 [6] 公司应对措施 - 公司主动调整长期业绩指引,承认短期内面临挑战 [6] - 公司积极应对行业变化,提高会员增长和价值型医疗服务占比 [6] - 公司相信长期内仍能达到3%的利润率目标,只是需要更长时间 [5][6] 投资评论 - 公司核心业务仍在增长,长期发展前景良好 [8] - 公司应对能力较强,有望在未来一年内收复部分股价损失 [8] - 公司估值相对较低,未来有上涨空间 [7][8]

文章核心观点 - 根据文件,Humana Inc.(NYSE: HUM)公司在2022年7月27日至2024年1月24日期间做出了虚假和/或误导性陈述,并未披露与医疗成本上升相关的调整后每股收益压力[4] 公司相关内容总结 - Humana Inc.是一家上市公司,股票代码为HUM[1][2] - 公司在2022年7月27日至2024年1月24日期间存在虚假和/或误导性陈述,未披露与医疗成本上升相关的调整后每股收益压力[4] - 公司股东可以在2024年8月2日之前注册参与此集体诉讼[5][6] - 该集体诉讼由Gross Law Firm律师事务所提起,该事务所致力于保护投资者权益,追回因公司欺骗和非法商业行为而遭受损失的投资者的损失[7]

To join the Humana class action, go to https://rosenlegal.com/submit-form/?case_id=25679 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email case@rosenlegal.com for information on the class action. SO WHAT: If you purchased Humana common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. Laurence Rosen, Esq. Phillip Kim, Esq. The Rosen Law Firm, P.A. 275 Madison Avenue, 40th Floor New York, NY 1 ...

ALLEGATIONS: According to the filed complaint, defendants made false and/or misleading statements and/or failed to disclose that: Specifically, defendants downplayed pressures on the Company's adjusted earnings per share resulting from increased medical costs associated with pent-up demand for healthcare procedures which, contrary to the Company's assurances, resulted in increased utilization rates and costs. NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of HUM during ...

Shareholders who purchased shares of HUM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. ALLEGATIONS: According to the filed complaint, defendants made false and/or misleading statements and/or failed to disclose that: Specifically, defendants downplayed pressures on the Company's adjusted earnings per share resulting from increased medical costs associated with pent-up ...

NEW YORK, July 12, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Humana Inc. (NYSE: HUM). Shareholders who purchased shares of HUM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. https://securitiesclasslaw.com/securities/humana-loss-submission-form/?id=90355&from=4 ALLEGATIONS: According to the filed complaint, defendants made fal ...

NEW YORK, July 11, 2024 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Humana Inc. (NYSE: HUM) between July 27, 2022 and January 24, 2024, both dates inclusive (the "Class Period"), of the important August 2, 2024 lead plaintiff deadline. What to do next: To join the Humana class action, go to https://rosenlegal.com/submit-form/?case_id=25679 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the cl ...

https://zlk.com/pslra-1/humana-lawsuit-submission-form?prid=89869&wire=3 NEW YORK, July 10, 2024 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Humana Inc. ("Humana" or the "Company") (NYSE: HUM) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Humana investors who were adversely affected by alleged securities fraud between July 27, 2022 and January 24, 2024. Follow the link below to get more information and be contacted by a member of ...

NEW YORK, July 09, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Humana Inc. (NYSE: HUM). CONTACT US HERE: CLASS PERIOD: July 27, 2022 to January 24, 2024 DEADLINE: August 2, 2024 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/humana-loss-submission-form/?id=89667&from=3 WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mis ...