Key Takeaways UnitedHealth rose 8.6% on optimism about its Medicare Advantage star ratings outlook.UNH expects 78% of MA members in 4-star or higher plans, matching its track record.CVS and Centene gained on MA optimism, while Humana fell 12% on tougher bonus thresholds.UnitedHealth Group Incorporated (UNH) jumped 8.6% yesterday, after signaling confidence in its Medicare Advantage (MA) star ratings outlook for next year, easing concerns about recent setbacks. Stronger ratings mean larger financial incentiv ...

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: UnitedHealth expects to have roughly 78% of its Medicare Advantage enrollees in plans rated four stars or above next year, the healthcare behemoth disclosed Tuesday in a securities filing. The percentage of members in the high-performing plans — which yield valuable bonuses — has stayed largely flat compared to 2025, according to analysts. But i ...

法律事件 - 联邦法官驳回Elevance Health对联邦医疗保险优势星级评级方法变更的法律挑战 维持CMS制定标准的权威 [1] - 其他保险公司包括Centene和Humana去年也因评级方法更新导致评级下降而提起法律诉讼 [5] - Humana诉讼于2025年7月因程序理由被驳回 公司重新提交申请 新诉讼与首次诉讼有所不同 [6] 财务影响 - Elevance因一个合同评级从3.749565四舍五入至3.5星 未能达到四星阈值 将放弃至少3.75亿美元2025年奖金支付 [2] - Centene七个合同经CMS修订后升级 预计将获得2亿美元奖金支付 [6] - CMS星级评级不仅决定保险公司是否符合联邦奖金资格 还影响消费者认知和参保决策 [3] 市场表现 - Elevance股价年初至今下跌16.1% 同期行业增长0.2% [7] - 公司远期市盈率为9.72 低于行业平均的15.25 价值评级为A级 [10] - Zacks共识预期2025年每股收益30.15美元 较去年同期下降8.8% [11] 业绩预期 - 当前季度（2025年9月）每股收益共识预期5.25美元 较去年同期8.37美元下降37.28% [13] - 下一季度（2025年12月）每股收益共识预期4.00美元 较去年同期3.84美元增长4.17% [13] - 当前年度（2025年12月）每股收益共识预期30.15美元 较去年同期33.04美元下降8.75% [13]