TD Cowen analyst Ryan Langston downgrades $Humana (HUM.US)$ to a hold rating, and adjusts the target price from $402 to $261.
According to TipRanks data, the analyst has a success rate of 70.6% and a total average return of 3.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
The company's future performance is anticipated to hinge on the outcome of their appeal with CMS, although an answer is considered 'unlikely' to be obtained before the commencement of open enrollment.
For 2025, Humana has only 25% of its members currently covered by bonus-qualified plans, a notable decrease from 94% in the previous year. This development has been highlighted as a considerable risk concern for the company's financial performance in 2026, as it falls short of investors' expectations.
Despite Humana's Medicare Advantage plans' capacity for annual repricing and potential yearly enhancements in star ratings, the complexity of the company's overall recovery narrative has increased. Without effective star appeal efforts, the timeline for reclaiming normalized margins could extend past 2027.
Note:
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