Bernstein analyst Lance Wilkes maintains $Humana (HUM.US)$ with a hold rating, and adjusts the target price from $420 to $405.
According to TipRanks data, the analyst has a success rate of 73.9% and a total average return of 14.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
Currently, only 25% of Humana's members are enrolled in bonus-qualified plans for 2025, which is a stark decrease from the 94% in the previous year. Analysts indicate that the preliminary star ratings did not meet investor expectations and pose a considerable risk to the company's financial outlook for 2026.
Following a review of Humana's Star rating call, it's noted that the company is close to achieving the critical 4-Star threshold in three out of four of the impacted plans, which could be pivotal if the appeal prevails. Despite the possibility of an unsuccessful appeal, there's a sense of optimism for the company's potential to bounce back in the following year. Management is exploring various mitigation strategies, although it's premature to provide detailed guidance at this stage. Overall, there is some uncertainty surrounding the company's trajectory towards attaining its 3% margin goal by 2027.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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聯博集團分析師Lance Wilkes維持$哈門那 (HUM.US)$持有評級，並將目標價從420美元下調至405美元。
根據TipRanks數據顯示，該分析師近一年總勝率為73.9%，總平均回報率為14.5%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
目前，只有25％的Humana會員註冊了2025年符合獎金資格的計劃，與去年的94％相比明顯下降。分析師表示，初步的星級評級未達到投資者的預期，對公司2026年的財務前景構成了相當大的風險。
在審查了Humana的星級電話會議後，注意到該公司在四分之三的受影響計劃中接近達到關鍵的四星門檻，如果上訴獲勝，這可能是至關重要的。儘管上訴有可能失敗，但人們對該公司在次年反彈的潛力感到樂觀。管理層正在探索各種緩解策略，儘管現階段提供詳細指導還爲時過早。總體而言，該公司到2027年實現3％利潤率目標的軌跡存在一些不確定性。
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TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
