Wells Fargo analyst Steve Baxter maintains $Humana (HUM.US)$ with a buy rating, and maintains the target price at $387.
According to TipRanks data, the analyst has a success rate of 48.6% and a total average return of 3.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
The performance of Humana is anticipated to hinge on the outcome of their appeal with CMS regarding the recent decline in the 2025 Star ratings for payment year 2026. It is considered 'unlikely' that a resolution will be reached by the beginning of open enrollment, according to an analyst.
For 2025, Humana's coverage for members under bonus-qualified plans is anticipated to decrease significantly to 25% from 94% the previous year. The preliminary star results were below investors' expectations and present a notable risk to the company's financial performance in 2026.
The overall recovery narrative for Humana has grown increasingly complex, despite the inherent flexibility in Medicare Advantage plans to adjust pricing annually and the potential for improved star ratings. Without effective star appeal efforts, the timeline for the company to return to normalized margins could extend beyond 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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富國集團分析師Steve Baxter維持$哈門那 (HUM.US)$買入評級，維持目標價387美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.6%，總平均回報率為3.8%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
哈門那的表現預計將取決於他們與康哲藥業就最近2025年星級評定下降對2026年付款的結果上訴。據一位分析師稱，據稱不太可能在開放報名開始之前達成解決方案。
對於2025年，哈門那對符合獎金資格計劃的會員的覆蓋範圍預計將從上一年的94%大幅降至25%。初步星級結果低於投資者的預期，並對公司2026年的財務表現構成顯著風險。
儘管醫保優勢計劃在每年調整定價和提高星級評定的潛力方面具有固有的靈活性，但哈門那的整體復甦敘事日益複雜。如果沒有有效的星級上訴努力，公司恢復到正常毛利的時間表可能會延長至2027年以後。
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