RBC Capital analyst Ben Hendrix maintains $Humana (HUM.US)$ with a buy rating, and adjusts the target price from $400 to $265.
According to TipRanks data, the analyst has a success rate of 58.8% and a total average return of 9.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
The performance of Humana is anticipated to hinge significantly on the outcome of their appeal with CMS, especially following the reported decrease in the 2025 Star ratings for the payment year 2026. However, it is considered 'unlikely' that a resolution will be reached by the commencement of open enrollment.
The firm has revised its future earnings per share estimate for Humana downward for FY26 to $16.99 from the earlier forecast of $20.00 for FY25, following the company's recent 8-K filing which indicated a drop in star ratings based on preliminary Medicare Advantage performance data. Despite this, the valuation accounts for mitigation initiatives planned for 2027 and also considers the potential benefits from successful pending appeals.
The complexity of Humana's recovery narrative has increased, despite the annual repricing opportunity and the potential for enhanced star ratings with its Medicare Advantage plans. Without effective star appeal initiatives, the prospect of returning to normalized margins may extend past 2027.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇資本市場分析師Ben Hendrix維持$哈門那 (HUM.US)$買入評級，並將目標價從400美元下調至265美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.8%，總平均回報率為9.6%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
預計Humana的表現將在很大程度上取決於他們對CMS的上訴結果，尤其是在據報道2026付款年度的2025年星級評級下降之後。但是，人們認爲 「不太可能」 在公開招生開始之前達成解決方案。
該公司已將Humana對26財年的未來每股收益估計從先前的25財年20.00美元下調至16.99美元，此前該公司最近提交的8萬份申報顯示，根據Medicare Advantage的初步業績數據，星級評級有所下降。儘管如此，估值考慮了計劃於2027年採取的緩解舉措，還考慮了未決上訴成功帶來的潛在好處。
儘管有年度重新定價的機會，而且其Medicare Advantage計劃有可能提高星級評級，但Humana復甦敘事的複雜性卻有所增加。如果沒有有效的明星吸引力舉措，恢復正常利潤率的前景可能會延續到2027年以後。
提示:
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。
