On Oct 04, major Wall Street analysts update their ratings for $Humana (HUM.US)$, with price targets ranging from $250 to $364.
Barclays analyst Andrew Mok CFA downgrades to a hold rating, and maintains the target price at $364.
UBS analyst Kevin Caliendo maintains with a hold rating, and adjusts the target price from $370 to $250.
Deutsche Bank analyst George Hill maintains with a hold rating, and sets the target price at $250.
Oppenheimer analyst Michael Wiederhorn maintains with a buy rating, and adjusts the target price from $400 to $280.
Piper Sandler analyst Jessica Tassan downgrades to a hold rating, and adjusts the target price from $392 to $274.
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 concerning the reported decline in the 2025 Star ratings for payment year 2026. However, it is considered 'unlikely' that a resolution will be reached before the commencement of open enrollment.
For 2025, Humana's coverage for members under bonus-qualified plans is expected to decrease to 25%, a notable reduction from the 94% coverage in 2024. This shift is seen as falling short of investor expectations and presents a considerable risk concern for the company's financial performance in 2026.
The firm has adjusted its outlook on Humana following the recent Star rating call, noting that the company is close to achieving the critical 4-Star threshold in several plans, which could be pivotal pending the outcome of an appeal. Despite potential setbacks, there's optimism around the company's ability to make a comeback next year. Humana's management is exploring various options to mitigate challenges, although it is premature to provide detailed guidance. The recent updates have cast doubt on the company's ability to meet its 3% margin goal by 2027.
Here are the latest investment ratings and price targets for $Humana (HUM.US)$ from 7 analysts:
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美東時間10月4日，多家華爾街大行更新了$哈門那 (HUM.US)$的評級，目標價介於250美元至364美元。
巴克萊銀行分析師Andrew Mok CFA下調至持有評級，維持目標價364美元。
瑞士銀行分析師Kevin Caliendo維持持有評級，並將目標價從370美元下調至250美元。
德意志銀行分析師George Hill維持持有評級，目標價250美元。
奧本海默控股分析師Michael Wiederhorn維持買入評級，並將目標價從400美元下調至280美元。
派傑投資分析師Jessica Tassan下調至持有評級，並將目標價從392美元下調至274美元。
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的表現將取決於他們就2026年付款年度的2025年星級評級下降向CMS提出上訴的結果。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。
到2025年，Humana對符合獎金條件的計劃的會員的承保範圍預計將降至25％，較2024年的94％顯著下降。這種轉變被認爲未達到投資者的預期，並給公司2026年的財務業績帶來了相當大的風險隱患。
在最近的星級電話會議之後，該公司調整了對Humana的前景，指出該公司在多項計劃中接近達到關鍵的四星門檻，這在上訴結果出來之前可能至關重要。儘管可能遇到挫折，但人們對該公司明年捲土重來的能力持樂觀態度。Humana的管理層正在探索各種選擇來緩解挑戰，儘管現在提供詳細指導還爲時過早。最近的更新使人們對該公司到2027年實現3％的利潤率目標的能力產生了懷疑。
以下爲今日7位分析師對$哈門那 (HUM.US)$的最新投資評級及目標價：
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