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.
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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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TD Cowen分析師Ryan Langston下調$哈門那 (HUM.US)$至持有評級，並將目標價從402美元下調至261美元。
根據TipRanks數據顯示，該分析師近一年總勝率為70.6%，總平均回報率為3.6%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
儘管在公開招生開始之前，人們認爲 「不太可能」 獲得答案，但預計該公司的未來業績將取決於他們向CMS上訴的結果。
2025年，Humana目前僅有25％的成員受獎金合格計劃的保障，較去年的94％顯著下降。這一事態發展被認爲是該公司2026年財務業績的重大風險問題，因爲它未達到投資者的預期。
儘管Humana的Medicare Advantage計劃有能力進行年度重新定價，並且可能每年提高星級評級，但該公司整體復甦敘事的複雜性有所增加。如果不採取有效的明星吸引措施，收回正常利潤率的時間表可能會延至2027年以後。
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