Jefferies analyst David Windley downgrades $Humana (HUM.US)$ to a hold rating, and adjusts the target price from $419 to $253.
According to TipRanks data, the analyst has a success rate of 63.0% and a total average return of 11.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Humana (HUM.US)$'s main analysts recently are as follows:
The anticipated performance of Humana is thought to be contingent upon the outcome of their appeal with CMS, following the reported decrease in the 2025 Star ratings for the payment year 2026. It is suggested that a resolution may not be reached by the commencement of open enrollment.
For 2025, a mere 25% of Humana's members are projected to be enrolled in bonus-qualified plans, a stark decrease from the 94% in the previous year. The preliminary star results have reportedly fallen short of investors' anticipations and are perceived as a notable risk factor for the company's financial outlook for 2026.
Humana is reportedly one metric away from reaching the pivotal 4-Star threshold in three of its four affected plans, which could be a significant advantage if their appeal prevails. Despite potential setbacks, there's a positive outlook for the company's capacity to recover in the following year. The company's leadership is exploring various mitigation strategies, although it's premature to offer detailed guidance at this point. The recent developments have cast some uncertainty over the organization's journey to achieving its 3% margin goal by 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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富瑞集团分析师David Windley下调$哈门那 (HUM.US)$至持有评级，并将目标价从419美元下调至253美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.0%，总平均回报率为11.6%。
此外，综合报道，$哈门那 (HUM.US)$近期主要分析师观点如下：
据报道，2026付款年度的2025年星级评级有所下降，Humana的预期表现被认为取决于他们向CMS提出上诉的结果。有人建议，在开始公开招生之前可能无法达成解决方案。
到2025年，预计只有25％的Humana会员将加入符合奖金条件的计划，与去年的94％相比明显下降。据报道，初步的明星业绩未达到投资者的预期，被视为公司2026年财务前景的重要风险因素。
据报道，Humana在其四项受影响计划中有三项距离达到关键的四星门槛还有一个指标，如果他们的吸引力占上风，这可能是一个显著的优势。尽管可能遇到挫折，但该公司第二年的产能恢复前景乐观。该公司的领导层正在探索各种缓解策略，尽管目前提供详细指导还为时过早。最近的事态发展给该组织到2027年实现3％的利润率目标的征程带来了一些不确定性。
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