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.
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.
TD Cowen分析师Ryan Langston下调$哈门那 (HUM.US)$至持有评级，并将目标价从402美元下调至261美元。
根据TipRanks数据显示，该分析师近一年总胜率为70.6%，总平均回报率为3.6%。
此外，综合报道，$哈门那 (HUM.US)$近期主要分析师观点如下：
尽管在公开招生开始之前，人们认为 “不太可能” 获得答案，但预计该公司的未来业绩将取决于他们向CMS上诉的结果。
2025年，Humana目前仅有25％的成员受奖金合格计划的保障，较去年的94％显著下降。这一事态发展被认为是该公司2026年财务业绩的重大风险问题，因为它未达到投资者的预期。
尽管Humana的Medicare Advantage计划有能力进行年度重新定价，并且可能每年提高星级评级，但该公司整体复苏叙事的复杂性有所增加。如果不采取有效的明星吸引措施，收回正常利润率的时间表可能会延至2027年以后。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
