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 $20.00 for FY25, following the company's recent 8-K filing which indicated a drop in star ratings based on preliminary Medicare Advantage performance data. Despite this, the valuation accounts for mitigation initiatives planned for 2027 and also considers the potential benefits from successful pending appeals.
The complexity of Humana's recovery narrative has increased, despite the annual repricing opportunity and the potential for enhanced star ratings with its Medicare Advantage plans. Without effective star appeal initiatives, the prospect of returning to normalized margins may extend past 2027.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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加皇资本市场分析师Ben Hendrix维持$哈门那 (HUM.US)$买入评级，并将目标价从400美元下调至265美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.8%，总平均回报率为9.6%。
此外，综合报道，$哈门那 (HUM.US)$近期主要分析师观点如下：
预计Humana的表现将在很大程度上取决于他们对CMS的上诉结果，尤其是在据报道2026付款年度的2025年星级评级下降之后。但是，人们认为 “不太可能” 在公开招生开始之前达成解决方案。
该公司已将Humana对26财年的未来每股收益估计从先前的25财年20.00美元下调至16.99美元，此前该公司最近提交的8万份申报显示，根据Medicare Advantage的初步业绩数据，星级评级有所下降。尽管如此，估值考虑了计划于2027年采取的缓解举措，还考虑了未决上诉成功带来的潜在好处。
尽管有年度重新定价的机会，而且其Medicare Advantage计划有可能提高星级评级，但Humana复苏叙事的复杂性却有所增加。如果没有有效的明星吸引力举措，恢复正常利润率的前景可能会延续到2027年以后。
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