UBS analyst Kevin Caliendo maintains $Humana (HUM.US)$ with a hold rating, and adjusts the target price from $370 to $250.
According to TipRanks data, the analyst has a success rate of 55.6% and a total average return of 4.7% 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 seen to hinge on the outcome of their appeal with CMS concerning the reported decrease in the 2025 Star ratings for payment year 2026. It is considered 'unlikely' that a resolution will be reached by the commencement of open enrollment.
For 2025, a mere 25% of Humana's members are enrolled in plans eligible for bonuses, a stark decrease from 94% in the previous year. According to the analyst, the preliminary star results did not meet investor expectations and present a considerable risk factor for the company's financial outlook for 2026.
Following a review of Star ratings, analysts indicate that Humana is close to reaching the crucial 4-Star threshold in three of the four affected plans, a factor that could become significant pending the outcome of the appeal. Regardless of the appeal's result, there's a positive outlook for the company's potential to recover in the following year. Management is exploring all possible options to mitigate the situation, although it's premature to provide precise guidance due to the numerous variables at play. This recent update has raised questions about the company's ability to achieve its 3% margin target by 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.
瑞士銀行分析師Kevin Caliendo維持$哈門那 (HUM.US)$持有評級，並將目標價從370美元下調至250美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.6%，總平均回報率為4.7%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
據報道，Humana的業績取決於他們就2026年付款年度的2025年星級評級下降向CMS提出上訴的結果。人們認爲，在開始公開招生之前達成解決方案 「不太可能」。
到2025年，只有25％的Humana會員註冊了有資格獲得獎金的計劃，與去年的94％相比明顯下降。根據分析師的說法，初步的明星業績沒有達到投資者的預期，對公司2026年的財務前景構成了相當大的風險因素。
在對星級評級進行審查後，分析師表示，在四個受影響的計劃中，有三個計劃中，Humana已接近關鍵的四星門檻，在上訴結果出來之前，這一因素可能會變得很重要。無論上訴的結果如何，該公司在次年的復甦潛力前景樂觀。管理層正在探索所有可能的選擇來緩解這種情況，儘管由於存在許多變量，現在提供精確的指導還爲時過早。最近的更新引發了人們對該公司到2027年實現3％利潤率目標的能力的質疑。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
