Wells Fargo analyst Steve Baxter maintains $Humana (HUM.US)$ with a buy rating, and maintains the target price at $387.
According to TipRanks data, the analyst has a success rate of 48.6% and a total average return of 3.8% 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 on the outcome of their appeal with CMS regarding the recent decline in the 2025 Star ratings for payment year 2026. It is considered 'unlikely' that a resolution will be reached by the beginning of open enrollment, according to an analyst.
For 2025, Humana's coverage for members under bonus-qualified plans is anticipated to decrease significantly to 25% from 94% the previous year. The preliminary star results were below investors' expectations and present a notable risk to the company's financial performance in 2026.
The overall recovery narrative for Humana has grown increasingly complex, despite the inherent flexibility in Medicare Advantage plans to adjust pricing annually and the potential for improved star ratings. Without effective star appeal efforts, the timeline for the company to return to normalized margins could extend beyond 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.
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富國集團分析師Steve Baxter維持$哈門那 (HUM.US)$買入評級，維持目標價387美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.6%，總平均回報率為3.8%。
此外，綜合報道，$哈門那 (HUM.US)$近期主要分析師觀點如下：
預計Humana的表現將取決於他們就最近2026付款年度的2025年星級評級下降向CMS提出上訴的結果。一位分析師表示，在開始開放註冊之前，人們認爲 「不太可能」 達成解決方案。
到2025年，Humana對符合獎金條件的計劃的會員的承保範圍預計將從去年的94％大幅下降至25％。初步的明星業績低於投資者的預期，對公司2026年的財務表現構成了顯著風險。
儘管Medicare Advantage計劃具有每年調整定價的固有靈活性，而且星級評級有可能提高，但Humana的整體復甦敘述卻變得越來越複雜。如果不採取有效的明星吸引措施，公司恢復正常利潤率的時間表可能會延續到2027年以後。
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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。
