On Oct 04, major Wall Street analysts update their ratings for $Humana (HUM.US)$, with price targets ranging from $250 to $364.
Barclays analyst Andrew Mok CFA downgrades to a hold rating, and maintains the target price at $364.
UBS analyst Kevin Caliendo maintains with a hold rating, and adjusts the target price from $370 to $250.
Deutsche Bank analyst George Hill maintains with a hold rating, and sets the target price at $250.
Oppenheimer analyst Michael Wiederhorn maintains with a buy rating, and adjusts the target price from $400 to $280.
Piper Sandler analyst Jessica Tassan downgrades to a hold rating, and adjusts the target price from $392 to $274.
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 concerning the reported decline in the 2025 Star ratings for payment year 2026. However, it is considered 'unlikely' that a resolution will be reached before the commencement of open enrollment.
For 2025, Humana's coverage for members under bonus-qualified plans is expected to decrease to 25%, a notable reduction from the 94% coverage in 2024. This shift is seen as falling short of investor expectations and presents a considerable risk concern for the company's financial performance in 2026.
The firm has adjusted its outlook on Humana following the recent Star rating call, noting that the company is close to achieving the critical 4-Star threshold in several plans, which could be pivotal pending the outcome of an appeal. Despite potential setbacks, there's optimism around the company's ability to make a comeback next year. Humana's management is exploring various options to mitigate challenges, although it is premature to provide detailed guidance. The recent updates have cast doubt on the company's ability to meet its 3% margin goal by 2027.
Here are the latest investment ratings and price targets for $Humana (HUM.US)$ from 7 analysts:
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美东时间10月4日，多家华尔街大行更新了$哈门那 (HUM.US)$的评级，目标价介于250美元至364美元。
巴克莱银行分析师Andrew Mok CFA下调至持有评级，维持目标价364美元。
瑞士银行分析师Kevin Caliendo维持持有评级，并将目标价从370美元下调至250美元。
德意志银行分析师George Hill维持持有评级，目标价250美元。
奥本海默控股分析师Michael Wiederhorn维持买入评级，并将目标价从400美元下调至280美元。
派杰投资分析师Jessica Tassan下调至持有评级，并将目标价从392美元下调至274美元。
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的表现将取决于他们就2026年付款年度的2025年星级评级下降向CMS提出上诉的结果。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。
到2025年，Humana对符合奖金条件的计划的会员的承保范围预计将降至25％，较2024年的94％显著下降。这种转变被认为未达到投资者的预期，并给公司2026年的财务业绩带来了相当大的风险隐患。
在最近的星级电话会议之后，该公司调整了对Humana的前景，指出该公司在多项计划中接近达到关键的四星门槛，这在上诉结果出来之前可能至关重要。尽管可能遇到挫折，但人们对该公司明年卷土重来的能力持乐观态度。Humana的管理层正在探索各种选择来缓解挑战，尽管现在提供详细指导还为时过早。最近的更新使人们对该公司到2027年实现3％的利润率目标的能力产生了怀疑。
以下为今日7位分析师对$哈门那 (HUM.US)$的最新投资评级及目标价：
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