Core Insights - The article emphasizes the importance of earnings estimates and revisions in identifying strong stocks, while also acknowledging that investors have diverse strategies [1] - Value investing is highlighted as a popular method for finding great stocks across various market conditions [2] Company Analysis: Humana (HUM) - Humana is currently rated with a Zacks Rank 2 (Buy) and has received an A grade in the Value category, indicating it is a strong value stock [3] - The company's price-to-book (P/B) ratio is 1.66, which is favorable compared to the industry average of 2.25, suggesting that HUM is relatively undervalued [4] - Humana's price-to-sales (P/S) ratio stands at 0.25, which is lower than the industry average of 0.28, further indicating its potential undervaluation [5] - Overall, Humana's strong value metrics and positive earnings outlook position it as an impressive value stock at this time [6]

Humana said on Wednesday about 83% of stand-alone prescription drug plans for 2026 will offer a premium decrease. ...

Sep 29, 2025 6:10 AM Eastern Daylight Time Humana Invites Everyone to Get in the Game With Pickleball Pop-Up Events Share Humana to offer court play, lessons, games, and healthy aging resources geared toward older adults of all experience levels at Simon® centers in Illinois, Indiana and Florida Humana is inviting older adults to 'get in the game' with pickleball pop-up events at malls in Illinois, Indiana and Florida in October. These events are designed to offer community members fun and accessible ways t ...

Key Takeaways HUM is extending TailorCare services to MA members in Dallas and Denver. TailorCare offers personalized MSK care, including in-home therapy and motion tracking tech.HUM expects the move to drive MA membership growth and boost premium revenues.Humana Inc. (HUM) recently solidified its partnership with TailorCare, a leading value-based specialty care provider for musculoskeletal (MSK) health, to serve Medicare Advantage (MA) members in Dallas and Denver. Starting in November 2025 in Dallas and i ...

Core Insights - Major investors are taking a bearish stance on Humana, indicating potential insider information influencing their trading decisions [1] - The sentiment among traders is mixed, with 33% bullish and 55% bearish positions noted in recent options trades [2] Options Activity - A total of 9 options trades were identified for Humana, with one put option valued at $44,079 and eight call options totaling $903,969 [2] - The price target for Humana, based on options activity, ranges from $250.0 to $280.0 over the last three months [3] Volume and Open Interest Analysis - Volume and open interest metrics are crucial for understanding liquidity and investor interest in Humana's options, particularly within the $250.0 to $280.0 strike price range over the past 30 days [4] Recent Trading Data - The largest options trades include multiple bullish and bearish positions, with significant total trade prices and varying strike prices [9] Company Overview - Humana is a leading private health insurer in the US, focusing on government-sponsored programs like Medicare and Medicaid, and also offers various healthcare services [10] Analyst Ratings and Price Targets - Analysts have set an average price target of $315.75 for Humana, with individual targets ranging from $295 to $341 [11][12] Current Market Position - Humana's stock is currently trading at $256.99, reflecting a decrease of 0.51%, with an anticipated earnings release in 35 days [14]

NASHVILLE, Tenn.--(BUSINESS WIRE)--TailorCare, a leading provider of value-based specialty care solutions for musculoskeletal (MSK) health, today announced plans to expand its partnership with Humana Inc. (NYSE: HUM) into Dallas and Denver. Humana Medicare Advantage (MA) members who qualify for these programs will now have access to TailorCare's personalized, evidence-based MSK navigation and care coordination support. Currently serving Humana members in Atlanta, TailorCare advances quality of. ...

Group 1 - Evercore ISI initiated coverage on Humana (NYSE: HUM) with an In Line rating and a $295 price target, indicating that the company's long-term growth potential is offset by near-term uncertainty [1] - Humana has a market cap of approximately $33 billion and is positioned to grow adjusted EBIT at a low double-digit rate and EPS at a mid-teens CAGR post-2028 [1] - The medium-term outlook for Humana is less clear as the company works toward normalized margins [1] Group 2 - Management's goal to achieve top-quartile Stars performance by 2028 is considered achievable, although no Stars benefit is modeled for 2027 [2] - Risks from competitive Medicare Advantage pricing could lead to higher-than-expected utilization in 2026 [2] - Current valuation reflects a fair balance of risks and opportunities, with upside potential dependent on clarity around Stars, operating leverage, and the 2026 enrollment period [2]

Industry Overview - The U.S. health insurance industry, known as Health Maintenance Organization (HMO), is expected to benefit from an expanding suite of commercial plans that offer higher margins and reduced regulatory risk [1] - Companies in this sector primarily manage subscribers' basic and supplemental health services, assuming risks and assigning premiums to health and medical insurance policies [2] Trends Impacting the Industry - Rising medical costs are a significant concern, driven by deferred care, increased utilization, chronic conditions, and expensive specialty drugs, which have pressured profit margins and led to earnings guidance cuts from major insurers [3][4] - Regulatory challenges are increasing, with proposals to cut federal Medicaid funding and reduce ACA subsidies, prompting insurers to focus on boosting their commercial plans portfolio [4] - A nationwide shortage of healthcare professionals, particularly nurses, is impacting hospitals' operational efficiency and the quality of care provided, which can affect customer retention for HMOs [5] Strategic Initiatives - HMOs are increasingly pursuing mergers and acquisitions (M&A) to enhance capabilities, enter new markets, and strengthen their competitive position, especially with favorable financing conditions expected from interest rate cuts in 2025 [6] Market Performance - The Zacks Medical-HMO industry has underperformed, declining 36.8% over the past year compared to the S&P 500's growth of 17.7% [11] - The industry's current valuation, based on the forward 12-month price-to-earnings (P/E) ratio, stands at 21.5X, which is lower than the S&P 500's 23.36X [15] Company Highlights - Cigna Group is well-positioned for growth, driven by its Evernorth and Cigna Healthcare platforms, with a consensus estimate for 2025 earnings at $29.69 per share, reflecting an 8.6% increase from the previous year [18][19] - Humana Inc. has shown steady growth, supported by rising premiums and an expanding membership base, with a 2025 earnings estimate of $16.99 per share, indicating a 4.8% rise from 2024 [23][24]

Core Insights - A new study indicates that patients receiving care from senior-focused primary care organizations practicing value-based care are more likely to utilize primary care services regularly [1] Group 1 - The study was conducted by the Humana Healthcare Research team in collaboration with Dr. Suhas Gondi from Massachusetts General Hospital [1] - The research was completed during Dr. Gondi's residency at Harvard Medical School's Brigham and Women's Hospital [1]

Core Insights - Humana Inc. is a leading U.S. health insurer focusing on Medicare Advantage plans and integrated healthcare services [1] - The company raised its revenue guidance for 2025 to at least $128 billion, driven by effective medical cost control and growth in its pharmacy business [2] - Humana's CenterWell health services division, which includes primary care and pharmacy services, has contributed to its growth and diversification [3] Revenue Growth - Humana's revenue guidance for 2025 reflects operational resilience amid challenges in the healthcare insurance sector [2] - The strategic refinement of Medicare Advantage offerings has helped reduce the medical loss ratio while retaining more members than expected [2] Expansion into Healthcare Services - The CenterWell health services division has expanded beyond traditional insurance, offering comprehensive healthcare solutions [3] - A partnership with Novo Nordisk to sell GLP-1 medications directly to consumers has strengthened revenue and diversified Humana's healthcare delivery capabilities [3]