Core Viewpoint - Humana (HUM) stock has remained stable throughout the year despite a lowered full-year earnings outlook, with potential growth catalysts identified, including a partnership with Mark Cuban aimed at simplifying the drug supply chain [1][2]. Company Overview - Humana is the second-largest provider of Medicare Advantage insurance, headquartered in Louisville, Kentucky, and operates the CenterWell healthcare services, which served 447,100 patients as of September 2025 [3]. - For Q3 2025, Humana reported revenue of $32.6 billion, reflecting a year-on-year increase of 10.9%, but revised its FY 2025 GAAP EPS guidance down to $12.26 from $13.77 [3]. Stock Performance - Despite recent disappointments, HUM stock has trended higher by 12.5% over the last six months, attributed to attractive valuations and a positive long-term outlook for care growth [4]. CenterWell Division - CenterWell contributed 18.9% to Humana's total revenue in Q3 2025 and has significant potential for margin expansion, targeting high single-digit margins in its Primary Care and Pharmacy segments [5]. - The market opportunity across Humana's three business lines is estimated at $1.6 trillion, indicating substantial growth potential in the coming years [6]. Growth Strategies - Humana has acquired over 100 primary care centers in 2023 and 2024, with inorganic growth expected to enhance the company's top-line performance [6]. - The potential partnership with Mark Cuban is anticipated to act as a growth catalyst for the Pharmacy segment [6].

A month has gone by since the last earnings report for Humana (HUM) . Shares have added about 0.8% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Humana due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Humana Beats Q3 Earnings on ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: William Blair upgraded Rubrik (RBRK) to Outperform from Market Perform. The company reported "stellar beat-and-raise results" amid ongoing share gains in the cyber-resilience market, the firm tells investors in a research note.Oppenheimer upgraded Corpay (CPAY) to Outperform from Perform with a $380 price target. ...

Humana, one of the nation’s largest health insurers for older adults, and Mark Cuban’s Cost Plus Drugs are discussing ways to partner to lower the cost of prescription drugs for U.S. employers.Learn more: https://t.co/3pxuIFI4Ta ...

Cost Plus Drugs founder Mark Cuban (Center) speaks at the annual Forbes Healthcare Summit Thursday, December 4th in New York with Humana chief executive officer Jim Rechtin (right) and Bruce Japsen, Forbes Senior healthcare contributor.Jamel ToppinHumana, one of the nation’s largest health insurers for older adults, and Mark Cuban’s Cost Plus Drugs are discussing ways to partner to lower the cost of prescription drugs for U.S. employers.The potential for such a partnership was disclosed Thursday at the annu ...

"The therapeutic benefits of medications like GLP-1s are incredibly meaningful and they are creating a window for change in the industry."Jim Rechtin, president and CEO of @Humana, spoke about the future of healthcare at the #ForbesHealth Summit. https://t.co/Kya2dmUf6U https://t.co/bY6C2lka27 ...

Group 1 - The industry survey indicates that UnitedHealth Group (UNH) and its peers, including Cigna (CI), Humana (HUM), CVS Health (CVS), and Anthem (ELV), are facing rising costs, regulatory scrutiny, and investor concerns [1][2] - Healthcare provider groups have reported that promised prior authorization reforms have not yet been realized [1][2]

Humana Inc. (HUM) is a major health-insurance and managed-care company that offers a broad range of medical and specialty insurance products across the United States. Headquartered in Louisville, Kentucky, Humana operates through two primary business segments: Insurance and CenterWell, providing services such as Medicare and Medicaid plans, supplemental benefit plans, pharmacy benefit management, senior-centered primary-care services, home health, hospice, and more. The market cap of Humana is around $30.9 ...

Group 1 - Barclays has lowered the target price for Hamanah from $245 to $234 while maintaining a "Hold" rating [1]

Core Insights - Humana Inc. is a significant player in the health insurance sector, particularly known for its Medicare offerings, competing with major insurers like UnitedHealth Group and Anthem [1] - Barclays analyst Andrew Mok has set a price target of $234 for Humana, indicating a potential upside of approximately 2.09% from its current trading price of $229.20 [2][6] - Berman Tabacco, a national law firm, is investigating Humana for potential illegal kickbacks to insurance brokers, with allegations involving up to $250 million paid to influence broker decisions [3][4][6] Financial Performance - Humana's stock is currently priced at $229.20, reflecting an increase of approximately 0.92% or $2.10, with a market capitalization of around $27.57 billion [5][6] - The stock has experienced fluctuations, with a low of $222.04 and a high of $229.82 during the trading day, and over the past year, it reached a high of $315.35 and a low of $206.87 [5]