Group 1 - The healthcare sector is showing initial signs of recovery after reaching a 30-year high in valuation discount relative to the S&P 500 index [1][2] - Healthcare stocks have been in a "persistent downtrend" since reaching historical highs on September 3, 2024, missing out on market rebounds [1] - The recovery is driven by a historical valuation gap and a macroeconomic environment characterized by GDP growth slowing to 1.5% or lower while inflation remains at 3% or higher, which historically favors healthcare sector performance [1] Group 2 - The current price-to-earnings ratio of the overall market is 25.5 times, while healthcare stocks still present attractive investment options [2] - The potential recovery of healthcare stocks is described as part of "the fastest bear market rebound in history," indicating a larger bull market may extend until 2026 [2] - Evercore ISI recommends healthcare stocks with both valuation and sentiment appeal, including Cencora, BioMarin Pharmaceutical, Cigna, Cardinal Health, Humana, Incyte, Labcorp, Pfizer, Quest Diagnostics, Teleflex, Tenet Healthcare, Universal Health Services, and Viatris [2]

Company Overview - Humana Inc. is one of the largest health care plan providers in the United States, founded in 1964 and headquartered in Louisville, KY [11] - The company offers health insurance benefits through various plans including Health Maintenance Organization (HMO), Private Fee-For-Service (PFFS), and Preferred Provider Organization (PPO) plans, along with specialty products like dental and vision benefits [11] Investment Analysis - Humana has a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating a moderate investment outlook [12] - The company has a Momentum Style Score of B, with shares increasing by 29.9% over the past four weeks, suggesting positive price momentum [12] - For fiscal 2025, 11 analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate rising by $0.62 to $16.99 per share [12] - Humana has an average earnings surprise of +9.6%, indicating a history of exceeding earnings expectations [12] Conclusion - With a solid Zacks Rank and strong Momentum and VGM Style Scores, Humana is positioned as a noteworthy option for investors [13]

Group 1 - Humana Inc. has partnered with DrFirst to launch a program aimed at closing care gaps for patients with chronic conditions, focusing initially on increasing statin therapy usage among eligible patients [1][11] - The initiative leverages DrFirst's prescription orchestration platform to directly engage prescribers, allowing Humana to send statin therapy recommendations for high-risk patients to providers [2][11] - DrFirst's platform enhances clinical collaboration by ensuring seamless interoperability among providers, pharmacies, and payers, facilitating quick sharing of critical patient information [3][4] Group 2 - The partnership reflects Humana's commitment to strengthening ties with DrFirst, which has been providing advanced medication management solutions for nearly three decades [4][5] - The use of DrFirst's platform is expected to improve health outcomes, potentially increasing customer retention and attracting new members to Humana's healthcare plans [6][11] - As of June 30, 2025, Humana's total medical membership reached 14.8 million, with premiums increasing by 8.6% year over year in the first half of 2025 [6]

Core Insights - Simon and Humana have launched the Humana Walking Club to promote health and community engagement at 21 Simon centers across the U.S. [1][2] - The initiative aims to encourage physical activity through organized mall walks and challenges, with no participation cost, and events scheduled monthly before mall opening hours [2][4] - The program will run from August to December 2025, focusing on older adults and utilizing customized spaces and digital assets for enhanced engagement [3][4] Company Overview - Simon is a real estate investment trust (REIT) that owns premier shopping, dining, entertainment, and mixed-use destinations, recognized as an S&P 100 company [5] - Simon's properties generate billions in annual sales and serve as community gathering places for millions of people daily [5] - Humana is dedicated to prioritizing health through insurance and healthcare services, aiming to improve the quality of life for various demographics, including those with Medicare and Medicaid [6]

Core Viewpoint - Humana Inc. and DrFirst have launched a program aimed at improving medication therapy for patients with chronic conditions, particularly focusing on increasing statin therapy usage among eligible Medicare patients [1][2]. Group 1: Program Details - The program is designed to close care gaps for patients with chronic health conditions such as diabetes and cardiovascular disease [1]. - It utilizes the DrFirst prescription orchestration platform to facilitate timely prescription recommendations for high-risk patients, allowing healthcare providers to easily approve or decline these recommendations [2][3]. - The initiative aligns with quality metrics set by the Centers for Medicare & Medicaid Services (CMS) [1]. Group 2: Technology and Collaboration - The DrFirst platform enhances real-time interoperability among healthcare stakeholders, including providers, pharmacies, and payers, to improve patient outcomes [3][4]. - This partnership builds on a decade of collaboration between Humana and DrFirst, which includes the introduction of the first real-time prescription benefit tool in 2015 [5]. Group 3: Company Backgrounds - Humana Inc. focuses on health and well-being, providing services to various demographics, including Medicare and Medicaid recipients [6]. - DrFirst has been a pioneer in healthcare IT for 25 years, offering intelligent medication management solutions that enhance prescription access and adherence [7].

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Company Overview - Humana Inc. is one of the largest health care plan providers in the United States, founded in 1964 and headquartered in Louisville, KY [11] - The company offers health insurance benefits through various plans including Health Maintenance Organization (HMO), Private Fee-For-Service (PFFS), and Preferred Provider Organization (PPO) plans, along with specialty products like dental and vision benefits [11] Investment Ratings - Humana is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of A, indicating a solid overall performance [12] - The company has a Momentum Style Score of A, with shares increasing by 4.3% over the past four weeks [12] Earnings Estimates - Six analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.30 to $16.67 per share [12] - Humana has an average earnings surprise of +9.6%, suggesting a positive trend in earnings performance [12] Investment Consideration - With a strong Zacks Rank and top-tier Momentum and VGM Style Scores, Humana is recommended for investors looking for potential opportunities in the healthcare sector [13]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Humana Inc. due to a class action lawsuit alleging breaches of fiduciary duties by the board of directors during the specified class period [2][4]. Group 1: Class Action Lawsuit Details - The class action lawsuit against Humana alleges that the company made false or misleading statements regarding its adjusted earnings-per-share, particularly downplaying the impact of increased medical costs from pent-up demand for healthcare services [4]. - On June 13, 2023, UnitedHealth Group Inc. reported higher outpatient care activity, which led to a significant drop of over 11% in Humana's stock price [5]. - Following a report on June 16, 2023, indicating higher than anticipated non-inpatient utilization trends, Humana's stock price fell again, reflecting investor concerns [6]. - On January 18, 2024, Humana disclosed an increase in its benefits expense ratio to approximately 91.4% for Q4 2023, resulting in a nearly 8% decline in stock price [7]. - The announcement of a loss of $4.42 per share for Q4 2023 on January 25, 2024, due to higher inpatient utilization and expected persistent medical costs, caused Humana's stock to drop nearly 12% [8]. Group 2: Company Overview - Humana is a health insurance company that provides medical benefit plans to its members [3].

Humana Wednesday reported $545 million in second quarter profits as the health insurer’s medical cost trends fell in line with expectations. https://t.co/MOlXO6wJQX https://t.co/MOlXO6wJQX ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-5975 HUMANA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or o ...