Jim Cramer Notes That “Humana Got Hit the Hardest” By Centers for Medicare & Medicaid Services Announcement
HumanaHumana(US:HUM) Yahoo Finance·2026-02-04 18:53

Group 1 - Humana Inc. is a significant player in the S&P 500, recently highlighted for its exposure to Medicare Advantage, which has led to a notable sell-off in its stock [1] - The company was the third worst performer in the S&P last month, primarily due to the announcement from the Centers for Medicare & Medicaid Services that payments to private insurers would remain nearly flat, contrary to Wall Street's expectation of a 5% increase [1] - Humana provides various medical insurance plans, prescription drug programs, and operates its own network of primary care centers and home health services [3] Group 2 - The investment community acknowledges both the risks and potential of Humana, but there is a belief that certain AI stocks may offer greater returns in a shorter time frame compared to Humana [4]