Humana

Humana said it will discontinue certain Medicare Advantage plans beginning in 2027, a move expected to affect roughly 600,000 members. The company stated it regularly reviews its Medicare offerings to maintain affordability and access to coordinated care. Most affected members will be offered an alternative Humana plan. » Mais em cbsnews.com

Humana agreed a joint venture with HPS Investment Partners (part of BlackRock) to manage nearly 150 CenterWell primary care clinics for Medicare beneficiaries. BlackRock will acquire Welsh, Carson, Anderson & Stowe’s equity stake, in a transaction valued at about $2.8 billion, and will be the majority owner while CenterWell holds a minority. The new JV will deploy additional capital over the next two years to fund operations, open and acquire clinics, while CenterWell continues day-to-day management, supporting Humana’s push into consumer healthcare. » Mais em forbes.com

Humana recorded a strong recovery in CMS star ratings for 2027, after which the stock briefly rose about 13%. Improved ratings lead to higher government bonus payments from 2028, although part of the additional revenue is viewed as one-off. Analysts sharply raised price targets but see risks from ongoing litigation over the rating methodology and potential future cuts to Medicare reimbursement rates. Investors should watch the financial outlook for 2028 and regulatory developments. » Mais em finanzen.net

Humana confirmed about 600,000 members will be affected as the insurer exits lower-rated 2027 Medicare Advantage plans. Nonrenewal notices are due by October 2, giving members limited time before Medicare Open Enrollment closes on December 7. The termination creates a guaranteed-issue Medigap window only for those who return to Original Medicare, not for members who switch to another Advantage plan, so affected members should save the notice and immediately price both Original Medicare plus Medigap/Part D and alternative Advantage plans. » Mais em finance.yahoo.com

Eagle Capital highlighted Humana as a managed-care beneficiary of industry consolidation and expects multi-year margin improvement supported by AI-driven cost savings and improved service. The firm anticipates significantly higher Star ratings later this year and projects EPS growth of 15–20% over the next several years from moderate revenue growth and expanding margins. Analysts including JPMorgan and Mizuho have raised price targets as the managed-care outlook improves and hedge-fund ownership has modestly increased. » Mais em finance.yahoo.com