Morgan Stanley Cuts Humana Rating Amid Medicare Advantage Concerns
Morgan Stanley downgraded Humana to Underweight, citing policy risks and disappointing Medicare Advantage updates, with a new price target of $174.
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Trump Administration Proposes Near-Flat Medicare Advantage Rates, Disappointing Insurers
Trump's CMS proposes minimal 0.09% Medicare payment increase for 2027, far below Wall Street's 4-6% expectations, while eliminating controversial billing practices.
Humana Beats Q3 Profit Expectations Despite Rising Medical Costs
Humana's Q3 earnings surpass Wall Street forecasts with $3.24 adjusted EPS. Medicare Advantage membership outlook improves while company manages rising healthcare costs.
Molina Healthcare Cuts Full-Year Outlook After Marketplace Weakness
Molina Healthcare drastically lowered its 2025 profit outlook, blaming unexpectedly high medical costs, especially in its Marketplace (Obamacare) business.
Humana Affirms Guidance Despite Medicare Rating Flap
Humana’s 2026 Medicare Advantage quality ratings were accidentally released early, but the company affirmed its financial outlook, boosting investor confidence and setting the stage for major 2027 improvements.