HUM · Humana Inc.

Humana Inc HUM

Provides health insurance plans, including Medicare Advantage and other government-sponsored coverage, to individuals and employers.

Daily briefOctober 9, 2026

Humana surges after topping 2027 Medicare Advantage star ratings

+11.56% to $431.87 from $387.12

Humana’s largest Medicare Advantage contract, covering more than 2 million members, was upgraded to 4 stars from 3.5 in CMS’s newly released 2027 Star Ratings, restoring its eligibility for Medicare quality bonus payments.
The company said 95% of its Medicare Advantage members are now in plans rated 4 stars or higher for 2027.
Shares jumped more than 12%, touching a 52-week high.
J.P. Morgan had projected only 60% to 70% of Humana’s members would land in 4-star-or-better plans, well below the actual outcome.

Sources: CNBC · Yahoo Finance · Benzinga

Daily briefOctober 2, 2026

+2.29% to $388.36 from $379.68

Barclays analyst Andrew Mok upgraded Humana to Overweight from Equal Weight and raised his price target to $515 from $407.
The upgrade reflected growing confidence in Humana’s multiyear turnaround and expectations for improved CMS Star Ratings, which affect federal quality bonus payments for its Medicare Advantage plans.
Shares rose more than 6%, while the broader health-insurance sector, including UnitedHealth, posted only modest gains, suggesting the move was specific to Humana.
Humana has previously reaffirmed full-year 2026 adjusted earnings guidance of at least $9.00 per share.

Sources: Investing.com · Yahoo Finance

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