Sep 29, 2025 6:10 AM Eastern Daylight Time Humana Invites Everyone to Get in the Game With Pickleball Pop-Up Events Share Humana to offer court play, lessons, games, and healthy aging resources geared toward older adults of all experience levels at Simon® centers in Illinois, Indiana and Florida Humana is inviting older adults to 'get in the game' with pickleball pop-up events at malls in Illinois, Indiana and Florida in October. These events are designed to offer community members fun and accessible ways t ...

Key Takeaways HUM is extending TailorCare services to MA members in Dallas and Denver. TailorCare offers personalized MSK care, including in-home therapy and motion tracking tech.HUM expects the move to drive MA membership growth and boost premium revenues.Humana Inc. (HUM) recently solidified its partnership with TailorCare, a leading value-based specialty care provider for musculoskeletal (MSK) health, to serve Medicare Advantage (MA) members in Dallas and Denver. Starting in November 2025 in Dallas and i ...

High-rolling investors have positioned themselves bearish on Humana HUM, and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in HUM often signals that someone has privileged information.Today, Benzinga's options scanner spotted 9 options trades for Humana. This is not a typical pattern.The sentiment among these major traders is ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--TailorCare, a leading provider of value-based specialty care solutions for musculoskeletal (MSK) health, today announced plans to expand its partnership with Humana Inc. (NYSE: HUM) into Dallas and Denver. Humana Medicare Advantage (MA) members who qualify for these programs will now have access to TailorCare's personalized, evidence-based MSK navigation and care coordination support. Currently serving Humana members in Atlanta, TailorCare advances quality of. ...

Evercore ISI initiated coverage on Humana (NYSE: HUM) with an In Line rating and a $295 price target, saying the company’s long-term growth potential was offset by near-term uncertainty. The firm said Humana, with a market cap of roughly $33 billion, was well-positioned to grow adjusted EBIT at a low double-digit rate and EPS at a mid-teens CAGR post-2028. However, it cautioned that the medium-term outlook was less clear as the company worked toward normalized margins. Evercore said management’s goal to rea ...

行业概述 - 健康维护组织（HMO）行业由提供基础及补充医疗服务的实体组成 主要承担风险并分配健康保险保单保费 同时为自筹资金保险提供管理和托管服务[2] - 服务通过批准的网络提供商（包括初级保健医生、临床设施、医院和专家）提供 紧急情况或必要时允许网络外例外[2] - 健康保险计划可通过私人购买、社会保险或社会福利计划获得[2] 行业趋势 - 医疗成本上升 因延迟护理回归、筛查和慢性病管理导致利用率和索赔增加 specialty药物（如癌症疗法和生物制剂）成本快速增长 挤压健康收益比率（Health Benefit Ratio）并压缩利润率[3] - 监管不确定性增加 包括联邦医疗补助（Medicaid）资金削减提案以及《平价医疗法案》（ACA）补贴减少 可能降低参保人数和报销额[4] - 全国性医护人员短缺 因护理人员老龄化、高职业倦怠和分布不均 影响医院运营质量 进而影响HMO客户保留和满意度[5] - 行业强调并购以扩大能力、进入新市场、强化客户基础和全国布局 2025年美联储首次降息及后续预期降息将降低借贷成本 为并购融资创造有利条件[6] 财务表现与估值 - 行业Zacks行业排名232 处于245个行业中后5% 显示短期前景疲软[8] - 过去一年行业股价下跌36.8% 同期标普500指数上涨17.7% 医疗板块下跌17.8%[11] - 基于前瞻12个月市盈率（P/E） 行业交易于21.5倍 高于医疗板块的19.17倍但低于标普500的23.36倍 过去五年市盈率中位数为16.2倍[15] 重点公司分析 - Cigna（CI）凭借Evernorth专业药房解决方案和Cigna Healthcare广泛客户基础稳健增长 美国老龄化推动Medicare需求 通过战略收购和合作扩大产品组合[18] - 2025年Zacks共识预期每股收益29.69美元（同比增长8.6%） 收入预期增长8.1% 过去60天收益预期上调0.1%[19] - Humana（HUM）因Medicare和Medicaid业务保费增长及会员基础扩张保持稳定增长 CenterWell品牌专注老年群体医疗需求 通过收购（如Family Physicians Group）扩大收入流和地理覆盖[23] - 2025年Zacks共识预期每股收益16.99美元（较2024年增长4.8%） 收入预期增长9.3% 过去四个季度中有三个季度盈利超预期 平均超出9.59%[24]

LOUISVILLE, Ky.--(BUSINESS WIRE)--A new study published in The New England Journal of Medicine Catalyst, conducted by the Humana Healthcare Research team and Massachusetts General Hospital Attending Physician Dr. Suhas Gondi, who completed the research while a resident physician at Harvard Medical School's Brigham and Women's Hospital, finds that patients who receive care from senior-focused primary care organizations that practice value-based care are more likely to regularly use primary care. ...

In this article, we will be taking a look at the 7 Hot Healthcare Stocks to Buy Right Now. Humana Inc. is one of them. Humana Inc. (NYSE:HUM), a leading U.S. health insurer, specializes in Medicare Advantage plans, government-sponsored programs, and integrated healthcare services through its insurance and CenterWell health services segments. The company serves millions of Medicare Advantage members and emphasizes value-based care models and coordinated healthcare delivery. In 2025, Humana Inc. (NYSE:HUM) ...

收购交易 - Humana通过旗下CenterWell业务以6800万美元收购佛罗里达州医疗集团The Villages Health的资产[1][2] - 交易预计在第四季度完成 公司将获得8家初级护理中心和2家专科护理中心[2] - 此次收购旨在加强以老年人为重点的初级护理平台 并深化与Medicare Advantage会员的联系[1] 财务表现 - CenterWell第二季度调整后运营收入为4.04亿美元 同比增长2.5%[4] - 运营成本比率恶化70个基点至92.7%[4] - 公司2025年每股收益共识预期为16.99美元 较上年增长4.8%[10] 市场反应与估值 - 因MA星级评级标准收紧 公司股价单日下跌12%[5] - 同业UnitedHealth和Centene股价分别上涨8.6%和7.7%[5] - 公司远期市盈率18.97倍 高于行业平均的16.17倍[9] - 年初至今股价上涨7.6% 同期行业指数下跌25.2%[6] 业务挑战 - 被收购方TVH原有商业模式依赖Medicare超额支付 存在编码不当问题[3] - 市场关注公司能否将不良资产转化为可持续增长机会[3] - Medicare Advantage星级评级"cut points"标准在2025年变得更严格[4] 业绩预期 - 当前季度每股收益预期2.88美元 同比下降30.77%[12] - 下一财年每股收益预期13.24美元 同比下降22.08%[12] - 收益预期区间呈现较大分化 最低10.42美元至最高15.72美元[12]

ROBERTO SCHMIDT/AFP via Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Insurance companies are cautiously optimistic about the Trump administration’s policies for their industry: insurers saw their stocks soar in early April when the federal government announced a record 5.06% benchmark increase to Medicare Advantage plans. Must Read That is more than double the rate (2.23%) proposed by the Biden administration in January 2025, which was ...