Bitget App
Trade smarter
MarketsTradeFuturesStocksEarnInstitutionAI & More
BUZZ-Humana shares rise on improved “Federal Medicare Advantage Plan” ratings

BUZZ-Humana shares rise on improved “Federal Medicare Advantage Plan” ratings

路透社路透社2026/10/09 09:11
Show original

October 9 – Humana Inc (HUM.N) shares surged 14.4% in pre-market trading to $443. According to U.S. government data, 95% of HUM members participating in the “Medicare Advantage Plan” were rated four stars or higher for 2027. Higher star ratings are crucial for insurance companies, as they result in government bonuses and can boost plan enrollment. Oppenheimer analysts estimate the improved ratings could add $3.6 billion in revenue for the company. In contrast, according to Oppenheimer, competitors UnitedHealth Group (UNH.N) and CVS Health (CVS.N) saw their average ratings fall by 15% from last year, while Elevance (ELV.N) and Centene (CNC.N) also experienced declines. As of the previous trading session, HUM had gained 51% year-to-date, while UNH, CVS, and ELV posted gains between 10% and 14.4%, and CNC surged 57%.

- ** Humana Inc HUM.N shares soared 14.4% in pre-market trading to $443

** According to U.S. government data, 95% of HUM members (link) enrolled in the "Medicare Advantage" plan received a four-star rating or higher for the 2027 assessment year

** Higher star ratings are crucial for insurance companies, as they bring government bonuses and can boost plan enrollment

** Oppenheimer analysts estimate that the improved rating could generate an additional $3.6 billion in revenue for the company

** By contrast, according to Oppenheimer, average ratings for competitors UnitedHealth Group UNH.N and CVS Health CVS.N declined by 15% compared to last year, while ratings for Elevance (ELV.N) and Centene (CNC.N) also decreased

** As of the previous trading session's close, HUM has risen 51% so far this year, while UNH, CVS, and ELV rose between 10% and 14.4%, and CNC surged 57%


(To facilitate non-English speakers, Reuters provides its reports automatically translated into several other languages. As automated translations may contain errors or lack necessary context, Reuters does not guarantee the accuracy of automated translation texts and provides them solely for the reader’s convenience. Reuters assumes no responsibility for any damage or loss caused by the use of automated translation functions.)

0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

You may also like

BUZZ - Leerink says concerns over growth in the medical technology sector may overshadow third-quarter performance

October 9 – Leerink Partners stated that, ahead of the third-quarter earnings reports, it remains cautious on the medical technology sector and pointed out that the short-term market environment is “somewhat uncertain.” The firm noted increasing competition in some markets, including the cardiac devices and diabetes care sectors; uncertainty in surgical volumes amid rising costs; weak consumer confidence; and pressure on hospital budgets due to higher interest rates. “We believe that even if third-quarter results are positive, they may be overshadowed by ongoing market concerns about profitability and growth prospects for 2027 and beyond,” the broker said. The firm believes that positive factors for specific companies could help Medtronic (MDT.N) and Tandem Diabetes Care (TNDM.O) outperform the broader industry during these sector-wide headwinds. The broker said it remains most cautious on PROCEPT BioRobotics (PRCT.O) and Insulet (PODD.O), as a slowdown in adoption and intensifying competition may lead to lowered expectations for 2027. (For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or fail to capture the required context, Reuters does not guarantee the accuracy of automated translation texts, and they are provided merely for readers’ convenience. Reuters accepts no liability for any damage or loss resulting from the use of automated translation features.)

路透社•2026/10/09 13:06

The strongest growth outlook in over two years is approaching! US medical device stocks still need to endure another sluggish earnings season

The third-quarter profit growth of medical device companies is expected to be only 4.8%, but it is projected to accelerate to 13% in the first quarter of next year, marking the strongest performance in over two years. However, policy uncertainties and product recalls have dampened confidence, and the market is awaiting a recovery by 2027.

智通财经•2026/10/09 12:23

BUZZ—US Stock Market Dynamics: SpaceX, Humana, Delta Air Lines

Workspace search string for querying individual stock trends: STXBZ "Today's Outlook" newsletter: https://refini.tv/3LI4BU7 "Morning News Brief": https://refini.tv/3dKUyB8 Reuters, October 9 — On Friday, U.S. stock index futures rose as oil prices retreated due to easing concerns over Middle East supply. However, telecom stocks remained under pressure as SpaceX's acquisition of spectrum sparked competition concerns across the telecom sector. - **T-Mobile US Inc (TMUS.O):** Hot topic — European telecom stocks fell after the SpaceX spectrum deal. [nL6N45V0EH] - **Space Exploration Technologies Corp (SPCX.O):** Hot topic — Shares rose after reaching an agreement to acquire a nationwide low-band spectrum portfolio. [nL4N45V0KP] - **Humana Inc (HUM.N):** Hot topic — Shares rose after its “Medicare Advantage” rating was raised. [nL4N45V0LU] - **Definium Therapeutics Inc (DFTX.O):** Market buzz — Shares increased after JPMorgan gave its LSD-based therapy an “Overweight” rating. [nL4N45V0NH] - **UnitedHealth Group Inc (UNH.N):** Market movement — TD Cowen lowered its target price ahead of UnitedHealth’s Q3 financial report. [nL4N45V0OU] - **Newmont Corporation (NEM.N):** - **Gold Fields Ltd (GFI.N):** - **Harmony Gold Mining Company Limited (HMY.N):** - **AngloGold Ashanti Ltd (AU.N):** Market movement — Gold miners’ shares rose in line with a slight rise in gold prices driven by a weaker dollar. [nL4N45V0PG] - **Delta Air Lines Inc (DAL.N):** Market flash — Shares fell after sharply lowering full-year profit forecast. [nL4N45V0RA] - **Apple Inc (AAPL.O):** Hot topic — Shares declined amid reports of iPhone production cuts. [nL4N45V0SB] - **Crescent Energy Company (CRGY.N):** Hot topic — Shares fell after raising 1 billion USD to acquire Devon Energy. [nL6N45V0J4] (For the convenience of non-English speakers, Reuters has automatically translated its reports into several other languages. As automated translations may contain errors or may not capture the necessary context, Reuters does not guarantee the accuracy of the automated translation text, which is provided solely for readers’ convenience. Reuters accepts no liability for any damage or loss caused by the use of this function.)

路透社•2026/10/09 12:08