Humana AB (HUM) To Be Delisted From Nasdaq Stockholm

UnitedHealth (UNH) shares rose 4% to $395.19 after beating Q3 2026 EPS estimates ($4.69 vs. $4.15) and raising its full-year outlook to at least $20.50. The improvement was driven by a lower medical care ratio and Optum Health's rebound, though reserve releases contributed. Humana (HUM) and Elevance Health (ELV) also gained 2%.

Humana has partnered with BlackRock's HPS Investment Partners to manage its CenterWell primary care clinics, replacing a previous deal with WCAS. BlackRock will acquire WCAS's stake, valued at $2.8 billion. The joint venture plans to expand the clinic network and fund operations, with CenterWell continuing management. Humana aims to grow its healthcare services business, with the new venture majority-owned by BlackRock and minority-owned by CenterWell.

Humana has partnered with BlackRock to manage 150 CenterWell clinics, with an option for CenterWell to repurchase them by 2033. The deal removes 'put arrangements' that Humana says will reduce balance-sheet liabilities and potentially lower borrowing costs. The transaction is expected to close in Q4 2023 and will not materially impact 2026 adjusted earnings. Humana aims to improve financial flexibility and manage risk more effectively.

Humana (HUM) has formed a joint venture with BlackRock to manage 150 CenterWell clinics, replacing existing partnerships. BlackRock will acquire WCAS's stake, valued at $2.8B, and invest in expansion. The deal, expected to close in Q4 2026, reduces Humana's balance sheet liabilities and lowers its cost of capital. Humana's 2026 earnings guidance remains unchanged.

Humana (HUM) formed a joint venture with BlackRock to manage CenterWell clinics, replacing a prior deal with WCAS. BlackRock will acquire WCAS's stake, and the new venture lacks a put option, reducing Humana's liabilities. Humana reaffirmed its 2026 adjusted EPS guidance of at least $9.00 but noted potential GAAP EPS changes due to strategic initiatives.

Humana and BlackRock formed a joint venture to manage CenterWell Senior Primary Care clinics, replacing a prior deal with WCAS. BlackRock won't have a put option, and Humana expects lower liabilities. CenterWell can buy clinics from 2028, and BlackRock can exit by 2033. Humana reaffirmed its 2023 EPS guidance of at least $9.