$HUM

Humana (HUM) is ending Medicare Advantage plans for about 600,000 members in 2027. Affected members will revert to Original Medicare, which has a $1,736 Part A deductible and no annual out-of-pocket cap. They must act by December 31 to secure new coverage or face gaps in drug coverage and potential penalties. Medigap enrollment has a limited window for guaranteed issue rights.

Humana's (HUM) Chief Medical Officer, Shantanu Nundy, received 2,549 restricted stock units under the 2026 Stock Incentive Plan, according to a Form 4 filing. These shares are exempt under Rule 16b-3(d)(1)&(3) and represent his only direct holdings in the company.

Humana Inc. declared a $0.885 per share quarterly dividend, payable on November 27, 2026, to shareholders of record on October 30, 2026, according to the company.

Humana Inc (HUM) declared a quarterly dividend of $0.885 per share, maintaining its prior payout. The stock trades at $394.88, 5.8% above its GF Value™ of $373.21, with a GF Score™ of 84. Insiders have shown net buying. The company's P/E ratio is 37.32x, higher than its 5-year median of 21.26x.

Humana (HUM) declared a quarterly cash dividend of $0.885 per share, approved by its Board of Directors. Stockholders of record will receive the payment on November 27. Humana is a leading U.S. healthcare company.

DaVita (DVA) expanded its partnership with Humana to manage Medicare Advantage members with early-stage chronic kidney disease. The stock has dropped 26.64% in 30 days but gained 53.82% year-to-date and 82.25% over three years. Analysts estimate a fair value of $218.43, suggesting the stock is undervalued at its current price of $176.14. Management highlights investments in technology and AI to drive efficiency and margin improvements.

Humana will exit plans rated 3.5 stars or lower, affecting 600,000 Medicare Advantage members (8% of its total). The company aims to achieve a 3% pre-tax margin by 2028. Humana expects to recapture 40% of affected members, leaving 360,000 to find new coverage. This follows broader industry exits, with over 1 million members impacted by withdrawals from other insurers for 2027. CMS finalized a 2.48% payment increase for 2027 plans.

Humana (HUM) will exit Medicare Advantage plans in 2027, affecting 600,000 members. The company aims to focus on higher-performing coverage. Federal law guarantees Medigap rights for affected members, allowing them to switch to Original Medicare without underwriting.

Humana plans to exit Medicare Advantage plans covering 600,000 members in 2027, focusing on lower profitability plans. Florida, with high MA enrollment, is disproportionately affected. Humana expects to retain 40% of members, leaving 240,000 to find new coverage. Affected members will have a special enrollment period and a Medigap guaranteed issue window. UnitedHealthcare and Elevance Health are also reducing MA memberships, according to Moody's.

DaVita (DVA) expanded its value-based care agreement with Humana to cover 10,000 Medicare Advantage members with chronic kidney disease. The deal aims to engage patients earlier and integrate comprehensive care. While it may improve earnings quality, its financial impact is expected to be modest. DaVita's shares have risen but remain sensitive to debt and reimbursement risks, with fair value estimates ranging from $218 to $453.