Added to YB: 2025-03-17
Pitch date: 2024-12-31
HUM [bullish]
Humana Inc.
+5.57%
current return
Author Info
No bio for this author
Company Info
Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell.
Market Cap
$28.5B
Pitch Price
$254.28
Price Target
N/A
Dividend
1.49%
EV/EBITDA
9.19
P/E
22.20
EV/Sales
0.29
Sector
Health Care Providers and Services
Category
turnaround
Artisan Partners Mid Cap Value Fund Portfolio Holding: Humana Inc.
HUM (holding update): Leading US managed care co facing higher utilization costs post-COVID. Unable to adjust MA plan pricing until 2025, impacting earnings. Q3 revenue +10% but profits restrained. CMS data shows lower quality MA plan enrollment, risking gov't bonus payments. Stock -23% Q3-mid-Oct. LT drivers intact despite near-term challenges.
Read full article (1 min)