Centers for Medicare & Medicaid Services has proposed a near zero increase in Medicare Advantage payments, affecting growth ...

摩根士丹利 ( 180.54, -1.80, -0.99%) 分析师表示，特朗普政府提出明年维持医疗保险费率基本不变的建议，加剧了Humana提升盈利能力的挑战。该行将Humana股票评级降至“减持”，目标价从262美元大幅下调至174美元。

除了名义费率外，CMS还提议取消与非特定就诊相关联的由保险公司医疗图表审查所得诊断相关的付款。该机构估计，仅此一步就会使2027年付款率降低1.53个百分点。此项变动针对长期争议的“上报编码”问题——监管者指责计划通过图表审查和健康风险评估在没有相应临床就诊的情况下提高风险评分和付款。如果按提案最终确定，风险评分将下降，计划每位成员的收入减少，利润率受压——尤其对那些严重依赖图表审查项目的承保方影 ...

That 91.1% benefit ratio is harsh. For context, anything above 90% offers very scant opportunities for profitability.

Shares of large Medicare plan providers Humana, CVS Health and UnitedHealth Group plunged in extended trading.

Humana's stock has declined 18% while the S&P 500 returned 13.5%, driven by short-term issues with Medicare Advantage. Despite short-term cost challenges, Medicare Advantage remains a long-term ...

A federal proposal targeting Medicare Advantage payments sent Louisville-based Humana’s stock down about 20% Tuesday and ...

LOUISVILLE, Ky.--(BUSINESS WIRE)--Leading health and well-being company Humana Inc. (NYSE: HUM) today announced its Medicare Advantage and Medicare Prescription Drug Plan offerings for 2025. Humana’s ...

The healthcare sector, led by insurance stocks, has faced chronic underperformance since 2020 as premiums fail to keep up with costs. Humana has faced significant pressures, losing over 30% of its ...

Investing.com -- Morgan Stanley downgraded Humana to Underweight from Equal-weight, warning that policy risks and the company ...

Andrew Kessel was a breaking news writer for Investopedia until October 2025. He previously covered markets for Proactive Investors, with a focus on small-cap stocks in fintech, healthcare, mining, ...

Morgan Stanley downgraded the stock following CMS’s proposed 0.09% Medicare Advantage rate increase for 2027.