Financial PerformanceAnalyst projections adjusted as HUM faces potential earnings pressure due to membership loss and rate declines, with EPS guidance for 2024 falling below market expectations.
Regulatory ImpactCMS released the final 2025 MA rate notice, coming in well below expectations and implying a decline in rates for the industry, posing a challenge for HUM's EPS targets.
Stock ValuationPrice targets for HUM slashed significantly amid concerns over the company's ability to recapture earnings amidst a tough regulatory and competitive environment.