Financial GuidanceHUM withdrew 2025 guidance due to the final Medicare Rate notice, indicating a lack of confidence in meeting previously set financial targets.
Membership And Market PerformanceTotal medical membership declined, especially in Medicare PDP and commercial segments, suggesting a weakening market position.
Profitability And Margin ExpectationsThe company's new 3%+ individual MA margin outlook is seen as a significant impairment compared to the peer average, impacting investor sentiment.