Stock events for Humana, Inc. (HUM)
Humana's stock price has experienced fluctuations in the past six months. The stock has risen by 7.64% over the last six months and 15.48% over the last year, but decreased by 8.15% in the past month. Recent positive market sentiment and a stock price surge of 10.56% were driven by positive star ratings and a strong business outlook. Humana also achieved success in a lawsuit concerning Medicare Advantage Risk Adjustment Data Validation (RADV) rules against the Centers for Medicare & Medicaid Services (CMS). However, Humana's 2026 star ratings have declined, with only 20% of members in plans rated 4.0 stars or higher, down from 25% expected for 2025. Despite this setback, the company reaffirmed its 2025 earnings outlook and long-term strategic earnings plan.
Demand Seasonality affecting Humana, Inc.’s stock price
Demand for Humana's products and services exhibits seasonality, particularly concerning its Medicare offerings. The Medicare Annual Election Period (AEP), which runs from October 15 through December 7, is a critical time for plan selection and enrollment. This period drives a seasonal increase in demand for enrollment services, leading Humana to hire seasonal Medicare Enrollment Representatives.
Overview of Humana, Inc.’s business
Humana Inc. is an American for-profit health insurance company based in Louisville, Kentucky, operating within the Healthcare Providers & Services sector. It offers Medicare Advantage plans, stand-alone Medicare prescription drug plans (Part D), individual commercial health insurance plans, Medicaid programs, and administers health insurance for TRICARE beneficiaries. Humana's Healthcare Services segment, CenterWell, provides primary care, pharmacy, home healthcare, and behavioral health services.
HUM’s Geographic footprint
Humana serves a geographically diverse membership base across the United States. Its Medicare Advantage offerings are planned for 46 states and Washington, D.C., covering 85% of U.S. counties in 2026, though it is reducing its Medicare Advantage footprint from 48 to 46 states in 2026. Humana has expanded its Medicare Advantage footprint to cover 100% of New Jersey counties. For its Medicaid programs, Humana has an active presence in 10 states, with three additional states awarded and pending.
HUM Corporate Image Assessment
Humana has maintained a strong brand reputation over the past year. Humana was ranked No. 1 among health insurers for customer experience (CX) by Forrester in its 2023 CX Index™ survey for the third consecutive year. U.S. News & World Report recognized Humana as the 2024 Best Overall Medicare Advantage Plan Company for the second year in a row, also ranking it No. 1 for Member Experience and Low Premium Plan Availability. The company was also named to PEOPLE's "100 Companies That Care list" for 2024, ranking 46th. A recent event that could impact its reputation is the decline in 2026 star ratings for a portion of its Medicare Advantage plans.
Ownership
Humana Inc. is primarily owned by institutional shareholders, who hold approximately 94.22% of the stock. Insiders own about 2.31%, and retail investors hold around 3.47%. Major institutional owners include Vanguard Group Inc, Dodge & Cox, BlackRock, Inc., State Street Corp, Pzena Investment Management Llc, Eagle Capital Management Llc, Fmr Llc, Geode Capital Management LLC, Jpmorgan Chase Co, and Sessa Capital IM LP. David A. Jones Sr. is noted as the largest individual Humana shareholder, owning 1.08 million shares, representing 0.89% of the company.
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