Humana's stock has surged 48% over the past month, outperforming peers like UnitedHealth and Cigna, driven by strong Medicare Advantage (MA) growth and favorable regulatory decisions. The company reported Q1 2026 adjusted EPS of $10.31, beating estimates, with revenue up 24% year-over-year, and affirmed full-year guidance. While the stock is consolidating near $300 after a recent breakout, future gains depend on execution and upcoming Medicare Advantage enrollment and Star Ratings updates. Despite the rally, some analysts caution the stock may be overvalued, and the recent gains reflect a recovery from past declines rather than a new bull market.
Humana has agreed to sell its minority interest in Gentiva, a leading provider of hospice and palliative care, for $900 million. This move is part of Humana's ongoing strategy to divest non-core businesses and focus on its growing CenterWell healthca...
Since 2017, healthcare and social services added about 901,000 jobs while all other sectors lost jobs, highlighting a stark labor market divide. This trend is partly due to slow population growth limiting overall job creation. Despite strong healthca...
