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HUMANA INC

Humana

Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.

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El PIB de EE.UU. cae un 0,3 % en el primer trimestre de 2025. Wall Street retrocede y aumentan los temores de recesión e inflación.

EE.UU. entra en contracción económica: PIB cae un 0,3% y Wall Street reacciona con fuertes caídas

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Shares of health insurance stocks are trading lower after CMS announced a strategy to enhance and accelerate Medicare Advantage audits.

<h2>CMS Rolls Out Aggressive Strategy to Enhance and Accelerate Medicare Advantage Audits</h2>

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'CMS Rolls Out Aggressive Strategy To Enhance And Accelerate Medicare Advantage Audits; Agency Will Begin Auditing All Eligible Medicare Advantage Contracts Each Payment Year And Add Resources To Expedite Completion Of 2018 To 2024 Audits'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BSX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$90.00</td>
<td>$286.6K</td>
<td>20.5K</td>
<td>19.1K</td>
</tr>
<tr>
<td>UNH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$320.00</td>
<td>$82.5K</td>
<td>2.3K</td>
<td>5.2K</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$290.00</td>
<td>$330.7K</td>
<td>64</td>
<td>1.3K</td>
</tr>
<tr>
<td>AKRO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$50.00</td>
<td>$81.0K</td>
<td>573</td>
<td>292</td>
</tr>
<tr>
<td>OCUL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$10.00</td>
<td>$32.5K</td>
<td>60</td>
<td>190</td>
</tr>
<tr>
<td>LLY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/27/25</td>
<td>$810.00</td>
<td>$35.5K</td>
<td>12</td>
<td>169</td>
</tr>
<tr>
<td>BMY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$45.00</td>
<td>$43.0K</td>
<td>3.5K</td>
<td>113</td>
</tr>
<tr>
<td>HIMS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$35.0K</td>
<td>2.4K</td>
<td>85</td>
</tr>
<tr>
<td>ABBV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$175.00</td>
<td>$93.8K</td>
<td>384</td>
<td>59</td>
</tr>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$40.00</td>
<td>$29.9K</td>
<td>776</td>
<td>58</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For BSX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>), we notice a put option trade that happens to be bearish, expiring in 31 day(s) on June 20, 2025. This event was a transfer of 11467 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $286.6K, with a price of $25.0 per contract. There were 20532 open contracts at this strike prior to today, and today 19153 contract(s) were bought and sold. 
• Regarding UNH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), we observe a call option trade with bearish sentiment. It expires in 10 day(s) on May 30, 2025. Parties traded 60 contract(s) at a $320.00 strike. The total cost received by the writing party (or parties) was $82.5K, with a price of $1375.0 per contract. There were 2315 open contracts at this strike prior to today, and today 5276 contract(s) were bought and sold. 
• Regarding HUM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>), we observe a call option trade with bullish sentiment. It expires in 10 day(s) on May 30, 2025. Parties traded 1350 contract(s) at a $290.00 strike. The total cost received by the writing party (or parties) was $330.7K, with a price of $245.0 per contract. There were 64 open contracts at this strike prior to today, and today 1371 contract(s) were bought and sold. 
• Regarding AKRO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKRO#NASDAQ">AKRO</a>), we observe a call option sweep with bullish sentiment. It expires in 31 day(s) on June 20, 2025. Parties traded 270 contract(s) at a $50.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $81.0K, with a price of $300.0 per contract. There were 573 open contracts at this strike prior to today, and today 292 contract(s) were bought and sold. 
• Regarding OCUL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OCUL#NASDAQ">OCUL</a>), we observe a put option trade with bearish sentiment. It expires in 213 day(s) on December 19, 2025. Parties traded 100 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $32.5K, with a price of $325.0 per contract. There were 60 open contracts at this strike prior to today, and today 190 contract(s) were bought and sold. 
• For LLY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), we notice a call option trade that happens to be bearish, expiring in 38 day(s) on June 27, 2025. This event was a transfer of 24 contract(s) at a $810.00 strike. The total cost received by the writing party (or parties) was $35.5K, with a price of $1480.0 per contract. There were 12 open contracts at this strike prior to today, and today 169 contract(s) were bought and sold. 
• Regarding BMY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>), we observe a put option trade with bearish sentiment. It expires in 304 day(s) on March 20, 2026. Parties traded 104 contract(s) at a $45.00 strike. The total cost received by the writing party (or parties) was $43.0K, with a price of $414.0 per contract. There were 3563 open contracts at this strike prior to today, and today 113 contract(s) were bought and sold. 
• Regarding HIMS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>), we observe a call option trade with neutral sentiment. It expires in 87 day(s) on August 15, 2025. Parties traded 25 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $1400.0 per contract. There were 2475 open contracts at this strike prior to today, and today 85 contract(s) were bought and sold. 
• Regarding ABBV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>), we observe a call option sweep with bearish sentiment. It expires in 87 day(s) on August 15, 2025. Parties traded 59 contract(s) at a $175.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $93.8K, with a price of $1590.0 per contract. There were 384 open contracts at this strike prior to today, and today 59 contract(s) were bought and sold. 
• For NVO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), we notice a call option sweep that happens to be bullish, expiring in 605 day(s) on January 15, 2027. This event was a transfer of 9 contract(s) at a $40.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $29.9K, with a price of $3330.0 per contract. There were 776 open contracts at this strike prior to today, and today 58 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ABBV

AKRO

Hims & Hers Health, Inc. Class A Common Stock

HIMS

OCUL

10 Health Care Stocks With Whale Alerts In Today's Session

Shares of health insurers are trading higher. The sector may be volatile following recent reports of an investigation into UNH, which the company denied.

Jim Cramer weighed in on the deepening crisis at one of America&#8217;s largest health insurers, which has lately found itself under intense scrutiny by the public, regulators, and the media. 
What Happened: On Thursday, Cramer commented on UnitedHealth Group Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) mounting troubles, zeroing in on the company&#8217;s public denial of a Wall Street Journal report about a federal criminal probe, on his X account.
&#8220;UnitedHealth is denying the WSJ story about them,&#8221; Cramer posted, before calling it &#8220;crucial,&#8221; and adding that &#8220;if convicted of criminal Medicare fraud, well, I don&#8217;t know…&#8221; regarding the stock. The CNBC host&#8217;s remarks reflect the uncertainty now gripping the markets and investors as scrutiny over UnitedHealth intensifies.
See More: <a href="https://www.benzinga.com/markets/options/25/05/45460072/wall-street-getting-nervous-magnificent-7-giants-face-33m-bet-against-them-as-market-turbulence-looms">Wall Street Getting Nervous? Magnificent 7 Giants Face $33M Bet Against Them As Market Turbulence Looms</a>
According <a href="https://www.wsj.com/us-news/unitedhealth-medicare-fraud-investigation-df80667f">to</a> the WSJ report, the Justice Department's criminal healthcare fraud division has been investigating UnitedHealth since at least last summer. The probe reportedly centers on billing practices tied to its Medicare Advantage program.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">United Health is denying the WSJ story about them. Crucial because if convicted of criminal Medicare fraud, well, i don&#39;t know&#8230;
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1923018153350631806?ref_src=twsrc%5Etfw">May 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Besides this, the company is facing a barrage of issues, with several other lawsuits from customers, investors, and regulators, the <a href="https://benzinga.com/content/45375716/stat-unitedhealth-stock-tumbles-as-ceo-resigns-2025-outlook-pulled">abrupt exit of its CEO</a> early this week, and a stock that has lost nearly half its value since April.
Why It Matters: The company <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">pushed back against</a> the report when Benzinga reached out to them on Thursday. Saying that they have &#8220;not been notified of any criminal investigation,&#8221; and that they stand by &#8220;the integrity of our Medicare Advantage business,&#8221; while calling WSJ&#8217;s reporting as &#8220;deeply irresponsible.&#8221;
UnitedHealth Group has faced a string of negative catalysts over the past couple of months, starting with <a href="https://www.benzinga.com/general/health-care/24/12/42316904/unitedhealthcare-ceo-brian-thompson-fatally-shot-outside-nyc-hotel">the assassination</a> of its subsidiary, UnitedHealthcare&#8217;s CEO, Brian Thompson, in December 2024. Since then, the company has faced lawsuits from investors, who claim the company hid the potential impact of this assassination.
Early this month, Cramer <a href="https://benzinga.com/trading-ideas/long-ideas/25/05/45133450/jim-cramer-this-consumer-cyclical-stock-is-a-one-trick-pony">changed his stance</a> on the stock, saying that he would &#8220;indeed start a position&#8221; in the stock at $400 a share after being &#8220;very negative&#8221; on it. The stock has since dropped 31% in the preceding two weeks.
Price Action: Shares of UnitedHealth were down 10.93% on Thursday, despite the company dismissing claims of a federal criminal investigation. It is up 1.29% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="141" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM-1024x141.png" alt="" class="wp-image-917435" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM-1024x141.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM-768x106.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM-1536x212.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16013044/Screenshot-2025-05-16-at-11.00.35-AM.png 1594w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The stock fares poorly across most metrics in Benzinga&#8217;s Edge Stock Rankings. It&#8217;s competitor Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) does considerably better. You can find out more <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a>.
Photo courtesy: katz / Shutterstock.com
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Government

Health Care

Markets

Jim Cramer Reacts As UnitedHealth Denies  Report On Criminal Probe—'If Convicted of Criminal Medicare Fraud…'

iShares Trust Dow Jones US Healthcare Sector Index Fund

Shares of health insurance stocks are trading lower after UnitedHealth suspended its 2025 outlook as medical expenditures were expected to be larger than anticipated.

Truist Securities analyst David Macdonald maintains Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) with a Hold and lowers the price target from $325 to $305.

Price Target

Truist Securities Maintains Hold on Humana, Lowers Price Target to $305

High-rolling investors have positioned themselves bullish on Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in HUM often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 8 options trades for Humana. This is not a typical pattern.
The sentiment among these major traders is split, with 87% bullish and 12% bearish. Among all the options we identified, there was one put, amounting to $93,500, and 7 calls, totaling $813,329.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $240.0 and $295.0 for Humana, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Humana's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Humana's whale trades within a strike price range from $240.0 to $295.0 in the last 30 days. 
<h3>Humana Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746810185_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$1.15</td>
<td>$0.5</td>
<td>$1.1</td>
<td>$295.00</td>
<td>$374.0K</td>
<td>1.2K</td>
<td>4.3K</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$6.1</td>
<td>$6.0</td>
<td>$6.0</td>
<td>$260.00</td>
<td>$198.0K</td>
<td>482</td>
<td>9</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$3.6</td>
<td>$2.5</td>
<td>$2.5</td>
<td>$290.00</td>
<td>$112.8K</td>
<td>30</td>
<td>463</td>
</tr>
<tr>
<td>HUM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$18.7</td>
<td>$18.4</td>
<td>$18.7</td>
<td>$240.00</td>
<td>$93.5K</td>
<td>196</td>
<td>51</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$3.5</td>
<td>$2.55</td>
<td>$3.5</td>
<td>$272.50</td>
<td>$34.9K</td>
<td>531</td>
<td>116</td>
</tr>
</tbody>
</table>

<h3>About Humana</h3>
Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Having examined the options trading patterns of Humana, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Humana's Current Market Status</h3>
<ul>
<li>Trading volume stands at 342,251, with HUM's price down by -1.52%, positioned at $249.5.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 82 days.</li>
</ul>
<h3>What The Experts Say On Humana</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $309.4.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Oppenheimer continues to hold a Outperform rating for Humana, targeting a price of $310. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Humana, targeting a price of $322. 
&#x2A; An analyst from Baird has decided to maintain their Neutral rating on Humana, which currently sits at a price target of $300. 
&#x2A; An analyst from Truist Securities has decided to maintain their Hold rating on Humana, which currently sits at a price target of $325. 
&#x2A; Reflecting concerns, an analyst from Cantor Fitzgerald lowers its rating to Neutral with a new price target of $290.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Humana with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Humana Unusual Options Activity For May 09

The U.S. Department of Justice filed a lawsuit last Thursday against three of the country's largest health insurers: Elevance Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELV#NYSE">ELV</a>), Humana, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>)<a href="https://www.benzinga.com/general/health-care/25/04/45108509/humana-does-not-alter-2025-outlook-despite-sales-miss-and-medicare-membership-decline"> and Aetna, Inc.&nbsp;</a>
The lawsuit alleges that from 2016 through at least 2021, the insurers paid hundreds of millions of dollars in illegal kickbacks to brokers in exchange for enrolling Medicare beneficiaries into their Medicare Advantage (MA) plans.
The Details: According to <a href="https://www.justice.gov/opa/pr/united-states-files-false-claims-act-complaint-against-three-national-health-insurance">the complaint</a>, instead of helping beneficiaries choose the most suitable MA plan, brokers, — eHealth, Inc., GoHealth, Inc. and SelectQuote Inc. — steered clients toward the plans offered by insurers that paid the highest kickbacks, regardless of the plans' quality or fit for the beneficiaries' needs. 
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The brokers, who were also charged, allegedly incentivized their agents to prioritize these plans, created teams focused solely on selling them and refused to offer plans from insurers that did not provide sufficient kickbacks.
The DOJ also claimed that Aetna and Humana conspired with the brokers to discriminate against Medicare beneficiaries with disabilities, whom they viewed as less profitable.&nbsp;
The insurers allegedly threatened to withhold kickbacks to pressure brokers to enroll fewer disabled beneficiaries in their plans. In response, brokers and their agents reportedly rejected referrals and directed disabled beneficiaries away from Aetna and Humana plans.
The Justice Department is seeking damages and penalties for the alleged violations of the Anti-Kickback Statute and the False Claims Act.&nbsp;
All companies in the lawsuit denied the allegations and stated their intent to defend themselves.
A spokesperson for Humana told Newsweek in <a href="https://www.newsweek.com/doj-insurance-companies-brokers-medicare-advantage-kickbacks-2066991">a statement</a>: &#8220;Humana strongly disagrees with the allegations in the complaint and we look forward to vigorously defending ourselves in the legal proceedings. As always, Humana&#8217;s highest priority remains ensuring our members are provided with outstanding healthcare coverage and access to care, while also continuing to support healthcare innovation, better health outcomes, and deeper patient engagement.&#8221;
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/news/earnings/25/05/45194998/saudi-arabias-oil-power-play-jolts-markets-can-diamondback-and-rivals-survive-the-squeeze?utm_source=articleShare">Saudi Arabia&#8217;s Oil Power Play Jolts Markets: Can Diamondback And Rivals Survive The Squeeze?</a></li>
</ul>
Image: Shutterstock

Legal

Humana, Elevance, Aetna Face DOJ Lawsuit Over Illegal Kickback Scheme, Discrimination Against Disabled People

Across the recent three months, 12 analysts have shared their insights on Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>), expressing a variety of opinions spanning from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $297.75, a high estimate of $326.00, and a low estimate of $256.00. Observing a 5.28% increase, the current average has risen from the previous average price target of $282.82. 
<img src="https://www.benzinga.com/files/images/story/2025/1746136884_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Humana among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Michael Wiederhorn</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$310.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Michael Ha</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$300.00</td>
<td>$270.00</td>
</tr>
<tr>
<td>Andrew Mok</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$322.00</td>
<td>$270.00</td>
</tr>
<tr>
<td>David Macdonald</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$325.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Jason Cassorla</td>
<td>Guggenheim</td>
<td>Announces</td>
<td>Buy</td>
<td>$326.00</td>
<td>-</td>
</tr>
<tr>
<td>Ann Hynes</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$316.00</td>
<td>$305.00</td>
</tr>
<tr>
<td>Lisa Gill</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$256.00</td>
<td>$257.00</td>
</tr>
<tr>
<td>Andrew Mok</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$270.00</td>
<td>$255.00</td>
</tr>
<tr>
<td>Ben Hendrix</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$283.00</td>
<td>$283.00</td>
</tr>
<tr>
<td>Sarah James</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Erin Wright</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$285.00</td>
<td>$301.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Humana. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Humana compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Capture valuable insights into Humana's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/HUM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Humana analyst ratings.</a>
<h2>Discovering Humana: A Closer Look</h2>
Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
<h3>A Deep Dive into Humana's Financials</h3>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3M period, Humana showcased positive performance, achieving a revenue growth rate of 10.4% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Health Care sector.
Net Margin: Humana's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -2.37%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Humana's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of -4.08%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Humana's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -1.44%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Humana's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.72.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Humana Stock

<a href="https://www.justice.gov/opa/media/1398796/dl" title="https://www.justice.gov/opa/media/1398796/dl">https://www.justice.gov/opa/media/1398796/dl</a>

SLQT

DOJ Says U.S. Alleges Aetna And Humana Each Conspired With Broker Defendants To Discriminate Against Medicare Beneficiaries With Disabilities; U.S Alleges Defendant Insurers Paid Hundreds Of Millions Of Dollars In Illegal Kickbacks To The Defendant Brokers

Financial giants have made a conspicuous bullish move on Humana. Our analysis of options history for Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) revealed 9 unusual trades.
Delving into the details, we found 44% of traders were bullish, while 33% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $87,507, and 6 were calls, valued at $320,325.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $210.0 and $275.0 for Humana, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Humana's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Humana's significant trades, within a strike price range of $210.0 to $275.0, over the past month.
<h3>Humana Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746118924_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$19.3</td>
<td>$15.5</td>
<td>$17.8</td>
<td>$257.50</td>
<td>$89.0K</td>
<td align="right">81</td>
<td align="right">50</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$82.2</td>
<td>$77.0</td>
<td>$81.2</td>
<td>$210.00</td>
<td>$73.0K</td>
<td align="right">10</td>
<td align="right">10</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$9.2</td>
<td>$7.4</td>
<td>$9.2</td>
<td>$270.00</td>
<td>$45.9K</td>
<td align="right">84</td>
<td align="right">60</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$3.4</td>
<td>$2.7</td>
<td>$2.7</td>
<td>$267.50</td>
<td>$42.9K</td>
<td align="right">169</td>
<td align="right">169</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$40.5</td>
<td>$40.5</td>
<td>$40.5</td>
<td>$260.00</td>
<td>$40.5K</td>
<td align="right">124</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Humana</h3>
Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Having examined the options trading patterns of Humana, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Humana</h3>
<ul>
<li>Currently trading with a volume of 556,775, the HUM's price is down by -1.05%, now at $259.5. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 90 days.</li>
</ul>
<h3>Professional Analyst Ratings for Humana</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $315.8.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Truist Securities has decided to maintain their Hold rating on Humana, which currently sits at a price target of $325. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Humana, targeting a price of $322. 
&#x2A; In a cautious move, an analyst from Guggenheim downgraded its rating to Buy, setting a price target of $326. 
&#x2A; Maintaining their stance, an analyst from Mizuho continues to hold a Outperform rating for Humana, targeting a price of $316. 
&#x2A; An analyst from Cantor Fitzgerald downgraded its action to Neutral with a price target of $290. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Humana with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Humana's Options: A Look at What the Big Money is Thinking

Cantor Fitzgerald analyst Sarah James reiterates Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) with a Neutral and maintains $290 price target.

Reiteration

Cantor Fitzgerald Reiterates Neutral on Humana, Maintains $290 Price Target

Humana's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) short percent of float has fallen 14.71% since its last report. The company recently reported that it has 3.12 million shares sold short, which is 2.9% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.56 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Humana Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746111630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Humana has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Humana's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Humana's peer group average for short interest as a percentage of float is 4.73%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Is Humana Gaining or Losing Market Support?

Oppenheimer analyst Michael Wiederhorn maintains Humana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) with a Outperform and raises the price target from $300 to $310.

Oppenheimer Maintains Outperform on Humana, Raises Price Target to $310

Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the <a href="https://www.benzinga.com/topic/donald-trump">impact of Trump tariffs.</a>
U.S. GDP shrank by 0.3% in the last quarter, marking the first economic contraction since 2022 and missing forecasts for a 0.4% expansion. The decline was driven by a surge in imports and reduced government spending.
Labor market data also disappointed. The ADP National Employment Report showed private employers added just 62,000 jobs in April—the weakest gain in nine months and well below the expected 108,000.
By midday in New York, the S&amp;P 500 was down 1% to 5,500, on pace to end a six-day winning streak. Tech stocks in the Nasdaq 100 lagged ahead of earnings from industry titans Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) and Meta Platforms Inc.
Nine of the S&amp;P 500's eleven sectors were in the red, with only consumer staples and health care posting modest gains. Energy and consumer discretionary led the losses, falling 3.3% and 2.7%, respectively.
Commodities were broadly lower. Oil tumbled 3.7% to $58 a barrel, approaching its lowest close since March 2021. Copper—often seen as a gauge of global growth—plunged 5.2% to $4.60 per pound. Natural gas declined 2.5% to $3.17 per million British thermal units.
Bond markets were steady, with the 10-year Treasury yield hovering at 4.17%. Gold dipped 0.3% to $3,330 per ounce, while the U.S. dollar index (DXY) strengthened by the same margin.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) showed resilience, holding steady at around $93,000 despite broader market weakness.
<h3 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>40,325.88</td>
<td>-0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,515.27</td>
<td>-0.8%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,330.85</td>
<td>-1.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,953.01</td>
<td>-1.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.9% to $549.56.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.5% to $403.24.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 1% to $470.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 1.1% to $193.82.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included:
<ul>
<li>Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>): down 0.0%</li>
<li>Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>): down 0.1%</li>
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>): down 1.5%</li>
<li>Illinois Tool Works Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITW#NYSE">ITW</a>): down 2.4%</li>
<li>Automatic Data Processing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADP#NASDAQ">ADP</a>): up 1.2%</li>
<li>Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>): down 1.3%</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>): up 7.6%</li>
<li>Martin Marietta Materials, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MLM#NYSE">MLM</a>): up 2.9%</li>
<li>Vulcan Materials Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>): up 6.3%</li>
<li>Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>): up 4.4%</li>
<li>PPG Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>): up 4.0%</li>
<li>GE HealthCare Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>): up 3.8%</li>
<li>Arch Capital Group Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACGL#NASDAQ">ACGL</a>): down 3.1%</li>
<li>Fair Isaac Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>): down 0.6%</li>
<li>Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>): down 7.0%</li>
<li>Yum! Brands Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>): up 0.7%</li>
<li>Costar Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>): down 9.7%</li>
<li>Veralto Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLTO#NYSE">VLTO</a>): up 2.1%</li>
<li>Seagate Technology Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>): up 8.8%</li>
<li>Western Digital Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>): up 6.4%</li>
<li>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>): down 9.2%</li>
<li>Generac Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>): up 0.0%</li>
<li>First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>): down 9.5%</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>): down 15.7%</li>
<li>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>): down 9.1%</li>
<li>American Electric Power Company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>): down 0.9%</li>
<li>Public Service Enterprise Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEG#NYSE">PEG</a>): down 2.3%</li>
<li>PPL Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPL#NYSE">PPL</a>): down 0.1%</li>
<li>Oneok Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>): down 7.5%</li>
<li>Hess Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>): down 3.2%</li>
<li>International Paper Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IP#NYSE">IP</a>): down 5.3%</li>
<li>Stanley Black &amp; Decker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>): down 4.2%</li>
<li>Essex Property Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>): up 0.1%</li>
<li>Equity Residential Properties Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQR#NYSE">EQR</a>): up 0.2%</li>
<li>Regency Centers Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>): down 0.8%</li>
<li>Extra Space Storage Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXR#NYSE">EXR</a>): up 3.1%</li>
<li>BXP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>): down 3.7%</li>
<li>Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>): down 3.9%</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>): down 8.9%</li>
<li>Amcor Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>): down 1.2%</li>
<li>Expand Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXE#NYSE">EXE</a>): down 3.5%</li>
</ul>
Stocks slated to report earnings after the bell include The Allstate Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>), Host Hotels &amp; Resorts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HST#NASDAQ">HST</a>), MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>), Everest Group Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EG#NYSE">EG</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), ANSYS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANSS#NASDAQ">ANSS</a>), Public Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSA#NYSE">PSA</a>), Globe Life Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GL#NYSE">GL</a>), PTC Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTC#NASDAQ">PTC</a>), Cognizant Technology Solutions Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), UDR Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UDR#NYSE">UDR</a>), American Water Works Company Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AWK#NYSE">AWK</a>), Invitation Homes Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INVH#NYSE">INVH</a>), VICI Properties Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VICI#NYSE">VICI</a>), AvalonBay Communities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVB#NYSE">AVB</a>), Prudential Financial Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRU#NYSE">PRU</a>), Crown Castle Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCI#NYSE">CCI</a>), Align Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGN#NASDAQ">ALGN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Equinix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>), Aflac Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AFL#NYSE">AFL</a>), Ventas Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>), Albemarle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>), Mid-America Apartment Communities Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAA#NYSE">MAA</a>), MetLife Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MET#NYSE">MET</a>), C.H. Robinson Worldwide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NASDAQ">CHRW</a>), and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
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Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday

Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) on Wednesday posted a first-quarter adjusted EPS of $11.58, up from $7.23 a year ago,&nbsp;beating the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $10.07</a>.
Humana sales increased from $29.6 billion to $32.11 billion, slightly missing the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b45093637/humana-reports-first-quarter-2025-financial-results-affirms-full-year-2025-adjusted-financial-guid" rel="noreferrer noopener">consensus of $32.22 billion</a>.
The revenue was driven by higher per-member Medicare and state-based contract premiums. The Medicare increase was primarily driven by an increased direct subsidy due to the Inflation Reduction Act (IRA) and membership growth in the company&#8217;s stand-alone PDP and state-based contracts businesses.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/04/44927473/despite-medicaid-pressure-elevance-health-delivers-strong-q1-performance-reiterates-profit-outlook" rel="noreferrer noopener">Despite Medicaid Pressure, Elevance Health Delivers Strong Q1 Performance, Reiterates Profit Outlook</a>
Humana&nbsp;ended the first quarter with 14.84 million in total medical membership, down from 16.35 million in December 2024 and 16.17 million in March 2024. Individual Medicare Advantage membership&nbsp;<a target="_blank" href="https://humana.gcs-web.com/static-files/ef339ddf-83f9-4333-8f2d-4f97fe1e4bcb" rel="noreferrer noopener">reached</a> 5.22 million, down from 5.55 million a year ago.
1Q25 Insurance segment benefit ratio of 87.4% aligns with the previously disclosed expectation of approximately 87.5%.
In its prepared remarks, the company <a target="_blank" href="https://humana.gcs-web.com/static-files/04e1ec5b-ef37-44fc-bf21-0b5d2d6ac304" rel="noreferrer noopener">said</a>, &#8220;We are pleased with a solid start to 2025. Our first quarter Insurance segment benefit ratio of 87.4% reflects medical cost trends that developed in line with our expectations.&#8221;
The company states, &#8220;We remain committed to achieving an individual Medicare Advantage (MA) pretax margin of &#8216;at least 3%&#8217; over time and remain confident in our expectation that our 2025 MA pricing will drive the intended underlying margin improvement.&#8221;
Guidance: Humana expects 2025 GAAP sales of $126 billion-$128 billion versus the <a target="_blank" href="https://www.benzinga.com/25/02/43621782/insurance-giant-humanas-q4-earnings-at-par-with-estimates-2025-profit-outlook-falls-below-street-view" rel="noreferrer noopener">consensus of $126.21 billion</a>.
Sales guidance includes insurance segment sales of $121 billion—$123 billion and center-well segment sales of $20.5 billion—$21.5 billion.
The company said CenterWell Pharmacy was selected as the fulfillment pharmacy for NovoCare Pharmacy, operated by Novo Nordisk A/S&#8217; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) weight loss medication for cash-pay customers.
The insurer expects an annual membership decline of approximately 550,000 for individual Medicare Advantage, including the company&#8217;s decision to exit certain unprofitable plans and counties. Group Medicare Advantage will remain relatively flat, and Medicare stand-alone PDP growth will be approximately 200,000.
Humana reaffirms the 2025 adjusted EPS outlook of $16.25 versus the consensus of $16.35.
For 2025, Humana expects its insurance segment&#8217;s benefit ratio guidance of approximately 90.1-90.5%.
The company added, &#8220;Looking ahead, the 2026 final MA rate notice better reflects the medical cost trend environment and should enable greater stability within the industry as it serves the 34 million seniors who rely on the MA program.&#8221;
Price Action: HUM stock is down 0.80% at $257.28 at the last check on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/45105997/ge-healthcare-q1-earnings-beat-expectations-tariffs-to-impact-2025-profit-outlook" target="_blank" rel="noreferrer noopener">GE HealthCare Blames Tariffs For Lowering 2025 Profit Outlook, Initiates Stock Buyback</a></li>
</ul>
Photo by T. Schneider via Shutterstock

Earnings

Guidance

Humana Does Not Alter 2025 Outlook Despite Sales Miss And Medicare Membership Decline

HUM stock has given up its prior gain. Humana shares were trading higher after the company reported better-than-expected Q1 adjusted EPS results.

Wall Street is set for a volatile Wednesday after first-quarter GDP data showed an unexpected economic contraction, stoking fears that a recession <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/45098824/tariffs-hit-hard-as-us-economy-shrinks-for-first-time-since-2022">may already be underway. </a>
The U.S. economy shrank by 0.3% on an annualized basis last quarter, down from 2.4% growth in the previous quarter and well below the expected 0.4% growth, official advance statistics showed.
The outcome marked the first quarterly contraction since the second quarter of 2022. 
In addition, U.S. private employers added 62,000 jobs in April, according to ADP National Employment Report, the lowest since July 2024 and well below predictions of 108,000. 
Broad-based equity losses followed during premarket trading in New York as investors digested signs of weakening growth, elevated inflation, and deteriorating trade balances.
Futures on the S&amp;P 500 fell 1.28% to 5,489.61 by 9:00 a.m. ET, shedding 71 points. 
Contracts on the Dow Jones Industrial Average declined by 336 points, or 0.8%, to 40,191. The tech-heavy Nasdaq 100 underperformed, plunging 1.9% to 19,184, while the small-cap Russell 2000 index dropped 1.7% to 1,944.
Recession odds for 2025 climbed to 74%, their highest level yet, according to data from CFTC-regulated betting platform Kalshi. Under Kalshi&#8217;s terms, a $100 bet on a recession now yields $131 if the U.S. sees two consecutive quarters of negative GDP growth.
<iframe loading="lazy" src="https://kalshi.com/external-widgets/events/RECSSNBER-25/markets/RECSSNBER-25?color_scheme=light&#038;widget_size=medium&#038;variant=a&#038;utm_campaign=benzinga_widget" width="488px" height="242px" style="border:0"></iframe>
<h3 class="wp-block-heading">Economists Divided On US Economic Performance</h3>
David Russell, global head of market strategy at TradeStation, noted the growing stagflation risk: "Today's data shows more stagflation, with the economy shrinking and prices rising more than expected. Trade was a huge drag as imports jumped ahead of tariffs. Combined with the weak ADP payrolls growth and yesterday's weak JOLTs data, the numbers increasingly suggest a recession may have begun."
Economist Joseph Brusuelas of RSM US LLP offered a more tempered view: "The trade shock caused a large change in behavior that resulted in that large drag due to a larger trade deficit. However, the economy did not slide into recession in Q1 2025." 
He expects a recession more likely by midyear, citing a $140 billion inventory swing that temporarily padded GDP by 2.25 percentage points.
Robin Brooks, a senior fellow at the Brookings Institution, echoed concerns about the unusual nature of the trade dynamics, calling the current environment "a huge natural experiment," with ballooning imports and swelling inventories reflecting a widespread effort to front-run tariffs.
<h3 class="wp-block-heading">Trump Responds: &#8216;This Is Biden&#8217;s Stock Market, Not Trump&#8217;s&#8217;</h3>
"This is Biden's Stock Market, not Trump's. I didn't take over until January 20th," Trump wrote on social media X, shortly after the GDP release.
Trump denied that his trade policies were responsible for the weak GDP figures, attributing the slowdown to the economic legacy of President Joe Biden. 
"This will take a while, has nothing to do with tariffs, only that he left us with bad numbers," Trump posted. 
"But when the boom begins, it will be like no other. Be patient!!!"
<h3 class="wp-block-heading">Top Premarket Gainers In The S&amp;P 500</h3>
<ul>
<li>Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) up 7.5% to $43.7</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) up 6.3% to $375.6</li>
<li>Seagate Technology Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>) up 5.9% to $86.4</li>
<li>Live Nation Entertainment, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>) up 5.6% to $139.7</li>
<li>Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) up 5.5% to $273.5</li>
</ul>
<h3 class="wp-block-heading">Top Premarket Decliners In The S&amp;P 500</h3>
<ul>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) down 19.3% to $29.1</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) down 12.8% to $119.6</li>
<li>Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) down 10.0% to $76.4</li>
<li>Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) down 8.4% to $15.9</li>
<li>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) down 8.1% to $187.5</li>
</ul>
By 8:52 a.m. ET, according to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data, the stocks falling most over the past 30 minutes of premarket trading included:
<ul>
<li>AppLovin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) down 6.2% to $242.0</li>
<li>Apollo Global Management Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>) down 3.6% to $133.1</li>
<li>Atlassian Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) down 3.5% to $220.8</li>
<li>Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) down 3.3% to $95.0</li>
<li>KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) down 3.0% to $111.0</li>
<li>Eaton Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) down 2.5% to $283.1</li>
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) down 2.4% to $111.4</li>
<li>Southern Copper Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>) down 2.2% to $87.5</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) down 2.1% to $34.5</li>
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) down 2.1% to $312.0</li>
</ul>
Read Next:
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<li><a href="https://www.benzinga.com/25/04/45098912/caterpillar-faces-lower-q1-results-but-projects-flat-sales-in-2025-or-slight-decline-with-tariff-headwinds">Caterpillar Warns Of $250 Million To $350 Million Tariff Hit After Q1 Profit Miss</a></li>
</ul>
Photo by Dilok Klaisataporn via Shutterstock

Recession Odds Spike, Wall Street Tumbles As Q1 GDP Surprisingly Contracts: 'Be Patient,' Trump Responds

Press Releases

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Humana Inc. - HUM

Kirby McInerney LLP Announces Investigation of Claims Against Humana Inc. (HUM) on Behalf of Investors

CenterWell Specialty Pharmacy Takes National Patient Choice Award

Humana Foundation CEO, Tiffany Benjamin, Named to the Inaugural TIME100 Philanthropy List

Humana Foundation Donates $50,000 to Support Long-Term Recovery in Tornado-Impacted Kentucky Communities

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