Baird upgrades Humana to Outperform with $596 target as Medicare Advantage star ratings recover

 

Barclays lifts price target to $582

• Humana says 2027 CMS ratings put 95% of Medicare Advantage members in 4+ star plans, supporting quality bonus payments.
• Humana's largest Medicare Advantage contract was upgraded to 4 stars in 2027 CMS ratings, restoring federal quality bonus eligibility.
• Resulting quality bonus payments are expected to bolster the insurer’s 2028 revenue.
• Both Baird and Barclays cite Humana’s Medicare Advantage star-ratings recovery and strengthened 2028 earnings outlook in their updated views.

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