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HUM's surging premiums, Medicare Advantage growth and CenterWell expansion bolster its prospects, but rising benefit costs and expenses pose challenges.

Humana announced a joint venture with HPS Investment Partners, part of BlackRock, to manage nearly 150 CenterWell Senior Primary Care clinics, with BlackRock acquiring WCAS’s equity stake valued at about US$2.8b and Humana expecting reduced balance sheet liabilities. The structure keeps CenterWell running the clinics while bringing in fresh capital for new locations and acquisitions. This directly affects Humana’s capital intensity, funding sources, and long term optionality to buy back the...

HUM's CenterWell venture with BlackRock brings $2.8 billion in capital, easing balance sheet liabilities and supporting clinic expansion.

LATHAM, N.Y., October 14, 2026--AngioDynamics, Inc. (NASDAQ: ANGO), a leading and transformative medical technology company focused on restoring healthy blood flow in the body’s vascular system, expanding cancer treatment options, and improving quality of life for patients, today announced that Humana has updated its Medicare Advantage coverage policy to apply Local Coverage Determination (LCD) L40205 medical necessity criteria for irreversible electroporation (IRE), the non-thermal ablation tec

Humana Inc. (NYSE:HUM) closed at $420.38 on October 13. The stock has returned 112% over the last six months, compared to a 21.5% return by the Insider Monkey Billionaire Index and 14.0% for the State Street SPDR S&P 500 ETF Trust. Humana sells private health plans to people on Medicare, and the government grades those […]

Humana (HUM) has just reshaped its primary care footprint by unveiling a joint venture with BlackRock’s HPS Investment Partners that will manage nearly 150 CenterWell Senior Primary Care clinics and acquire WCAS’s equity stake. Humana’s latest joint venture news comes after a big run in the shares, with a year-to-date share price return of 58.95% and a 1-year total shareholder return of 62.44%. This contrasts with a 3-year total shareholder return that is down 16.30%, suggesting that momentum...

Humana (NYSE:HUM) has created a new joint venture with BlackRock's HPS Investment Partners to grow CenterWell Senior Primary Care clinics. The partnership includes HPS acquiring Welsh, Carson, Anderson & Stowe's equity interest in CenterWell's senior primary care platform. BlackRock's HPS unit becomes the majority owner in the venture, which is structured to supply capital for clinic expansion and operations. The joint venture with BlackRock's HPS to fund CenterWell clinics is only one piece...

Investment firm BlackRock will acquire a majority stake in nearly 150 senior primary care clinics owned by Humana’s healthcare division, CenterWell, the insurer announced Tuesday.

In early October 2026, BlueWind Medical announced that Humana began covering implantable tibial neuromodulation therapy for urgency urinary incontinence, including BlueWind’s Revi System, across its Medicare Advantage membership of about 11 million enrollees. This coverage decision, backed by multi‑year OASIS clinical data and a new AMA Category I CPT code for subfascial tibial neuromodulation, highlights how Humana may be broadening access to advanced, home‑managed therapies for seniors...

Shares of health insurance company Humana (NYSE:HUM) jumped 16.8% in the pre-market session after Robert W. Baird upgraded the company to Outperform from Neutral and raised its price target to $596 from $390, following an operational recovery in federal quality ratings.

US health insurance and managed care stocks were mostly advancing Friday, with Humana (HUM) surging

Humana (HUM) leads the managed care sector in the Centers for Medicare & Medicaid Services' 2027 Med

Humana surged after its main Medicare Advantage contract regained a 4-star CMS rating for 2027, a major profit catalyst. Read more on HUM stock here.
On Oct. 9, 2026, major benchmarks recover from earlier volatility as AI jitters and geopolitical tensions ease.

UNH's diversified healthcare platform, improving Medicare Advantage profitability and lower valuation give it an edge over HUM.

A $0 premium plan sounds like a win until the number that actually pads your Social Security deposit quietly disappears. Here is what Humana changed for 2027 and what a retired person on a fixed income stands to lose each month without realizing it.
Humana already told investors in July how many members it plans to drop. What your neighbor with a surviving plan has not figured out yet is how quietly the costs on that plan changed before open enrollment closes Dec. 7.

LOUISVILLE, Ky., October 01, 2026--As Medicare’s Annual Election Period (AEP) begins Oct. 15, Humana is offering 2027 Medicare Advantage plans designed to deliver high-value coverage with affordable monthly premiums. Members will have continued access to the benefits they value most – including $0 cost-sharing on in-network primary care visits and labs plus dental, vision, and hearing coverage. Additional 2027 highlights include:

Shares of health insurance company Humana (NYSE:HUM) jumped 8% in the afternoon session after Barclays upgraded the stock from Equalweight to Overweight.

Investing.com -- Humana Inc. (NYSE:HUM) shares rose 6% Friday after Barclays upgraded the health insurer to overweight from equal-weight ahead of the upcoming Medicare Star ratings release.

By Exec Edge Editorial Staff Health insurance premiums have climbed for years. Deductibles have climbed right along with them. Yet a growing number of American households are choosing neither, opting instead for a decades-old alternative, which is not health insurance, built around monthly contributions and community values. “People are clearly paying high premiums now,” Liberty […] The post Liberty HealthShare’s Dorsey Morrow Makes the Financial Case for Healthsharing on Becker’s Healthcare Pod
UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.
LOUISVILLE, Ky., September 17, 2026--A new research study finds an association between pharmacy care coordination services and improved health outcomes for cancer patients.

Americans on Medicare Advantage plans may soon get a breakup letter in the mail: Your insurer is canceling your plan. Humana and other Advantage insurers are sending letters this fall to plan members about 2027 coverage. As insurers look to cut costs, some are discontinuing their Advantage plans.
On August 11, Humana Inc. (NYSE:HUM) announced that its Medicaid plan, Humana Healthy Horizons in Indiana, is collaborating with HealthStream, Inc. (NASDAQ:HSTM). The partnership expands access to workforce training for caregivers, aiming to recruit and retain talent in rural and underserved communities. While one provides healthcare coverage and the other builds the software to train […]

Humana has outperformed the broader Dow Jones index over the past year. Moreover, Wall Street analysts remain moderately optimistic about its prospects.

UNH's 39% six-month rally reflects improving medical costs, stronger earnings estimates and a sharper focus on profitable businesses.
“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
DaVita (DVA) is back in focus after two meaningful developments. The company expanded its value based care partnership with Humana for chronic kidney disease patients and agreed to a US$15 million settlement related to a prior data breach. Investors have been reacting to this mix of partnership news and legal resolution with a share price that is still up 58.64% year to date, despite a 30 day share price return of down 20.32%. The 3 year total shareholder return of 90.54% points to momentum...
Humana's non-renewal letters are already in the mail, and the deadline to act is closer than most affected members realize. Missing it by even one day changes what coverage options remain available and how much they cost.
A retirement community's top health provider quietly told the government it had been overbilling Medicare for years, then filed for bankruptcy before the consequences arrived. What happened next reshaped who owns the clinics, who absorbs the loss, and what federal prosecutors are targeting next.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]
LOUISVILLE, Ky., August 20, 2026--Humana Inc. (NYSE: HUM) today announced that Shantanu Nundy, M.D., will join the company as Chief Medical Officer, effective August 31. A practicing physician, healthcare executive, and technology leader, Dr. Nundy has spent his career using technology to make care better, simpler, and more human. At Humana, he will bring an innovative clinical voice to the enterprise and help shape the design of the company's products, platforms, and use of AI. Dr. Nundy will r

Dr. Shantanu Nundy is joining the Kentucky-based insurer from health navigation firm Accolade. He’s had a varied career — advising the FDA on AI, teaching, working for the World Bank, practicing medicine and more.

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices.
INDIANAPOLIS, August 11, 2026--Humana Healthy Horizons in Indiana Collaborates with HealthStream to Expand and Strengthen Home Care Workforce



