Data News > Pre Market Movers: Humana Stock Plummets as Medicare Advantage Rating is Slashed by CMS

Pre Market Movers: Humana Stock Plummets as Medicare Advantage Rating is Slashed by CMS

By KlickAnalytics Data Insights  |   October 2, 2024 09:00AM ET

Key Points

- Centers for Medicare and Medicaid Services cuts rating on Humana's Medicare Advantage plan
- Humana stock falls to over four-year low
- Concerns rise about the company's Medicare Advantage program
- Total members in highly rated Medicare Advantage plans decline for 2025
- Humana shares drop approximately 12% in premarket trading

Humana's stock took a significant hit as it plummeted towards a more than four-year low on Tuesday. This sharp selloff was triggered by the Centers for Medicare and Medicaid Services cutting its rating on one of the health insurer's prominent Medicare Advantage plans. The government reduced the rating due to the plan missing certain performance measures, causing worries to mount about Humana's Medicare Advantage program.

In response to the news, Humana revealed that the total number of members enrolled in its highly rated Medicare Advantage plans for individuals aged 65 and above had decreased for the year 2025. This development led to a further decline in the insurer's shares, which dropped by approximately 12% in premarket trading. The reduced membership in the highly rated plans served as another blow to Humana's already struggling stock.

The downgrade in the Medicare Advantage plan's rating by the Centers for Medicare and Medicaid Services significantly impacted Humana's stock performance, pushing it to its lowest point in over four years. The concerns surrounding the company's Medicare Advantage program intensified as analysts and investors closely monitored the situation. These developments underscored the challenges that Humana was facing in maintaining its market position and financial stability.

Despite its efforts to navigate through the challenges, Humana experienced a significant setback with the decline in total members enrolled in its highly rated Medicare Advantage plans for the year 2025. This decline further exacerbated the downward trend in the company's stock price, causing significant losses for shareholders. The news of the reduced membership served as a stark reminder of the hurdles that Humana was encountering in retaining and attracting members to its Medicare Advantage program.

Overall, Humana's stock faced a steep decline as the Centers for Medicare and Medicaid Services cut its rating on the company's Medicare Advantage plan. The reduction in the highly rated plan's membership for 2025 added to the mounting concerns about the company's future prospects. The impact of these developments on Humana's stock price highlighted the challenges that the health insurer was grappling with in the face of regulatory changes and competitive pressures in the healthcare industry.

About HUM
Humana Inc., together with its subsidiaries, operates as a health and well-being company in the United States. It operates through three segments: Retail, Group and Specialty, and Healthcare Services. The company offers medical and supplemental benefit plans to individuals. It also has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits. In addition, the company provides commercial fully insured medical and specialty health insurance benefits comprising dental, vision, and other supplemental health benefits; and administrative services only products to individuals and employer groups, as well as military services, such as TRICARE T2017 East Region contract. Further, it offers pharmacy solutions, provider services, and home solutions services, such as home health and other services to its health plan members, as well as to third parties. As of December 31, 2021, the company had approximately 17 million members in medical benefit plans, as well as approximately 5 million members in specialty products. Humana Inc. was founded in 1961 and is headquartered in Louisville, Kentucky.

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