Morningstar Rating

Stock Research and Analysis

by Vishnu Lekraj

Bulls Say

Humana's experience, expertise, and past success in the MA market should be a major positive during the next few years, since MCOs will need these skills to navigate the more difficult operating environment.
An aging U.S. population is a positive secular trend for Humana that is expected to last for decades.
Humana's experience with building lower-profit plans is a key advantage in an environment with rising costs. Read more 

Bears Say

The overhaul of the U.S. health-care market has built unprecedented uncertainty into the operating environment for Humana.
Greater transparency and competition will pressure pricing and profits for MCOs.
MA rates will be on a steep downward trend, pressuring one the largest sources of revenue for Humana. Read more 

Management

Humana has been fairly successful building a powerful Medicare Advantage business. Its top- and bottom-line growth has been solid over the past several years as the firm was able to build excellent underwriting expertise and operational execution. However,  Read more 

Profile

Humana is one of the largest and best-known providers of Medicare Advantage plans in the United States. The firm specializes in providing government-sponsored plans with   Read more 

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