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HUM

Humana

$265.21

2.11 (0.80%)

, ANTM

Anthem

$235.00

1.11 (0.47%)

05:25
01/12/18
01/12
05:25
01/12/18
05:25

Humana upgraded to Buy from Hold at Jefferies

Jefferies analyst David Windley upgraded Humana (HUM) to Buy saying the stock has nearly 60% upside over the next three years. He raised his price target for the shares to $283 from $226. The analyst says he's encouraged by more balanced 2018 Medicare Advantage enrollment growth across both group and individual. He believes 2019 individual Medicare Advantage margins can expand back into its 4.5%-5% target. Humana also benefits most from tax reform relative to peers, Windley tells investors in a research note on the Managed Care space. The analyst this morning also upgraded Anthem (ANTM) to Buy.

HUM

Humana

$265.21

2.11 (0.80%)

ANTM

Anthem

$235.00

1.11 (0.47%)

  • 31

    Jan

  • 07

    Feb

HUM Humana
$265.21

2.11 (0.80%)

12/18/17
RBCM
12/18/17
NO CHANGE
RBCM
Sector Perform
Report of possible Kindred-Humana deal not surprising, says RBC Capital
RBC Capital analyst Frank Morgan said it is "not surprising" to him to see The Wall Street Journal report that Humana (HUM) and partner PE firms are in talks to take over Kindred Healthcare's (KND) home health and hospice business, while the PE firms would retain the LTAC and rehab business. He notes that such a deal would complement Humana's existing home health footprint and be similar to recent vertical integration moves by MCO rivals Aetna (AET) and UnitedHealth (UNH). Morgan has a Sector Perform rating on Kindred shares.
12/28/17
LEER
12/28/17
NO CHANGE
LEER
CMS Medicare Advantage Payment Notice positive for Humana, UnitedHealth, says Leerink
Leerink analyst Ana Gupte views the CMS 2019 Medicare Advantage Payment Notice with Methodological Changes on Risk Adjusters as a likely positive precursor to the actual rate change and a positive catalyst. The analyst believes the notice is most positive for Humana (HUM), UnitedHealth (UNH) and WellCare (WCG), but also positive for the sector as a whole including Aetna (AET), Cigna (CI), Anthem (ANTM), Centene (CNC) and Molina Healthcare (MOH). The notice offers a change in the risk adjustment methodology that is more industry friendly than the status quo and this combined with a 4% underlying cost trend expectation should offer a positive advance rate announcement in February and final in April. Gupte also expects that the Republican Administration will drive tax reform as part of an imperative to reaccelerate what is likely irreversible privatization of Medicare, after the slowdown as part of the budget cuts in the era of ObamaCare.
01/03/18
GSCO
01/03/18
INITIATION
Target $305
GSCO
Buy
Humana initiated with a Buy at Goldman Sachs
Goldman analyst Stephen Tanal initiated Humana with a Buy and $305 price target saying it has the best secular growth story in managed care given high Medicare Advantage exposure, balance sheet capacity, and strong local market share positions.
01/04/18
BOFA
01/04/18
NO CHANGE
BOFA
Humana added to US 1 List at BofA/Merrill
ANTM Anthem
$235.00

1.11 (0.47%)

01/03/18
GSCO
01/03/18
INITIATION
Target $243
GSCO
Neutral
Anthem initiated with a Neutral at Goldman Sachs
Goldman analyst Stephen Tanal initiated Anthem with a Neutral and $243 price target due to valuation. Target $243. The analyst said Anthem's concentrated local market position indicates provider rates that should be best-in-class, but also leaves little room for in-market growth, combined with group-high commercial medical cost trends and disruptive competitors.
01/05/18
LEER
01/05/18
NO CHANGE
LEER
Leerink views Department of Labor guidance as positive for MCOs
The Department of Labor's guidance yesterday on expanding access to Association health plans could be negative for both acute and behavioral health facilities due to healthcare exchange dis-enrollment into less rich benefit plans, Leerink analyst Ana Gupte tells investors in a research note. The news, however, is positive for large commercial group employer focused managed care organizations such as UnitedHealth (UNH), Anthem (ANTM), Aetna (AET) and Cigna (CI), with limited to no downside for Centene (CNC) and Molina Healthcare (MOH), given their focus on low income exchange members, the analyst adds. She believes WellCare (WCG) will not be impacted. Gupte expects the level of coverage per insured life to deteriorate with the Department of Labor's order as "skinnier and short term health plans that partly circumvent the ten mandated Essential Health Benefits from the Affordable Care Act further reduce utilization."
01/05/18
RHCO
01/05/18
NO CHANGE
Target $90
RHCO
Buy
CVS Health price target raised to $90 from $85 at SunTrust
SunTrust analyst David MacDonald raised his price target on CVS Health to $90 after the company's FY18 outlook highlighted "solid underlying trends". MacDonalds says the company's operating income growth is in line with his estimate despite the "more pronounced headwind from the Anthem (ANTM) implementation and RxCrossroads divestiture", while remaining bullish on the pending Aetna (AET) deal and the benefits from the recent corporate tax rate changes. The analyst keeps his Buy rating on CVS Health.
01/12/18
JEFF
01/12/18
UPGRADE
Target $283
JEFF
Buy
Anthem upgraded to Buy from Hold at Jefferies
Jefferies analyst David Windley upgraded Anthem to Buy saying the stock has 50% upside over the next three years. He raised his price target for the shares to $283 from $226. New CEO Boudreaux will help the company successfully execute over the next several years, including on the new pharmacy benefits management initiative, Windley tells investors in a research note. He believes this should deliver $2.50 of earnings by 2021 and lead to improved Commercial enrollment growth and margins. Anthem shares have more upside than most peers regardless of tax reform, Windley contends.

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GLD

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