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HUM

Humana

$269.12

2.02 (0.76%)

06:17
02/07/18
02/07
06:17
02/07/18
06:17

Humana raises dividend 25% to 50c from 40c per share

Payable on April 27 to stockholders of record on March 30.

  • 07

    Feb

HUM Humana
$269.12

2.02 (0.76%)

01/31/18
LEER
01/31/18
NO CHANGE
LEER
UnitedHealth, other MCOs should be bought on weakness, says Leerink
Leerink analyst Ana Gupte views MCOs, especially UnitedHealth (UNH), but also Anthem (ANTM), Cigna (CI) and Humana (HUM), as a "solid" buying opportunity on weakness, while remaining cautious on the Drug Value Chain post the sell-off on the Amazon.com (AMZN)/JPMorgan (JPM)/Berkshire Hathaway (BRK.A; BRK.B) announcement. The analyst believes the drug supply chain is ripe for disruption, and Amazon's strengths play to such disruption to improve both cost, transparency and employee satisfaction, though timing as acknowledged by this new alliance is likely medium to long term. President Trump's State of the Union address also focused on drug pricing and affordability along with accelerated generic drug approvals as the top priority, making it more likely that this will be the key focus of the new partnership, she contends.
01/30/18
MSCO
01/30/18
NO CHANGE
MSCO
Amazon healthcare transparency focus negative for Castlight, says Morgan Stanley
Morgan Stanley analysts lead by Ricky Goldwasser, Brian Nowak and Betsy Graseck said Amazon (AMZN), Berkshire (BRK.A) and JPMorgan's (JPM) new healthcare venture is the first evidence of Amazon's potential attempt to disrupt the insurance sector, though they expect this to be a slow process and do not expect material disruption overnight. Noting managed care organizations are tracking toward $15B-$20B in lost market cap, the team calls their move overdone. For this venture to be a direct competitor would require a sales organization, broker relationships and bolt on services, all of which could take time to develop, they stated, calling the pullback in the group "a buying opportunity when headlines slow down." However, Amazon's entry into healthcare transparency is viewed as an incremental negative for Castlight Health (CSLT), on which the firm keeps an Underweight rating. Publicly traded healthcare insurers sliding today include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
01/12/18
01/12/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Dick's Sporting (DKS) upgraded to Buy from Hold at Deutsche Bank with analyst Mike Baker saying he believes industry trends are bottoming and notes that Dick's inventory levels are coming back into balance with demand, which should lessen the impact on gross margins. 2. eBay (EBAY) upgraded to Buy from Hold at SunTrust with analyst Youssef Squali citing an upbeat fourth quarter holiday sales boosting revenues and gross merchandise volume, prospects for higher growth in 2018 on platform improvements and marketing investment, lowers corporate tax rates, and lower repatriation tax rates that will bring "most of $8.7B" in overseas cash to be used in buybacks or M&A. 3. Costco (COST) upgraded to Buy from Accumulate at Gordon Haskett with analyst Chuck Grom citing his meeting with management. 4. Kohl's (KSS) was upgraded to Overweight from Neutral at JPMorgan and to Sector Perform from Underperform at RBC Capital. 5. Humana (HUM) and Anthem (ANTM) were upgraded to Buy from Hold at Jefferies. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/12/18
JEFF
01/12/18
UPGRADE
Target $333
JEFF
Buy
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.

TODAY'S FREE FLY STORIES

AMRX

Amneal Pharmaceuticals

$17.02

-1.18 (-6.48%)

05:11
06/22/18
06/22
05:11
06/22/18
05:11
Initiation
Amneal Pharmaceuticals initiated  »

Amneal Pharmaceuticals…

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CDNA

CareDx

$14.60

-0.145 (-0.98%)

, NTRA

Natera

$14.07

-0.55 (-3.76%)

05:09
06/22/18
06/22
05:09
06/22/18
05:09
Recommendations
CareDx, Natera analyst commentary  »

CareDx should be bought…

CDNA

CareDx

$14.60

-0.145 (-0.98%)

NTRA

Natera

$14.07

-0.55 (-3.76%)

03/08/13
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NTRA

Natera

$14.07

-0.55 (-3.76%)

05:07
06/22/18
06/22
05:07
06/22/18
05:07
Hot Stocks
Natera announces new kidney transplant rejection biomarker »

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ABMD

Abiomed

$438.06

-8.23 (-1.84%)

05:00
06/22/18
06/22
05:00
06/22/18
05:00
Recommendations
Abiomed analyst commentary  »

Abiomed price target…

03/08/13
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ECL

Ecolab

$141.52

-2.14 (-1.49%)

04:57
06/22/18
06/22
04:57
06/22/18
04:57
Downgrade
Ecolab rating change  »

Ecolab downgraded to…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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04:55
06/22/18
06/22
04:55
06/22/18
04:55
General news
PMI Composite Flash â€' Level to be reported at 09:45 »

June PMI Composite Flash…

QGEN

Qiagen

$36.20

-0.23 (-0.63%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Qiagen participates in a conference call with William Blair »

CFO Sachers participates…

03/08/13
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  • 22

    Jun

04:55
06/22/18
06/22
04:55
06/22/18
04:55
General news
PMI Composite Flash Manufacturing â€' Level to be reported at 09:45 »

June PMI Composite Flash…

AOBC

American Outdoor Brands

$12.80

-0.42 (-3.18%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
American Outdoor Brands management to meet with Wedbush »

Meeting to be held in New…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 22

    Jun

NGVT

Ingevity

$82.89

-0.12 (-0.14%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Ingevity management to meet with Loop Capital »

Meeting to be held in…

03/08/13
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03/06/13
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03/06/13
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  • 22

    Jun

SBUX

Starbucks

$50.62

-1.6 (-3.06%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Starbucks management to meet with Wedbush »

Meeting to be held in Los…

03/08/13
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03/06/13
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03/06/13
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  • 22

    Jun

  • 10

    Jul

AMGN

Amgen

$186.00

-0.51 (-0.27%)

, ARRY

Array BioPharma

$19.56

-0.43 (-2.15%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
European Society for Medical Oncology (ESMO) to hold a conference »

ESMO World Congress on…

AMGN

Amgen

$186.00

-0.51 (-0.27%)

ARRY

Array BioPharma

$19.56

-0.43 (-2.15%)

BAYRY

Bayer

$0.00

(0.00%)

HALO

Halozyme

$18.59

-0.88 (-4.52%)

INCY

Incyte

$72.47

-0.97 (-1.32%)

LLY

Eli Lilly

$86.07

-0.17 (-0.20%)

MRK

Merck

$61.17

-0.125 (-0.20%)

SHPG

Shire

$162.43

1.81 (1.13%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$39.02

-0.38 (-0.96%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 22

    Jun

  • 23

    Jun

  • 28

    Jun

  • 30

    Jun

  • 30

    Jun

  • 10

    Sep

  • 20

    Oct

  • 23

    Oct

  • 28

    Oct

  • 21

    Dec

  • 28

    Jan

  • 22

    Mar

TAC

TransAlta

$4.95

(0.00%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
TransAlta management to meet with RBC Capital »

Meeting to be held in…

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  • 22

    Jun

NUVA

NuVasive

$55.48

-1.18 (-2.08%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
NuVasive has a conference call hosted by JPMorgan »

JPMorgan Analyst Marcus…

03/08/13
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  • 22

    Jun

  • 22

    Jun

  • 25

    Jun

  • 26

    Jun

  • 12

    Jul

HUBG

Hub Group

$53.05

-0.8 (-1.49%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Hub Group management to meet with Loop Capital »

Field trip to company…

03/08/13
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  • 22

    Jun

PVAC

Penn Virginia

$79.38

-1.7 (-2.10%)

, ALOG

Analogic

$83.98

0.025 (0.03%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Hot Stocks
Penn Virginia to replace Analogic in S&P 600 at open on June 22 »

Altaris Capital Partners…

PVAC

Penn Virginia

$79.38

-1.7 (-2.10%)

ALOG

Analogic

$83.98

0.025 (0.03%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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FLR

Fluor

$48.68

-1.035 (-2.08%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Fluor management to meet with MKM Partners »

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  • 22

    Jun

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Macquarie to hold a summit »

Emerging Industries…

INST

Instructure

$45.00

-1.675 (-3.59%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Instructure management to meet with Needham »

Meeting to be held in San…

03/08/13
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03/06/13
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  • 22

    Jun

  • 26

    Jun

RLH

Red Lion Hotels

$11.70

-0.15 (-1.27%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Red Lion Hotels management to meet with Craig Hallum »

Meeting to be held in…

03/08/13
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03/06/13
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  • 22

    Jun

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Stephens food/agribusiness analyst to hold an analyst/industry conference call »

Food & Agribusiness…

04:55
06/22/18
06/22
04:55
06/22/18
04:55
General news
Breaking General news story  »

Week of 6/22 Baker-Hughes…

NUVA

NuVasive

$55.48

-1.18 (-2.08%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
NuVasive management to meet with Piper Jaffray »

Meetings to be held in…

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03/06/13
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  • 22

    Jun

  • 22

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  • 25

    Jun

  • 26

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  • 12

    Jul

IRTC

iRhythm

$79.00

-1.67 (-2.07%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
iRhythm management to meet with JPMorgan »

Meeting to be held in…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 22

    Jun

EURN

Euronav NV

$9.80

0.1 (1.03%)

04:55
06/22/18
06/22
04:55
06/22/18
04:55
Conference/Events
Euronav NV management to meet with Seaport Global »

Meetings to be held on…

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  • 22

    Jun

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