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HUM

Humana

$269.12

2.02 (0.76%)

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

Humana reports Individual Medicare Advantage membership 2.86M at Dec 31

Individual Medicare Advantage membership was 2,860,800 as of December 31, 2017, a net increase of 23,200, or 1 percent, from 2,837,600 as of December 31, 2016, and up 11,400, or less than 1 percent, from 2,849,400 as of September 30, 2017. Current membership levels primarily reflect the effect of planned exits from markets and products that were not meeting long-term strategic and financial objectives. Additionally, 2017 membership growth was muted due to competitive actions including the uncertainty associated with the transaction that was pending during last year's Annual Election Period. Group Medicare Advantage membership was 441,400 as of December 31, 2017, a net increase of 86,000, or 24 percent, from 355,400 at December 31, 2016, and up 3,000, or 1 percent, from 438,400 as of September 30, 2017. The year-over-year comparison resulted from the addition of a large account in January 2017. Membership in the company's stand-alone PDP offerings was 5,308,100 as of December 31, 2017, a net increase of 356,700, or 7 percent, from 4,951,400 as of December 31, 2016, and up 17,200, or less than 1 percent, from 5,290,900 as of September 30, 2017. These increases primarily resulted from growth in the company's low-price Humana-Walmart plan offering.

  • 07

    Feb

HUM Humana
$269.12

2.02 (0.76%)

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.
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.
01/30/18
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).
01/31/18
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.

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MRVL

Marvell

$22.68

-0.06 (-0.26%)

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Cavium

$87.16

-0.09 (-0.10%)

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MRVL

Marvell

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CAVM

Cavium

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CAVM

Cavium

$87.16

-0.09 (-0.10%)

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Marvell

$22.68

-0.06 (-0.26%)

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Marvell to host special shareholder meeting »

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Cavium

$87.16

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MRVL

Marvell

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DEL

Deltic Timber

$98.45

1.77 (1.83%)

, PCH

Potlatch

$54.75

0.75 (1.39%)

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Deltic Timber

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1.77 (1.83%)

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Potlatch

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PCH

Potlatch

$54.75

0.75 (1.39%)

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Deltic Timber

$98.45

1.77 (1.83%)

14:42
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02/17
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14:42
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PCH

Potlatch

$54.75

0.75 (1.39%)

DEL

Deltic Timber

$98.45

1.77 (1.83%)

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SNAP

Snap

$20.42

0.67 (3.39%)

09:31
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09:31
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Snap CEO sold $50M in stock this week, Recode reports »

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GLPG

Galapagos NV

$115.33

-1.4 (-1.20%)

, MPSYY

MorphoSys

$46.29

1.29 (2.87%)

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Galapagos NV

$115.33

-1.4 (-1.20%)

MPSYY

MorphoSys

$46.29

1.29 (2.87%)

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LMT

Lockheed Martin

$360.53

-0.47 (-0.13%)

09:22
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09:22
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UAA

Under Armour; also tag UA

$17.36

-1.05 (-5.70%)

, UA

Under Armour; also tag UAA

$15.78

-0.76 (-4.59%)

09:11
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02/17
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09:11
Periodicals
Bears, bulls battle over Under Armour, Barron's says »

In a follow-up story,…

UAA

Under Armour; also tag UA

$17.36

-1.05 (-5.70%)

UA

Under Armour; also tag UAA

$15.78

-0.76 (-4.59%)

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HOV

Hovnanian

$2.24

0.12 (5.66%)

09:04
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02/17
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Periodicals
Hovnanian stock too cheap to ignore, Barron's says »

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JPM

JPMorgan

$114.68

-0.83 (-0.72%)

, JNJ

Johnson & Johnson

$133.15

1.92 (1.46%)

09:00
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02/17
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Periodicals
JPMorgan, Walmart cash flow yields exceed dividend yields, Barron's says »

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JPM

JPMorgan

$114.68

-0.83 (-0.72%)

JNJ

Johnson & Johnson

$133.15

1.92 (1.46%)

WMT

Walmart

$104.78

1.55 (1.50%)

PFE

Pfizer

$36.26

0.55 (1.54%)

CSCO

Cisco

$44.33

0.25 (0.57%)

ABBV

AbbVie

$118.60

3.7 (3.22%)

PEP

PepsiCo

$111.06

0.09 (0.08%)

MMM

3M

$236.67

1.8 (0.77%)

BMY

Bristol-Myers

$68.96

-0.02 (-0.03%)

UTX

United Technologies

$129.26

-0.74 (-0.57%)

TXN

Texas Instruments

$104.47

-0.1 (-0.10%)

ABT

Abbott

$60.17

0.67 (1.13%)

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GOOGL

Alphabet Class A

$1,095.50

4.14 (0.38%)

, GOOG

Alphabet

$1,094.80

5.28 (0.48%)

08:56
02/17/18
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08:56
Periodicals
Alphabet, Citi well positioned for later stages of market rally, Barron's says »

It is time for investors…

GOOGL

Alphabet Class A

$1,095.50

4.14 (0.38%)

GOOG

Alphabet

$1,094.80

5.28 (0.48%)

C

Citi

$76.82

-0.26 (-0.34%)

CMI

Cummins

$165.60

0.58 (0.35%)

LRCX

Lam Research

$187.91

2.2 (1.18%)

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GE

General Electric

$15.05

0.2 (1.35%)

08:48
02/17/18
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08:48
Periodicals
General Electric stock could drop another 10%, Barron's says »

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JEC

Jacobs Engineering

$63.19

-0.52 (-0.82%)

, VMC

Vulcan Materials

$126.57

-6.9 (-5.17%)

08:32
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Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

JEC

Jacobs Engineering

$63.19

-0.52 (-0.82%)

VMC

Vulcan Materials

$126.57

-6.9 (-5.17%)

PWR

Quanta Services

$35.07

0.24 (0.69%)

EXP

Eagle Materials

$102.75

-3.83 (-3.59%)

FLR

Fluor

$57.63

-0.22 (-0.38%)

USCR

U.S. Concrete

$78.00

-1.4 (-1.76%)

ACM

Aecom

$35.36

0.08 (0.23%)

CBI

CB&I

$18.71

0.04 (0.21%)

GVA

Granite Construction

$60.36

2.69 (4.66%)

CAT

Caterpillar

$156.29

-3.69 (-2.31%)

MLM

Martin Marietta

$216.25

-6.34 (-2.85%)

V

Visa

$121.85

-0.43 (-0.35%)

AA

Alcoa

$47.36

-0.21 (-0.44%)

ARNC

Arconic

$25.36

0.14 (0.56%)

CENX

Century Aluminum

$24.12

1.85 (8.31%)

X

U.S. Steel

$44.75

5.76 (14.77%)

STLD

Steel Dynamics

$49.40

2.26 (4.79%)

AKS

AK Steel

$5.96

0.72 (13.74%)

CLF

Cleveland-Cliffs

$7.92

0.55 (7.46%)

NUE

Nucor

$68.54

2.96 (4.51%)

MT

ArcelorMittal

$36.48

1.19 (3.37%)

TKR

Timken

$45.00

-0.08 (-0.18%)

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04:55
02/17/18
02/17
04:55
02/17/18
04:55
Conference/Events
Cambridge Healthtech Institute to hold a conference »

Molecular Med Tri-Con…

ACRS

Aclaris Therapeutics

$20.13

-0.09 (-0.45%)

, ABBV

AbbVie

$118.60

3.7 (3.22%)

04:55
02/17/18
02/17
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04:55
Conference/Events
American Academy of Dermatology holds annual meeting »

2018 AAD Annual Meeting…

ACRS

Aclaris Therapeutics

$20.13

-0.09 (-0.45%)

ABBV

AbbVie

$118.60

3.7 (3.22%)

AGN

Allergan

$164.04

-0.43 (-0.26%)

ALIOF

Actelion

ARDX

Ardelyx

$5.80

-0.2 (-3.33%)

BVX

Bovie Medical

$2.50

0.1 (4.17%)

CELG

Celgene

$95.26

-0.88 (-0.92%)

CUTR

Cutera

$48.40

-2.1 (-4.16%)

HSIC

Henry Schein

$69.52

1.14 (1.67%)

JNJ

Johnson & Johnson

$133.15

1.92 (1.46%)

LLY

Eli Lilly

$78.97

0.95 (1.22%)

LMNS

Lumenis

MYGN

Myriad Genetics

$32.81

-0.57 (-1.71%)

MYL

Mylan

$42.14

0.49 (1.18%)

NVS

Novartis

$86.91

0.23 (0.27%)

PFE

Pfizer

$36.26

0.55 (1.54%)

PG

Procter & Gamble

$82.60

0.19 (0.23%)

PRGO

Perrigo

$89.55

-0.1 (-0.11%)

REGN

Regeneron

$332.15

-1.03 (-0.31%)

SNY

Sanofi

$39.91

0.19 (0.48%)

UL

Unilever; also tag UN

$53.55

-0.22 (-0.41%)

UN

Unilever; also tag UL

$54.59

-0.15 (-0.27%)

WTKWY

Wolters Kluwer

$49.37

-0.27 (-0.54%)

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MIDD

Middleby

$135.00

1.94 (1.46%)

18:01
02/16/18
02/16
18:01
02/16/18
18:01
Hot Stocks
Middleby acquires Hinds-Bock Corporation, terms not disclosed »

Middleby announced the…

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T

AT&T

$37.14

0.14 (0.38%)

, TWX

Time Warner

$95.37

0.38 (0.40%)

17:37
02/16/18
02/16
17:37
02/16/18
17:37
Periodicals
Breaking Periodicals news story on AT&T, Time Warner »

Judge says to rule on …

T

AT&T

$37.14

0.14 (0.38%)

TWX

Time Warner

$95.37

0.38 (0.40%)

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CARS

Cars.com

$29.27

0.33 (1.14%)

17:31
02/16/18
02/16
17:31
02/16/18
17:31
Hot Stocks
Breaking Hot Stocks news story on Cars.com »

Starboard raises stake in…

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ONTX

Onconova

$1.07

0.01 (0.94%)

17:29
02/16/18
02/16
17:29
02/16/18
17:29
Hot Stocks
683 Capital reports 21.8% stake in Onconova, says shares undervalued »

In a regulatory filing,…

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GD

General Dynamics

$224.19

-1.21 (-0.54%)

17:26
02/16/18
02/16
17:26
02/16/18
17:26
Hot Stocks
General Dynamics awarded $148.9M government contract modification »

General Dynamics Land…

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ATRS

Antares Pharma

$2.39

0.04 (1.70%)

17:25
02/16/18
02/16
17:25
02/16/18
17:25
Hot Stocks
Breaking Hot Stocks news story on Antares Pharma »

Armistice Capital reports…

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HII

Huntington Ingalls

$265.70

10.31 (4.04%)

17:25
02/16/18
02/16
17:25
02/16/18
17:25
Hot Stocks
Huntington Ingalls awarded $1.43B government contract modification »

Huntington Ingalls…

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DIT

AMCON Distributing

$87.50

0.13 (0.15%)

17:24
02/16/18
02/16
17:24
02/16/18
17:24
Hot Stocks
Breaking Hot Stocks news story on AMCON Distributing »

Hale Partnership reports…

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GM

General Motors

$41.09

-0.76 (-1.82%)

, TSLA

Tesla

$335.49

1.425 (0.43%)

17:11
02/16/18
02/16
17:11
02/16/18
17:11
Periodicals
Chevy Bolt sales bolstered by Tesla delays, tax credit worries, Reuters says »

Certain potential buyers…

GM

General Motors

$41.09

-0.76 (-1.82%)

TSLA

Tesla

$335.49

1.425 (0.43%)

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  • 26

    Feb

AGN

Allergan

$164.04

-0.43 (-0.26%)

17:11
02/16/18
02/16
17:11
02/16/18
17:11
Syndicate
Breaking Syndicate news story on Allergan »

Allergan files automatic…

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Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.