This Week’s Leadership Moves: Travelodge, Accenture Federal, and Humana
CDO Magazine has released its weekly roundup of significant executive appointments in data, AI, and analytics. This edition highlights leadership transitions at Travelodge, where Kinnari Ladha is named Chief Data Officer, and Accenture Federal Services, which appointed Garrett Berntsen as Chief AI Officer. Other key moves include Cameron Stanley becoming Senior Official for Applied AI at the U.S. Department of War, Nathan Hunstable's promotion to CIO at CEC Entertainment, and Humana's Sonali Mathur joining the CDO Magazine Global Board.
Talkspace, Inc. (NASDAQ:TALK) Q4 2025 Earnings Call Transcript
Talkspace, Inc. (NASDAQ: TALK) reported strong Q4 and full-year 2025 results, with Q4 revenue up 29.3% year-over-year to $63 million and full-year revenue reaching $229 million, a 22% increase. The growth was primarily driven by its Payor business, which saw a 41% increase in Q4 revenue. Talkspace also announced aggressive pursuit of AI applications in mental health, including beta testing its new TalkAI agent, a specialized and HIPAA-protected AI for mental health support, with a public launch expected in late Q2 2026.
Humana Inc. (NYSE:HUM) to Issue $0.89 Quarterly Dividend
Humana Inc. (NYSE:HUM) announced a quarterly dividend of $0.885 per share, payable on April 24th to shareholders of record on March 27th, representing a 1.9% yield. The dividend is well-covered by earnings, with a payout ratio of 24.1% and analysts projecting a future payout ratio of around 27%. The company recently beat earnings expectations with an EPS of ($3.96) and revenue of $32.64 billion, and has set FY2026 guidance at $9.00 EPS.
UnitedHealth stock edges up near $290 as Medicare Advantage shakeout returns to spotlight
UnitedHealth (UNH) stock edged up by 0.5% to $289.57, performing better than the general U.S. market, as the challenges within the Medicare Advantage program are highlighted. A recent study revealed that nearly 3 million Medicare Advantage members were forced to switch plans for 2026 due to insurers exiting markets or reducing options, with UnitedHealthcare accounting for a significant portion of these changes. Investors are closely monitoring the Centers for Medicare & Medicaid Services' (CMS) upcoming decisions on 2027 Medicare Advantage payment rates, alongside ongoing concerns about medical costs and cybersecurity risks affecting UnitedHealth's Change Healthcare unit.
HUMANA INC SEC 10-K Report
Humana Inc. has released its 2025 Form 10-K report, highlighting significant financial and operational achievements, strategic initiatives, and challenges in the healthcare industry. The report details a 10.1% increase in total revenues to $129,664 million and a 5.5% increase in income from operations, driven by higher Medicare premiums and membership growth. Humana's strategy focuses on enhancing healthcare delivery through its integrated care model, with a strong emphasis on Medicare and Medicaid services, while navigating regulatory changes and market competition.
Community Health Systems (NYSE:CYH) Releases Quarterly Earnings Results, Beats Estimates By $1.00 EPS
Community Health Systems (NYSE:CYH) announced strong quarterly earnings, reporting $0.80 EPS, significantly beating analyst estimates of ($0.20) by $1.00. Despite a 4.9% decline in year-over-year revenue to $3.11 billion, the company updated its FY 2026 EPS guidance to a range of -0.60 to 0.00. Following the announcement, CYH shares saw a 3.1% increase, trading at $3.45.
Humana Stock’s 2026 EPS Guidance Came in Nearly $3 Below Analyst Estimates. Is it a Still Buy Today?
Humana (HUM) stock recently dropped 5% after its Q4 2025 earnings report revealed a 2026 adjusted EPS guidance of at least $9.00, significantly below Wall Street's $11.92 estimate due to lower Medicare Advantage star ratings. Despite this, membership growth remains strong, with 2026 sales projected to increase by 22.1%. While analysts are divided on the near-term outlook, TIKR’s valuation model projects a potential 267.3% total return by December 2030, suggesting the stock is deeply undervalued for long-term investors.
Claros Mortgage Trust Q4 2025 Earnings Call Insights
Claros Mortgage Trust (CMTG) reported Q4 2025 financial results, including a GAAP net loss of $1.56 per share and a distributable loss of $0.71 per share, despite resolving $2.5 billion in loans. The company enhanced its liquidity to $153 million and plans to focus on resolving watchlist loans in 2026 before evaluating new lending opportunities. Analyst ratings are mixed, with Keefe Bruyette downgrading to Underperform and UBS maintaining a Buy rating with lowered price targets.
Humana Invests $1.7 Million To Improve Health Outcomes Across Illinois
Humana is investing over $1.7 million in Illinois to enhance healthcare outcomes, focusing on housing stability, workforce development, maternal and behavioral healthcare, and reducing health disparities. This new funding brings Humana's total investment in Illinois to over $3 million, supporting various organizations aligned with the Illinois Department of Healthcare and Family Services' priorities. The initiatives include expanding behavioral health services, building community health worker infrastructure, addressing rural dentist shortages, and improving chronic disease management.
Sonali Mathur, Humana Vice President of Data Strategy & Governance
Sonali Mathur, Humana's Vice President of Data Strategy & Governance and Chief Data Governance Officer, has been appointed to CDO Magazine's Global Board. She is recognized for her extensive experience in driving enterprise-wide data transformation, managing data strategy, governance, and protection initiatives at Humana, and leading large-scale data transformation at General Motors. Mathur is also lauded for her commitment to mentoring women and underrepresented talent in STEM.
Humana declares quarterly dividend of $0.885 per share
Humana Inc. announced a quarterly cash dividend of $0.885 per share, totaling an annual dividend of $3.54 and a 1.89% yield. The dividend is payable on April 24, 2026, to shareholders of record as of March 27, 2026, marking 15 consecutive years of dividend payments for the healthcare company. This announcement comes alongside news of Humana's strategic investments in healthcare initiatives and acquisitions, while also facing adjusted price targets and downgrades from analysts due to potential cost pressures.
Pzena Investment Management LLC Decreases Stake in Humana Inc. $HUM
Pzena Investment Management LLC reduced its stake in Humana Inc. by 1.1% in the third quarter, selling 45,584 shares, though Humana still represents 3.4% of Pzena's portfolio. Other institutional investors showed mixed activity, with some increasing and others decreasing their holdings. Analysts have a "Hold" rating on Humana, with an average price target of $228.48, following recent adjustments to price targets.
Humana will pay shareholders $0.885 per share this April
Humana Inc. (NYSE: HUM) has announced that its Board of Directors has declared a cash dividend of $0.885 per share. This dividend is payable on April 24, 2026, to stockholders of record as of the close of business on March 27, 2026. Humana is a leading U.S. healthcare company providing insurance and healthcare services.
Humana Board Declares Payment of Quarterly Dividend to Stockholders
Humana Inc. announced that its Board of Directors has declared a cash dividend of $0.885 per share. This dividend is payable on April 24, 2026, to stockholders of record as of March 27, 2026. The company, a leading U.S. healthcare provider, aims to improve the health and well-being of its diverse customer base through its insurance and healthcare services.
Vanguard Group Inc. Has $3.68 Billion Holdings in Humana Inc. $HUM
Vanguard Group Inc. slightly decreased its stake in Humana Inc. by 0.3% during the 3rd quarter, yet still holds 14,155,830 shares valued at approximately $3.68 billion. Institutional investors collectively own 92.38% of Humana's stock. The article also provides details on Humana's recent stock performance, earnings exceeding analyst expectations for the last quarter, and updated analyst ratings with a consensus "Hold" rating.
Some Humana Medicare Advantage plans will be out of network for Moffitt Cancer Center starting in July
Moffitt Cancer Center will no longer be in-network for Humana Medicare Advantage HMO and PPO plans starting July 1, 2026. This follows a similar change for Aetna Medicare Advantage plans effective December 1, 2025. Patients, like Robert Brophy, express difficulty managing these insurance changes while undergoing critical cancer treatment.
Louisville’s Humana Building to become a 1,000-room convention hotel
The iconic postmodern Humana Building in Louisville, designed by Michael Graves, is set to be transformed into a 1,000-room convention hotel. This ambitious project, costing between $600 million and $700 million, will include a new glass tower addition and aims to attract more large-scale events and create jobs. While the conversion seeks to preserve the building's architectural legacy, some residents propose alternative uses such as mixed-income housing, highlighting ongoing debates about the repurposing of postmodern architecture.
Community Health Systems (NYSE:CYH) Releases FY 2026 Earnings Guidance
Community Health Systems (NYSE:CYH) has released its FY 2026 earnings guidance, projecting EPS between -0.600 and 0.000 and revenue of $11.6 billion to $12.0 billion, both falling below analysts' consensus estimates. Following this announcement, CYH shares saw a 2.5% decrease to $3.36, and analysts maintain a "Hold" rating with a consensus price target of $3.60. Institutional investors hold approximately 85% of the stock.
UnitedHealth Group: A Top Healthcare Stock for the Next Decade
UnitedHealth Group's stock has declined over 41% in the past year due to various challenges, including disappointing earnings and potential Medicare changes. Despite this, the company benefits from vertical integration, diverse revenue streams through its insurance and Optum segments, and significant scale effects in the healthcare sector. Wall Street analysts forecast a rise in UNH's stock price, with an average target of $397.82, amidst ongoing adjustments to price targets by firms like Mizuho and JPMorgan.
Humana (HUM) Target Price Lowered by Wells Fargo Analyst | HUM S
Wells Fargo analyst Stephen Baxter lowered Humana's (HUM) target price from $290.00 to $206.00 while maintaining an Equal-Weight rating. This adjustment aligns with similar downward revisions from other firms like Truist Securities, Goldman Sachs, TD Cowen, Cantor Fitzgerald, and Guggenheim. Analysts are recalibrating their expectations for the health insurer's future financial performance, although the average target price from 25 analysts still implies a 26.28% upside.
Humana Expands Florida Primary Care Reach As Shares Trade Below Targets
Humana's CenterWell has acquired MaxHealth, a Florida-based primary care provider, significantly expanding its presence in the state. This acquisition supports Humana's value-based care model for Medicare patients. Despite the strategic move, Humana's shares (NYSE:HUM) are trading below analyst targets and have shown weak performance recently, though Simply Wall St considers them undervalued.
Humana commits $1.7 million to Illinois healthcare initiatives
Humana Inc. has announced over $1.7 million in new investments for Illinois healthcare initiatives, focusing on housing stability, workforce development, healthcare disparities, and access to maternal and behavioral healthcare services. This expands on previous grants, bringing their total commitment to over $3
Wells Fargo Adjusts Price Target on Humana to $206 From $290, Maintains Equalweight Rating
Wells Fargo has lowered its price target for Humana (HUM) shares to $206 from the previous $290, while reiterating an "Equalweight" rating on the stock. This adjustment reflects a significant reduction in the analyst's valuation of the managed healthcare company. Other financial firms have also recently adjusted their price targets for Humana, generally downwards, indicating a broader cautious outlook on the company.
Humana Invests $1.7 Million to Drive Better Health Outcomes Across Illinois
Humana has committed over $1.7 million in strategic investments in Illinois to support housing stability, workforce development, reduce disparities, and expand access to maternal and behavioral healthcare services. These grants build on previous initiatives, bringing Humana's total commitment to more than $3 million in the state. The investments are aimed at addressing health-related social needs and advancing priorities set by the Illinois Department of Healthcare and Family Services.
Humana commits $1.7 million for Illinois health programs
Humana Inc. announced $1.7 million in grants to bolster health initiatives across Illinois, primarily targeting housing stability, workforce development, and healthcare access. This investment expands Humana's total commitment in Illinois to over $3 million, funding programs that address maternal and behavioral healthcare services and aim to reduce health disparities. Six organizations received funding in 2026 to implement these crucial community health programs.
Baird's Model Update Suggests Alignment Healthcare, Inc. (ALHC)'s Shares Could Reach $59
Baird has updated its model for Alignment Healthcare, Inc. (ALHC), increasing its price target to $59 from $28 and reiterating an Outperform rating. This suggests a potential 163% upside from its current price. Despite a recent insider sale by CEO John E. Kao, analysts predict profitability for ALHC this year with an expected FY2025 EPS of $0.23.
Truist Financial Reaffirms Their Hold Rating on Humana (HUM)
Truist Financial analyst David S Macdonald has reiterated a Hold rating on Humana (HUM) with a price target of $200.00. This follows similar Hold ratings from Deutsche Bank, while Jefferies maintained a Buy rating. Humana reported quarterly revenue of $32.65 billion and a net profit of $195 million in its latest earnings.
Humana’s CenterWell buys primary care provider MaxHealth
Humana's health services division, CenterWell, has acquired MaxHealth, a primary care provider based in Florida, from private equity firm Arsenal Capital Partners. This acquisition adds 82 clinics (54 owned, 24 affiliated, 4 specialty/ancillary) to CenterWell's portfolio, serving over 120,000 patients and further expanding Humana's primary care business, particularly in value-based care arrangements. The move aligns with Humana's strategy to grow its primary care footprint, though financial details of the deal were not disclosed.
Humana (HUM): Goldman Sachs Maintains "Sell" Rating, Cuts Price Target | HUM Stock News
Goldman Sachs has maintained its "Sell" rating for Humana (HUM) and significantly cut its price target from $215 to $158, representing a 26.51% decrease. This adjustment follows similar price target reductions and rating changes from other analysts like TD Cowen, Cantor Fitzgerald, Guggenheim, RBC Capital, and UBS, reflecting a cautious outlook on the company's future performance. Despite the recent analyst downgrades, the average target price from 25 analysts is $236.41, implying a 27.21% upside from the current price, with GuruFocus estimating a GF Value of $529.26, suggesting an even larger upside.
Humana's CenterWell closes deal to buy primary care provider MaxHealth from Arsenal Capital Partners
Humana's CenterWell unit has finalized its acquisition of primary care provider MaxHealth from private equity firm Arsenal Capital Partners. The deal, reportedly valuing MaxHealth at $1 billion, integrates 54 primary care clinics and other facilities across West and South Florida into CenterWell, serving over 120,000 patients. This acquisition aims to expand Humana's senior-focused primary care services and grow MaxHealth's value-based care relationships.
Humana's CenterWell acquires MaxHealth primary care clinics
Humana's CenterWell has acquired MaxHealth, a network of 54 primary care clinics and other healthcare services in Florida, serving over 120,000 patients. This acquisition expands CenterWell's reach and is part of a growing trend of vertical integration in the healthcare payer market. While payers argue vertical integration improves care coordination, critics are concerned about potential price increases, reduced patient choice, and payers potentially manipulating medical loss ratios.
Humana (NYSE:HUM) Price Target Lowered to $200.00 at Truist Financial
Truist Financial has lowered its price target for Humana (NYSE:HUM) from $285.00 to $200.00, maintaining a "hold" rating, which suggests an 8.32% upside from its current price. This revision follows several other firms, including Goldman Sachs and Leerink, also cutting their price targets for the insurance provider. Despite these adjustments, Humana slightly surpassed quarterly EPS estimates and reported robust revenue growth, and the company set its FY2026 guidance at 9.00 EPS.
Truist Securities Adjusts Humana Price Target to $200 From $285, Maintains Hold Rating
Truist Securities has significantly lowered its price target for Humana to $200 from $285, while retaining a "Hold" rating on the stock. This adjustment reflects a broader trend among analysts, with several other firms also reducing their price targets for Humana around the same period, citing various headwinds. Humana Inc. is a leading health insurance provider with a strong focus on government-sponsored plans and supplementary medical services.
Spinal cord injury patients get new access as Aetna covers ReWalk exoskeleton
Lifeward (Nasdaq: LFWD) announced that Aetna has approved a prior authorization for a Medicare Advantage beneficiary to receive the ReWalk Personal Exoskeleton, deeming it medically necessary. This decision, following similar approvals from Humana and UnitedHealthcare, extends coverage for the ReWalk Personal Exoskeleton to approximately 16 million Medicare Advantage beneficiaries. The ReWalk Personal Exoskeleton is FDA-approved and backed by peer-reviewed studies highlighting its benefits for ambulation, musculoskeletal health, and cardiopulmonary function in individuals with spinal cord injuries.
Aetna Joins Humana and United Healthcare in Expanding Medicare Advantage Coverage for ReWalk Personal Exoskeleton
Aetna has joined UnitedHealthcare and Humana in providing Medicare Advantage coverage for the ReWalk Personal Exoskeleton for eligible beneficiaries with spinal cord injuries. This expansion by three major insurers, covering approximately 16 million beneficiaries, signifies a significant step in recognizing the device's medical necessity and improving access to advanced rehabilitation technology. The ReWalk system, developed by Lifeward Ltd., is FDA-approved and has demonstrated benefits in ambulation, musculoskeletal health, and cardiopulmonary function, promoting independence and dignity for users.
The Top 5 Analyst Questions From CVS Health's Q4 Earnings Call
CVS Health reported strong Q4 2025 results, exceeding analyst expectations in revenue, adjusted EPS, and EBITDA, driven by operational efficiency and successful integration of Rite Aid assets. The article highlights the top five analyst questions from the earnings call, covering topics such as Medicare Advantage rate impacts, FTC legislation, competitive outlook, commercial membership growth, and technology investment timing. These questions and management's responses offer insights into CVS's strategies and challenges moving forward.
Is Elevance Health Quietly Becoming a Defensive Growth Stock for 2026?
Elevance Health (NYSE: ELV) continues to deliver strong financial results, beating earnings expectations and reaffirming its full-year outlook, yet it remains relatively overlooked by many US investors. The company is characterized as a defensive compounder due to its stable earnings, disciplined cost management, and robust capital return strategy through share repurchases and dividends. Despite potential risks related to policy changes and medical cost trends, Wall Street analysts maintain a constructive view, positioning ELV as a compelling option for long-term investors seeking both growth and portfolio defense.
Humana’s CenterWell buys primary care provider MaxHealth
Humana's health services division, CenterWell, has acquired primary care provider MaxHealth from Arsenal Capital Partners, continuing its expansion in the primary care market. MaxHealth operates 54 clinics in Florida, serving over 120,000 patients, with financial terms undisclosed. This acquisition strengthens CenterWell's portfolio, which increased its patient base by over 25% in the past year, amid a challenging environment where other major insurers like CVS and UnitedHealth have faced setbacks in their care delivery operations.
Lifeward's ReWalk Personal Exoskeleton Now Covered by Aetna, Coverage Expands to Include Three of the Largest Medicare Advantage Insurers
Lifeward's ReWalk Personal Exoskeleton is now covered by Aetna, joining Humana and UnitedHealthcare to provide Medicare Advantage coverage for eligible beneficiaries with spinal cord injuries. This expansion means that three of the largest Medicare Advantage insurers collectively cover approximately 16 million beneficiaries across the U.S. The decision reinforces the ReWalk system as a medically necessary and appropriate therapeutic intervention, as validated by independent reviews of clinical evidence.
CenterWell (Humana) Completes Acquisition Of Florida Primary Care Platform MaxHealth
CenterWell, Humana's healthcare services division, has finalized its acquisition of MaxHealth, a Florida-based primary care organization with 54 owned primary care clinics and over 120,000 patients. This acquisition expands CenterWell's footprint in Florida, enhancing access to its value-based primary care model for seniors. MaxHealth will now be affiliated with CenterWell Senior Primary Care, reinforcing its mission to provide patient-centered, integrated care.
Humana’s 2026 Guidance and the Crisis in Managed Care
Humana's 2026 financial guidance has revealed a challenging outlook for the managed-care sector, driven by stricter regulations, reduced quality-based bonus payments, and higher medical utilization. The company projects significantly lower earnings per share due to a "star ratings cliff" and increased Medical Loss Ratio, shifting the industry's focus from growth to margin preservation. While Humana targets membership growth, competitors like UnitedHealth Group prioritize margin, and CVS Health stands to benefit from higher star ratings, indicating a critical period of structural change and potential M&A activity in Medicare Advantage.
Humana Inc. $HUM Shares Sold by Tobam
Tobam has significantly reduced its stake in Humana Inc. (NYSE:HUM) by 36.2%, selling 6,754 shares and now holding 11,910 shares valued at $3.10 million. This move comes as institutional investors collectively own about 92.4% of the stock amidst growing analyst concern over Medicare Advantage cost pressures and a cautious 2026 outlook, leading to lowered price targets and a consensus "Hold" rating. Despite these challenges, Humana is expanding its value-based primary care footprint, particularly through its CenterWell division, which could serve as a long-term growth catalyst.
The UnitedHealth Reset: Analyzing the 3.1% Surge and the Future of the Dow’s Healthcare Titan
UnitedHealth Group (UNH) experienced a 3.1% surge on February 13, 2026, offering a glimmer of hope after a significant stock decline earlier in the year. This report examines whether this rally signifies a definitive bottom for the healthcare giant or if regulatory and operational challenges in 2026 will persist. The article details UNH's business model, financial performance, leadership changes, and the competitive landscape, concluding that 2026 is a "Reset Year" for the company amid intensified scrutiny and lower government reimbursements.
Is CVS Health Corporation (CVS) Larry Robbins' top pick?
CVS Health Corporation (NYSE: CVS) is highlighted as Larry Robbins' top stock pick, accounting for a significant portion of his portfolio. Despite a decrease in fourth-quarter profit, CVS exceeded Wall Street expectations, showcasing early success in restructuring efforts. The company reaffirmed its revenue guidance for 2026, indicating a focus on execution discipline.
Envestnet Asset Management Inc. Has $19.47 Million Stock Position in Humana Inc. $HUM
Envestnet Asset Management Inc. reduced its stake in Humana Inc. by 26.1% in the third quarter, ending with 74,821 shares valued at approximately $19.47 million. Despite beating Q4 EPS and revenue estimates, Humana faced a fourth-quarter loss and issued a cautious near-term outlook for 2026, leading to several analyst price target cuts and a consensus "Hold" rating. The company is, however, expanding its primary care capacity, including the acquisition of MaxHealth, which is seen as a long-term growth catalyst.
Zynex Enters Chapter 11 Restructuring as Nasdaq Delists Shares
Zynex Inc., a medical technology company specializing in electrotherapy devices, has filed for Chapter 11 bankruptcy and had its shares delisted from Nasdaq. The company attributes its financial difficulties to revenue shortfalls caused by a payment default from a major customer, TRICARE. Despite these challenges, Zynex continues operations, has a new leadership team, and secured network-provider status with Humana, with a crucial Q4 2025 earnings report expected soon.
Raymond James Financial Cuts Humana (NYSE:HUM) Price Target to $230.00
Raymond James Financial has lowered its price target for Humana (NYSE:HUM) to $230.00 from $340.00, while maintaining an "outperform" rating, suggesting a potential 25.05% upside. This adjustment comes amidst broader analyst caution driven by concerns over Medicare Advantage cost pressures, lower quality ratings, and a conservative FY2026 outlook from the company, despite reporting Q4 EPS slightly above estimates. The average analyst rating for Humana is currently "Hold" with an average target price of $238.29.
CenterWell Completes Acquisition of MaxHealth from Arsenal Capital Partners
CenterWell, Humana Inc.'s healthcare services division, has completed its acquisition of MaxHealth from Arsenal Capital Partners and MaxHealth's founder-shareholders. This acquisition expands CenterWell Senior Primary Care's reach, adding MaxHealth's 54 owned clinics, 4 specialty clinics, and 24 affiliated clinics across Florida, serving over 120,000 patients, including 80,000 in value-based care programs. The financial terms of the transaction were not disclosed, but it aims to enhance personalized and integrated care for seniors in new key markets.
ProShare Advisors LLC Cuts Position in Humana Inc. $HUM
ProShare Advisors LLC decreased its stake in Humana Inc. by 23.2% in the third quarter, selling 6,408 shares and ending with 21,194 shares valued at approximately $5.51 million. Despite beating Q4 earnings estimates, Humana issued a cautious FY2026 outlook, leading to multiple analyst price target cuts, though CenterWell's acquisition of MaxHealth reinforces Humana's growth strategy in value-based care. The stock currently has an average "Hold" rating from analysts with an average target price of $239.46, reflecting mixed sentiment regarding its growth prospects and margin pressures.
Principal Financial Group Inc. Boosts Stock Position in Healthcare Services Group, Inc. $HCSG
Principal Financial Group Inc. increased its stake in Healthcare Services Group, Inc. by 26.6% in Q3, now holding 457,752 shares valued at approximately $7.7 million. Healthcare Services Group recently reported strong Q4 earnings, beating EPS expectations with $0.44 and achieving a 6.6% year-over-year revenue increase to $466.68 million. Analysts currently have a "Hold" consensus rating for the stock with a $22.00 target price.
