CVS Health shares are trading lower after the CMS 2027 Medicare Advantage Part D Release gave the company's Silverscript Insurance contract, a large Medicare PDP contract, a 2.5-star rating. A lower rating could turn people toward competing plans, which can hurt downstream prescription volume at its retail business.

Humana Reaffirms FY26 Adjusted EPS Guidance Of At Least $9; Exceeding Goal Of Top Quartile Results In 2027 Medicare Advantage Star Ratings; Expects 2028 Benefit For One-Time Investments And Return To Shareholders

Humana affirms its guidance of at least $9.00 in adjusted earnings per common share ("Adjusted EPS"), for the year ending December 31, 2026 ("FY 2026"). This guidance is consistent with the guidance

CVS Health Trades at a Discount to Industry: How to Play the Stock?

CVS Health demonstrates attractive valuation and improving business performance, with Aetna's margin recovery gaining momentum and pharmacy segment showing strong prescription volume growth. However, 340B program pressures and expected Caremark membership declines pose near-term challenges. The stock trades at a discount to peers and has outperformed its industry, though technical indicators suggest weaker momentum.

CMS Releases 2027 Medicare Advantage And Part D Star Ratings, With 37% Of MA-PD Contracts Earning Four Or More Stars And 71% Of Enrollees In High-Rated Plans