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

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

Robert Kennedy Jr. Pushes New Healthcare Pricing Rules as HHS Says Patients Deserve Clearer Costs: ‘Americans Should Know…’

HHS and CMS finalize new healthcare price transparency rules, requiring quarterly pricing reports and phone-based cost estimates.

Piper Sandler Maintains Overweight on Cigna Group, Raises Price Target to $370

Piper Sandler analyst Jessica Tassan maintains Cigna Group (NYSE:CI) with a Overweight and raises the price target from $346 to $370.

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.

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.

Barclays Maintains Overweight on Elevance Health, Raises Price Target to $469

Barclays analyst Andrew Mok maintains Elevance Health (NYSE:ELV) with a Overweight and raises the price target from $457 to $469.