Guggenheim Maintains Buy on Elevance Health, Raises Price Target to $460

Shares of health insurance companies are trading higher the U.S. CMS awarded five- and four-star ratings to plans offered by UnitedHealth Group, Clover, and Humana among others. Also, Humana reaffirmed its FY26 adjusted EPS guidance and issued optimistic comments about FY27 and FY28.

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.