Humana Selected for Illinois Medicaid Managed Care Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Humana has been selected by the Illinois Department of Healthcare and Family Services, HFS, to serve members statewide in HealthChoice Illinois, the state's Medicaid managed care program. "It's an honor to care for more Illinois Medicaid members and their families," said Samantha Olds Frey, Humana's Medicaid President in Illinois. "Our goal has always been to provide whole-person care across every generation, from children to older adults, and HealthChoice Illinois lets us do that. We're grateful for the confidence HFS has placed in us, and we'll keep working alongside the state, providers and community organizations to improve care and quality of life for the communities who depend on us."
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Analyst Views on HUM
Wall Street analysts forecast HUM stock price to fall
19 Analyst Rating
6 Buy
12 Hold
1 Sell
Moderate Buy
Current: 362.000
Low
231.00
Averages
290.39
High
344.00
Current: 362.000
Low
231.00
Averages
290.39
High
344.00
About HUM
Humana Inc. provides Humana insurance services and CenterWell health care services. The Company's segments include Insurance and CenterWell. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as its contract with CMS to administer the Limited Income Newly Eligible Transition (LI-NET) prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits. This segment also includes products consisting of employer group commercial fully-insured medical and specialty health insurance benefits marketed to individuals and employer groups. The CenterWell segment includes its pharmacy, primary care, and home solutions operations. The segment also includes its strategic partnerships with WCAS to develop and operate senior-focused, payor-agnostic, primary care centers, as well as its minority ownership interest in hospice operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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- Healthcare Sector Resilience: UBS noted that the healthcare sector outperformed the S&P 500 on 85% of the days when the benchmark fell by 1% or more over the past year, demonstrating the sector's resilience amid market turbulence.
- Analyst Rating Adjustments: Bank of America raised its price target for J.M. Smucker to $132, implying about a 14% potential upside from Friday's close, reflecting optimistic market expectations for the company's future performance.
See More
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- Clear Use of Proceeds: The proceeds from this transaction will be used for general corporate purposes, demonstrating Humana's strategy to enhance financial flexibility through asset disposals to support future business growth.
- Transaction Timeline: The deal is expected to close in the third quarter of 2026, with Humana not anticipating a material impact on its 2026 earnings, reflecting confidence in the company's future financial stability.
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See More
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- Business Restructuring Context: Humana's ownership in Gentiva stems from its acquisition of the remaining interest in Kindred at Home in 2021, indicating the company's long-standing intention to divest non-core businesses, including hospice and personal health care services, to focus on its core insurance operations.
- Market Leadership: Gentiva, as the nation's largest provider of end-of-life services, operates over 430 locations with thousands of compassionate clinicians and caregivers, and Humana's divestiture will allow it to concentrate on enhancing the quality and efficiency of its insurance services.
- Advisory Support: Guggenheim Securities is acting as financial advisor to Humana, ensuring the smooth execution of the transaction, while the legal advisory team includes Fried, Frank, Harris, Shriver & Jacobson LLP and Manatt, Phelps & Phillips LLP, further enhancing the compliance and security of the deal.
See More
