Humana Surges 48% in One Month, Outperforming UnitedHealth and Cigna
Humana stock surged 48% over the past month to $303 per share due to favorable Medicare Advantage (MA) rate decisions and strong Q1 results. The company reported adjusted EPS of $10.31 and a 24% YoY revenue increase to $39.65 billion, outperforming peers UnitedHealth Group (+19%) and Cigna (+2.5%). Humana's concentrated MA exposure is driving its performance compared to the more diversified models of UNH and CI.
Topics: earnings_beat healthcare managed_care medicare_advantage