Humana Withdraws 2025 Profit Forecast Amid Medicare Advantage Reimbursement Concerns

Humana Inc. (HUM) has withdrawn its 2025 profit forecast due to disappointing government Medicare Advantage (MA) reimbursement rates. The insurance provider cited a medical cost trend environment that is not adequately addressed by the final MA rate notice. Humana’s medical benefit ratio, the percentage of premiums spent on medical care, increased to 88.9% in the first quarter. The company intends to prioritize margin recovery over membership growth in the near term, but no longer believes the previously communicated $37 Adjusted EPS target for 2025 is achievable. Humana aims to deliver $6 to $10 of Adjusted EPS growth in 2025 through MA pricing actions, earnings growth in other lines of business, and productivity and trend mitigation initiatives.

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