Is Humana Stock Now A Value Trap At $200?

Humana stock plummeted 21% on January 27. Humana is a "pure play" on Medicare Advantage—around 85% of their operations.

Forbes • Jan 28, 2026

Nine S&P 500 Stocks' Earnings Are About To Crash In A Big Way

Investors are gearing up for a generally positive fourth-quarter earnings season. But there are some glaring exceptions in the S&P 500.

Investors Business Daily • Jan 28, 2026

Trump Just Shocked Medicare Stocks — Will Seth Klarman Seize This Moment?

The Medicare Advantage trade just got repriced—by Washington. Donald Trump‘s administration proposed 0.09% rate hike for Medicare Advantage plans in 2027, a fraction of Wall Street's 4%–6% expectations, triggering a sharp selloff across the sector.

Benzinga • Jan 27, 2026

Health Insurer Stocks Flatline on Medicare Rates, UNH Example Trade

Marley Kayden covers the health insurance industry after the Trump administration kept Medicare rates relatively flat, as opposed to the 5%-6% they expected. She also looks at UnitedHealth (UNH), which just reported earnings that are being overshadowed by the headlines.

Why shares of UnitedHealth, Humana and others are tanking and taking the Dow with it

The shares of UnitedHealth, Humana and other health insurers were clobbered on Tuesday after a preliminary payment proposal for Medicare Advantage fell way short of analyst expectations.

Market Watch • Jan 27, 2026

Major health insurance stocks sank Tuesday, after Medicare said it was holding payments steady next year

Big health insurers lose nearly $90 billion in market capitalization after Medicare proposed a relatively flat rate increase for next year.

WSJ • Jan 27, 2026

The Big 3: HUM, ASTS, COF

Humana's (HUM) massive sell-off alongside other healthcare insurer peers is where @ProsperTradingAcademy's Scott Bauer sees bullish opportunity on today's Big 3. He also expects AST Spacemobile (ASTS) to "hang in there" until an anticipated rebound and Capital One (COF) to have a grin up in the stock price.

U.S. Managed Care Insurers To Post Lower Q4 2025 Net Income Amid Higher Costs

U.S. Managed Care Insurers To Post Lower Q4 2025 Net Income Amid Higher Costs

Seeking Alpha • Jan 27, 2026

Humana, UnitedHealth, and CVS Stocks Plunge After Medicare Rates Blow

The Trump administration proposed keeping Medicare rates roughly flat this year.

Barrons • Jan 27, 2026

Health insurers tumble after Trump administration proposes keeping Medicare Advantage rates flat next year

Shares of several big-name health care companies plunged after the Trump administration proposed nearly flat rates for Medicare Advantage insurers. In extended trading, Humana, CVS Health and UnitedHealth Group saw their shares slide by more than 10%.

CNBC • Jan 26, 2026