-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：HUM公佈了2026財年第一季業績，調整後每股收益為10.31美元，高於市場預期的10.20美元，但同比下降11%；營收為396億美元，高於市場預期的394億美元，同比增長23.5%。保險業務的福利比率為89.4%，年減200個基點，主要受2026財年星級評定下調以及在成功的年度選舉期後MA會員增長約25%的影響。我們認為，與已有的投保族群相比，新加入MA的會員通常享有更高的福利比率。我們認為，隨著HUM繼續推進其長期復甦計劃，這份報告標誌著公司向更穩定的發展邁出了堅實的一步。 HUM重申了2026年全年調整後每股收益預期至少為9.00美元，這意味著該公司正在執行一項旨在到2028年實現顯著盈利復甦的多年轉型計劃，預計全年每股收益將下降近50%。我們注意到，自3月的低點以來，該公司股價已上漲約40%，與健康保險公司整體的大幅上漲趨勢一致。
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