-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将HUM的12个月目标价从215美元上调至256美元，相当于我们2027年每股收益预期值的17倍，接近HUM过去五年16.7倍的历史平均市盈率。我们认为HUM正处于多年转型期，旨在提升盈利能力，预计2027-2028年将实现显著的盈利增长。然而，我们认为2026年将充满挑战，行业普遍面临成本压力，且医疗资源利用率居高不下。因此，我们将2026年每股收益预期下调0.34美元至8.71美元，并将2027年每股收益预期下调0.03美元至15.04美元。我们认为，HUM 维持其 2026 年财务展望和到 2028 年实现 3% Medicare Advantage 利润率的目标，提高了投资者对扭亏为盈计划的信心。不过，我们也注意到 Medicare Stars 质量评级进行了重大更新（预计在第二季度收益报告中会有更详细的展望），以及 2028 年奖励年度星级评级（预计在 10 月份公布），这给近期预期带来了一些不确定性。
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