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Stock Market & Financial Investment News

News Breaks
February 19, 2013
09:11 EDTAET, UNH, DVA, WLP, WCG, MOH, CI, HUMHumana falls after CMS proposes 2014 MA rates, peers follow
Humana (HUM) disclosed today that on Friday, February 15, the Centers for Medicare and Medicaid Services announced preliminary 2014 Medicare Advantage benchmark payment rates. CMS has invited public comment on these preliminary rates before releasing final rates on April 1. Humana believes the preliminary base rates included in the CMS notice would result in a mid-single-digit decline in its benchmark payment rates. Humana said it is analyzing all operational avenues available to address the preliminary rates and related impact upon the company's ability to grow both its Medicare membership and its earnings for 2014. Humana noted its management previously expressed confidence in the companyís ability to grow both Medicare membership and earnings for 2014, based upon expectations that the base Medicare Advantage payment rate would be flat to slightly down. Shares of Humana (HUM) are down 10%, or $8.00, to $69.99 in pre-market trading. Other healthcare names are trading lower after the CMS proposed 2014 Medicare Advantage rates, including WellCare (WCG), UnitedHealth (UNH), Cigna (CI), Wellpoint (WLP), Aetna (AET), Molina (MOH), and DaVita (DVA).
News For HUM;WCG;UNH;CI;WLP;AET;MOH;DVA From The Last 14 Days
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May 15, 2015
16:07 EDTMOHMolina Healthcare to acquire certain Michigan assets of HealthPlus
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11:08 EDTHUMOmega Advisors gives quarterly update on stakes
NEW STAKES: Targa Resources (TRGP), Targa Resources Partners (NGLS), Humana (HUM), Dow Chemical (DOW), and Twenty-First Century Fox (FOXA). INCREASED STAKES: Kinder Morgan (KMI), Chimera Investment Corporation (CIM), AerCap Holdings (AER), Shire (SHPG), and KKR & Co. (KKR). DECREASED STAKES: eBay (EBAY), Altisource Portfolio Solutions (ASPS), Caesars Entertainment (CZR), Navient (NAVI), and TerraForm Power (TERP). LIQUIDATED STAKES: HCA Holdings (HCA), Gilead (GILD), Cabot Oil & Gas (COG), and Apple (AAPL).
07:32 EDTWCGWellCare valuation compelling after selloff, says Leerink
Leerink views the valuation of WellCare shares as compelling following the company's "solid" Q1 results. The firm reiterates an Outperform rating on the stock with a $105 price target.
May 14, 2015
07:33 EDTUNHUnitedHealth would consider Optum spinoff if benefits erode, says UBS
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May 13, 2015
11:22 EDTHUMOptions with increasing implied volatility
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10:18 EDTCI, HUM, AETAnalyst says sell Humana amid 'wishful' takeover speculation
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10:01 EDTHUMOn The Fly: Analyst Downgrade Summary
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06:12 EDTCI, HUMHumana downgraded to Underperform from Neutral at Sterne Agee CRT
Sterne Agee CRT analyst Brian Wright downgraded Humana (HUM) to Underperform saying speculation about a takeover is "wishful thinking" at current share levels. The stock rallied 4% yesterday after Leerink told investors that Aetna (AET) may acquire Humana or Cigna (CI) in the near-term. Wright also sees "material" risk to Humana's earnings guidance risk with paid claims outpacing premium growth. He lowered his price target for shares to $150 from $165. Humana shares closed yesterday up $6.76 to $173.38.
May 12, 2015
15:46 EDTHUMHumana May volatility increases on sharp rally
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15:39 EDTCICigna May volatility elevated
Cigna May call option implied volatility is at 35, June is at 28, and August is at 30; compared to its 90-day average of 31, suggesting large near term price movement.
13:03 EDTAETAetna repeats view of FY15 operating EPS $7.20-$7.40, consensus $7.38
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11:53 EDTCI, HUM, AETAnalyst predicts large transaction 'imminent' for Aetna
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10:28 EDTHUMOptions with increasing implied volatility: YELP HUM LULU CTRX
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10:04 EDTHUM, AETHigh option volume stocks
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09:53 EDTHUM, AETAetna merger with Cigna or Humana likely 'imminent,' says Leerink
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May 11, 2015
15:06 EDTAETAetna backs FY15 operating EPS $7.20-$7.40, consensus $7.38
In a regulatory filing earlier, Aetna reported that during upcoming investor meetings in May, the company expects to reaffirm its FY15 operating EPS guidance of $7.20-$7.40. Current FY15 EPS consensus is $7.38.
07:40 EDTUNHFocus on Vertex will shift to pricing after Orkambi FDA meeting, WSJ says
An FDA advisory committee that meets Tuesday to decide whether to recommend approval of Vertexís Orkambi will be closely watched by health insurers and pharmacy-benefit managers concerned that the experimental cystic-fibrosis drug will be high-priced, said The Wall Street Journal. Vertex hasnít announced a price, but analyst at JPMorgan predict the drug will have a wholesale price of about $287,000 annually per patient. Publicly traded PBM owners include Catamaran (CTRX), which is being acquired by UnitedHealth (UNH), CVS Health (CVS) and Express Scripts (ESRX). Reference Link
07:22 EDTWCGWellCare recent selloff presents buying opportunity, says Susquehanna
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07:13 EDTUNHUnitedHealth management to meet with UBS
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06:51 EDTAETAetna management to meet with Leerink
Meeting to be held in Hartford, CT on May 11 hosted by Leerink.
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