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醫保商Humana(HUM.US)下調去年盈利指引 股價挫12%
健康保險公司Humana(HUM.US)大幅削減去年全年盈利指引,並表示醫療成本不斷上升,且2024年 Medicare Advantage 註冊人數增速低於預期。該股周四急挫,最新跌12%至394.18美元。 公司目前預計2023年全年每股盈利為20美元,低於11月份每股盈利至少26.31美元的指引,調整後每股盈利為26.09美元,而先前的指引至少為28.25美元。 該消息拖累同業股價,聯合健康(UNH.US)、信諾(CI.US)、Elevance Health(ELV.US)和CVS Health (CVS.US)股價下跌2%至5%。 Humana 在監管文件中表示,住院護理費用上漲,加上門診手術、補充福利和其他因素正在推高 Medicare Advantage的醫療費用。該公司表示,由於最新出現的趨勢的新近性和重要性,無法透過削減管理成本和提高生產力來抵銷該等費用。 Humana預計,今年Medicare Advantage 會員數量將增長約10萬名,較2023年底的540萬名會員僅增長1.8%。公司表示,其「平衡定價方法」導致其在整個行業中的增長份額較低。
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