Posture
retrenching
The most CMS-exposed payer — a Medicare Advantage margin + Star-ratings shock crushed FY25 operating cash flow to ~$0.9B; it exited commercial employer group insurance (2023) and is falling back on CenterWell primary care / home health, with buybacks cut to a token ~$151M.
Sourced figures 2
- stockanalysis.com HUM financials + cash-flow statement FY25 operating cash flow $921M (a collapse vs the multi-$B run-rate); buybacks only $151M FY25
- Wikipedia — Humana (recent developments) exited employer-based commercial group insurance (Feb 2023); CEO Jim Rechtin; 2024 revenue ~$118B with operating income down to $2.56B
the working
Basis
The most CMS-exposed payer — a Medicare Advantage margin + Star-ratings shock crushed FY25 operating cash flow to ~$0.9B; it exited commercial employer group insurance (2023) and is falling back on CenterWell primary care / home health, with buybacks cut to a token ~$151M.
Threads 1
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Humana.