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Quality ratings hit to key Medicare plan shakes Humana stock

  • Shares of Humana fell after the company announced that a Medicare Advantage quality rating drop will affect future bonus payments.
  • The percentage of customers enrolled in plans rated four stars or higher for 2025 has decreased to 25% from 94% this year.
  • Humana expects a potential $1.9 billion revenue loss in 2026 due to the rating drop, according to Whit Mayo, a Leerink Partners analyst.
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