Humana seeking path to higher profitability, says Argus

Argus keeps a Hold rating on Humana (HUM) but notes that the company is focused on recovering EPS growth in 2027 and beyond, adding that should the firm see signs of sustained profitability, it would re-consider a Buy rating on the name. Argus further states that while Humana is managing the rising medical cost trends, these actions may slow Medicare Advantage growth in the near-term and slow EPS growth, the analyst tells investors in a research note.