10月7日 - ** 坎托·菲茨杰拉德将健康保险公司Humana（HUM.N）的评级从“中性”上调至“增持”，并将目标价从300美元上调至460美元
** 该券商将2027年每股收益（EPS）预期从15.86美元上调至17.96美元，将2028年预期从25.38美元上调至28.27美元，理由是对HUM在“联邦医疗保险优势计划”（Medicare Advantage）中的利润率以及质量评级回升抱有更大信心
** 坎托尔预计本周将公布的联邦医疗保险质量评分将呈积极态势；更优的评分将有助于HUM在2028年获得更高的政府奖金
** 该券商表示，定价策略、福利调整以及控制医疗成本的举措，有望推动2027年“联邦医疗保险”利润率显著提升
** 认为HUM的2027年业绩预测，以及2027年参保人数符合预期的确认，将是质量评分发布后的下一个潜在催化剂
** Cantor指出，HUM当前市盈率为管理层2028年盈利预期中点的9.9倍，而其历史平均市盈率约为18倍
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