据报道,美国医疗保险公司哈门那(Humana)周二盘中大跌5%,引发市场关注。
哈门那发布了令投资者失望的2025年业绩指引。公司预计,受以下几个主要因素影响,2025年利润将低于市场预期:
一、会员人数下滑严重。哈门那预计,由于计划退出部分无利可图的市场地区,加上自然损失会员,今年其医疗保险优先会员人数将下降约55万人,跌幅高于之前预期。
二、医疗服务成本居高不下。公司预计第一季度医疗服务成本率为87.5%,全年在90.1%-90.5%区间,成本压力依旧沉重。
三、政府对其质量评级下调,可能影响支付金额。哈门那需投入更多资金提高旗下Medicare Advantage计划的质量。
基于上述因素,哈门那预测2025年每股收益仅为16.25美元,低于分析师预期的16.71美元。这令投资者对公司长期增长前景感到担忧,推动其股价应声大跌。
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