HUMBullish2027 Medicare Advantage Star Ratings publishednews
High materiality7/10
CVS and UnitedHealth lost ground on Medicare ratings. Who gained?
Nov 6, 2026, 9:55 AM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The Star Ratings change is a government-quality-score decision that can materially affect Medicare bonus payments (revenue) — Humana stands to receive substantial bonus dollars in 2028 per Evercore, while UNH/CVS face lower shares in top-rated plans and potential bonus revenue loss; realization depends on CMS payment timing and Humana retaining membership and plan eligibility.
AI summary
What happened, with direct paths to the underlying reporting
CMS published 2027 Medicare Advantage Star Ratings (Oct 8) that upgraded Humana's flagship plan to four stars and raised Humana's share of members in 4+-star plans to 95%, with Evercore estimating $4.8B in potential 2028 bonus payments; JPM projects UNH and CVS will see a drop in members in 4+-star plans.
The government published its 2027 Medicare Advantage Star Ratings on October 8.
Humana's flagship H5216 contract climbed to four stars from 3.5 and the share of Humana members in plans rated four stars or higher rises to 95% in 2027 from 20% in 2026.
Evercore ISI estimates the change could bring $4.8 billion in bonus payments in 2028.
J.P. Morgan projects UnitedHealth and CVS will fall to 67% and 70% of members in four-star-plus plans, from 81% and 84% previously.
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