Humana Shrinks Medicare Advantage Footprint for 2027

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Summary · why it matters

Humana will offer Medicare Advantage plans in nearly 2,600 counties across 45 states and Washington, D.C. for the 2027 plan year, a sharp reduction from the 46 states and Washington, D.C. it covered for 2026, when its plans reached 85% of U.S. counties. The Louisville, Kentucky-based insurer, the second-largest MA player behind UnitedHealth, said the new footprint represents more than 80% of U.S. counties, and it has announced plans to discontinue offerings affecting 600,000 enrollees. UnitedHealth said its UnitedHealthcare MA plans will remain accessible to 94% of Medicare-eligible individuals next year, unchanged from 2026, though Bloomberg reported that roughly 390,000 people will be part of plans being shut down. CVS Health's Aetna unit and Centene are also pulling back their MA offerings, according to CMS data reviewed by Wall Street analysts, while Alignment Healthcare is expanding to 55 counties and Clover Health said its plans will reach 5.2M Medicare-eligible individuals across 203 counties in five states. The moves come as the MA market contends with rising medical costs and intense government scrutiny, and after CMS said 2027 MA enrollment is expected to reach 34M, a 6% decline, despite a more than 16% drop in MA premiums versus 2026 on a weighted average basis.

Impact on assets 8

Aging Population± Mixed · 4 stocks
Humana Inc
HUM
▼ NegativeRegulationrelevance

Humana is sharply shrinking its 2027 Medicare Advantage footprint and discontinuing plans affecting 600,000 enrollees amid rising costs and government scrutiny.

Alignment Healthcare LLC
ALHC
▲ PositiveDemandrelevance

Alignment Healthcare is expanding its Medicare Advantage footprint to 55 counties, a growth move against peers' pullbacks.

Clover Health Investments Corp
CLOV
▲ PositiveDemandrelevance

Clover Health said its plans will reach 5.2M Medicare-eligible individuals across 203 counties in five states, an expansion.

UnitedHealth Group Incorporated
UNH
± MixedRegulationrelevance

UnitedHealth's MA plans stay at 94% coverage unchanged, but ~390,000 enrollees are in plans being shut down amid MA market scrutiny and rising costs.

Health Care▼ · 3 stocks
Centene Corp
CNC
▼ NegativeRegulationrelevance

Centene is pulling back its Medicare Advantage offerings amid rising medical costs and intense government scrutiny.

CVS Health Corp
CVS
▼ NegativeRegulationrelevance

CVS Health's Aetna unit is pulling back its Medicare Advantage offerings amid rising medical costs and government scrutiny.

Others▲ · 1 stocks

Off-coverage companies 1

Bloomberg L.P.Private± Mixed
relevance

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