How Enhabit, Bayada Win Home Health Value-Based Care Arrangements

As more home health providers participate in value-based care arrangements, leaders are learning what works, and what falls flat. Enhabit Inc. (NYSE: EHAB) has been active in the value-based care space. The company has a small – but growing – number of value-based contracts on the Medicare Advantage (MA) side, as well as Accountable Care […]

Enhabit CEO Explains The Decision To Walk Away From UnitedHealthcare

Enhabit Inc. (NYSE: EHAB) revealed last month that it had submitted a termination notice to UnitedHealth Group’s (NYSE: UNH) UnitedHealthcare. Now, members of Enhabit’s leadership team are divulging more details about how the company, ultimately, came to this strategic decision.  “It’s important to remember that the reason we created are payer innovation strategy, about two […]

Home-Based Care Giants Gamble On ‘Bold’ M&A, Revamped Payer Strategies

There are certain headwinds affecting all home-based care providers right now, whether it be in payment, staffing or otherwise. Amid those challenges, the largest companies are all taking slightly different approaches to growth. Enhabit Inc. (NYSE: EHAB), for instance, grabbed the attention of home health providers everywhere last week when it announced that it had […]

What Comes Next After Enhabit’s UnitedHealthcare Contract Termination

Enhabit Inc. (NYSE: EHAB) CEO Barb Jacobsmeyer said Wednesday that the company would terminate its contract with the country’s largest Medicare Advantage (MA) payer, UnitedHealth Group’s (NYSE UNH) UnitedHealthcare. UnitedHealthcare accounts for 9.4 million MA beneficiaries, or 29% of all enrollees, according to the Kaiser Family Foundation. Humana Inc. (NYSE: HUM), which is the second-largest […]

Enhabit Walks Away From UnitedHealthcare After ‘9 Months Of Unsuccessful Negotiations’

Staying on course with its payer innovation strategy, Enhabit Inc. (NYSE: EHAB) has decided to walk away from certain Medicare Advantage (MA) payers – and namely UnitedHealth Group’s (NYSE: UNH) UnitedHealthcare. That decision, and the recent home health proposed payment rule, were top of mind for Enhabit leaders on Tuesday. Specifically, Enhabit President and CEO […]

Enhabit Stockholders Elect AREX Capital Management-Approved Board Member At Annual Meeting

Following over a year’s worth of public exchanges about the strategic direction of Enhabit Inc. (NYSE: EHAB), the company’s stockholders have voted to elect an activist investor-approved board of directors nominee. During Enhabit’s annual meeting of stockholders on Thursday, the company’s stockholders voted to elect eight of Enhabit’s director nominees, as well as Mark W. […]

Enhabit Teases Improvements In Home Health, Hospice Segments

Enhabit Inc. (NYSE: EHAB) continues to improve its financial standing and position with Medicare Advantage (MA) partners as it battles with the activist investor AREX Capital Management. The company released an early snapshot of its second-quarter earnings on Monday, ahead of the full, audited release of earnings on Aug. 6. Of Enhabit’s non-Medicare visits, 43% […]

Enhabit’s Board Battle Continues, Advisory Firm Partially Sides With Activist Investor

One of home health care’s biggest public battles continued Thursday, as an outside advisory firm made its recommendations regarding the future of the Enhabit Inc. (NYSE: EHAB) board. AREX Capital Management – which owns 4.9% of Enhabit’s outstanding common shares – has been challenging Enhabit’s strategic direction for more than a year. Initially, the activist […]