Cantor Fitzgerald flags CMS audit strategy as healthcare sentiment risk

Published 24/05/2025, 12:20
Cantor Fitzgerald flags CMS audit strategy as healthcare sentiment risk

On Monday, Cantor Fitzgerald issued a report on the healthcare services sector, highlighting potential impacts of the Centers for Medicare & Medicaid Services’ (CMS) new audit strategy on Managed Care (MA) sentiment. The firm raised concerns about the aggressive nature of the CMS’s plan to expedite MA audits, suggesting it might not significantly affect earnings but could contribute to existing bearish sentiment toward payors.

The CMS’s updated policy aims to increase the number of medical coders from 40 to 2,000 and employ artificial intelligence to audit nearly all 550 eligible MA plans, a substantial rise from the current 60. Additionally, the frequency of audits is set to grow, with 35-200 records per health plan per year slated for review, up from just 35. Despite these regulatory challenges, major healthcare providers like HCA have demonstrated strong operational efficiency, with a gross profit margin of 41% and healthy cash flows. Get deeper insights into the healthcare sector’s performance metrics with a InvestingPro subscription, which offers comprehensive analysis of 1,400+ US stocks.

Cantor Fitzgerald expressed skepticism regarding the feasibility of CMS’s ambitious goals. The firm pointed out that previous contract level audits, which focused on Payment Years 2011-2013, took almost a decade to complete for just 30 plans each year, incurring an annual cost of $54 million. Despite this expenditure, CMS only recovered $16.1 million in non-extrapolated overpayments, rather than the $650 million it could have collected with extrapolation.

The report also noted the significant logistical challenges that CMS may face in scaling up its audit operations. Given the historical context, Cantor Fitzgerald questioned whether the CMS could effectively manage the increased workload and complexity of the expanded audit strategy.

In conclusion, while the CMS’s new audit approach is intended to enhance oversight and accountability within the MA space, Cantor Fitzgerald remains cautious about the initiative’s practical implementation and its potential repercussions on healthcare payor sentiment. Despite regulatory uncertainties, HCA’s strong market position and consistent dividend growth over the past four years demonstrate the resilience of well-managed healthcare providers. Access detailed financial health metrics, Fair Value calculations, and expert analysis through InvestingPro’s comprehensive research reports.

In other recent news, HCA Healthcare (NYSE:HCA) has been the focus of several analyst updates and corporate developments. Cantor Fitzgerald’s analyst Sarah James increased the price target for HCA Healthcare to $444, maintaining an Overweight rating, citing the company’s strategic advantages and volume growth. BofA Securities also raised its price target to $410, with analyst Kevin Fischbeck highlighting HCA’s strong demand for services and effective cost management. KeyBanc Capital Markets reaffirmed an Overweight rating with a $370 target, noting robust same-store sales growth and effective expense management in the first quarter.

Meanwhile, RBC Capital Markets adjusted its price target to $376, recognizing policy uncertainties but maintaining an Outperform rating due to HCA’s effective management. In corporate governance news, HCA Healthcare announced updates to its Board of Directors’ compensation and amendments to its stock incentive plan, increasing available shares and extending the plan’s duration. These changes were approved during the company’s Annual Meeting, where all director nominees were elected, and Ernst & Young LLP was ratified as the independent auditor for 2025. The meeting also saw approval of an amendment to the company’s certificate of incorporation, providing for officer exculpation under Delaware law. Despite these developments, stockholder proposals on golden parachutes and acquisition strategy were not approved.

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