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Truist Securities maintained its Hold rating and $30.00 price target on Fresenius Medical (TASE:BLWV) Care (NYSE:FMS), currently trading at $26.72, following the company’s Capital Markets Day presentation. According to InvestingPro analysis, FMS appears undervalued, with analyst targets ranging from $22.64 to $37.90.
The medical care provider outlined a new midteens adjusted operating income margin target by 2030, reflecting anticipated improvements across business segments and projected annual U.S. treatment growth exceeding 2%. The company, with a market cap of $15.65 billion and a solid financial health score of GOOD from InvestingPro, has maintained dividend payments for 28 consecutive years.
Truist identified the rollout of the 5008x HVHDF system in the U.S. market as a key growth driver, with management detailing a five-year market penetration strategy. The company also increased its FME25+ savings program by an additional €300 million.
Fresenius Medical Care announced a €1.0 billion share buyback program while lowering its leverage target, moves that Truist noted would improve the company’s financial flexibility.
The firm’s long-term cash flow guidance provides what Truist characterized as a "solid baseline" for future performance, though these developments did not prompt any changes to the firm’s rating, price target, or financial estimates for the company.
In other recent news, Fresenius Medical Care has been the subject of analyst attention following its restructuring efforts. Bernstein SocGen Group raised its price target for the company from $26.00 to $31.50, maintaining a Market Perform rating. The decision comes after the company presented its 2030 financial targets, which Bernstein described as "solid." Under the leadership of CEO Helen Giza, who took over in December 2022, the company has shown improved operational performance. Bernstein forecasts consistent double-digit earnings growth for Fresenius Medical Care over the next five years. This projection is despite market concerns about potential volume growth impacts from GLP-1 and SGLT2 medications. The research firm sees the stock as a tactical buying opportunity, with a new price target suggesting about 15% upside potential.
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