HCA Healthcare stock price target reiterated at $444 by Cantor Fitzgerald

Published 17/06/2025, 12:30
HCA Healthcare stock price target reiterated at $444 by Cantor Fitzgerald

Cantor Fitzgerald maintained its Overweight rating and $444.00 price target on HCA Healthcare Inc (NYSE:HCA) on Tuesday, aligning with the company’s strong market position as a prominent healthcare provider with $71.58 billion in revenue and an $88.67 billion market cap. According to InvestingPro data, the company maintains a GREAT financial health score, supporting the firm’s analysis amid proposed changes to provider tax regulations that could impact hospital operators.

The Senate has proposed a reduction in the provider tax cap to 3.5% from the current 6% in Medicaid expansion states. This change would be implemented gradually, with an initial reduction to 5.5% in 2027 before reaching the 3.5% target by 2031.

For non-expansion states, the proposal would freeze current provider tax rates at their existing levels. Cantor Fitzgerald noted that the Senate’s approach is more aggressive than what the House had proposed, which was unexpected.

The firm indicated that despite the negative headline implications for hospital operators including HCA Healthcare, Universal Health Services (NYSE:UHS), Tenet Healthcare (NYSE:THC), and Acadia Healthcare (NASDAQ:ACHC), the actual impact may be less severe than initially appears.

Cantor Fitzgerald pointed out that 20 states already have provider tax limits of 3.5% or lower for hospitals, and the full implementation of the 3.5% cap would not take effect until 2031, suggesting a more gradual impact than the headline might indicate.

In other recent news, HCA Healthcare Inc has been the subject of several significant developments. Cantor Fitzgerald reaffirmed its Overweight rating on HCA Healthcare, raising its price target to $444, citing the company’s strategic advantages and strong positioning. Analyst Sarah James pointed to HCA’s collaboration with Galen College of Nursing as a key factor in addressing nursing staff shortages. Meanwhile, BofA Securities also increased its price target for HCA Healthcare to $410 and maintained a Buy rating, reflecting confidence in the company’s performance and cost management. HCA Healthcare reported an 11% growth in EBITDA during the first quarter, with expectations of mid-single-digit growth in same-store net revenue for its ambulatory surgery center business. Additionally, HCA Healthcare announced updates to its Board of Directors compensation and amendments to its stock incentive plan, as disclosed in a recent SEC filing. These changes include an increase in available common stock shares and adjustments to director retainers. Lastly, HCA’s stockholders approved an amendment to the company’s Certificate of Incorporation, aligning with Delaware law. These developments highlight HCA Healthcare’s strategic initiatives and governance updates aimed at enhancing its operational and financial framework.

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