Mizuho reiterates Outperform rating on Medtronic stock with $100 target

Published 19/08/2025, 13:46
Mizuho reiterates Outperform rating on Medtronic stock with $100 target

Investing.com - Mizuho (NYSE:MFG) maintained its Outperform rating and $100 price target on Medtronic , Inc. (NYSE:MDT), currently trading at $92.81 and near its 52-week high of $96.25, following the company’s latest earnings report. According to InvestingPro, the healthcare giant maintains a GOOD financial health score with a market capitalization of $118.65 billion.

Medtronic reported earnings that exceeded expectations by $195 million, or $0.03 per share, driven by strong performance across multiple segments. The Cardiovascular division outperformed Street estimates by $92 million, while Diabetes and MedSurg segments exceeded expectations by $22 million and $38 million, respectively. The company boasts a solid dividend yield of 3.06% and has maintained dividend payments for 49 consecutive years, as highlighted in InvestingPro’s analysis, which offers 8 additional key insights about the company’s performance.

The medical device company posted adjusted gross margins 20 basis points above Street expectations, attributed to favorable pricing and cost efficiencies. However, adjusted operating margins came in 10 basis points below expectations due to increased spending on growth investments, product launches, and R&D programs.

Medtronic maintained its fiscal year 2026 organic revenue growth guidance of 5%, while raising its adjusted earnings per share guidance by $0.08 at the midpoint to a range of $5.60-$5.66, up from the previous range of $5.50-$5.60. The improved outlook stems from a lower global tariff forecast, now estimated at approximately $185 million compared to the prior range of $200-$350 million.

Mizuho noted that the earnings release, combined with the announcement of Elliott Management’s stake and board appointments, could keep the stock range-bound in early trading as investors digest these developments.

In other recent news, Medtronic plc announced the appointment of two new independent directors, John Groetelaars and Bill Jellison, to its board, along with the formation of special committees aimed at enhancing growth and operations. Additionally, Medtronic declared a quarterly cash dividend of $0.71 per share for the second quarter of fiscal 2026, payable on October 17, 2025. The company also received CE Mark approval to expand the indications for its MiniMed 780G automated insulin delivery system in Europe, now including individuals as young as 2 years old, pregnant women, and those with type 2 insulin-requiring diabetes.

Ahead of its fiscal first-quarter earnings report, Raymond (NSE:RYMD) James reiterated its Market Perform rating on Medtronic stock, while Needham maintained its Hold rating. Both firms are monitoring the company’s performance closely. The upcoming earnings report is scheduled for August 19, 2025, with a webcast to follow. These developments reflect Medtronic’s ongoing strategic initiatives and market activities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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