Fresenius Medical Care

Shares of Fresenius Medical Care fell again, at times by more than four percent, after the US Department of Health and Human Services presented reform plans for kidney treatment. Experts warn of increased competitive pressure on the dominant dialysis providers (FMC and DaVita together hold a 74% market share) and possible long‑term declines in dialysis patient numbers. DZ Bank cut its fair value from €54 to €46 but kept its buy rating, while analysts see higher risks but also some preparatory measures by FMC. » Mere på deraktionaer.de

Bernstein Research keeps its rating for Fresenius Medical Care at Market-Perform and confirms a price target of €44.65 despite the announced change in group leadership. Analyst Susannah Ludwig expects no change to the 2026 forecast and sees the stronger growth orientation as positive, but warns of an increasingly difficult end market for dialysis. The stock fell 1.9 percent in XETRA trading to €36.72, about 21.6 percent below the price target; year-to-date it has lost 6.3 percent. » Mere på finanzen.net

Fresenius Medical Care unexpectedly dismisses CEO Helen Giza; her successor will be Shervin Korangy as of Oct. 12. Shares fell sharply after the announcement, as investors were surprised by the personnel move and its timing. The supervisory board criticized a lack of vision and strategy under Giza, while the company will focus more on revenue growth and reinvestment rather than pure cost discipline. Korangy brings international management and pharmaceutical-industry experience and is to shape the next phase of growth. » Mere på finanzen.net

JPMorgan confirms its rating for Fresenius Medical Care at "Underweight" and a price target of €32.30 after the surprising announcement of a leadership change. The personnel decision and its timing, according to analyst David Adlington, reduced the prospect that former chief Helen Giza could demonstrate growth potential by introducing high-volume hemodiafiltration in the US. Previously the company had completed an expectedly difficult quarter. » Mere på finanzen.net

The supervisory board of Fresenius Medical Care (FMC) appointed Shervin J. Korangy as CEO effective Oct. 12; Helen Giza will leave on Oct. 11. The announcement shocked investors: the share fell about 6.8% to €37.42 and was the laggard in the DAX. JPMorgan kept its rating at "Underweight" and its price target at €32.30, calling the timing and the news surprising and saying it could reduce the chances of introducing high-volume hemodiafiltration in the U.S. » Mere på finanzen.net