In a report released today, Julien Ouaddour from Bank of America Securities reiterated a Hold rating on Fresenius Medical Care AG & Co. KGaA, with a price target of €56.00.
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Julien Ouaddour has given his Hold rating due to a combination of factors related to Fresenius Medical Care AG & Co. KGaA’s current and projected performance. The company’s Q2’25 results are anticipated to show stable growth in the U.S. market, with organic growth slightly below consensus expectations and some negative impact from foreign exchange headwinds. Despite these challenges, the company’s ongoing savings programs and improvements in Care Enablement suggest a potential for gradual margin improvement.
Additionally, recent updates from Fresenius’ Capital Markets Day, such as the accelerated rollout of HV HDF and a significant buyback, have positively influenced the company’s valuation. However, structural challenges, particularly concerning SGLTs/GLPs, and the absence of mid-term revenue guidance remain concerns. The stock’s current trading multiple is considered fair relative to its growth prospects, leading to a Hold rating as the valuation appears to adequately reflect the anticipated benefits from key initiatives.
According to TipRanks, Ouaddour is a 4-star analyst with an average return of 21.2% and a 71.43% success rate.
In another report released yesterday, Deutsche Bank also maintained a Hold rating on the stock with a €50.00 price target.