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Fresenius Medical Care (FMS)
NYSE:FMS
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Fresenius Medical Care (FMS) Price & Analysis

367 Followers

FMS Stock Chart & Stats

$23.41
-$0.33(-1.46%)
At close: 4:00 PM EST
$23.41
-$0.33(-1.46%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationConsistent, sizable operating and free cash flow provides durable financial flexibility to fund capital expenditures, buybacks, dividends and transformation programs. Reliable cash conversion cushions reimbursement volatility and supports deleveraging and strategic investments over the next 2–6 months.
Material Transformation Savings (FME25+)FME25+ has generated substantial, sustainable cost savings that improve structural margins and operational efficiency. Continued realization of targeted €1.2bn by 2027 reduces reliance on one-off tailwinds and supports the company’s medium-term margin and cash goals even amid external headwinds.
Vertical Integration & ScaleLarge clinic footprint combined with manufacturing of machines and consumables creates recurring treatment revenue, captive demand for supplies, and service revenue. The 5008X rollout deepens product stickiness and long-term service streams, strengthening competitive position and supply reliability.
Bears Say
Regulatory/reimbursement Phase-outsPhasing out TDAPA benefits and similar temporary reimbursement items materially reduces near-term revenue comparables and compresses margins. Because a significant portion of revenue relies on public payors, these structural reimbursement shifts will weigh on earnings visibility and limit upside over the coming months.
China Tender/procurement HeadwindsStricter tenders and volume-based procurement in China have reduced Care Enablement revenue and EBIT. Given China’s importance for device and consumables sales, persistent procurement reforms and delayed tenders represent a structural drag on product sales and margin recovery in that segment.
High Transitional Rollout & Transformation CostsLarge-scale 5008X rollout, IT/SAP migration and remaining FME25+ implementation incur significant near-term OpEx and one-offs. These investments increase execution risk and temporarily pressure margins and cash flow, constraining flexibility if reimbursement or volume headwinds persist.

Fresenius Medical Care News

FMS FAQ

What was Fresenius Medical Care’s price range in the past 12 months?
Fresenius Medical Care lowest stock price was $20.02 and its highest was $29.71 in the past 12 months.
    What is Fresenius Medical Care’s market cap?
    Fresenius Medical Care’s market cap is $11.52B.
      When is Fresenius Medical Care’s upcoming earnings report date?
      Fresenius Medical Care’s upcoming earnings report date is Aug 04, 2026 which is in 70 days.
        How were Fresenius Medical Care’s earnings last quarter?
        Fresenius Medical Care released its earnings results on May 05, 2026. The company reported $0.533 earnings per share for the quarter, missing the consensus estimate of $0.604 by -$0.071.
          Is Fresenius Medical Care overvalued?
          According to Wall Street analysts Fresenius Medical Care’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Fresenius Medical Care pay dividends?
            Fresenius Medical Care pays a Annually dividend of $0.787 which represents an annual dividend yield of 3.29%. See more information on Fresenius Medical Care dividends here
              What is Fresenius Medical Care’s EPS estimate?
              Fresenius Medical Care’s EPS estimate is 0.62.
                How many shares outstanding does Fresenius Medical Care have?
                Fresenius Medical Care has 586,826,900 shares outstanding.
                  What happened to Fresenius Medical Care’s price movement after its last earnings report?
                  Fresenius Medical Care reported an EPS of $0.533 in its last earnings report, missing expectations of $0.604. Following the earnings report the stock price went down -10.86%.
                    Which hedge fund is a major shareholder of Fresenius Medical Care?
                    Currently, no hedge funds are holding shares in FMS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Fresenius Medical Care

                      Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America, and internationally. It offers dialysis treatment and related laboratory and diagnostic services through a network of outpatient dialysis clinics; materials, training, and patient support services comprising clinical monitoring, follow-up assistance, and arranging for delivery of the supplies to the patient's residence; and dialysis services under contract to hospitals in the United States for the hospitalized end-stage renal disease (ESRD) patients and for patients suffering from acute kidney failure. The company also develops, manufactures, and distributes dialysis products, including polysulfone dialyzers, hemodialysis machines, peritoneal dialysis cyclers, peritoneal dialysis solutions, hemodialysis concentrates, solutions and granulates, bloodlines, renal pharmaceuticals, and systems for water treatment; and non-dialysis products, such as acute cardiopulmonary and apheresis products. In addition, it develops, acquires, and in-licenses renal pharmaceuticals; offers renal medications and supplies to patients at homes or to dialysis clinics; and provides vascular, cardiovascular, endovascular specialty, vascular care ambulatory surgery center, and physician nephrology and cardiology services. The company sells its products to dialysis clinics, hospitals, and specialized treatment clinics directly, as well as through local sales forces, independent distributors, dealers, and sales agents. As of February 23, 2022, it operated 4,171 outpatient dialysis clinics in approximately 150 countries. Fresenius Medical Care AG & Co. KGaA was incorporated in 1996 and is headquartered in Bad Homburg, Germany.

                      Fresenius Medical Care (FMS) Earnings & Revenues

                      FMS Company Deck

                      FMS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlights a strong 2025 performance with significant margin expansion, robust cash generation, successful execution of transformation programs (FME25+) and a Value-Based Care turnaround. These positives are tempered by notable near-term headwinds and one-time contributions (TDAPA and binders) that raise the 2026 comparable base, China regulatory pressures, flat U.S. treatment volumes and transitional costs from the large-scale 5008X rollout and IT investments. Overall, the company presents a credible long-term growth and margin path while acknowledging a transitional 2026.View all FMS earnings summaries

                      FMS Stock 12 Month Forecast

                      Average Price Target

                      $26.00
                      ▲(11.06% Upside)
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                      Ownership Overview

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