Fresenius Medical Care
About: Fresenius Medical Care is the largest dialysis company in the world, treating over 300,000 patients from roughly 3,750 clinics across the globe as of mid-2024. In addition to providing dialysis services, the firm is a leading supplier of dialysis products, including machines, dialyzers, and concentrates. Fresenius accounts for about 35% of the global dialysis products market and benefits from being the world's only fully integrated dialysis business. Services account for roughly 80% of firmwide revenue, including care coordination and ancillary operations, while products account for the other roughly 20%.
Employees: 113,079
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
27% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $1.34M
16% more capital invested
Capital invested by funds: $617M [Q2] → $713M (+$96.4M) [Q3]
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
0.39% more ownership
Funds ownership: 11.01% [Q2] → 11.41% (+0.39%) [Q3]
1% less funds holding
Funds holding: 165 [Q2] → 164 (-1) [Q3]
4% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 24
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Truist Securities David Macdonald 56% 1-year accuracy 49 / 87 met price target | 1%upside $23 | Hold Maintained | 7 Oct 2024 |
Financial journalist opinion
Based on 6 articles about FMS published over the past 30 days
