FMS
Fresenius Medical Care AG
$22.35
+2.57%
$12.2B
No data for this timeframe.
Vol
Market Cap$12.2B
Cap SizeLarge Cap
Inst. Holders7 funds
Inst. Value$169.8M
Inst. Activity2 buys / 0 sells
SEC Reports3
Recent Activity
May 11, 2026
SEC
The court granted motions to dismiss all claims against Fresenius Medical Care North America employees in a pro se patie
COURT-RULING — Impact 1/10
Apr 7, 2026
SEC
The Ninth Circuit Court of Appeals ruled that key provisions of California's AB 290—specifically the Reimbursement Cap,
COURT-RULING — Impact 7/10
Mar 30, 2026
SEC
The District Court for the District of Columbia dismissed Fresenius Kabi USA, LLC's lawsuit against the U.S. government,
COURT-RULING — Impact 6/10
Inst.
MORGAN STANLEY — ADD
2,939,839 shares ($70.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
48,647 shares ($1.2M)
Jun 4, 2026
Event
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Delay in shipping of the drug) [Anesthesia]
May 14, 2026
short_interest
FTD: FMS — 25,238 shares ($0.5M) failed to deliver
Settlement: 20260514, Price: $21.39, FTD Value: $539,840.82, FRESENIUS MEDICAL CARE AG
Apr 7, 2026
Event
Fresenius Medical Care Orange County, LLC v. Bonta
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 24-3654
Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$26.53 (Sep 2025)
Current $22.35
Low $17.86
Median $25.83
High $37.77
7 analysts
$17.86
$37.77
Analyst Ratings
5Strong Buy
6Buy
8Hold
6Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Sep 2, 2025 | UBS | DOWNGRADE | Neutral → Sell |
| May 12, 2025 | Truist Securities | MAINTAIN | Hold → Hold |
| Jan 6, 2025 | Truist Securities | MAINTAIN | Hold → Hold |
| Oct 7, 2024 | Truist Securities | MAINTAIN | Hold → Hold |
| Jul 31, 2024 | Truist Securities | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.49 ▼ -4.7% | $0.44 — $0.55 | 8% YoY | 2 |
| Next Q | $0.57 ▲ +4.8% | $0.54 — $0.60 | 3% YoY | 2 |
| Current FY | $2.46 ▼ -14.5% | $1.89 — $4.08 | 15% YoY | 5 |
| Next FY | $3.38 ▼ -2.2% | $2.08 — $5.60 | 37% YoY | 5 |
Latest Reports
NEUTRAL
COURT-RULING
1/10
The court granted motions to dismiss all claims against Fresenius Medical Care North America employees in a pro se patie
May 11, 2026
BULLISH
COURT-RULING
7/10
The Ninth Circuit Court of Appeals ruled that key provisions of California's AB 290—specifically the Reimbursement Cap,
Apr 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| DODGE & COX | $91.2M | — |
| MORGAN STANLEY | $70.0M | ADD |
| FMR LLC | $3.2M | — |
| BANK OF AMERICA CORP | $2.0M | NEAR_EXIT |
| WELLS FARGO & COMPANY/MN | $1.2M | DOUBLED |
7 institutional holders with $169.8M total value (7,129,974 shares) as of 2025-Q4. Top holders: DODGE, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | DODGE & COX | 3,826,910 | $91.2M | 53.7% | — |
| 2 | MORGAN STANLEY | 2,939,839 | $70.0M | 41.2% | ADD +47.2% |
| 3 | FMR LLC | 134,693 | $3.2M | 1.9% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 83,089 | $2.0M | 1.2% | NEAR_EXIT -75.6% |
| 5 | WELLS FARGO & COMPANY/MN | 49,187 | $1.2M | 0.7% | DOUBLED +103.2% |
| 6 | TWO SIGMA INVESTMENTS, LP | 48,647 | $1.2M | 0.7% | DOUBLED +357.1% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 47,609 | $1.1M | 0.7% | ADD +40.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,997,342 | 2,939,839 | +47.2% | $70.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,642 | 48,647 | +357.1% | $1.2M | 2025-Q4 |
| UBS Group AG | ADD | 79,151 | 153,449 | +93.9% | $4.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 337,316 | 82,201 | -75.6% | $2.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 20,642 | 10,642 | -48.4% | $280.2K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 1,050,684 | 2,369,089 | +125.5% | $67.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 88,839 | 337,316 | +279.7% | $9.6M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 80,506 | 105,206 | +30.7% | $2.6M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 32,325 | 65,674 | +103.2% | $1.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 85,399 | 24,813 | -70.9% | $617.8K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 197,335 | 80,506 | -59.2% | $1.8M | 2024-Q4 |
| UBS Group AG | ADD | 43,155 | 55,795 | +29.3% | $1.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 22,161 | 31,074 | +40.2% | $703.5K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 22,161 | — | $472.0K | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.7/10.
NEUTRAL
COURT-RULING
1/10
The court granted motions to dismiss all claims against Fresenius Medical Care North America employe
May 11, 2026
BULLISH
COURT-RULING
7/10
The Ninth Circuit Court of Appeals ruled that key provisions of California's AB 290—specifically the
Apr 7, 2026
BEARISH
COURT-RULING
6/10
The District Court for the District of Columbia dismissed Fresenius Kabi USA, LLC's lawsuit against
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Sep 2025): 42% buy across 26 analysts — 5 strong buy, 6 buy, 8 hold, 6 sell, 1 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$26.53 mean target (Sep 2025)
$17.86 Low
$37.77 High
| Metric | Value |
|---|---|
| Current Price | $22.35 |
| Target Low | $17.86 |
| Target Mean | $26.53 |
| Target Median | $25.83 |
| Target High | $37.77 |
| # Analysts | 7 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.49 | $0.44 | $0.55 | 8.5% | -4.7% | 1↑ 1↓ | $4.7B | -1.2% | 2 |
| Next Q 2026-09-30 |
$0.57 | $0.54 | $0.60 | 3.4% | +4.8% | 2↑ 0↓ | $4.9B | 0.4% | 2 |
| Current FY 2026-12-31 |
$2.46 | $1.89 | $4.08 | 15.0% | -14.5% | 1↑ 2↓ | $19.5B | -0.9% | 5 |
| Next FY 2027-12-31 |
$3.38 | $2.08 | $5.60 | 37.3% | -2.2% | 1↑ 3↓ | $20.2B | 3.6% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.493 | |
| 7d ago | $0.483 | +0.010 |
| 30d ago | $0.518 | -0.025 |
| 60d ago | $0.519 | -0.026 |
| 90d ago | $0.526 | -0.033 |
17 analyst firms have rated this stock: 12 upgrades, 9 downgrades, 2 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Sep 2, 2025 | UBS | DOWNGRADE | Neutral | Sell |
| May 12, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Jan 6, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Oct 7, 2024 | Truist Securities | MAINTAIN | Hold | Hold |
| Jul 31, 2024 | Truist Securities | MAINTAIN | Hold | Hold |
| May 15, 2024 | Truist Securities | MAINTAIN | Hold | Hold |
| Nov 24, 2023 | HSBC | UPGRADE | Reduce | Hold |
| Oct 11, 2023 | Truist Securities | MAINTAIN | Hold | Hold |
| Jul 13, 2023 | Truist Securities | MAINTAIN | Hold | Hold |
| May 10, 2023 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 13, 2023 | Truist Securities | MAINTAIN | — | Hold |
| Feb 23, 2023 | Truist Securities | MAINTAIN | — | Hold |
| Jun 22, 2022 | Truist Securities | MAINTAIN | — | Hold |
| Nov 23, 2021 | HSBC | INITIATE | — | Hold |
| Nov 17, 2021 | RBC Capital | MAINTAIN | — | Sector Perform |
| Nov 11, 2021 | Jefferies | UPGRADE | Underperform | Hold |
| May 21, 2020 | SunTrust Robinson Humphrey | MAINTAIN | — | Buy |
| May 11, 2020 | SunTrust Robinson Humphrey | MAINTAIN | — | Buy |
| Apr 13, 2020 | SunTrust Robinson Humphrey | MAINTAIN | — | Buy |
| Feb 21, 2020 | CFRA | UPGRADE | Hold | Buy |
| Jan 21, 2020 | Jefferies | UPGRADE | Hold | Buy |
| Oct 23, 2019 | Redburn Partners | DOWNGRADE | Buy | Neutral |
| Aug 1, 2019 | BTIG | DOWNGRADE | Buy | Neutral |
| Jun 20, 2019 | Barclays | UPGRADE | Equal-Weight | Overweight |
| Oct 26, 2018 | UBS | UPGRADE | Neutral | Buy |
| Oct 18, 2018 | DZ Bank | DOWNGRADE | Buy | Hold |
| Aug 28, 2018 | HSBC | UPGRADE | Hold | Buy |
| Apr 24, 2018 | Deutsche Bank | UPGRADE | Hold | Buy |
| Mar 17, 2016 | Nomura | INITIATE | — | Buy |
| Jan 5, 2016 | UBS | UPGRADE | Neutral | Buy |
| Oct 30, 2015 | Piper Sandler | MAINTAIN | — | Neutral |
| Oct 30, 2015 | SunTrust Robinson Humphrey | MAINTAIN | — | Buy |
| Aug 13, 2015 | Societe Generale | DOWNGRADE | Buy | Hold |
| Feb 27, 2015 | HSBC | UPGRADE | Underweight | Neutral |
| Dec 2, 2013 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Jul 3, 2013 | Exane BNP Paribas | DOWNGRADE | Outperform | Neutral |
| Jun 10, 2013 | Barclays | UPGRADE | Equal-Weight | Overweight |
| Mar 7, 2013 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Nov 1, 2012 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Jul 20, 2012 | Jefferies | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 8 | 6 | 1 | 42% | |
| May 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Apr 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Mar 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Feb 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Jan 1, 2026 | 3 | 4 | 10 | 9 | 2 | 25% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
Clinical Trial
Low-dose Tocilizumab Versus Standard of Care in Hospitalized Patients With COVID-19
Phase Phase 2 — TERMINATED
Jun 9, 2026
Clinical Trial
Poly-unsaturated Fats for Improving Nasal Polyps and Asthma
Phase Phase 3 — COMPLETED
Jun 4, 2026
FDA
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Delay in shipping of the drug) [Anesthesia]
Jun 4, 2026
FDA
MORPHINE SULFATE
Unavailable: Next release June 2026. Check wholesalers for inventory. (Other) [Analgesia/Addiction]
Jun 4, 2026
FDA
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Demand increase for the drug) [Anesthesia]
Jun 4, 2026
FDA
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Delay in shipping of the drug) [Anesthesia]
May 26, 2026
Clinical Trial
Molar Sodium Lactate Filling in Severe Meningeal Hemorrhage
Phase Phase 3 — TERMINATED
May 26, 2026
Clinical Trial
Oral Vinorelbine or Capecitabine Combined With Trastuzumab as Adjuvant Treatment for Patients With Lymph Node Negative, HER-2 Positive and Small Tumor Size Breast Cancer (ORCHID)
Phase Phase 2 — COMPLETED
May 26, 2026
FDA
NAROPIN
Unavailable: Estimated recovery: TBD (Other) [Anesthesia]
May 20, 2026
Clinical Trial
Local Anesthetic Infiltration to Prevent Postoperative Pain After Lumbar Surgery
Phase Phase 3 — COMPLETED
May 14, 2026
short_interest
FTD: FMS — 25,238 shares ($0.5M) failed to deliver
Settlement: 20260514, Price: $21.39, FTD Value: $539,840.82, FRESENIUS MEDICAL CARE AG
May 6, 2026
short_interest
FTD: FMS — 63,930 shares ($1.3M) failed to deliver
Settlement: 20260506, Price: $20.19, FTD Value: $1,290,746.7, FRESENIUS MEDICAL CARE AG
Apr 7, 2026
Enforcement
Fresenius Medical Care Orange County, LLC v. Bonta
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 24-3654
Mar 2, 2026
short_interest
FTD: FMS — 59,980 shares ($1.4M) failed to deliver
Settlement: 20260302, Price: $23.46, FTD Value: $1,407,130.8, FRESENIUS MEDICAL CARE AG
Feb 24, 2026
Enforcement
Cynthia D. Biggs El v. Fresenius Medical Care North America, et al.
Court ruling from District Court, E.D. Pennsylvania. Docket: 2:25-cv-06041