Fresenius Medical Care Ag ADR (FMS)

$23.39 -0.31 (-1.31%)
Market Cap 14.05B
Revenue (ttm) 20.92B
Net Income (ttm) 582.08M
EPS (ttm) N/A
PE Ratio 11.53
Forward PE 10.90
Profit Margin 2.78%
Debt to Equity Ratio 0.49
Volume 359,482
Avg Vol 407,814
Day's Range N/A - N/A
Shares Out 586.83M
Stochastic %K 6%
Beta 0.90
Analysts Sell
Price Target $27.74

Company Profile

Fresenius Medical Care AG provides dialysis and related services for individuals with renal diseases in Germany, the United States, and internationally. The company 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...

Industry: Medical Care Facilities
Sector: Healthcare
Phone: 49 6172 609 0
Address:
Else-Kröner-Strasse 1, Bad Homburg, Germany
Noname2022
Noname2022 Nov. 13 at 12:57 PM
$CRMD $FMS If Fresenius adopts DefenCath at the same penetration rate as US Renal in Q3, they'd be running ~15K patients
0 · Reply
Noname2022
Noname2022 Nov. 13 at 4:57 AM
$CRMD $FMS Based on $24M from CorMedix’s Customer C and Fresenius’s $15M Q2→Q3 margin gain, the implied DefenCath net price is roughly $115 per vial, assuming an August start and normal inventory.
2 · Reply
Noname2022
Noname2022 Nov. 12 at 6:37 PM
$CRMD $FMS Reminder 2026 business planning difficult with CMS ESRD rule delay… Q3 FMS CEO ”As many of you know, the US is in government shutdown since the October 1, and many health care policy decisions are open -- like the questions of extended tax subsidies for the exchanges and whether they will expire by the end of this year or the publication of final 2026 ESRD PPS rule. This requires us to remain flexible in planning and agile in running our business.”
0 · Reply
RyGuy_79
RyGuy_79 Nov. 12 at 4:26 PM
$CRMD By this time next year, we will have bought $TLPH and then been acquired by $FMS. Mark it and plan for it.
3 · Reply
Noname2022
Noname2022 Nov. 12 at 3:03 PM
$CRMD $FMS Customer A - USRC Customer B - IRC Customer C - FMC *These could be wholesalers so likely just the predominate accounts, USRC they should be shipping directly
0 · Reply
GJ_Rockabilt
GJ_Rockabilt Nov. 11 at 4:09 PM
$HUMA , HUMAW : Two Kidney Stocks, $FMS and $PROK are UP, while HUMA & HUMAW are DOWN. Make of this fact, what you will.
0 · Reply
Noname2022
Noname2022 Nov. 9 at 12:49 AM
$CRMD $FMS AAKP has a major op-eds in USA Today's Kidney Health Special Edition https://www.futureofpersonalhealth.com/kidney-and-liver/the-decade-of-the-kidney-time-to-sweep-outdated-care-into-historys-dustbin/
0 · Reply
Noname2022
Noname2022 Nov. 8 at 9:06 PM
$CRMD $AKBA $FMS $DVA Remember: the post-TDAPA add-on policy itself was created through a CMS Final Rule change in 2024. That rule added three additional years of payment support after TDAPA ended. The same rule making pathway could just as easily be used again to extend the TDAPA period itself to three years. CMS has already shown its willingness to modify the framework when stakeholder feedback justified it. https://www.cms.gov/newsroom/fact-sheets/calendar-year-2024-end-stage-renal-disease-esrd-prospective-payment-system-pps-final-rule-cms-1782-f
2 · Reply
Noname2022
Noname2022 Nov. 8 at 5:16 PM
$CRMD $FMS Expect LDO expanded cohorts after 6k initial…
3 · Reply
Noname2022
Noname2022 Nov. 8 at 9:57 AM
$CRMD $FMS What Cormedix is recommending: “CorMedix recommends that CMS not finalize a post-TDAPA amount in this rulemaking and issue a final amount through a transmittal in 2026.” “Accordingly, we recommend that the period for a TDAPA approval be extended from two to three years and that, if possible, CMS should make that change for CY 2026.” https://downloads.regulations.gov/CMS-2025-0240-0152/attachment_1.pdf
1 · Reply
Latest News on FMS
Fresenius Medical Care AG (FMS) Q3 2025 Earnings Call Transcript

Nov 4, 2025, 4:26 PM EST - 10 days ago

Fresenius Medical Care AG (FMS) Q3 2025 Earnings Call Transcript

Fresenius Medical Care further accelerates organic revenue development and achieves an inflection in earnings growth, delivering 28% operating income growth in the third quarter of 2025

Nov 4, 2025, 7:00 AM EST - 10 days ago

Fresenius Medical Care further accelerates organic revenue development and achieves an inflection in earnings growth, delivering 28% operating income growth in the third quarter of 2025

Fresenius Medical Care beats quarterly profit estimates helped by cost cuts

Nov 4, 2025, 1:08 AM EST - 10 days ago

Fresenius Medical Care beats quarterly profit estimates helped by cost cuts

Fresenius Medical Care highlights real-world advances in hemodiafiltration and AI at ASN Kidney Week 2025

Oct 30, 2025, 9:00 AM EDT - 15 days ago

Fresenius Medical Care highlights real-world advances in hemodiafiltration and AI at ASN Kidney Week 2025

Fresenius Medical Care appoints Joseph Turk as new Management Board Member for Care Enablement

Oct 1, 2025, 9:35 AM EDT - 6 weeks ago

Fresenius Medical Care appoints Joseph Turk as new Management Board Member for Care Enablement

Fresenius Medical Care advances its FME Reignite strategy by increasing ownership in its Value-Based Care asset and appointing a new leader for the operating segment

Sep 18, 2025, 3:30 PM EDT - 2 months ago

Fresenius Medical Care advances its FME Reignite strategy by increasing ownership in its Value-Based Care asset and appointing a new leader for the operating segment

Fresenius Medical Care announces first tranche of its share buyback program of up to EUR 600 million as part of its new capital allocation framework

Aug 11, 2025, 7:00 AM EDT - 3 months ago

Fresenius Medical Care announces first tranche of its share buyback program of up to EUR 600 million as part of its new capital allocation framework

Fresenius Medical Care AG (FMS) Q2 2025 Earnings Call Transcript

Aug 5, 2025, 11:23 AM EDT - 3 months ago

Fresenius Medical Care AG (FMS) Q2 2025 Earnings Call Transcript

Fresenius Medical Care delivers strong organic revenue growth and double-digit operating income growth in the second quarter of 2025

Aug 5, 2025, 7:00 AM EDT - 3 months ago

Fresenius Medical Care delivers strong organic revenue growth and double-digit operating income growth in the second quarter of 2025

Fresenius Medical Care: Is Trading Below Its Intrinsic Value (Buy)

Jul 22, 2025, 7:31 AM EDT - 4 months ago

Fresenius Medical Care: Is Trading Below Its Intrinsic Value (Buy)

$6.3 Trillion Outpatient Clinics Markets, 2021-2024 & 2025-2029 | Profiles of Leading Players - Johns Hopkins Medicine, Mayo Clinic, MD Anderson Cancer Center, Apollo Hospital, and Fresenius Medical

Jul 18, 2025, 4:25 AM EDT - 4 months ago

$6.3 Trillion Outpatient Clinics Markets, 2021-2024 & 2025-2029 | Profiles of Leading Players - Johns Hopkins Medicine, Mayo Clinic, MD Anderson Cancer Center, Apollo Hospital, and Fresenius Medical

Fresenius Medical Care Collaborates with Coordination of National Institutes of Health and Specialty Hospital to Extend Access to Innovative Dialysis Therapy in Mexico

Jul 3, 2025, 8:00 AM EDT - 4 months ago

Fresenius Medical Care Collaborates with Coordination of National Institutes of Health and Specialty Hospital to Extend Access to Innovative Dialysis Therapy in Mexico

Fresenius Medical Care Launches Value-Based Care Segment, Eyes Growth Through Innovation, Efficiency

Jun 17, 2025, 1:21 PM EDT - 5 months ago

Fresenius Medical Care Launches Value-Based Care Segment, Eyes Growth Through Innovation, Efficiency

Fresenius Medical Care CEO Says Company Could Benefit From Obesity Drugs

Jun 17, 2025, 8:56 AM EDT - 5 months ago

Fresenius Medical Care CEO Says Company Could Benefit From Obesity Drugs

Fresenius Medical Care Launches its Strategy FME Reignite with increased Profitability Aspirations, and a New Capital Allocation Framework to further enhance Value Creation

Jun 17, 2025, 7:00 AM EDT - 5 months ago

Fresenius Medical Care Launches its Strategy FME Reignite with increased Profitability Aspirations, and a New Capital Allocation Framework to further enhance Value Creation

Fresenius Medical Care announces 1 bln euros share buyback programme

Jun 17, 2025, 4:08 AM EDT - 5 months ago

Fresenius Medical Care announces 1 bln euros share buyback programme

5 Stocks To Ride The German Market Rally

Jun 16, 2025, 3:06 PM EDT - 5 months ago

5 Stocks To Ride The German Market Rally

BNTX SAP

Fresenius Medical Care Begins Broader U.S. Commercialization of 5008X™ CAREsystem, Achieves Key Milestones in Efforts to Introduce High-Volume Hemodiafiltration Dialysis Therapy to Individuals with Kidney Disease in the U.S.

Jun 4, 2025, 8:00 AM EDT - 5 months ago

Fresenius Medical Care Begins Broader U.S. Commercialization of 5008X™ CAREsystem, Achieves Key Milestones in Efforts to Introduce High-Volume Hemodiafiltration Dialysis Therapy to Individuals with Kidney Disease in the U.S.

Fresenius Medical Care presents its new research and innovation for kidney care at European Renal Association Congress 2025

May 30, 2025, 8:00 AM EDT - 6 months ago

Fresenius Medical Care presents its new research and innovation for kidney care at European Renal Association Congress 2025

Fresenius Medical Care Annual General Meeting: Strong Performance Against Its Strategic Plan Results in Highest Dividend per Share in Its History

May 22, 2025, 11:45 AM EDT - 6 months ago

Fresenius Medical Care Annual General Meeting: Strong Performance Against Its Strategic Plan Results in Highest Dividend per Share in Its History

Fresenius Medical Care AG (FMS) Q1 2025 Earnings Conference Call Transcript

May 8, 2025, 3:08 AM EDT - 6 months ago

Fresenius Medical Care AG (FMS) Q1 2025 Earnings Conference Call Transcript

Fresenius Medical Care starts 2025 with strong organic revenue and income growth

May 6, 2025, 7:00 AM EDT - 6 months ago

Fresenius Medical Care starts 2025 with strong organic revenue and income growth

Fresenius Medical Care tops market expectations in 1st quarter

May 6, 2025, 1:04 AM EDT - 6 months ago

Fresenius Medical Care tops market expectations in 1st quarter

BMO's Siegerman talks the impact of tariffs on pharmaceutical stocks

Apr 9, 2025, 6:32 PM EDT - 7 months ago

BMO's Siegerman talks the impact of tariffs on pharmaceutical stocks

ABBV AMGN AZN BMY GSK JNJ LLY

Fresenius Medical Care publishes its joint Annual Report and Sustainability Statement for 2024: Building the Momentum

Mar 13, 2025, 8:00 AM EDT - 8 months ago

Fresenius Medical Care publishes its joint Annual Report and Sustainability Statement for 2024: Building the Momentum

Fresenius Medical Care's stock falls on Fresenius' stake sale

Mar 4, 2025, 3:57 AM EST - 9 months ago

Fresenius Medical Care's stock falls on Fresenius' stake sale

Fresenius Medical Care AG (FMS) Q4 2024 Earnings Conference Call Transcript

Feb 25, 2025, 2:59 PM EST - 9 months ago

Fresenius Medical Care AG (FMS) Q4 2024 Earnings Conference Call Transcript

Fresenius Medical Care delivers 18% earnings growth in 2024 and continues the acceleration momentum into 2025

Feb 25, 2025, 7:00 AM EST - 9 months ago

Fresenius Medical Care delivers 18% earnings growth in 2024 and continues the acceleration momentum into 2025

Fresenius Medical Care slightly beats market estimates in fourth quarter

Feb 25, 2025, 1:14 AM EST - 9 months ago

Fresenius Medical Care slightly beats market estimates in fourth quarter

Fresenius Medical Care Announces Divestment of Select Laboratory Assets to Quest Diagnostics

Feb 24, 2025, 8:00 AM EST - 9 months ago

Fresenius Medical Care Announces Divestment of Select Laboratory Assets to Quest Diagnostics

DGX

Fresenius Medical Care: A 'Buy' Going Into 2025

Jan 31, 2025, 6:20 AM EST - 10 months ago

Fresenius Medical Care: A 'Buy' Going Into 2025

Fresenius Medical Care Listed in The Dow Jones Sustainability World Index and for the 15th Time in The Dow Jones Sustainability Europe Index

Dec 23, 2024, 9:00 AM EST - 11 months ago

Fresenius Medical Care Listed in The Dow Jones Sustainability World Index and for the 15th Time in The Dow Jones Sustainability Europe Index

Fresenius Medical Care returns to Dax 40 Index

Dec 20, 2024, 11:23 AM EST - 11 months ago

Fresenius Medical Care returns to Dax 40 Index

Hard work paying off despite challenges from U.S. weather-related events: Fresenius Medical Care CEO

Nov 5, 2024, 8:33 PM EST - 1 year ago

Hard work paying off despite challenges from U.S. weather-related events: Fresenius Medical Care CEO

Fresenius Medical Care AG (FMS) Q3 2024 Earnings Call Transcript

Nov 5, 2024, 2:34 PM EST - 1 year ago

Fresenius Medical Care AG (FMS) Q3 2024 Earnings Call Transcript

Fresenius Medical Care reports strong operating income margin growth in the third quarter of 2024

Nov 5, 2024, 7:00 AM EST - 1 year ago

Fresenius Medical Care reports strong operating income margin growth in the third quarter of 2024

Fresenius Medical Care Showcases Research and Innovations in Kidney Care at American Society of Nephrology (ASN) Kidney Week 2024

Oct 21, 2024, 11:04 AM EDT - 1 year ago

Fresenius Medical Care Showcases Research and Innovations in Kidney Care at American Society of Nephrology (ASN) Kidney Week 2024

Fresenius Medical Care: Let's Look At The Upside

Oct 4, 2024, 4:04 PM EDT - 1 year ago

Fresenius Medical Care: Let's Look At The Upside

Fresenius Medical Care Grows Number of U.S. Patients Using Company's Home Hemodialysis Machines, Launches NxStage® Versi®HD with GuideMe Software

Sep 4, 2024, 8:00 AM EDT - 1 year ago

Fresenius Medical Care Grows Number of U.S. Patients Using Company's Home Hemodialysis Machines, Launches NxStage® Versi®HD with GuideMe Software

Fresenius Medical Care CEO says strategy is working as company delivers on transformation efforts

Jul 30, 2024, 9:30 PM EDT - 1 year ago

Fresenius Medical Care CEO says strategy is working as company delivers on transformation efforts

Fresenius Medical Care AG (FMS) Q2 2024 Earnings Call Transcript

Jul 30, 2024, 12:39 PM EDT - 1 year ago

Fresenius Medical Care AG (FMS) Q2 2024 Earnings Call Transcript

Fresenius Medical Care delivers continued operating income improvements in the second quarter of 2024

Jul 30, 2024, 7:00 AM EDT - 1 year ago

Fresenius Medical Care delivers continued operating income improvements in the second quarter of 2024

US FTC probing DaVita, Fresenius Medical, Politico reports

Jul 13, 2024, 9:16 AM EDT - 1 year ago

US FTC probing DaVita, Fresenius Medical, Politico reports

DVA

Fresenius Medical Care: Significant Upside Remains

Jun 25, 2024, 6:15 AM EDT - 1 year ago

Fresenius Medical Care: Significant Upside Remains

Fresenius Medical Care takes next important step towards goal to reduce CO2 emissions in its operations

Jun 12, 2024, 8:00 AM EDT - 1 year ago

Fresenius Medical Care takes next important step towards goal to reduce CO2 emissions in its operations

Moody's and S&P change Fresenius Medical Care's rating outlook to stable

May 23, 2024, 12:33 PM EDT - 1 year ago

Moody's and S&P change Fresenius Medical Care's rating outlook to stable

Fresenius Medical Care showcases leadership and innovation in kidney care disease at 61st European Renal Association (ERA) Congress 2024

May 21, 2024, 10:00 AM EDT - 1 year ago

Fresenius Medical Care showcases leadership and innovation in kidney care disease at 61st European Renal Association (ERA) Congress 2024

Fresenius Medical Care Annual General Meeting: Company makes significant progress in its Transformation Efforts and confirms its ambitious 2024 Growth Targets

May 16, 2024, 9:55 AM EDT - 1 year ago

Fresenius Medical Care Annual General Meeting: Company makes significant progress in its Transformation Efforts and confirms its ambitious 2024 Growth Targets

Fresenius Medical sees up to 2% US dialysis growth by year-end

May 11, 2024, 6:42 AM EDT - 1 year ago

Fresenius Medical sees up to 2% US dialysis growth by year-end

Fresenius Medical Care AG (FMS) Q1 2024 Earnings Call Transcript

May 7, 2024, 2:53 PM EDT - 1 year ago

Fresenius Medical Care AG (FMS) Q1 2024 Earnings Call Transcript

Noname2022
Noname2022 Nov. 13 at 12:57 PM
$CRMD $FMS If Fresenius adopts DefenCath at the same penetration rate as US Renal in Q3, they'd be running ~15K patients
0 · Reply
Noname2022
Noname2022 Nov. 13 at 4:57 AM
$CRMD $FMS Based on $24M from CorMedix’s Customer C and Fresenius’s $15M Q2→Q3 margin gain, the implied DefenCath net price is roughly $115 per vial, assuming an August start and normal inventory.
2 · Reply
Noname2022
Noname2022 Nov. 12 at 6:37 PM
$CRMD $FMS Reminder 2026 business planning difficult with CMS ESRD rule delay… Q3 FMS CEO ”As many of you know, the US is in government shutdown since the October 1, and many health care policy decisions are open -- like the questions of extended tax subsidies for the exchanges and whether they will expire by the end of this year or the publication of final 2026 ESRD PPS rule. This requires us to remain flexible in planning and agile in running our business.”
0 · Reply
RyGuy_79
RyGuy_79 Nov. 12 at 4:26 PM
$CRMD By this time next year, we will have bought $TLPH and then been acquired by $FMS. Mark it and plan for it.
3 · Reply
Noname2022
Noname2022 Nov. 12 at 3:03 PM
$CRMD $FMS Customer A - USRC Customer B - IRC Customer C - FMC *These could be wholesalers so likely just the predominate accounts, USRC they should be shipping directly
0 · Reply
GJ_Rockabilt
GJ_Rockabilt Nov. 11 at 4:09 PM
$HUMA , HUMAW : Two Kidney Stocks, $FMS and $PROK are UP, while HUMA & HUMAW are DOWN. Make of this fact, what you will.
0 · Reply
Noname2022
Noname2022 Nov. 9 at 12:49 AM
$CRMD $FMS AAKP has a major op-eds in USA Today's Kidney Health Special Edition https://www.futureofpersonalhealth.com/kidney-and-liver/the-decade-of-the-kidney-time-to-sweep-outdated-care-into-historys-dustbin/
0 · Reply
Noname2022
Noname2022 Nov. 8 at 9:06 PM
$CRMD $AKBA $FMS $DVA Remember: the post-TDAPA add-on policy itself was created through a CMS Final Rule change in 2024. That rule added three additional years of payment support after TDAPA ended. The same rule making pathway could just as easily be used again to extend the TDAPA period itself to three years. CMS has already shown its willingness to modify the framework when stakeholder feedback justified it. https://www.cms.gov/newsroom/fact-sheets/calendar-year-2024-end-stage-renal-disease-esrd-prospective-payment-system-pps-final-rule-cms-1782-f
2 · Reply
Noname2022
Noname2022 Nov. 8 at 5:16 PM
$CRMD $FMS Expect LDO expanded cohorts after 6k initial…
3 · Reply
Noname2022
Noname2022 Nov. 8 at 9:57 AM
$CRMD $FMS What Cormedix is recommending: “CorMedix recommends that CMS not finalize a post-TDAPA amount in this rulemaking and issue a final amount through a transmittal in 2026.” “Accordingly, we recommend that the period for a TDAPA approval be extended from two to three years and that, if possible, CMS should make that change for CY 2026.” https://downloads.regulations.gov/CMS-2025-0240-0152/attachment_1.pdf
1 · Reply
Noname2022
Noname2022 Nov. 8 at 9:05 AM
$CRMD $AKBA $DVA $FMS KCP asking for 3rd year of TDAPA & post tdapa reform consideration in 2027 to make permanent and billing for actual patient use (remove moral hazard) https://downloads.regulations.gov/CMS-2025-0240-0122/attachment_1.pdf
0 · Reply
Noname2022
Noname2022 Nov. 8 at 8:47 AM
$CRMD $AKBA $FMS $DVA ASN asking for 3rd year TDAPA extension https://www.asn-online.org/policy/webdocs/CY2026_ESRD_PPS_QIP_Final_Comment_Letter.pdf
2 · Reply
Noname2022
Noname2022 Nov. 7 at 4:49 PM
$CRMD $FMS CMS Final Rule delay causing uncertainty Reminder: FMC CEO talked about Defencath for 2-3 mins…
1 · Reply
GJ_Rockabilt
GJ_Rockabilt Nov. 6 at 7:33 PM
$FMS Make of this what you will, and don't kill the messenger. Some United Healthcare Plans will not be In-Network Covered in 2026. Some Patients might decide to switch out of Fresenius Clinics. Fair Warning has been served. You're welcome, in advance. Sorry about the News being so downbeat.
0 · Reply
Noname2022
Noname2022 Nov. 6 at 4:23 AM
$CRMD $FMS My estimate for Fresenius only: ~$125 per vial (≈50% off WAC) with about a 30-day inventory.
1 · Reply
Noname2022
Noname2022 Nov. 6 at 4:12 AM
$CRMD $FMS Fresenius Care Delivery’s likely profit from DefenCath in Q3 2025 was about €14–15 million (~$15 million USD) looking at the Business Growth increase from Q2 2025. https://freseniusmedicalcare.com/en/investors/publications/publications/
0 · Reply
ZacksResearch
ZacksResearch Nov. 5 at 7:31 PM
$FMS beats Q3 estimates — what’s driving the growth? 🚀 Fresenius Medical Care crushed EPS expectations by 8.47% and saw revenues rise 2.6% YoY in reported terms, fueled by strong organic growth despite currency headwinds. Overall pricing momentum supported growth in the Care Enablement segment. Discover the full story here 👉 https://www.zacks.com/stock/news/2785858/fms-stock-rises-as-q3-earnings-beat-estimates-revenues-gain-yy?cid=sm-stocktwits-2-2785858-body-19712&ADID=SYND_STOCKTWITS_TWEET_2_2785858_BODY_19712
0 · Reply
ZacksResearch
ZacksResearch Nov. 5 at 6:31 PM
$FMS climbs on a clean Q3 beat 💪 Earnings and revenues topped estimates, driven by stronger margins and steady organic growth across all segments. See the full Q3 performance here 👉 https://www.zacks.com/stock/news/2785858/fms-stock-rises-as-q3-earnings-beat-estimates-revenues-gain-yy?cid=sm-stocktwits-2-2785858-teaser-19711&ADID=SYND_STOCKTWITS_TWEET_2_2785858_TEASER_19711
0 · Reply
EpicKoala26
EpicKoala26 Nov. 5 at 4:50 PM
$FMS dialysis global, steady eddy, respect trend channel
0 · Reply
Noname2022
Noname2022 Nov. 4 at 11:00 PM
$CRMD $FMS https://www.gurufocus.com/news/3182288/q3-2025-fresenius-medical-care-ag-earnings-call-transcript
2 · Reply
RyGuy_79
RyGuy_79 Nov. 4 at 10:17 PM
$FMS good thing they didn’t mention $CRMD by name. They would have nosedived 20% after the call.
0 · Reply
RyGuy_79
RyGuy_79 Nov. 4 at 10:15 PM
$CRMD is such a black hole, it pulled $FMS down 8% today.
0 · Reply