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ジェフリーズによると、メディバンク・プライベートは2026年度の業績見通しを達成する見込み。

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-- ジェフリーズは火曜日のレポートで、メディバンク・プライベート(ASX:MPL)は、保険契約者数の増加が通常第4四半期に最も高くなることから、2026年度の業績見通しを達成する見込みだと述べた。 2025年12月までの12ヶ月間の国内保険契約者数の増加率は2.3%で、業界平均の2.1%を上回っており、競争激化にもかかわらず市場シェアの拡大を示唆している。 第3四半期の保険金支払額の伸びは業界平均と同水準で、メディバンクは第3四半期の9ヶ月間で、提携事業に基づき民間病院に3,930万豪ドルを支払った(2025年度は3,660万豪ドル)。 保険金支払額の伸びは、積極的な保険金管理による効果もあり、近年の業界動向と一致している。メディバンクは、2026年度の保険契約1件当たりの保険金支払額を前年同期比2.6%~2.9%と見込んでいる。 同投資会社はメディバンクの投資判断を「ホールド」に据え置き、目標株価を4.90豪ドルから5.15豪ドルに引き上げた。

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