-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將HCA未來12個月的目標股價從565美元下調至515美元，對應的2026年本益比為17倍。鑑於我們認為HCA歷來利潤率較高，且近期獲利成長前景良好，因此該市盈率高於其他醫院營運商，也高於HCA過去三年的平均本益比15.3倍。我們將2026年每股收益預期下調0.03美元至30.30美元，並將2027年每股收益預期上調0.04美元至33.31美元。 HCA預計，由於《平價醫療法案》（ACA）的增強型保費稅收抵免政策將於2025年底到期，導致醫保覆蓋範圍大幅縮水，並推高了無償醫療服務成本，因此其2026年第一季的EBITDA將比2025年第一季減少1.5億美元。然而，該公司維持了全年6億至9億美元的預期影響，我們對此表示贊同，儘管我們認為未來幾季《平價醫療法案》的覆蓋範圍可能會出現波動。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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