-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Centeneは、第1四半期の調整後EPSが3.37ドル（前年同期比16.2%増）となり、市場予想を1.24ドル上回りました。医療保険市場におけるACA（医療費負担適正化法）に基づく保険料税額控除の期限切れによる加入者数の減少にもかかわらず、HBR（健康リスクベース比率）は20ベーシスポイント上昇し、87.3%となりました。売上高は、保険料収入の改善とメディケアPDP（処方薬プラン）加入者数の増加（11.6%増の878万人）により、5.1%増の447億ドルとなりました。一方、民間保険加入者数は33%減の406万人となりました。当社は、SG&A（販売費及び一般管理費）比率が30ベーシスポイント改善して7.6%となり、10億ドルの債務削減を達成したことは、効果的な経費管理と、自社株買いよりも債務削減に重点を置いた規律ある資本配分を示していると見ています。経営陣は、メディケイド事業の好調な業績を背景に、2026年の調整後EPSガイダンスを3.00ドルから少なくとも3.40ドルに引き上げ、HBRガイダンスの中間値を91.3%に据え置いた。株価は3月の安値から上昇を続け、プレマーケットで約3%上昇したため、OBBBA法案によるメディケイド事業への逆風や、経営陣による下半期の見通しについて、より詳細な情報が得られることを期待している。
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Quebec's Provincial Economy Starts 2026 at a Standstill, Says National Bank
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