-- 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。12ヶ月後の目標株価を243ドルから200ドルに引き下げます。これは、2026年のEPS予想の8.7倍に相当し、同業他社の株価倍率を下回る水準であり、UHSの過去5年間のフォワード平均株価倍率11.9倍に対しても割安です。2026年のEPS予想を23.39ドルから22.95ドルに、2027年のEPS予想を25.67ドルから25.48ドルにそれぞれ引き下げます。第1四半期の入院患者数は、既存施設ベースで横ばいでした。これは、冬の悪天候とインフルエンザ／呼吸器疾患の流行が比較的軽度だったことによる季節的な逆風が原因です。最近のACA EPTCの期限切れも課題となっており、UHSは2025年第1四半期と比較してACA調整入院が約5%減少すると予測している。UHSは、通年のACA交換取引量が25%～30%減少するという以前の予測を維持しており、これは2025年の急性期医療事業調整入院の約6%、急性期医療部門収益の5%未満に相当する。UHSは、これらの事態により2026年に7,500万ドルの税引前利益が減少すると予想しており、これは以前のガイダンスから変更はない。
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