-- RBCキャピタル・マーケッツのアナリストは水曜日のレポートで、CVSヘルス（CVS）が2028年にメディケア・アドバンテージの目標利益率3%を達成する可能性がますます高まっていると述べた。 アナリストらは、同社の第1四半期調整後利益が「余裕をもって」予想を上回ったと指摘。これは「力強い」売上高の伸びと、ヘルスケア・ベネフィット部門の収益性の著しい改善によるものだ。 医療費は予想を下回ったものの、同社は通期の医療給付率ガイダンスを維持しており、予想を上回る可能性が高まっているとレポートは述べている。 RBCは、同社の2026年の調整後利益予想を7.10ドルから7.41ドルに引き上げた。ファクトセットが調査したアナリストは7.29ドルを予想している。 RBCは同社株の「アウトパフォーム」レーティングを維持し、目標株価を93ドルから107ドルに引き上げた。
Price: $87.01, Change: $+0.14, Percent Change: +0.17%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target price by $183 to $1,977, valuing MKL shares at 18x our 2026 EPS estimate of $109.85 (down $5.20) and at 17x our 2027 operating EPS estimate of $116.65 (down $4.00). This compares to the shares' three-year average forward multiple of 18x and peer average of 12x. We also lower our 2026 operating revenue forecast from a 4% to 7% rise to flat to up 6%. Q1 operating revenues were flat Y/Y, reflecting 2% lower premiums (below many peers), partly offset by 8% higher investment income, 2% higher product revenues and a 2% uptick in service revenues. We think these results, coupled with some margin pressures at MKL's non-insurance businesses, remove a catalyst from the shares.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $19, which is 16.5x our 2027 EPS view of $1.15, a discount to the trading multiple of 18.1x since going public in 2023. We think this multiple is justified given the litigation overhang and limited visibility into KVUE's standalone performance (the company is no longer providing forward-looking guidance and hosting an analyst call) due to the pending acquisition by Kimberly-Clark (KMB), expected to close during Q2 2026. We increase our 2026 EPS estimate to $1.15 from $1.10 following this morning's Q1 earnings release. We maintain our 2027 EPS estimate at $1.15. Kenvue delivered a solid first quarter that demonstrated continued operational momentum. Net sales increased to $3,909M (+4.5% Y/Y) with organic growth of 0.7%. The performance suggests management's operational initiatives are gaining traction as the company approaches the transaction close. The transaction received shareholder approval in January 2026, and regulatory approvals are progressing.
US benchmark equity indexes were lower intraday, while oil prices were moving higher, as investors monitored developments regarding a potential peace deal between Washington and Iran.The Dow Jones Industrial Average was down 0.7% at 49,571 after midday Thursday, while the S&P 500 lost 0.4% to 7,338.3. The Nasdaq Composite shed 0.1% to 25,811.1. The S&P 500 and the Nasdaq hit new peaks in the previous session.Barring technology, all sectors were in the red intraday Thursday, led by energy.West Texas Intermediate crude was up 1.4% at $96.45 a barrel, while Brent rose 0.7% to $102.02. Both benchmarks fell sharply Wednesday amid prospects of a diplomatic breakthrough between the US and Iran."The sell-off partly unwinds the conflict-driven rally in energy prices, but losses were pared as the market remains cautious," ING Bank said in a report Thursday. "Crude inventories in the US continue to tighten, while buyers have become more reliant on US barrels to offset disrupted Middle Eastern supply."The US and Iran are edging toward a temporary pact to halt the war, Reuters reported, citing sources and officials. Iran is reviewing a proposal to stop the fighting, but leave the most contentious issues unresolved, according to the report.Iran is still reviewing "messages" from the US via Pakistani mediation and has yet to finalize its response to a Washington proposal to end the conflict, CNN reported, citing local Iranian media. Tehran has issued a set of new rules for ships looking to cross the crucial Strait of Hormuz, the news outlet reported, citing a document it saw.US Treasury yields were higher intraday, with the 10-year rate up 4.3 basis points at 4.39% and the two-year rate rising 5.2 basis points to 3.92%.In company news, Tapestry (TPR) raised its fiscal 2026 outlook after delivering a third-quarter beat, but provided a subdued fourth-quarter sales guidance for its Kate Spade brand. The luxury fashion company's shares were down 10%, the second-worst performer on the S&P 500.Planet Fitness (PLNT) shares slid 32% after the fitness center operator tempered its full-year expectations amid fewer-than-projected member additions in the first quarter.Shake Shack (SHAK) shares plummeted 29% after the fast food chain operator's first-quarter results fell short of Wall Street's estimates amid weather-related headwinds.Datadog (DDOG) shares surged 26%, the top gainer on the S&P 500. The software maker raised its full-year outlook after posting first-quarter results that topped the Street expectations.Gilead Sciences (GILD), McKesson (MCK), Cloudflare (NET), Airbnb (ABNB), Monster Beverage (MNST), and CoreWeave (CRWV) are expected to report after the closing bell Thursday.Gold was up 0.1% at $4,699.80 per troy ounce, while silver jumped 2.7% to $79.37 per ounce.