Medline (NASDAQ:MDLN) Price Target Raised to $57.00 at UBS Group

Medline (NASDAQ:MDLN) had its price target increased by UBS Group from $48.00 to $57.00 in a research report sent to investors on Thursday,Benzinga reports. UBS Group currently has a buy rating on the stock.

Several other equities research analysts also recently weighed in on the company. Evercore reissued an “outperform” rating and issued a $55.00 price target on shares of Medline in a report on Wednesday. Jefferies Financial Group began coverage on shares of Medline in a research note on Monday, January 12th. They issued a “buy” rating and a $50.00 target price for the company. BNP Paribas Exane assumed coverage on shares of Medline in a research report on Monday, January 12th. They set a “neutral” rating and a $38.00 target price on the stock. TD Cowen started coverage on shares of Medline in a report on Monday, January 12th. They issued a “buy” rating for the company. Finally, Stifel Nicolaus set a $55.00 price objective on shares of Medline in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $50.15.

Medline Stock Performance

NASDAQ MDLN opened at $48.89 on Thursday. The business has a fifty day moving average price of $44.40. Medline has a 12-month low of $34.89 and a 12-month high of $50.88.

Medline (NASDAQ:MDLN) last posted its quarterly earnings data on Wednesday, February 25th. The company reported ($0.01) earnings per share for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.25). The firm had revenue of $7.79 billion during the quarter, compared to analysts’ expectations of $7.52 billion. The firm’s revenue was up 14.8% on a year-over-year basis.

Insiders Place Their Bets

In other Medline news, major shareholder Hellman & Friedman Capital Par sold 6,088,371 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $28.37, for a total transaction of $172,727,085.27. Following the completion of the transaction, the insider directly owned 4,806,160 shares of the company’s stock, valued at approximately $136,350,759.20. This trade represents a 55.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Andrew J. Mills acquired 2,586,206 shares of the firm’s stock in a transaction on Thursday, December 18th. The shares were acquired at an average price of $29.00 per share, with a total value of $74,999,974.00. Following the completion of the purchase, the director owned 2,586,206 shares in the company, valued at approximately $74,999,974. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure.

Hedge Funds Weigh In On Medline

A number of institutional investors have recently modified their holdings of MDLN. Carlyle Group Inc. acquired a new position in shares of Medline in the 4th quarter valued at about $9,042,728,000. H&F Corporate Investors X Ltd. purchased a new position in Medline during the fourth quarter valued at approximately $4,179,591,000. Vanguard Group Inc. acquired a new position in Medline in the fourth quarter valued at approximately $793,278,000. Morgan Stanley purchased a new stake in Medline in the 4th quarter worth approximately $636,807,000. Finally, Capital Research Global Investors acquired a new stake in shares of Medline during the 4th quarter worth approximately $620,937,000.

Medline News Summary

Here are the key news stories impacting Medline this week:

• Positive Sentiment: Multiple major firms raised price targets and ratings following Q4 — Citigroup to $60 (buy), UBS to $57 (buy), BMO to $54 (outperform) and RBC to $53 (outperform). These upgrades signal renewed analyst conviction and likely support near‑term buying interest.
• Positive Sentiment: Q4 revenue beat and strong growth: Medline reported Q4 net sales of ~$7.8B (up 14.8% YoY) and full‑year net sales of $28.4B, driven by new customer signings — a validation of the company’s scale and demand. Medline Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Management issued 2026 guidance calling for Organic Sales growth of 8–9% and Adjusted EBITDA of $3.5–$3.6B, which supports a positive growth narrative despite near‑term margin headwinds. Medline Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst coverage roundup and notes on upgraded forecasts after Q4 provide context for the rating moves but aggregate guidance and assumptions vary by shop. Medline Analysts Boost Their Forecasts Following Q4 Results
• Neutral Sentiment: Earnings call and transcript are available for detailed read‑throughs of management’s commentary on customer wins, supply‑chain actions and cost drivers. Medline Inc. (MDLN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Valuation pieces are appearing as shares move; some note momentum but also emphasize the need to weigh price against near‑term margin pressure. Assessing Medline (MDLN) Valuation After Recent Share Price Momentum
• Negative Sentiment: Earnings per share missed consensus — reported ($0.01) vs. street ~$0.24 — driven by higher cost of goods sold, tariffs and IPO-related expenses; this explains some investor caution on near‑term profitability. Medline Q4 Press Release / Financial Tables
• Negative Sentiment: Net income and adjusted margins were down (Q4 net income -37.7% YoY; Adjusted EBITDA roughly flat) and management cited tariff, inventory and investment costs — risks that could compress margins if cost pressures persist. Quiver Quant Summary

About Medline

Medline (NASDAQ: MDLN) is a healthcare products and services company that manufactures, sources and distributes a wide range of medical supplies and equipment for healthcare providers. Its product portfolio spans clinical consumables and personal protective equipment, surgical and procedural supplies, wound care and incontinence products, diagnostic and laboratory supplies, and select durable medical equipment. Medline supports care settings that include hospitals, health systems, long-term care facilities, ambulatory clinics and home health providers.

In addition to product manufacturing and distribution, Medline provides supply‑chain and logistics services designed to help healthcare customers manage inventory, reduce costs and streamline operations.