Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) Rating Lowered to Strong Sell at Jefferies Financial Group

Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) was downgraded by equities researchers at Jefferies Financial Group from a “moderate sell” rating to a “strong sell” rating in a research note issued on Tuesday,Zacks.com reports.

Several other research firms also recently weighed in on FMS. Truist Financial set a $28.00 price objective on Fresenius Medical Care AG & Co. KGaA in a report on Monday, January 5th. Erste Group Bank downgraded shares of Fresenius Medical Care AG & Co. KGaA from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 5th. Morgan Stanley reissued an “underweight” rating on shares of Fresenius Medical Care AG & Co. KGaA in a research report on Tuesday, January 27th. Wall Street Zen raised shares of Fresenius Medical Care AG & Co. KGaA from a “buy” rating to a “strong-buy” rating in a report on Saturday, December 20th. Finally, Weiss Ratings downgraded shares of Fresenius Medical Care AG & Co. KGaA from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 5th. Five research analysts have rated the stock with a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $28.00.

Fresenius Medical Care AG & Co. KGaA Stock Performance

Shares of FMS stock opened at $22.70 on Tuesday. The stock’s 50-day moving average is $23.30 and its two-hundred day moving average is $24.46. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.00 and a current ratio of 1.36. Fresenius Medical Care AG & Co. KGaA has a 1 year low of $20.94 and a 1 year high of $30.46. The firm has a market cap of $13.16 billion, a price-to-earnings ratio of 11.88, a PEG ratio of 0.72 and a beta of 0.90.

Fresenius Medical Care AG & Co. KGaA (NYSE:FMS) last announced its earnings results on Tuesday, February 24th. The company reported $0.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.16. The firm had revenue of $5.95 billion during the quarter, compared to analysts’ expectations of $4.80 billion. Fresenius Medical Care AG & Co. KGaA had a return on equity of 8.71% and a net margin of 5.03%. Analysts predict that Fresenius Medical Care AG & Co. KGaA will post 1.51 earnings per share for the current year.

Institutional Trading of Fresenius Medical Care AG & Co. KGaA

Hedge funds and other institutional investors have recently made changes to their positions in the company. TD Waterhouse Canada Inc. acquired a new position in shares of Fresenius Medical Care AG & Co. KGaA during the second quarter worth about $36,000. CIBC Private Wealth Group LLC boosted its holdings in Fresenius Medical Care AG & Co. KGaA by 398.2% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,380 shares of the company’s stock valued at $36,000 after purchasing an additional 1,103 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in Fresenius Medical Care AG & Co. KGaA during the 2nd quarter worth approximately $43,000. Arax Advisory Partners lifted its holdings in shares of Fresenius Medical Care AG & Co. KGaA by 121.6% in the 4th quarter. Arax Advisory Partners now owns 1,613 shares of the company’s stock valued at $38,000 after buying an additional 885 shares during the period. Finally, Kestra Advisory Services LLC purchased a new stake in shares of Fresenius Medical Care AG & Co. KGaA in the fourth quarter valued at approximately $48,000. Hedge funds and other institutional investors own 8.37% of the company’s stock.

Key Stories Impacting Fresenius Medical Care AG & Co. KGaA

Here are the key news stories impacting Fresenius Medical Care AG & Co. KGaA this week:

• Positive Sentiment: Q4 earnings and revenue materially beat expectations, EPS and margins expanded (driven by FME25+ cost savings), supporting improved profitability and investor confidence. Article Title
• Positive Sentiment: Company reported strong full‑year 2025 results: ~27% earnings growth, operating income at the top end of outlook, reported net income and EPS up sharply, and an accelerated share‑buyback program plus a planned dividend increase — all supportive of future EPS and capital return. Article Title
• Positive Sentiment: Short interest fell sharply in February (down ~20.6% month over month to ~1.85M shares), lowering near‑term bearish pressure and reducing the potential for short‑squeeze volatility.
• Neutral Sentiment: Management updated FY‑2026 guidance with higher revenue targets (company cited ~$23.8B vs. consensus ~$22.6B), but the outlook commentary contained caveats about headwinds; investors will focus on detailed guidance and margins. Article Title
• Neutral Sentiment: Full Q4 earnings call transcript and presentation are available for details on regional performance, reimbursement assumptions and timing of cost savings — useful for investors assessing sustainability of margin gains. Earnings Call Transcript Presentation
• Negative Sentiment: Despite strong headline numbers, the stock reacted negatively to a cautious tone on the outlook and weaker U.S. operational performance; media reported share declines after management commentary. Article Title
• Negative Sentiment: Analyst/commentary pieces highlighted the drop in the share price (one article quantified a ~6.7% decline) and pointed to investor concerns around U.S. growth and the sustainability of margin improvements. Article Title

About Fresenius Medical Care AG & Co. KGaA

Fresenius Medical Care AG & Co KGaA is the world’s largest integrated provider of products and services for individuals with renal diseases. The company’s primary business activities encompass the operation of dialysis clinics and the manufacture and distribution of dialysis equipment, dialysis machines, dialyzers, consumables and related therapies. Through its global network of clinics, Fresenius Medical Care delivers comprehensive kidney care, including hemodialysis and peritoneal dialysis treatments, patient education and support services.

In its products segment, the company designs and produces dialysis machines, water treatment systems and disposables such as high‐flux dialyzers and bloodlines.