Market Cap
$12.5B
FMS
Fresenius Medical Care AG
$22.25 ▼ -0.04%
Prev close $22.26Market cap$12.5B
ConsensusSell
12-mo target$23.55 (+5.8%)
▼ Bearish
Analyst conviction 2/10
High Impact Filing (7/10)21 New Institutional Positions10 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on FMS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (21%)
Inst. Holders
50 funds
Inst. Value
$782.0M
Inst. Activity
21 buys / 10 sells
Social Sentiment
60° Warm
SEC Reports
8
Price chart 30d -1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 Event
Sep 3, 2026 SEC GLUCAGON
Supplemental Approval — Labeling — GLUCAGON — POWDER — INTRAMUSCULAR, INTRAVENOUS
Fresenius Medical Care (FMS) prevailed in a pro se employment discrimination lawsuit (Covington v. Fresenius Medical Car
COURT-RULING — Impact 1/10
Fresenius USA Manufacturing obtained a preliminary injunction barring former VP Micah Much from working at rival Vantive
COURT-RULING — Impact 4/10
Sep 1, 2026 Event
Covington v. Fresenius Medical Care
Court ruling (tnmd) — Docket: 3:24-cv-00182
Aug 31, 2026 government_contract
Aug 27, 2026 SEC $25M govt contract mod: FRESENIUS KABI, LLC
Agency: Department of Health and Human Services. Mod P00002: EXERCISE OPTION FOR BULK PHARMA - GROUP
Fresenius Medical Care announced the publication of a multinational real-world evidence study in the Journal of the Amer
6-K — Impact 5/10
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
4,347,748 shares ($98.3M)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
860,302 shares ($19.5M)
Analyst ratings buy % -16.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
21% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 3 | 11 | 10 | 2 | 21% | |
| Aug 1, 2026 | 3 | 4 | 10 | 10 | 2 | 24% | |
| Jul 1, 2026 | 3 | 4 | 10 | 9 | 2 | 25% | |
| Jun 1, 2026 | 5 | 6 | 8 | 6 | 1 | 42% | |
| May 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Apr 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Mar 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% | |
| Feb 1, 2026 | 5 | 6 | 9 | 6 | 1 | 41% |
Price targets
Where 7 covering analysts think FMS trades over the next 12 months.
$23.55 +5.8% upside Buy
Current$22.25 Low$16.90 Median$23.76 High$37.18 7 analysts
$16.90$37.18
Analyst rating Hold· 3.4/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 3.8/10.
NEUTRALCOURT-RULING1/10
Fresenius Medical Care (FMS) prevailed in a pro se employment discrimination lawsuit (Covington v. F
Sep 3, 2026
NEUTRALCOURT-RULING4/10
Fresenius USA Manufacturing obtained a preliminary injunction barring former VP Micah Much from work
Sep 2, 2026
BULLISH6-K5/10
Fresenius Medical Care announced the publication of a multinational real-world evidence study in the
Aug 27, 2026
MIXED6-K5/10
Fresenius Medical Care reported mixed Q2 2026 results. Revenue grew 1% as-reported (4% constant curr
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
FDA
GLUCAGON
Supplemental Approval — Labeling — GLUCAGON — POWDER — INTRAMUSCULAR, INTRAVENOUS
Sep 15, 2026
Clinical Trial
Fentanyl OR Esketamine for Traumatic PAIN (FORE-PAIN) Trial
Phase Phase 3 — TERMINATED
Sep 15, 2026
FDA
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Demand increase for the drug) [Anesthesia]
Sep 15, 2026
FDA
MORPHINE SULFATE
Unavailable: Next release September 2026. Check wholesalers for inventory. (Other) [Analgesia/Addiction]
Sep 15, 2026
FDA
SENSORCAINE MPF
Unavailable: Estimated recovery: TBD (Delay in shipping of the drug) [Anesthesia]
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.50 | $0.46–$0.55 | -8.3% | +0.0% | 0↑ 2↓ | $4.9B | 2 |
| Next Q | $0.55 | $0.45–$0.65 | -23.3% | +0.0% | 0↑ 2↓ | $5.1B | 2 |
| Current FY | $2.07 | $1.93–$2.22 | -3.4% | -0.0% | 2↑ 1↓ | $19.5B | 4 |
| Next FY | $2.65 | $2.05–$4.51 | 28.3% | -15.6% | 0↑ 3↓ | $20.1B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.504 | — |
| 7d ago | $0.504 | — |
| 30d ago | $0.504 | — |
| 60d ago | $0.565 | -0.060 |
| 90d ago | $0.569 | -0.064 |
Institutional ownership
Which big funds own FMS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $782.0M total value (34,586,572 shares) as of 2026-Q2. Top holders: PZENA, MORGAN, DODGE. Net buying activity: 21 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 14,992,081 | $339.0M | 43.3% | — |
| MORGAN STANLEY | 4,347,748 | $98.3M | 12.6% | ADD +75.0% |
| DODGE & COX | 3,826,910 | $86.5M | 11.1% | — |
| BRANDES INVESTMENT PARTNERS, LP | 1,916,090 | $43.3M | 5.5% | NEW |
| MILLENNIUM MANAGEMENT LLC | 1,571,805 | $35.5M | 4.5% | DOUBLED +3950.4% |
| GOLDMAN SACHS GROUP INC | 898,668 | $20.3M | 2.6% | — |
| BlackRock, Inc. | 860,302 | $19.5M | 2.5% | ADD +37.1% |
| Quantinno Capital Management LP | 527,966 | $11.9M | 1.5% | ADD +54.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 465,587 | $10.5M | 1.3% | DOUBLED +126.1% |
| ENVESTNET ASSET MANAGEMENT INC | 428,696 | $9.7M | 1.2% | ADD +50.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 2,484,810 | 4,347,748 | +75.0% | $98.3M |
| BlackRock, Inc. | ADD | 627,669 | 860,302 | +37.1% | $19.5M |
| Quantinno Capital Management LP | ADD | 341,343 | 527,966 | +54.7% | $11.9M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 205,876 | 465,587 | +126.1% | $10.5M |
| Creative Planning | ADD | 183,818 | 297,333 | +61.8% | $6.7M |
| JPMORGAN CHASE & CO | ADD | 116,494 | 222,165 | +90.7% | $5.0M |
| UBS Group AG | ADD | 113,517 | 219,748 | +93.6% | $5.0M |
| D. E. Shaw & Co., Inc. | TRIM | 429,332 | 210,747 | -50.9% | $4.8M |
| ASSETMARK, INC | ADD | 132,320 | 182,569 | +38.0% | $4.1M |
| Trexquant Investment LP | DOUBLED | 33,590 | 179,887 | +435.5% | $4.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FMS.
Shares short
2,751,056
Settlement Sep 15, 2026
Change vs prior
-1.2%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈0.5%
Estimate — not % of float
All FMS filing & press-release reports (8)
- COURT-RULING reportSep 3, 2026
- COURT-RULING reportSep 2, 2026
- 6-K reportAug 27, 2026
- 6-K reportAug 4, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportMay 11, 2026
- COURT-RULING reportApr 7, 2026
- COURT-RULING reportMar 30, 2026