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HUM

Humana

$253.64

3.03 (1.21%)

, KND

Kindred Healthcare

$8.60

0.45 (5.52%)

16:48
12/17/17
12/17
16:48
12/17/17
16:48

Humana in talks to acquire Kindred Healthcare, Reuters reports

Humana (HUM) is in advanced talks to buy Kindred Healthcare (KND) in partnership with private firms Welsh, Carson, Anderson & Stowe and TPG, according to Reuters. Reference Link

HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

HUM Humana
$253.64

3.03 (1.21%)

11/10/17
BMOC
11/10/17
NO CHANGE
Target $290
BMOC
Outperform
Humana price target lowered to $290 from $300 at BMO Capital
BMO Capital analyst Matt Borsch lowered his price target on Humana to $290 following Q3 results to account for lower than expected initial FY18 EPS outlook. The analyst attributes some of the caution to increased competition in Medicare, but says the multi-year growth outlook remains strong. Borsch keeps his Outperform rating on Humana, saying the company also remains a possible acquisition target as the only Medicare Advantage pure play.
11/27/17
LEER
11/27/17
NO CHANGE
Target $280
LEER
Outperform
Cigna most likely acquirer of Humana in any potential transaction, says Leerink
Leerink analyst Ana Gupte notes that a Change of Control 8-K filed by Humana (HUM) suggests that the company is a possible take-out target after the Medicare Advantage Annual Enrollment Season, though the company maintains that this is a needed refresh with broader policy guidelines, rather than individually driven. The analyst sees Cigna (CI) as the most likely acquirer in any potential transaction and able to offer as much as 6% accretion in year 2 and 12% in year 3 post close. However, Anthem (ANTM) and even Wal-Mart (WMT) or Walgreens Boots Alliance (WBA) could be other dark horse acquirers, she contends. Gupte expects that Cigna would need to divest its legacy Health Spring MA assets to satisfy anti-trust regulators, with multiple possible buyers for the assets including WellCare (WCG), Aetna (AET) and Anthem. The analyst reiterates an Outperform rating and $280 price target on Humana shares.
12/06/17
COWN
12/06/17
NO CHANGE
COWN
Tax reform best for Medicare Advantage products, says Cowen
Cowen analyst Christine Arnold reviewed the tax reform implications for the managed care sector and believes the lower tax rate will be most beneficial for Medicare Advantage products as it could allow companies to offset a portion of the non-tax deductible headwind, allowing for stronger margins and/or enhanced benefits for seniors. She believes the lower tax rate would be most positive for Molina (MOH) and WellCare (WCG) given their domestic exposure, but it would also lead to a 15% earnings increase above her projections for Aetna (AET), Anthem (ANTM), Centene (CNC) and Humana (HUM).
12/13/17
COWN
12/13/17
NO CHANGE
Target $285
COWN
Outperform
Cowen calls Humana a best idea for 2018, ups target to $285
Cowen analyst Christine Arnold raised her price target for Humana to $285 from $275 and names the stock a best idea for 2018. The analyst expects Medicare Advantage enrollment growth to accelerate in 2018 and believes a lower corporate tax rate could meaningfully benefit the company's earnings. She keeps an Outperform rating on Humana.
KND Kindred Healthcare
$8.60

0.45 (5.52%)

07/26/17
STFL
07/26/17
NO CHANGE
STFL
CMS proposal negative for home health providers, says Stifel
Stifel analyst Chad Vanacore says that CMS proposed a 0.4% cut reduction in Medicare payments to home health agencies in 2018 and "potential deep cuts" in 2019. He views this development as negative for companies in the sector, "especially Kindred Healthcare (KND)." The analyst identifies Ensign Group (ENSG) and Brookdale Senior Living (BKD) as other affected companies in the sector. He keeps a Sell rating on Kindred, a Hold rating on Ensign ,and a Buy rating on Brookdale.
07/26/17
MZHO
07/26/17
DOWNGRADE
MZHO
Neutral
Amedisys downgraded on 'massive' CMS reimbursement cut plan at Mizuho
As previously reported, Mizuho analyst Sheryl Skolnick downgraded Amedisys (AMED) to Neutral from Buy after the Centers for Medicare & Medicaid Services issued a proposed rule that would update the 2018 Medicare payment rates and the wage index for home health agencies, which she called a "body blow" that represents a significant headwind for the industry. The proposed new system not only would cut industry payments by $950M in 2019, but would also make LUPA reimbursement worse, she told investors. Skolnick lowered her price target for Amedisys to $50 from $65, cut her price target for HealthSouth (HLS) to $45 from $47 and trimmed her price target on Kindred Healthcare (KND) to $8 from $9.
11/16/17
JPMS
11/16/17
NO CHANGE
JPMS
Neutral
Almost Family acquired for 16% premium, says JPMorgan
JPMorgan analyst Gary Taylor says Almost Family's (AFAM) merger of equals with LHC Group (LHCG) amounts to a takeover at a 16% premium, based on LHC's closing price yesterday. Regarding antitrust, the analyst notes that while the deal would propel the third and fourth largest players in the home-health industry to a number two position behind Kindred Healthcare (KND), the industry is "tremendously fragmented." Further, Taylor believes the merger agreement contains "onerous divestiture language." The analyst has a Neutral rating on Almost Family with a $59 price target.
11/20/17
STFL
11/20/17
UPGRADE
Target $7
STFL
Hold
Kindred Healthcare upgraded to Hold from Sell at Stifel
Stifel analyst Chad Vanacore upgraded Kindred Healthcare to Hold from Sell, stating that he expects the share price and earnings to remain volatile but much of the downside has been captured. The company's margins should be aided by the exit of its skilled nursing business, but Vanacore thinks additional significant cost savings will be needed to reach management's targets, he tells investors. He maintains a $7 price target on Kindred Healthcare shares.

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Celgene

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VALU

Value Line

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ZEAL

Zealand Pharma

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GNMSF

Genmab

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, JNJ

Johnson & Johnson

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HII

Huntington Ingalls

$242.12

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General Dynamics

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Syros Pharmaceuticals

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ANDX

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