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CNC

Centene

$48.19

0.04 (0.08%)

06:05
04/23/19
04/23
06:05
04/23/19
06:05

Centene reports Q1 adj. EPS $1.39, consensus $1.34

Reports Q1 revenue $18.44B, consensus $17.47B. Michael Neidorff, Centene's chairman and CEO, stated, "Solid first quarter results and increased 2019 guidance are indicative of the sustainability of our profitable growth trajectory. We continue to focus on the fundamentals of the business that will drive long-term shareholder value, irrespective of headline volatility."

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CNC Centene
$48.19

0.04 (0.08%)

04/05/19
COWN
04/05/19
NO CHANGE
COWN
Centene, Molina could be 'compelling' targets for Humana, says Cowen
Cowen analyst Charles Rhyee said he believes Centene's (CNC) planned takeover of WellCare (WCG) could potentially accelerate Humana's (HUM) timeline to acquire a scaled Medicaid asset, noting that it currently has the second smallest Medicaid book among managed care organizations. His analysis suggests Centene and Molina Healthcare (MOH) could both be "compelling acquisition targets" for Humana and believes the company has the financial capacity to make a bid for either, though Rhyee added that he does not believe Humana needs to rush a decision. Rhyee sees about a one year window in which Humana "can dictate the Medicaid M&A market" before Cigna (CI) and/or CVS Health (CVS) can get involved, he tells investors. While the analyst believes Centene makes the most sense as a potential target for Humana if the latter does not win the Texas STAR+PLUS contract, he suspects Centene is not willing to sell and believes Humana would have to offer a significant premium. If Humana does win the Texas STAR+PLUS contract it does not need to pursue large scale M&A, but a deal could be attractive anyway, Rhyee said.
04/10/19
RHCO
04/10/19
NO CHANGE
RHCO
SunTrust lowers price targets on CVS, raises price target on WellCare
SunTrust analyst David MacDonald lowered his price target on CVS (CVS) to $65 from $85 as part of his broader research note previewing Q1 results for the healthcare services stocks. The analyst expects the quarter to reflect the company's challenges around reimbursement pressure, fewer generics, and lower brand inflation that should be a detriment to retail pharmacy and long-term-care businesses, even though he maintains a bullish view on the stock longer term based on its risk-reward profile. MacDonald also raises his price target on WellCare (WCG) to $340 from $305, saying his bullish expectation for the stock is driven by the company's "strong core trends, high visibility, and superb win rate". The analyst also cites the pending WellCare acquisition by Centene (CNC) yielding a "meaningful combined pharmacy opportunity and increased diversification" from an expanded "Medicaid footprint".
04/15/19
FBCO
04/15/19
INITIATION
Target $307
FBCO
Neutral
WellCare initiated with a Neutral at Credit Suisse
Credit Suisse analyst A.J. Rice started coverage of WellCare (WCG) with a Neutral rating and a $307 price target. While the analyst forecasts WellCare growing revenue and EPS by roughly 29% and 22% this year, with revenue of more than $26B and EPS reaching $13.35, he believes the pending Centene (CNC) deal limits upside over near to immediate term.
04/17/19
SPHN
04/17/19
NO CHANGE
SPHN
Issues facing healthcare sector now 'modest' compared to 2008-10, says Stephens
Stephens analyst Scott Fidel noted that the managed care group has sharply underperformed the S&P 500 over the last month amid "political rhetoric" around point-of-sale drug rebates and Medicare for all policy proposals, though he believes the issues facing the sector right now "seem modest in comparison" to the "dark days of 2008-2010." While recent Medicare for all proposals have rattled investors, "they will face enormous uphill battles," Fidel tells investors. Hospital stocks have outperformed MCOs year-to-date, but the group declined about 9% yesterday and underperformed the MCO group, which Fidel attributes to acknowledgement by industry bellwether UnitedHealth (UNH) of the significant disruptive nature of Medicare for all, which may have sparked additional fears, as well as one less calendar day being called out by UnitedHealth as benefiting Q1 MLRs and Johnson & Johnson's (JNJ) earnings call commentary on declining sequential hospital admissions from Q4. Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). Publicly traded companies in the managed care space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).

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CMCSA

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MYGN

Myriad Genetics

$25.36

2.14 (9.22%)

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CSCO

Cisco

$46.96

0.73 (1.58%)

, NTAP

NetApp

$46.75

0.33 (0.71%)

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NTAP

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RDS.A

Royal Dutch Shell

$55.55

0.47 (0.85%)

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Royal Dutch Shell

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RDS.A

Royal Dutch Shell

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RDS.B

Royal Dutch Shell

$55.56

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BP

BP

$36.27

0.22 (0.61%)

XOM

Exxon Mobil

$68.30

1.06 (1.58%)

CVX

Chevron

$115.79

0.08 (0.07%)

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TGT

Target

$84.20

1.67 (2.02%)

, WMT

Walmart

$112.99

0.32 (0.28%)

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TGT

Target

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WMT

Walmart

$112.99

0.32 (0.28%)

GO

Grocery Outlet

$46.55

2.81 (6.42%)

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AEO

American Eagle

$15.40

0.63 (4.27%)

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ANGI

Angi Homeservices

$8.18

-0.18 (-2.15%)

, MTCH

Match Group

$84.53

2.08 (2.52%)

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ANGI

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MTCH

Match Group

$84.53

2.08 (2.52%)

IAC

IAC

$249.17

4.21 (1.72%)

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AAPL

Apple

$206.44

4.71 (2.33%)

, HAS

Hasbro

$114.29

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HAS

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MAT

Mattel

$10.74

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AGR

Avangrid

$49.29

0.37 (0.76%)

JPM

JPMorgan

$107.73

2.52 (2.40%)

BAC

Bank of America

$27.04

0.79 (3.01%)

C

Citi

$63.46

2.13 (3.47%)

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NCLH

Norwegian Cruise Line

$50.48

1.38 (2.81%)

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Norwegian Cruise Line CEO sells 25K shares of common stock »

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RM

Regional Management

$27.12

0.14 (0.52%)

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RTN

Raytheon

$178.10

-0.42 (-0.24%)

17:59
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WEN

Wendy's

$19.94

0.16 (0.81%)

17:57
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Breaking Hot Stocks news story on Wendy's »

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BRY

Berry Petroleum

$8.59

0.39 (4.76%)

17:54
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CSWI

CSW Industrials

$70.20

1.92 (2.81%)

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CSW Industrials CEO sells 25K shares of common stock »

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OAS

Oasis Petroleum

$3.03

0.135 (4.66%)

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Oasis Petroleum CEO buys 30K shares of common stock »

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EE

El Paso Electric

$66.41

0.005 (0.01%)

17:45
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El Paso Electric director Wertheimer sells 25K shares of common stock »

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HON

Honeywell

$165.07

2.81 (1.73%)

17:42
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Honeywell CEO sells 7.1K shares of common stock »

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MBRX

Moleculin Biotech

$1.08

0.01 (0.93%)

17:37
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VIVE

Viveve

$0.13

0.0046 (3.59%)

17:35
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Breaking Syndicate news story on Viveve »

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PRGO

Perrigo

$46.21

0.535 (1.17%)

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  • 01

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UAL

United Continental

$82.96

1.36 (1.67%)

17:28
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United Continental director Shapiro buys 10K shares of common stock »

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MBIO

Mustang Bio

$3.88

0.19 (5.15%)

17:26
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Breaking Syndicate news story on Mustang Bio »

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BCLI

BrainStorm

$3.63

0.055 (1.54%)

17:24
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Breaking Syndicate news story on BrainStorm »

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WLK

Westlake Chemical

$61.27

0.66 (1.09%)

17:15
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Hot Stocks
Westlake Chemical raises quarterly dividend by 5% to 26.25c per share »

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