FMS is a defensive dialysis services provider with stable and recurring demand and regulated pricing. Profitability is recovering as FME25+ cost savings flow through the business. The stock offers attractive shareholder returns through high free cash flow, dividends, and large buybacks.
FMS??? margin gains, HighVolumeHDF rollout and AI-driven care are boosting momentum, but reimbursement and volume risks remain.
FMS scales 5008X high-volume HDF and expands home dialysis, aiming for benefits later in 2026 and a bigger payoff in 2027+.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 419 | $9,486 | $10,083.23 | $597.23 | 6.3% |
| CE Curtis Ellergodt Rothschild Investment LLC | 604 | $13,512.15 | $14,535.26 | $1,023.11 | 7.57% |
Dodge & Cox Dodge & Cox Funds | 4.17M | $92.99M | $100.44M | $7.45M | 8.01% |
Charles Brandes Brandes Investment Partners | 1.61M | $36.34M | $38.77M | $2.43M | 6.69% |
Richard S. Pzena Pzena Investment Management | 15.05M | $292.9M | $362.32M | $69.42M | 23.7% |
| Health Care Equipment & Supplies Industry | Healthcare Sector | Helen Giza CEO | NYSE Exchange | 358029106 CUSIP |
| DE Country | 108,165 Employees | 22 May 2026 Last Dividend | 4 Dec 2012 Last Split | - IPO Date |
Fresenius Medical Care AG is a leading global provider in the field of dialysis and related services, catered towards individuals suffering from renal diseases. Established in 1996 and headquartered in Bad Homburg, Germany, the company has a broad reach extending across Germany, North America, and other international locations. Fresenius Medical Care AG specializes in delivering dialysis treatment and associated laboratory and diagnostic services mainly through its extensive network of outpatient dialysis clinics. Additionally, the company holds contracts with hospitals in the United States to offer dialysis services to hospitalized end-stage renal disease (ESRD) patients and those facing acute kidney failure. Beyond its core services, Fresenius Medical Care AG is engaged in the development, manufacture, and distribution of a wide range of health care products, as well as in the development and licensing of renal pharmaceuticals. It serves a diverse clientele, including dialysis clinics, hospitals, and specialized treatment facilities, through direct sales and a blend of local sales forces, independent distributors, dealers, and sales agents.
Fresenius Medical Care AG provides a comprehensive suite of products and services tailored to meet the needs of renal disease patients and health care providers: