$FMS

Fresenius Medical Care, a leader in dialysis services, expects low-to-mid single-digit revenue growth over the next five years. The company plans to resume margin expansion after a 2026 pause, aiming to boost profits. Demand is expected to remain strong in developed and emerging markets, despite long-term obesity drug threats.

Fresenius Medical Care ADR (FMS) shares fell 6.9% to $20.87 after announcing CEO Helen Giza's abrupt departure and Shervin J. Korangy's appointment. Analysts recently cut price targets, and Q3 earnings are due in November. Broader market declines and rising oil prices added pressure, pushing FMS near its 52-week low.

Fresenius Medical Care (FME) announced Shervin J. Korangy as its new CEO, effective October 12, 2026. He succeeds Helen Giza, who led the company's transformation and cost reduction by EUR 1.2 billion. Korangy, a healthcare executive, will focus on growth, innovation, and market leadership. FME is a global provider of renal disease products and services, listed on the Frankfurt and NYSE.

GE HealthCare appointed Rodolphe Katra as Global Chief AI Officer, expanding AI use in medical devices. Danaher announced Shashanka Muppaneni as Chief Strategy Officer. Enhertu, developed by AstraZeneca and Daiichi Sankyo, received EU and UK recommendations for breast cancer treatment. Fresenius Medical Care and NHS are building the UK's first net-zero dialysis center.

Fresenius Medical Care AG disclosed a voting rights announcement under German securities law. The Goldman Sachs Group, Inc. reported a total holding of 4.64% in the company, including direct and indirect voting rights, as of September 21, 2026. This includes 1.01% from shares and 3.63% from financial instruments.

Fresenius Medical Care (FMS) is accelerating the U.S. rollout of its 5008X CAREsystem, with 227 clinics converted by July 2026. Early clinical evidence shows benefits, but earnings impact may take time due to near-term constraints like weak treatment volumes and reimbursement changes. The company faces rollout costs and headwinds from TDAPA reimbursement, with full-year 2026 drag estimated at €50 million.

Fresenius Medical Care AG repurchased 733,131 shares from August 24-28, 2026, part of a larger tranche starting May 28, 2026. The company has acquired 6,589,405 shares in total under this program. A credit institution handles the purchases, and the company will provide regular updates.

Fresenius Medical Care AG reported that BlackRock, Inc. crossed the 5% voting rights threshold, holding 6.63% as of August 25, 2026. This includes 5.13% from shares and 1.50% from financial instruments. The disclosure follows German Securities Trading Act requirements.

Fresenius Medical Care recalled 1,140 hemodialysis machines (models 191126 and 191130) due to flow, no-water, and temperature alarms. The FDA classified it as Class II, indicating temporary or reversible harm. Clinics must use backup machines until parts are replaced, potentially disrupting schedules.

Fresenius Medical Care AG repurchased 705,000 shares from August 17 to 21, 2026, as part of its first tranche of a share buyback program. The company has acquired a total of 5,856,274 shares in this tranche. The buyback is being executed by a commissioned credit institution. Regular updates will be posted on the company's investor relations page.