HCA Healthcare falls after co flags insurance policy uncertainty

HCA Healthcare

25/07/2025 18:45

Updates

** Shares of hospital operator HCA Healthcare HCA.N fall 2.5% to $333.20

     ** HCA says it cannot determine how looming changes to insurance plans under Medicaid and Obamacare will impact 2026 earnings

 ** "We do anticipate that some people will lose insurance coverage over the next few years, but we believe our financial resiliency program should offset these effects," says CEO Samuel Hazen

 ** "The share reaction may reflect that profit growth could slow materially for caregivers like HCA in the next couple of years," says Morningstar analyst Julie Utterback

 ** Mizuho Securities believes "the legislative uncertainty regarding the impact of the proposals passed in OBBBA, as well as the expiration of the enhanced Advance Premium Tax Credits at the end of 2025, remain an overhang"

** However, HCA expects 2025 adjusted profit per share to be about $25.50 to $27, up from its previous forecast of $24.05 to $25.85 apiece

** Co posts Q2 adj profit of $6.84 per share compared with analysts' estimate of $6.25 per share - data compiled by LSEG

 ** Including session's moves, stock up 11% YTD

(Reporting by Siddhi Mahatole)

((siddhi.mahatole@thomsonreuters.com))