Aged-Care Funding Changes Deal Blow to Regis Healthcare -- Market Talk

Dow Jones

2025/09/23

2329 GMT [Dow Jones]--The Australian government's changes to aged-care funding aren't great news for Regis Healthcare. Jefferies says they will likely lead to lower direct care margins. "These latest increases to funding are lower than the expected growth in employee expenses," analyst Vanessa Thomson says. "With baby boomers now entering an already undersupplied sector, we wonder what margin government considers acceptable for aged-care operators." Regis yesterday guided to FY 2026 Ebitda of A$130 million-A$135 million. That was below market expectations. In response, Jefferies cuts its EPS forecasts in FY 2026 and FY 2027 by around 11% each. Its price target falls 15% to A$8.40/share. Regis ended Monday at A$6.80. (david.winning@wsj.com)

(END) Dow Jones Newswires

September 22, 2025 19:31 ET (23:31 GMT)

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Jefferies says they will likely lead to lower direct care margins. \"These latest increases to funding are lower than the expected growth in employee expenses,\" analyst Vanessa Thomson says. \"With baby boomers now entering an already undersupplied sector, we wonder what margin government considers acceptable for aged-care operators.\" Regis yesterday guided to FY 2026 Ebitda of A$130 million-A$135 million. That was below market expectations. In response, Jefferies cuts its EPS forecasts in FY 2026 and FY 2027 by around 11% each. Its price target falls 15% to A$8.40/share. Regis ended Monday at A$6.80. 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Jefferies says they will likely lead to lower direct care margins. \"These latest increases to funding are lower than the expected growth in employee expenses,\" analyst Vanessa Thomson says. \"With baby boomers now entering an already undersupplied sector, we wonder what margin government considers acceptable for aged-care operators.\" Regis yesterday guided to FY 2026 Ebitda of A$130 million-A$135 million. That was below market expectations. In response, Jefferies cuts its EPS forecasts in FY 2026 and FY 2027 by around 11% each. Its price target falls 15% to A$8.40/share. Regis ended Monday at A$6.80. (david.winning@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 22, 2025 19:31 ET (23:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持倉","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2569143756","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569143756","pubTimestamp":1758583860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2329 GMT [Dow Jones]--The Australian government's changes to aged-care funding aren't great news for Regis Healthcare. Jefferies says they will likely lead to lower direct care margins. \"These latest increases to funding are lower than the expected growth in employee expenses,\" analyst Vanessa Thomson says. \"With baby boomers now entering an already undersupplied sector, we wonder what margin government considers acceptable for aged-care operators.\" Regis yesterday guided to FY 2026 Ebitda of A$130 million-A$135 million. That was below market expectations. In response, Jefferies cuts its EPS forecasts in FY 2026 and FY 2027 by around 11% each. Its price target falls 15% to A$8.40/share. Regis ended Monday at A$6.80. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4581":"高盛持仓","BK4192":"特殊消费者服务","HCSG":"Healthcare Svcs Group Inc","RGS":"Regis Corp","BK4588":"碎股","XLV":"健康照护类股ETF-SPDR","LABU":"三倍做多标普生物-Direxion","BK4137":"综合支持服务","REG.AU":"REGIS HEALTHCARE LTD","BK4585":"ETF&股票定投概念","XBI":"SPDR S&P Biotech ETF","BK7113":"保健护理机构"},"translate_title":"老年护理资金变化交易对Regis Healthcare造成打击——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HCSG":1.5,"RGS":1.5,"REG.AU":0.9,"XLV":1.5,"XBI":0.6,"LABU":0.6},"content_text":"2329 GMT [Dow Jones]--The Australian government's changes to aged-care funding aren't great news for Regis Healthcare. Jefferies says they will likely lead to lower direct care margins. \"These latest increases to funding are lower than the expected growth in employee expenses,\" analyst Vanessa Thomson says. \"With baby boomers now entering an already undersupplied sector, we wonder what margin government considers acceptable for aged-care operators.\" Regis yesterday guided to FY 2026 Ebitda of A$130 million-A$135 million. That was below market expectations. In response, Jefferies cuts its EPS forecasts in FY 2026 and FY 2027 by around 11% each. Its price target falls 15% to A$8.40/share. Regis ended Monday at A$6.80. 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