异动解读|联合健康盘前涨近5%,Q2业绩超预期,上调全年盈利指引

行情直击
Jul 16

7月16日,联合健康盘前上涨4.89%,报438.99美元/股,成交额331.74万美元。

消息面上,公司盘前发布第二季度财报,调整后每股收益6.38美元,大幅超出市场一致预期的4.86美元,同比增长56.37%;营收1120.32亿美元,超预期的1108.25亿美元。业绩远超预期验证了此前美银等机构关于医疗成本趋势持续改善的判断。

预计全年调整后每股收益为19.50至20.00美元,此前预期为18.25美元以上。预计全年每股收益 18.45至18.95美元,此前预期为17.35美元以上。

财报发布前,华尔街机构已密集上调目标价,富国银行上调至485美元,Piper Sandler、KeyBanc均上调至475美元,Evercore ISI上调至480美元,当前均值约442美元,均维持"增持"评级。管理型保健护理板块同业Elevance Health涨2.05%,哈门那涨1.68%,板块情绪受联合健康业绩提振整体回暖。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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