西维斯健康(CVS.US)今日盘中大涨5.01%,引发市场关注。消息面上,该公司新近公布的2024年第四季度业绩超出市场预期。分析人士认为,这主要得益于其医疗福利部门(包括安泰保险Aetna)的良好表现,显示出公司盈利能力的改善迹象。
多家券商看好西维斯健康后市,认为旗下保险业务安泰保险在新CEO David Joyner领导下重现生机,能够抵御充满挑战的监管和零售环境。此外,分析师对西维斯健康在2027年恢复医疗保险业务正常利润率更加乐观。
财报显示,西维斯健康第四季度调整后每股收益1.19美元高于预期,全年盈利预期也介于5.75-6美元之间,符合华尔街预期。分析人士认为,安泰保险加入后完整披露的业绩是西维斯健康转型关键一步,有利于稳固市场信心。随着保险业务整合持续深化,该股在2025年或将迎来业绩腾飞时刻。
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