Latest news with #XLV
Yahoo
14-07-2025
- Business
- Yahoo
What to Expect From Bristol-Myers Squibb's Q2 2025 Earnings Report
Bristol-Myers Squibb Company (BMY) is one of the leading biopharmaceutical companies focused on developing treatments for diseases like cancer, inflammatory, immunologic, cardiovascular, or fibrotic diseases. With a market cap of $95.4 billion, Bristol-Myers' operations span various countries in the Americas, Europe, and the Indo-Pacific. The healthcare giant is expected to announce its second-quarter results before the market opens on Thursday, Jul. 31. Ahead of the event, analysts expect BMY to deliver a profit of $1.38 per share, down 33.3% from $2.07 per share reported in the year-ago quarter. On a positive note, the company has a solid earnings surprise history and has surpassed the Street's bottom-line estimates in each of the past four quarters. Shopify Stock is a Bargain - How to Make a 3.2% One-Month Yield with SHOP Tariffs, Inflation and Other Key Things to Watch this Week Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For the full fiscal 2025, analysts expect BMY to deliver an EPS of $6.56, significantly up from $1.15 reported in the previous year. While in fiscal 2026, its earnings are expected to drop 8.1% year-over-year to $6.03 per share. BMY stock prices have gained nearly 15% over the past 52 weeks, outpacing the S&P 500 Index's ($SPX) 12.1% gains and the Health Care Select Sector SPDR Fund's (XLV) 8.3% decline during the same time frame. Bristol-Myers Squibb's stock prices observed a marginal uptick in the trading session after the release of its better-than-expected Q1 results on Apr. 24. Due to a drop in US sales and currency headwinds faced in foreign markets, the company's overall topline for the quarter dropped 5.6% year-over-year to $11.2 billion. However, these figures surpassed the Street's expectations by a notable margin. Meanwhile, the company reported an adjusted net income of $3.7 billion, up from the $8.2 billion loss reported in the year-ago quarter. Moreover, its adjusted EPS of $1.80 surpassed the consensus estimates by 19.2%. The stock holds a consensus 'Moderate Buy' rating overall. Of the 26 analysts covering the BMY stock, opinions include seven 'Strong Buys,' 18 'Holds,' and one 'Strong Sell.' Its mean price target of $56.05 suggests a 19.6% upside potential from current price levels. On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-07-2025
- Business
- Yahoo
Why Owens & Minor (OMI) Shares Are Sliding Today
Shares of medical supply and logistics company Owens & Minor (NYSE:OMI) fell 3% in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. The wider market sentiment turned negative after the White House announced plans to impose a 35% tariff on Canadian imports, sparking renewed fears of a trade war. This news prompted a sell-off across major U.S. indexes, including the S&P 500 and the Dow Jones Industrial Average, as investors grew concerned about the potential economic impact of escalating protectionist policies. The healthcare sector is especially vulnerable to such tensions due to its deeply integrated supply chains with Canada for pharmaceuticals and medical devices, meaning increased costs and potential disruptions. Additionally, ongoing U.S. policy headwinds aimed at lowering drug prices and specific corporate challenges, like those faced by UnitedHealth Group, further compounded the sector's decline. As a result, the Health Care SPDR ETF (XLV) fell 1.0%, underperforming even as major indices pared some losses. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Owens & Minor? Access our full analysis report here, it's free. Owens & Minor's shares are extremely volatile and have had 44 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. Owens & Minor is down 37.3% since the beginning of the year, and at $8.06 per share, it is trading 51.1% below its 52-week high of $16.48 from July 2024. Investors who bought $1,000 worth of Owens & Minor's shares 5 years ago would now be looking at an investment worth $1,095. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
CNBC
10-07-2025
- Business
- CNBC
Health care is trading at a big discount to the broader market. How to play it using options
The health care sector, as represented by the Health Care Select Sector SPDR ETF (XLV) , has significantly underperformed the S & P 500 over the past several years, trailing by 58% from the pre-pandemic February 2020 highs through the beginning of this week. It has also underperformed by 23.7% since the recent "liberation day" tariff-induced lows on April 8. This underperformance is the widest margin in decades over a similar period. The results of this weakness are that health care stocks are trading at a substantial discount, with the sector's 2025 forward price-to-earnings (P/E) ratio at 14 compared to a 10-year average of 18. The discount stems in part from weakness in some of the index's largest constituents. For example, troubled UnitedHealth trades at a P/E of 13, half the multiple it enjoyed before the resignation of the CEO, a government investigation into Medicaid billing and the assassination of the head of the company's health care unit in Manhattan. Eli Lilly has underperformed the broader market, despite its hugely successful obesity drugs, which may have led the stock to get a bit ahead of itself in 2024. Still, an aging U.S. population remains a significant driver of health care demand. With a record number of Americans aged 65 and older, health care spending is projected to continue rising sharply, potentially approaching 20% of GDP within the next seven-to-eight years. Health care is a non-cyclical sector, offering stability during economic uncertainty. While discretionary spending may decline in bear markets, health care demand remains resilient. Because of this, the sector provides defensive qualities. Although the shift toward commercial payers from government programs like Medicaid is expected to enhance profitability, it's clear from UnitedHealth's missteps in this area that there will be some growing pains. However, in this case, the return of the former CEO will likely help the company get back on track. The most significant XLV holdings include LLY, Johnson & Johnson , AbbVie , UNH , and Abbott Laboratories . The generally low volatility of these stocks is reflected in the ETF which, despite tracking a single sector, has had volatility only modestly higher than that of the diversified S & P 500, about 11% vs. roughly 10% over the past 30 days. The trade For options traders, the benefit of low volatility when making directional bets is low option prices. For example, a trader interested in creating a bullish bet with limited risk through the end of the year could buy the January 137 XLV calls for ~ $6.20, about 14% implied volatility, or about 4.6% of the current price, and look for opportunities to sell nearer dated puts on dips or upside calls on rips to offset the modest theta (decay). DISCLOSURES: None. All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
Yahoo
07-07-2025
- Business
- Yahoo
June Jobs Data Puts Focus on Healthcare ETFs & Stocks
Nonfarm payrolls in the United States rose by 147,000 in June 2025, following an upwardly revised 144,000 in May and surpassing forecasts of 110,000. The reading was also in line with the average monthly gain of 146K over the prior 12 months. The U.S. unemployment rate edged down to 4.1% in June 2025 from 4.2% in May, defying market expectations of a rise to 4.3%. The rate has held within a narrow 4.0-4.2% band since May 2024, signaling broad labor market stability. The number of unemployed dropped by 222,000 to 7.015 million, while employment rose modestly by 93,000 to 163.366 million. However, the overall labor force shrank by 130,000 to 170.380 million. Average hourly earnings for all employees on private nonfarm payrolls rose by 8 cents, or 0.2%, to $36.30 in June. Over the past 12 months, average hourly earnings increased by 3.7%. In June, average hourly earnings of private-sector production and nonsupervisory employees rose by 9 cents, or 0.3%, to $31.24. Below, we have highlighted the sector and its related exchange-traded funds (ETFs) that will likely experience smooth trading in the days ahead in light of the June jobs data. Healthcare Healthcare added 39,000 jobs in June, similar to the average monthly gain of 43,000 over the prior 12 months. In June, job gains were noted in hospitals (+16,000) and in nursing and residential care facilities (+14,000). Health Care Select Sector SPDR ETF XLV can be played to tap the moderate momentum, although Trump's tax bill may lead millions of Americans to lose healthcare coverage. The fund has 30% exposure to the pharma industry, followed by 22.32% exposure to the healthcare providers & services industry, about 22% focus on Health Care Equipment & Supplies, 17.1% focus on the biotech sector and 8.7% focus on the life sciences tools & services. iShares U.S. Healthcare Providers ETF IHF concentrates on companies in the healthcare provider and services sector. The underlying Dow Jones U.S. Select HealthCare Providers Index is a free-float adjusted market capitalization-weighted index. It measures the performance of the healthcare providers sub-sector of the U.S. equity market. It includes health maintenance organizations, hospitals, clinics, dentists, opticians, nursing homes, rehabilitation & retirement centres. The fund charges 40 bps in fees. Vanguard Health Care ETF VHT tracks the MSCI US Investable Market Health Care 25/50 Index made up of stocks of U.S. companies in the healthcare sector. The fund charges 9 bps in fees and sports a Zacks Rank #1. HCA Healthcare HCA, which has a Zacks Rank #3 (Hold), deserves a mention. It is the largest non-governmental operator of acute care hospitals in the United States. The company has a trailing four-quarter earnings surprise of 7.06%, on average. Welltower WELL is a real estate investment trust (REIT) that is engaged in investments with seniors housing operators, post-acute providers and health systems. The company has a trailing four-quarter earnings surprise of 4.24%, on average. Zacks Rank #2 Omega Healthcare Investors OHI is a self-administered real estate investment trust (REIT), investing in income-producing healthcare facilities, principally long-term care facilities located in the United States and the United Kingdom. The company has a trailing four-quarter earnings surprise of 2.13%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Omega Healthcare Investors, Inc. (OHI) : Free Stock Analysis Report HCA Healthcare, Inc. (HCA) : Free Stock Analysis Report Health Care Select Sector SPDR ETF (XLV): ETF Research Reports Vanguard Health Care ETF (VHT): ETF Research Reports iShares U.S. Healthcare Providers ETF (IHF): ETF Research Reports Welltower Inc. (WELL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Inicia sesión para acceder a tu portafolio
Yahoo
19-06-2025
- Business
- Yahoo
STERIS Stock: Is STE Outperforming the Healthcare Sector?
Valued at a market cap of $23.7 billion, STERIS plc (STE) is a provider of products and services that support patient care with an emphasis on infection prevention. Based in Mentor, Ohio, it operates through three segments: Healthcare, Applied Sterilization Technologies (AST), and Life Sciences. Companies valued at $10 billion or more are generally classified as 'large-cap' stocks, and STERIS fits this description perfectly. STE is a leading provider of innovative healthcare and life sciences products and services, and has established itself as a leader in sterilization and surgical products for the healthcare system. Dear Tesla Stock Fans, Mark Your Calendars for June 22 Trump Is Giving Tesla's Robotaxis a Leg Up Ahead of June 22. Should You Buy TSLA Stock Now? Nvidia Says Quantum Computing Is Nearing an 'Inflection Point.' Here Are the 3 Best Stocks to Buy Now to Profit. Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! However, STE shares have dropped 6.2% from their 52-week high of $252.79 met on May 19. STERIS has surged 4.1% over the past three months, outperforming the Health Care Select Sector SPDR Fund's (XLV) 9.1% decline during the same time frame. Shares of STE have gained 15.3% on a YTD basis, surpassing XLV's 3% decrease. Additionally, STERIS has returned 9.7% over the past 52 weeks, whereas the XLV has fallen 8.4% over the same time frame. STE has been trading above its 50-day and 200-day moving averages since early May, indicating an uptrend. Following the release of its Q4 earnings on May 14, STE shares jumped 8.5% in the next trading session. The company saw a 4.3% rise in revenue, reaching $1.5 billion, as strong contributions from its Healthcare and AST segments helped offset weakness in Life Sciences. Adjusted EPS stood at $2.74, up 6.2% year-over-year, with profitability gains driven by volume growth, better pricing, and ongoing restructuring benefits. In contrast, key rival AdaptHealth Corp. (AHCO) has lagged behind STE. AHCO stock has decreased by 24.6% over the past 52 weeks and has seen a decline of 10.6% on a year-to-date (YTD) basis. STE holds a consensus rating of 'Moderate Buy' from eight analysts, with an average price target of $272.14, implying an upside potential of 14.8% from its current trading levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
