Business description: Fresenius Medical Care AG

Fresenius Medical Care AG is the world's leading supplier of services and equipment for patients with kidney problems. Net sales break down by activity as follows:

- clinical care services (75.2%): operated, at the end of 2025, 3,601 institutions;

- manufacturing of dialyzers and related products (24.8%): hemo-dialysis and pediatric dialysis machines, etc. The group also offers therapies accompanied by care and treatment for dialysis patients.

Number of employees: 108,165

Sales by Activity: Fresenius Medical Care AG

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Care Delivery (Excl. Value-Based Care)

- - - - 13.74B

Care Delivery

- - 15.58B 15.28B -

Europe, Middle East and Africa (EMEA)

2.76B 2.85B - - -

Latin America

703M 798M - - -

Asia-Pacific

2.01B 2.15B - - -

North America

12.12B 13.57B - - -

Care Enablement

- - 5.35B 5.56B 5.48B

Value-Based Care

- - - - 2.25B

Corporate

20.8M 27.99M - - -

Inter-Segment Eliminations

- - -1.47B -1.5B -1.83B

Geographical breakdown of sales: Fresenius Medical Care AG

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

United States

- - 13.51B 13.67B 14.18B

Rest of the World

5.02B 5.34B 5.46B 5.19B 4.95B

Germany

511M 487M 484M 479M 495M

North America

12.09B 13.57B - - -

Executive Committee: Fresenius Medical Care AG

Manager TitleAgeSince
Chief Executive Officer 58 05/12/2022
Director of Finance/CFO 48 30/09/2023
Chief Tech/Sci/R&D Officer 56 31/12/2025
Compliance Officer 56 31/05/2024
Corporate Officer/Principal 58 -

Composition of the Board of Directors: Fresenius Medical Care AG

Director TitleAgeSince
Director/Board Member 59 11/05/2016
Director/Board Member 64 19/05/2021
Chairman 57 13/07/2023
Director/Board Member 51 13/07/2023
Director/Board Member 58 13/07/2023
Director/Board Member 46 13/07/2023
Director/Board Member 57 25/01/2024
Director/Board Member 56 25/01/2024
Director/Board Member 63 25/01/2024
Director/Board Member 61 25/01/2024

Shareholders: Fresenius Medical Care AG

NameEquities%Valuation
27.82 %
81,625,390 27.82 % 3 697 M €
Dodge & Cox
4.688 %
13,754,034 4.688 % 623 M €
Artisan Partners LP
2.995 %
8,786,917 2.995 % 398 M €
Harris Associates LP
2.981 %
8,747,803 2.981 % 396 M €
BNP Paribas Asset Management Belgium SA
0.1451 %
425,733 0.1451 % 19 M €
NameEquities%Valuation
Pzena Investment Management, Inc.
2.565 %
15,052,822 2.565 % 340 M €
Fiduciary Management, Inc.
0.7604 %
4,462,106 0.7604 % 101 M €
Dodge & Cox
0.6521 %
3,826,910 0.6521 % 86 M €
Morgan Stanley Capital Services LLC
0.4234 %
2,484,810 0.4234 % 56 M €
Millennium Management LLC
0.2797 %
1,641,301 0.2797 % 37 M €

Holdings: Fresenius Medical Care AG

NameEquities%Valuation
18,312,7358.25% 15 M $

Company details: Fresenius Medical Care AG

Fresenius Medical Care AG

Else-Kröner-Strasse 1

61352, Bad Homburg

+49 6172 609 0

http://www.freseniusmedicalcare.com/de
address Fresenius Medical Care AG(FME)

Group companies: Fresenius Medical Care AG

NameCategory and Sector
Miscellaneous Commercial Services
Miscellaneous Commercial Services
Fresenius Medical Care SSC Sp zoo
Fresenius Medical Care SSC Sp zoo
Fresenius Medical Care Reinsurance Co. (Cayman) Ltd.

Other Healthcare Facilities & Services

Change 5d. change 1-year change 3-years change Capi.($)
+1.17%+2.66%-24.13%-8.22% 11.84B
+1.17%+5.44%+50.88%+36.05% 122B
+2.85%-1.69%-3.18%+37.22% 82.55B
+1.61%+2.73%-15.87%+43.97% 24.23B
+2.13%+2.77%+14.88%+50.42% 22.17B
-0.60%-1.65%-17.04%-21.54% 20.09B
-1.06%-3.70%-8.59%+3.61% 14.02B
+0.43%-7.56%-5.48%+115.94% 13.96B
-0.01%-1.13%+39.35%+93.55% 12.34B
+1.12%+1.33%-16.38%+86.73% 9.98B
Average +0.88%-0.02%+1.44%+43.77% 33.36B
Weighted average by Cap. +1.41%+1.52%+16.21%+38.45%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
17
Last Close Price
38.18EUR
Average target price
44.04EUR
Spread / Average Target
+15.34%

Quarterly revenue - Rate of surprise

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