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

Composition of the Board of Directors: Fresenius Medical Care AG

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

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% 24 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.($)
-0.67%+4.37%-24.17%-11.38% 11.84B
+1.17%+5.44%+50.88%+34.21% 122B
+2.85%-1.69%-3.18%+36.05% 82.55B
-0.51%+4.39%-15.76%+42.33% 24.23B
+2.13%+2.77%+14.88%+48.47% 22.17B
-0.47%-1.98%-17.49%-20.57% 19.97B
-1.06%-3.70%-8.59%+1.20% 14.02B
+0.43%-7.56%-5.48%+117.12% 13.96B
-0.01%-1.13%+39.35%+91.09% 12.34B
+2.96%+7.19%-15.75%+80.51% 9.98B
Average +0.69%-0.22%+1.47%+41.90% 33.35B
Weighted average by Cap. +1.25%+1.40%+16.22%+36.88%
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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