Analysts Offer Insights on Financial Companies: Ehealth (EHTH), Robinhood (HOOD) and Charles Schwab (SCHW)
This article summarizes analyst ratings for Ehealth (EHTH), Robinhood (HOOD), and Charles Schwab (SCHW). RBC Capital maintained a Hold on Ehealth with a $3.00 price target, while Needham's John Todaro gave Robinhood a Buy rating and an $85.00 target. TD Cowen's William Katz maintained a Buy rating on Charles Schwab with a $109.00 price target.
Trust linked to Concentra (NYSE: CON) director sells 130k shares
A trust associated with Concentra Group Holdings Parent, Inc. (NYSE: CON) director Robert A. Ortenzio sold 130,000 shares of common stock at $25.00 per share in an indirect open-market transaction. Following the sale, The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio holds 893,455 shares. Ortenzio also directly owns 5,533,794 shares and has other indirect holdings through various family trusts.
Read This Before Considering Concentra Group Holdings Parent, Inc. (NYSE:CON) For Its Upcoming US$0.0625 Dividend
Concentra Group Holdings Parent, Inc. (NYSE:CON) is set to pay a US$0.0625 dividend, with the ex-dividend date around May 19th. The company's dividend is well-covered by both profits (18% payout ratio) and free cash flow (19% payout ratio), suggesting sustainability. However, a 7.2% per annum decline in earnings over the past five years raises concerns about the long-term reliability of the dividend, despite flat dividend payments over the last two years.
Read This Before Considering Concentra Group Holdings Parent, Inc. (NYSE:CON) For Its Upcoming US$0.0625 Dividend
Concentra Group Holdings Parent, Inc. (NYSE:CON) is preparing to pay a quarterly dividend of US$0.0625 per share, with an ex-dividend date around May 19th. The company's dividend payout ratios for both profit (18%) and free cash flow (19%) are comfortably low, suggesting sustainability. However, a significant concern is a 7.2% decline in earnings per annum over the past five years, which could challenge the dividend's long-term sustainability despite the current low payout ratios.
RBC Capital Remains a Buy on Concentra Group Holdings Parent, Inc. (CON)
RBC Capital analyst Ben Hendrix maintained a Buy rating for Concentra Group Holdings Parent, Inc. (CON) with a $36.00 price target. This aligns with a "Strong Buy" analyst consensus and a $30.00 average price target, indicating a 20.00% upside. The company recently reported strong quarterly revenues of $569.56 million and a net profit of $50.49 million, though insider sentiment is negative due to increased selling activity.
Concentra group director Robert Ortenzio sells $3.25m in stock
Robert A. Ortenzio, a director at Concentra Group Holdings Parent, Inc. (NASDAQ:CON), sold 130,000 shares of company stock for $3.25 million on May 8, 2026. This sale occurred as the stock reached its 52-week high after a strong 23% year-to-date gain, with InvestingPro suggesting the stock is currently overvalued. Ortenzio maintains substantial direct and indirect holdings in the company through various trusts.
Concentra Group Holdings Parent Insider Sold Shares Worth $3,250,000, According to a Recent SEC Filing
An insider at Concentra Group Holdings Parent, Inc. (CON) recently sold shares valued at $3,250,000, as reported in a recent SEC filing. This transaction occurred on May 11, 2026. The company is a prominent provider of occupational health services in the United States, operating numerous health centers and onsite clinics.
Concentra Group Holdings Parent Insider Sold Shares Worth $3,250,000, According to a Recent SEC Filing
An insider at Concentra Group Holdings Parent recently sold shares valued at $3,250,000, as disclosed in a recent SEC filing. This transaction highlights significant activity by company executives or directors. The details of the sale are publicly available through the SEC.
Concentra Group Holdings Parent (CON) Is Up 6.6% After Lifting 2026 Guidance And Returning Capital
Concentra Group Holdings Parent (CON) stock rose 6.6% after the company reported strong first-quarter 2026 results, beating sales and net income expectations. The company also raised its full-year 2026 revenue and net income guidance and affirmed a quarterly dividend, signaling management's confidence in its operational progress and cash generation. This positive outlook is driven by anticipated continued growth in visit volumes and revenue per visit, despite potential risks from integration costs.
Truist Raises Price Target on Concentra Group Holdings Parent to $31 From $29, Keeps Buy Rating
Truist has increased its price target for Concentra Group Holdings Parent to $31 from its previous $29, while maintaining a "Buy" rating on the stock. This update reflects a positive outlook from the analyst firm regarding the company's valuation.
Concentra Earnings Call Highlights Growth, Rising Confidence
Concentra Group Holdings Parent, Inc. (CON) reported strong Q1 2026 results, showing double-digit revenue growth, improved margins, and significant free cash flow. The company raised its 2026 guidance, attributing success to strong organic momentum, successful integration of recent acquisitions, and growth in on-site health clinics. Despite positive performance, management acknowledged challenges such as elevated leverage, G&A inflation, and slower employer services growth as areas for continued focus.
Concentra Group Holdings Parent Q1 Earnings Call Highlights
Concentra Group Holdings Parent (CON) reported strong double-digit revenue and adjusted EBITDA growth for Q1 2026, driven by increased workers' compensation visit volumes, successful acquisitions, and improved cost control. The company saw total revenue rise by 13.7% to $569.6 million and adjusted EBITDA increase by 17.6% to $120.7 million, leading to an upward revision of its 2026 financial guidance for revenue, adjusted EBITDA, and free cash flow.
Concentra Group Holdings Parent (CON) Margin Compression Challenges Bullish Growth Narratives
Concentra Group Holdings Parent (CON) faces margin compression challenges, with net profit margins dropping from 8.8% to 7.6% and earnings declining by approximately 6.3% annually over the last five years. Despite this, analysts have a target price significantly above the current share price, trading at a 64.4% discount to its DCF fair value. The article highlights the conflicting narratives between bullish growth expectations and the current financial performance, urging investors to weigh these signals carefully.
Concentra revises 2026 guidance to $2.275B-$2.375B revenue and $460M-$480M adjusted EBITDA
Concentra has updated its financial projections for 2026, anticipating revenue between $2.275 billion and $2.375 billion. The company also adjusted its outlook for adjusted EBITDA, now expecting it to fall within the range of $460 million to $480 million.
Concentra (NYSE: CON) Q1 2026 earnings jump as guidance and dividend rise
Concentra (NYSE: CON) reported strong first-quarter 2026 results, with revenue increasing 13.7% to $569.6 million and net income rising 28.7% to $52.3 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA, and Free Cash Flow, reflecting confidence in continued growth. Additionally, Concentra declared a quarterly cash dividend of $0.0625 per share, demonstrating its commitment to returning value to shareholders.
Earnings call transcript: Concentra Q1 2026 results exceed expectations
Concentra Group Holdings Parent Inc. reported strong Q1 2026 results, with EPS of $0.40 and revenue of $569.6 million, exceeding expectations and leading to a 4.53% stock increase in after-hours trading. The company's revenue grew 13.7% year-over-year, driven by strategic acquisitions and organic expansion, particularly in its On-Site Health Clinics segment which saw 125% growth. Concentra also raised its full-year 2026 guidance for revenue, Adjusted EBITDA, and Free Cash Flow, demonstrating confidence in continued growth.
Deutsche Bank Adjusts Concentra Group Price Target to $32 From $29, Maintains Buy Rating
Deutsche Bank has increased its price target for Concentra Group to $32 from $29, while reiterating its 'Buy' rating on the stock. This adjustment comes amidst recent news for Concentra, including its Q1 2026 earnings report where it outperformed revenue estimates. The company operates numerous occupational health centers and onsite clinics across the United States.
Concentra Group Holdings Parent, Inc. Announces First Quarter 2026 Results, Declares Dividend, and Raises Full Year Guidance
Concentra Group Holdings Parent, Inc. has announced its financial results for the first quarter ended March 31, 2026. The company also declared a cash dividend for shareholders and raised its full-year 2026 financial guidance. This announcement provides insights into its recent performance and future expectations, reflecting a positive outlook based on current performance.
Earnings Flash (CON) Concentra Group Holdings Parent, Inc. Posts Q1 Adjusted EPS $0.40 per Share, vs. FactSet Est of $0.34
Concentra Group Holdings Parent, Inc. reported Q1 adjusted EPS of $0.40 per share, surpassing the FactSet estimate of $0.34. The company also announced Q1 revenue of $569.6 million, exceeding the FactSet estimate of $553.5 million. This financial performance indicates a stronger-than-expected first quarter for the healthcare facilities and services provider.
Earnings Flash (CON) Concentra Group Holdings Parent, Inc. Reports Q1 Revenue $569.6M, vs. FactSet Est of $553.5M
Concentra Group Holdings Parent, Inc. reported its Q1 revenue, reaching $569.6 million, which exceeded FactSet's estimate of $553.5 million. The company, a significant provider of occupational health services in the U.S., operates numerous stand-alone centers and onsite clinics. This financial result indicates stronger-than-expected performance for the quarter.
Concentra: Q1 Earnings Snapshot
Concentra Group Holdings Parent Inc. reported a first-quarter profit of $50.5 million, or 39 cents per share, which adjusted to 40 cents per share. These results surpassed Wall Street's expectations, with the company also exceeding revenue forecasts by posting $569.6 million. Concentra projects full-year revenue to be between $2.28 billion and $2.38 billion.
Concentra: Q1 Earnings Snapshot
Concentra Group Holdings Parent Inc. reported a first-quarter profit of $50.5 million, or 39 cents per share, surpassing Wall Street expectations with adjusted earnings of 40 cents per share. The occupational health services provider also exceeded revenue forecasts, posting $569.6 million, and projects full-year revenue between $2.28 billion and $2.38 billion.
Concentra Group Holdings Parent, Inc. Announces Results for Its First Quarter Ended March 31, 2026, Cash Dividend, and Raised FY 2026 Guidance
Concentra Group Holdings Parent, Inc. (CON) announced its results for the first quarter ended March 31, 2026, including a cash dividend and raised its full-year 2026 guidance. Quantisnow Plus members received an alert about this announcement shortly after its publication. The company's press release was disseminated via Quantisnow, a real-time market data platform for retail investors.
63,000 Shares in Concentra Group Holdings Parent, Inc. $CON Bought by Hussman Strategic Advisors Inc.
Hussman Strategic Advisors Inc. has acquired 63,000 shares of Concentra Group Holdings Parent, Inc. (NYSE:CON) valued at approximately $1.24 million during the fourth quarter. Other institutional investors also increased their stakes in the company, which recently reported strong Q4 results beating earnings expectations and announced a quarterly dividend. Analysts currently rate Concentra Group Holdings Parent as a "Moderate Buy" with an average target price of $30.
Universal Beteiligungs und Servicegesellschaft mbH Has $1.67 Million Stock Holdings in Concentra Group Holdings Parent, Inc. $CON
Universal Beteiligungs und Servicegesellschaft mbH has significantly increased its stake in Concentra Group Holdings Parent, Inc. (NYSE:CON), acquiring an additional 49,723 shares to reach a total of 83,897 shares valued at $1.67 million. This increase reflects growing institutional interest in Concentra, which recently reported strong quarterly earnings, beating EPS estimates and showing significant revenue growth. The company also pays a quarterly dividend and holds a "Moderate Buy" consensus rating from analysts, with price targets rising up to $31.
Concentra Group Holdings Parent (CON) to Release Quarterly Earnings on Thursday
Concentra Group Holdings Parent (NYSE:CON) is scheduled to announce its Q1 2026 earnings on Thursday, May 7th, with analysts projecting earnings of $0.35 per share and revenue of $553.53 million. The company previously surpassed estimates in Q4, reporting $0.28 EPS against an expected $0.23, and saw revenue grow by 15.9% year-over-year. Analysts currently hold a "Moderate Buy" rating for CON with a consensus price target of $30.00.
Analysts Are Bullish on Top Healthcare Stocks: UnitedHealth (UNH), Eli Lilly & Co (LLY)
The article highlights bullish sentiments from financial analysts on several top healthcare stocks, including UnitedHealth (UNH), Eli Lilly & Co (LLY), and Erasca (ERAS). Analysts from Mizuho Securities and Truist Financial maintained Buy ratings on these companies, citing strong performance and future growth potential, with specific price targets and anticipated upsides.
Concentra Group Holdings Parent, Inc. (NYSE:CON) Receives Average Recommendation of "Moderate Buy" from Brokerages
Concentra Group Holdings Parent, Inc. (NYSE:CON) has received an average "Moderate Buy" recommendation from five brokerages, with an average 12-month price target of $30.00. The company recently beat quarterly EPS estimates, reporting $0.28 against $0.23, and saw revenue increase by 15.9% to $539.1 million. Institutional investors have increased their stakes, and the company announced a quarterly dividend of $0.0625.
Are Options Traders Betting on a Big Move in Concentra Group Stock?
Options traders are showing increased interest in Concentra Group Holdings Parent, Inc. (CON) stock, with high implied volatility for its January 15, 2026 $2.50 Call option suggesting expectations of a significant price movement. Despite this, analysts currently hold a "Hold" rating for the stock, and earnings estimates have seen recent downward revisions. This creates a potential scenario for options traders who leverage high implied volatility to sell premium, betting on the stock not moving as much as anticipated.
Analysts Offer Insights on Healthcare Companies: Ascendis Pharma (ASND) and Concentra Group Holdings Parent, Inc. (CON)
Two healthcare companies, Ascendis Pharma (ASND) and Concentra Group Holdings Parent, Inc. (CON), recently received bullish sentiments from analysts. Bank of America Securities reiterated a Buy rating for Ascendis Pharma, setting a price target of $292.00, while Concentra Group Holdings also received a Buy rating from Bank of America Securities with a $27.00 price target. Both companies show a Strong Buy consensus among analysts, with significant upside potential.
Tributary Capital Management LLC Buys 62,573 Shares of Concentra Group Holdings Parent, Inc. $CON
Tributary Capital Management LLC has increased its stake in Concentra Group Holdings Parent, Inc. (NYSE:CON) by 12.4%, now owning 566,839 shares valued at $11.16 million. This comes as Concentra reported strong quarterly earnings, beating expectations with $0.28 EPS and $539.08 million in revenue. Analysts have a "Moderate Buy" consensus rating with a target price of $30.00 for the company.
Concentra Group Holdings Parent, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Concentra Group Holdings Parent, Inc. has seen its stock evaluation revised due to market dynamics, with the current price at $21.93. The company, a small-cap player in Pharmaceuticals & Biotechnology, has demonstrated resilience by outperforming the S&P 500 year-to-date and over the last week, despite having volatile trading range over the past year. Technical indicators show a mixed sentiment, with mildly bullish moving averages and weekly KST, but a mildly bearish MACD and Dow Theory.
Index shake-up adds Concentra after Select Medical spinoff
Concentra Group Holdings (CON) is set to join the S&P SmallCap 600 on November 27, 2024, following an 80% share distribution from Select Medical to its shareholders. Concurrently, Flex (FLEX) will enter the S&P MidCap 400, and Azenta (AZTA) will join the S&P SmallCap 600, while Myers Industries (MYE) and Envestnet (ENV) are removed due to market capitalization changes and an acquisition, respectively. These index adjustments are expected to impact ownership mix and visibility for the included companies.
BRANT POINT INVESTMENT MANAGEMENT LLC's Concentra Group Holdings Parent Inc(CON) Holding History
This article details BRANT POINT INVESTMENT MANAGEMENT LLC's historical holdings in Concentra Group Holdings Parent Inc (CON). As of the latest update, the firm holds 266,022 shares of CON, valued at $5.24 million, representing 0.64% of its portfolio. The report also includes recent news articles related to Concentra Group Holdings Parent Inc.
Concentra Chief Medical Officer Dr. Anderson to Retire After 33 Years
Dr. John Anderson, Executive Vice President and Chief Medical Officer of Concentra, will retire at the end of the year after 33 years with the company, including serving as CMO since 2014. Concentra, the largest provider of occupational health services in the U.S., has initiated a search for his successor, though Dr. Anderson will continue to advise the company as a consultant. CEO Keith Newton praised Dr. Anderson's instrumental role in establishing Concentra's data-driven approach to occupational health.
Concentra (NYSE: CON) CMO John Anderson plans retirement, will advise as consultant
Concentra Group Holdings Parent, Inc. (NYSE: CON) announced that Dr. John Anderson, Executive Vice President and Chief Medical Officer, will retire on December 31, 2026, after 33 years with the company. He will continue to advise Concentra under a consulting arrangement to facilitate a smooth transition while the company searches for his successor. Dr. Anderson has served as CMO since 2014 and has been instrumental in the company's outcome-focused approach to occupational health services.
Concentra Group Holdings Parent (NYSE:CON) Stock Forecast & Analyst Predictions
Concentra Group Holdings Parent (NYSE:CON) is forecast to grow earnings and revenue by 12.1% and 6.2% per annum respectively, with EPS expected to grow by 12.5% annually. Analysts have maintained a price target of around $29.00, citing ongoing M&A activities and new clinic openings as key drivers for future earnings. The company also recently provided earnings guidance for 2026 and declared an upcoming dividend of US$0.063 per share.
Analysts Offer Insights on Healthcare Companies: Icon (ICLR) and Neogen (NEOG)
Mizuho Securities analyst Ann Hynes maintained a Buy rating on Icon (ICLR) with a $180.00 price target, while William Blair analyst Brandon Vazquez maintained a Hold rating on Neogen (NEOG). Icon has a Moderate Buy consensus rating with a 7.6% upside, and Neogen has a Hold consensus with a 5.1% potential downside. The article reports on recent analyst activities and price targets for these healthcare companies.
Concentra to Announce First Quarter 2026 Results on Thursday, May 7, 2026
Concentra will release its first quarter 2026 financial results on Thursday, May 7, 2026, after market close. The company will host a conference call and live webcast on Friday, May 8, 2026, at 9 a.m. Eastern Time to discuss the results. Concentra, a leading provider of occupational health services, also provided information about its operations and how to access the call.
Concentra to Announce First Quarter 2026 Results on Thursday, May 7, 2026
Concentra Group Holdings Parent, Inc. (NYSE: CON) will release its first-quarter 2026 financial results on Thursday, May 7, 2026, after the market close. The company will host a conference call and live webcast on Friday, May 8, 2026, at 9:00 a.m. Eastern Time to discuss these results. Concentra is a leading provider of occupational health services in the U.S.
CON Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Concentra Group Holdings Parent Inc (CON), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company primarily generates revenue from occupational health centers, with "Workers compensation" being the largest contributor. CON maintains a gross margin of 22.34% and has a market capitalization of $2.68B, facing competition from companies like LFST and BLLN.
Vanguard disaggregates holdings; CON shows 0 shares (CON)
Vanguard Group has filed an amended Schedule 13G/A report for Concentra Group Holdings Parent Inc (CON), indicating they now hold 0 shares (0%) of the common stock. This change is due to an internal realignment within Vanguard, effective January 12, 2026, where certain subsidiaries will report beneficial ownership separately, in accordance with SEC Release No. 34-39538. Ashley Grim, Head of Global Fund Administration, signed the filing on March 26, 2026, confirming that Vanguard no longer beneficially owns these disaggregated securities.
J.P. Morgan Keeps Their Buy Rating on Concentra Group Holdings Parent, Inc. (CON)
J.P. Morgan has reiterated its Buy rating on Concentra Group Holdings Parent, Inc. (CON), setting a price target of $31.00. The company currently holds a Strong Buy consensus rating from analysts with an average price target of $29.00. Concentra recently reported strong Q4 results, with increased revenue and net profit compared to the previous year.
CON PE Ratio & Valuation, Is CON Overvalued
Concentra Group Holdings Parent Inc (CON) is currently considered undervalued based on its forward PE ratio of 13.50 compared to its five-year average of 16.24. The fair price for CON is estimated between $71.64 to $76.70 against a current price of $21.67, indicating it is undervalued by 69.75%. Despite having a P/S ratio above the industry average, its strong revenue growth might not sustain this premium.
Concentra Group Holdings Parent, Inc. Sees Revision in Stock Evaluation Amid Market Dynamics
Concentra Group Holdings Parent, Inc. has undergone a stock evaluation revision, with its shares currently priced at $21.91. The company has shown volatility, outperforming the S&P 500 year-to-date with an 11.33% return, but lagging over the past year. Technical indicators present a mixed outlook, with some bullish signs on a weekly basis and mildly bearish signals from OBV and Dow Theory.
JPMorgan Chase & Co. Increases Position in Concentra Group Holdings Parent, Inc. $CON
JPMorgan Chase & Co. increased its stake in Concentra Group Holdings Parent, Inc. (NYSE:CON) by 13% in the third quarter, now owning 3.02% of the company valued at $81.09 million. Concentra recently beat analyst expectations with $0.28 EPS and $539.08 million in revenue, and pays a quarterly dividend. The stock holds a "Moderate Buy" consensus rating with an average target price of $30.00.
Concentra outlines $2.25B–$2.35B 2026 revenue target while expanding de novo and M&A strategy
Concentra has set an ambitious revenue target of $2.25 billion to $2.35 billion for 2026, driven by an aggressive expansion strategy. The company plans to open 25-30 de novo locations and acquire 10-15 centers annually. This growth is expected to boost its market share in the $34 billion occupational health sector.
Ghisallo Capital Management LLC Cuts Position in Concentra Group Holdings Parent, Inc. $CON
Ghisallo Capital Management LLC reduced its stake in Concentra Group Holdings Parent, Inc. (NYSE:CON) by one-third, selling 50,000 shares to hold 100,000 shares valued at $2.09 million. Despite this reduction, several other large institutions like Thrivent Financial and Envestnet significantly increased their positions. The company recently reported strong quarterly earnings, beating EPS estimates, and announced a quarterly dividend.
Barrow Hanley Mewhinney & Strauss LLC Invests $35.12 Million in Concentra Group Holdings Parent, Inc. $CON
Barrow Hanley Mewhinney & Strauss LLC has invested approximately $35.12 million in Concentra Group Holdings Parent, Inc. by purchasing 1,678,179 shares, representing about 1.31% of the company. Other institutional investors have also adjusted their holdings in CON. The company's stock is up 0.1%, and it recently declared a quarterly dividend of $0.0625.
Latest CON News - Select Medical Holdings Corporation Announce...
This page provides the latest news and analysis for Concentra Group Holdings Parent, Inc. (CON), a major player in U.S. occupational health. Recent updates include a special stock distribution by Select Medical Holdings, Concentra's strong Q3 2024 financial results, and expansions of its medical centers in various U.S. cities. The company continues to grow its network, enhance its services, and evolve its operations within the occupational health sector.
