HCA Healthcare, Inc. $HCA Stock Position Lessened by Schroder Investment Management Group

Key Points

• Schroder Investment Management trimmed its HCA stake by 3.5% to 652,835 shares (about $278.2M) in Q3, while institutional ownership remains high at 62.73% and other large funds (e.g., Norges Bank, Viking Global) materially increased or established positions.
• Insiders have been net sellers recently—EVP Michael R. McAlevey and SVP Jennifer Berres executed significant sales, and insiders sold 15,214 shares (~$7.8M) over the last 90 days, leaving insiders with 1.30% ownership.
• Company and market updates: HCA beat Q earnings estimates with $8.01 EPS, raised its quarterly dividend to $0.78 (annualized $3.12, ex-dividend March 17), and set FY2026 guidance of 29.10–31.50 EPS amid analyst target upgrades and a consensus price target near $534.50.

Schroder Investment Management Group reduced its stake in shares of HCA Healthcare, Inc. (NYSE:HCA - Free Report) by 3.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 652,835 shares of the company's stock after selling 23,390 shares during the quarter. Schroder Investment Management Group owned about 0.29% of HCA Healthcare worth $278,238,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank acquired a new stake in HCA Healthcare in the second quarter worth approximately $1,152,408,000. Viking Global Investors LP boosted its stake in HCA Healthcare by 58.5% during the second quarter. Viking Global Investors LP now owns 1,872,133 shares of the company's stock valued at $717,214,000 after buying an additional 690,773 shares in the last quarter. Nordea Investment Management AB lifted its holdings in HCA Healthcare by 5.2% in the 3rd quarter. Nordea Investment Management AB now owns 975,741 shares of the company's stock valued at $415,656,000 after acquiring an additional 47,960 shares during the last quarter. Pacer Advisors Inc. lifted its stake in HCA Healthcare by 6,115.3% during the third quarter. Pacer Advisors Inc. now owns 911,096 shares of the company's stock valued at $388,309,000 after purchasing an additional 896,437 shares during the last quarter. Finally, LSV Asset Management increased its holdings in shares of HCA Healthcare by 0.4% in the second quarter. LSV Asset Management now owns 868,849 shares of the company's stock valued at $332,856,000 after buying an additional 3,396 shares in the last quarter. 62.73% of the stock is currently owned by institutional investors.

Insider Buying and Selling at HCA Healthcare

In other HCA Healthcare news, EVP Michael R. Mcalevey sold 1,694 shares of the firm's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $533.37, for a total transaction of $903,528.78. Following the transaction, the executive vice president directly owned 8,853 shares in the company, valued at $4,721,924.61. This trade represents a 16.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Jennifer Berres sold 8,020 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $514.58, for a total value of $4,126,931.60. Following the completion of the transaction, the senior vice president directly owned 11,993 shares in the company, valued at $6,171,357.94. The trade was a 40.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 15,214 shares of company stock valued at $7,797,595. 1.30% of the stock is currently owned by insiders.

HCA Healthcare Stock Down 0.2%

HCA stock opened at $533.63 on Monday. HCA Healthcare, Inc. has a 12-month low of $310.18 and a 12-month high of $552.90. The company has a market cap of $119.33 billion, a price-to-earnings ratio of 18.80, a PEG ratio of 1.64 and a beta of 1.34. The company has a 50 day moving average of $500.34 and a two-hundred day moving average of $465.79.

HCA Healthcare (NYSE:HCA - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The company reported $8.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.37 by $0.64. HCA Healthcare had a negative return on equity of 409.11% and a net margin of 8.97%.The business had revenue of $19.51 billion during the quarter, compared to analyst estimates of $19.67 billion. During the same period last year, the company earned $6.22 earnings per share. HCA Healthcare's quarterly revenue was up 6.7% compared to the same quarter last year. HCA Healthcare has set its FY 2026 guidance at 29.100-31.500 EPS. On average, research analysts anticipate that HCA Healthcare, Inc. will post 24.98 EPS for the current year.

HCA Healthcare Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be given a dividend of $0.78 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from HCA Healthcare's previous quarterly dividend of $0.72. This represents a $3.12 annualized dividend and a yield of 0.6%. HCA Healthcare's payout ratio is 10.15%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on HCA shares. UBS Group increased their price target on HCA Healthcare from $598.00 to $635.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Argus raised their target price on shares of HCA Healthcare from $530.00 to $560.00 and gave the stock a "buy" rating in a report on Friday, February 6th. JPMorgan Chase & Co. boosted their price target on shares of HCA Healthcare from $420.00 to $535.00 and gave the company a "neutral" rating in a report on Friday, February 20th. Weiss Ratings reiterated a "buy (b)" rating on shares of HCA Healthcare in a research report on Monday, December 29th. Finally, The Goldman Sachs Group raised their target price on HCA Healthcare from $520.00 to $558.00 and gave the stock a "buy" rating in a research report on Wednesday, January 28th. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, HCA Healthcare presently has an average rating of "Moderate Buy" and a consensus price target of $534.50.

About HCA Healthcare

HCA Healthcare is a for‑profit operator of healthcare facilities headquartered in Nashville, Tennessee. Founded in 1968, the company owns and operates a network of hospitals and related healthcare facilities and has grown through organic expansion and acquisitions to become a large provider of inpatient and outpatient services.

The company's core activities include the operation of acute care hospitals, freestanding surgical and emergency centers, and outpatient clinics. HCA's services encompass inpatient care, surgical services, emergency medicine, diagnostic imaging and laboratory testing, and various outpatient and ambulatory care offerings.

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