Fresenius Medical Care stock trades at EUR 39.48, plus 0.20 percent versus EUR 39.40

Published on 09/30/2026 at 09:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fresenius Medical Care stock trades at EUR 39.48, plus 0.20 percent versus EUR 39.40 on September 30, 2026. China plans add EUR 110.00 million in Q3 costs.

Moderner Dialyseraum mit Hämodialysegeräten und Patientenliegen bei Tageslicht — Ein fotorealistisches Bild eines modernen Dialyseraums mit mehreren Hämodialysegeräten und Patientenliegen in Reihe, ruhigem Tageslicht durch große Fenster – typisch für die Behandlungszentren von Fresenius Medical Care AG (ISIN DE0005785802), Illustration mit AI erstellt.

Fresenius Medical Care stock (ISIN DE0005785802) trades at EUR 39.48 at Lang & Schwarz on September 30, 2026 at 9:12 a.m. CEST, plus 0.20 percent versus the prior close of EUR 39.40. The company is reshaping its China portfolio while preparing for a special cost charge in the third quarter.

China strategy brings one-time costs

According to Fresenius Medical Care on September 25, 2026, the group will exit its China peritoneal dialysis business and discontinue local production and sales of the 4008A hemodialysis system. The portfolio changes are expected to create EUR 110.00 million in one-time costs, recognized as a special item in Q3 2026.

China represents 6 to 7 percent of Care Enablement segment revenue, according to the company release. The planned shift prioritizes in-center dialysis and critical-care technologies, including the 5008S CAREsystem and multiFiltratePRO, while management expects no meaningful impact on the future China revenue outlook.

Profit growth meets a volume test

Fresenius Medical Care reported 23 percent growth in operating income for Q2 2026 on its investor-relations page, which also says the company confirmed its 2026 outlook. That improvement gives the stock a stronger earnings base, but the China charge will weigh on the reported third-quarter result.

The next reporting date is November 3, 2026, according to the company's investor calendar. For investors, the key comparison is between cost savings already delivered and the treatment volumes needed to sustain margin expansion.

Berenberg cuts target to EUR 42.00

According to TradingView on September 29, 2026, Berenberg cut its recommendation from Buy to Hold and lowered its price target from EUR 60.00 to EUR 42.00. The revised target is EUR 2.52, or 6.38 percent, above the Lang & Schwarz price, while the target cut highlights weaker U.S. treatment volumes as a counter-factor.

FMC stock holds near EUR 39.00

Fresenius Medical Care stock was trading at EUR 39.48 at Lang & Schwarz on September 30, 2026 at 9:12 a.m. CEST, plus 0.20 percent versus the prior close of EUR 39.40. The company is listed on the Frankfurt Stock Exchange and the NYSE, with its German ordinary shares included in the DAX.