Fresenius stock expands its biosimilars platform with mAbxience deal

Published on 10/03/2026 at 22:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fresenius stock was last quoted at EUR 43.64 on October 2, 2026, after the group agreed to buy mAbxience. Q2 revenue rose 6 percent to EUR 5,864 million.

Fresenius SE – Fotorealistisch: Modernes Krankenhauszimmer mit Patientenmonitor bei Tageslicht — Fresenius SE & Co. KGaA (ISIN DE0005785604) ist ein internationaler Gesundheitskonzern mit Sitz in Bad Homburg. Das Unternehmen betreibt Krankenhäuser und entwickelt Arzneimittel und Infusionslösungen. Dieses Bild zeigt: Modernes Krankenhauszimmer mit Patientenmonitor bei Tageslicht, Illustration mit AI erstellt.

Fresenius stock (ISIN DE000FRE5EN2) was last quoted at EUR 43.64 on Xetra on October 2, 2026, down 0.38 percent from the previous close. The company had announced on October 1 that it would acquire the remaining 45 percent of mAbxience for up to EUR 750 million.

mAbxience becomes fully owned

According to EQS News on October 1, 2026, the transaction was signed and completed on September 30 without regulatory approvals. Fresenius said the deal gives it full ownership of the biosimilars platform and is expected to be immediately accretive to group core earnings per share.

The payment includes a contingent amount of EUR 50 million linked to site approvals. mAbxience generated more than EUR 320 million in revenue in fiscal year 2025 and operates three manufacturing facilities in Spain and Latin America, according to the same company release.

Q2 figures support the strategy

In Q2 2026, Fresenius reported revenue of EUR 5,864 million, up 6 percent from EUR 5,571 million in Q2 2025. Group EBIT reached EUR 719 million, a 10 percent constant-currency increase from EUR 654 million, while core EPS rose 14 percent to EUR 0.83 from EUR 0.73.

Fresenius also raised its fiscal 2026 constant-currency core EPS growth guidance to 10 percent to 15 percent from 5 percent to 10 percent. The Q2 2026 EBIT margin was 12.3 percent, up 60 basis points, making earnings quality the key measure behind the acquisition story.

Jefferies keeps EUR 55 target

finanzen.at reported on October 1, 2026, that Jefferies kept its Buy rating and EUR 55 price target. The target is 26.0 percent above the EUR 43.64 reference price, while the stock remains 17.6 percent below its 52-week high of EUR 52.96.

Stock stays below yearly high

Fresenius stock had a 52-week range of EUR 35.11 to EUR 52.96 and a market capitalization of EUR 24.6 billion on October 2, 2026. The next quarterly financial report is scheduled for November 4, 2026, according to Fresenius. The combination of higher guidance and full control of mAbxience gives investors two dated checkpoints for assessing execution.