Oppenheimer Asset Management Inc. Grows Holdings in HCA Healthcare, Inc. $HCA

Oppenheimer Asset Management Inc. lifted its stake in shares of HCA Healthcare, Inc. (NYSE:HCA) by 39.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 5,813 shares of the company’s stock after acquiring an additional 1,659 shares during the period. Oppenheimer Asset Management Inc.’s holdings in HCA Healthcare were worth $2,478,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new stake in shares of HCA Healthcare in the 2nd quarter worth approximately $1,152,408,000. Pacer Advisors Inc. grew its position in shares of HCA Healthcare by 6,115.3% in the 3rd quarter. Pacer Advisors Inc. now owns 911,096 shares of the company’s stock worth $388,309,000 after buying an additional 896,437 shares during the last quarter. Viking Global Investors LP lifted its stake in HCA Healthcare by 58.5% in the second quarter. Viking Global Investors LP now owns 1,872,133 shares of the company’s stock worth $717,214,000 after acquiring an additional 690,773 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in HCA Healthcare during the 2nd quarter valued at $109,337,000. Finally, HRT Financial LP purchased a new stake in shares of HCA Healthcare in the 2nd quarter worth about $81,596,000. Hedge funds and other institutional investors own 62.73% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on HCA. Oppenheimer raised their price objective on shares of HCA Healthcare from $500.00 to $540.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. TD Cowen restated a “buy” rating on shares of HCA Healthcare in a research report on Wednesday, January 28th. Sanford C. Bernstein set a $541.00 price objective on HCA Healthcare in a research report on Monday. Truist Financial increased their price target on shares of HCA Healthcare from $520.00 to $546.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of HCA Healthcare from $500.00 to $558.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Sixteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, HCA Healthcare presently has a consensus rating of “Moderate Buy” and an average target price of $523.27.

Key Headlines Impacting HCA Healthcare

Here are the key news stories impacting HCA Healthcare this week:

• Positive Sentiment: Zacks Research raised FY-2026 EPS to $29.31 (from $28.47) and lifted multiple quarterly and multi‑year estimates (FY2027 to $33.44, FY2028 to $37.67), aligning analyst expectations with HCA’s FY2026 guidance and suggesting stronger forward profitability. Zacks remains at a “Hold” rating, but the higher estimates support valuation and earnings momentum. Zacks estimate changes (MarketBeat)
• Neutral Sentiment: HCA’s StoneSprings Hospital Center is planning to convert a Chantilly deli site into a freestanding emergency room — a local expansion that could modestly increase patient volumes and admissions in that market over time. HCA StoneSprings freestanding ER
• Neutral Sentiment: HCA-related ASC real estate was sold, a move that can free capital or change lease/operating dynamics for ambulatory surgery centers; the net effect depends on deal terms and use of proceeds. HCA ASC real estate sold
• Neutral Sentiment: Executive moves: a former HCA Florida executive joined Memorial Health as COO and an HCA veteran was named COO at Memorial Health in Georgia — routine industry leadership turnover that may have limited near‑term impact on HCA’s financials but is notable for regional competitive dynamics and management talent flow. Former HCA exec joins Memorial Health (MSN) HCA veteran named COO (Becker’s)

HCA Healthcare Stock Performance

Shares of NYSE HCA opened at $535.24 on Friday. HCA Healthcare, Inc. has a 52-week low of $295.00 and a 52-week high of $552.90. The company has a market cap of $119.69 billion, a PE ratio of 18.86, a P/E/G ratio of 1.63 and a beta of 1.36. The firm’s 50 day moving average price is $481.73 and its 200-day moving average price is $446.85.

HCA Healthcare (NYSE:HCA) last posted its earnings results on Tuesday, January 27th. The company reported $8.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.37 by $0.64. The business had revenue of $19.51 billion for the quarter, compared to analysts’ expectations of $19.67 billion. HCA Healthcare had a net margin of 8.97% and a negative return on equity of 409.11%. The business’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.22 EPS. HCA Healthcare has set its FY 2026 guidance at 29.100-31.500 EPS. On average, analysts forecast that HCA Healthcare, Inc. will post 24.98 earnings per share for the current fiscal year.

HCA Healthcare Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 17th will be given a $0.78 dividend. The ex-dividend date 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%.

Insider Activity

In other HCA Healthcare news, EVP Michael S. Cuffe sold 1,500 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $498.09, for a total value of $747,135.00. Following the completion of the sale, the executive vice president owned 30,003 shares in the company, valued at approximately $14,944,194.27. This represents a 4.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Jennifer Berres sold 8,020 shares of HCA Healthcare stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $514.58, for a total transaction of $4,126,931.60. Following the sale, the senior vice president owned 11,993 shares in the company, valued at approximately $6,171,357.94. The trade was a 40.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 13,520 shares of company stock valued at $6,894,067 in the last 90 days. Company insiders own 1.30% of the company’s stock.

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.