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Truist Securities increases Quest Diagnostics shares target, highlights cost-saving

EditorEmilio Ghigini
Published 15/07/2024, 14:08
DGX
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On Monday, Truist Securities adjusted its price target for Quest Diagnostics (NYSE:DGX) shares, a leading provider of diagnostic information services, increasing it to $158 from the previous $150 while maintaining a Hold rating on the stock. The firm acknowledged the company's strong base business trends and its successful execution of various growth opportunities.

The update from Truist Securities highlighted several positive aspects of Quest Diagnostics' operations, including a favorable mix and stable pricing environment, despite ongoing challenges such as labor costs and inflation.

The firm's analysis also pointed out Quest Diagnostics' effective cost-saving and efficiency initiatives, specifically referencing its annual Invigorate productivity gains targeted at 3%.

In addition to internal management efficiencies, Truist Securities noted the company's active role in mergers and acquisitions (M&A), emphasizing the recent flurry of deals. This includes Quest Diagnostics' pending acquisitions of LifeLabs, Allina Health, and the outreach business of OhioHealth, all private entities, for approximately $985 million. These strategic moves are seen as a response to market pressures and an effort to capitalize on robust M&A opportunities in the healthcare sector.

Furthermore, the firm indicated that Quest Diagnostics' financial flexibility allows it to pursue attractive growth opportunities, such as advanced diagnostics and Alzheimer's disease-related services. The report also mentioned LabCorp's (LH) M&A activities, including its pending acquisitions of Invitae (OTC:NVTAQ) and select assets of BioReference Health.

Truist Securities expressed a positive outlook for the diagnostics industry, particularly for LabCorp, due to strong base business trends, continued M&A activity, and favorable trends in Central Lab services. The firm anticipates further improvements in the sector throughout 2024.

InvestingPro Insights

Recent metrics from InvestingPro provide a comprehensive picture of Quest Diagnostics' financial health and market performance. With a steady market capitalization of approximately $16.01 billion and a Price/Earnings (P/E) ratio of 19.23, Quest Diagnostics exhibits a solid presence in the market. The company's commitment to shareholder returns is evidenced by an impressive track record of raising its dividend for 12 consecutive years, a testament to its financial stability and management's confidence in sustained profitability.

InvestingPro Tips highlight that management's aggressive share buyback strategy and the company's low price volatility make it a potentially attractive option for investors seeking stability. Additionally, Quest Diagnostics is trading near its 52-week high, indicating strong market confidence. For those interested in further insights, there are an additional six InvestingPro Tips available, which can be explored for a more in-depth analysis of Quest Diagnostics' potential. To access these tips and more, use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

As the diagnostics industry continues to evolve with strategic mergers and acquisitions, Quest Diagnostics remains a key player to watch. The company's financial flexibility and proactive approach to growth opportunities, as noted by Truist Securities, are well-reflected in the InvestingPro data and tips.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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