Siemens Healthineers is studying options for its Diagnostics business that could include a future sale, a few days after former parent Siemens said it plans to reduce its majority holding in the maker of MRI scanners https://t.co/YPUyr81Hg6 ...

In an inflated market, like the one I believe we currently have, finding value or undervaluation is never the easiest thing. I would go so far as to say it becomes almost impossible after a while, not because some companiesWolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets. He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. m ...

Core Insights - The current market is perceived as inflated, making it challenging to identify undervalued stocks [1] - The analyst has over 10 years of experience in generating value ideas in European and North American markets [1] Company and Market Analysis - The analyst covers a wide range of markets including Scandinavia, Germany, France, the UK, Italy, Spain, Portugal, and Eastern Europe [1] - The focus is on finding reasonably valued stock ideas within these markets [1]

Core Viewpoint - Siemens will transfer 30% of its shares in Siemens Healthineers to its shareholders, relinquishing its controlling stake in the imaging and diagnostics company [1][2]. Group 1: Strategic Implications - Siemens currently holds a 67% stake in Siemens Healthineers and aims to focus on its core technology portfolio with increased capital allocation flexibility, which is expected to accelerate growth [2]. - The decision is seen as a natural progression towards Siemens Healthineers becoming a fully independent company, following its initial public offering in 2018 [3]. - Both companies will benefit from enhanced strategic flexibility, allowing for tailored capital allocation to accelerate value creation in their respective markets [4]. Group 2: Financial Performance - Siemens Healthineers reported a 4% year-over-year decline in fourth-quarter net income, with revenue remaining roughly flat, indicating a challenging environment influenced by higher tariffs [5]. Group 3: Transaction Details - Further details regarding the structure and timing of the share transfer will be disclosed in early Q2 2026, pending regulatory reviews and approvals from shareholder meetings of both companies [5].

By John Revill ZURICH (Reuters) -Siemens' shares fell almost 6% on Thursday as a hike in its medium-term sales growth forecast failed to allay investors amid profit-taking and disappointment ​about next year's profit outlook. The company, which on Wednesday said it plans to eventually cut its stake ‌in Siemens Healthineers to 20%, said it expects its sales to rise by 6-8% next year and 6-9% in the ‌mid term. Both figures would mark an acceleration from the 5% revenue growth rate Siemens reported on Thur ...

Siemens will hand a 30% stake in Siemens Healthineers to its own shareholders, allowing it to reduce its exposure to the medical technology business and focus on growth in software https://t.co/lxT8gLEuUv ...

Core Viewpoint - Siemens plans to reduce its 35 billion euro ($41 billion) stake in Siemens Healthineers by distributing shares of the medical equipment maker to its shareholders [1] Group 1 - The total stake being cut by Siemens is valued at 35 billion euros, equivalent to approximately 41 billion dollars [1] - The method of reduction involves giving shares of Siemens Healthineers directly to Siemens' shareholders [1]

Core Viewpoint - Siemens is expected to announce its strategy for reducing its stake in Siemens Healthineers, valued at 35 billion euros ($41 billion) [1] Company Summary - Siemens Healthineers is a significant asset for Siemens, and the planned reduction in stake indicates a strategic shift within the company [1] - The announcement is anticipated to provide insights into Siemens' broader financial strategy and capital allocation [1] Industry Summary - The engineering sector, particularly in healthcare technology, is witnessing shifts as companies reassess their investment strategies [1] - Stake adjustments in major firms like Siemens may influence market dynamics and investor sentiment within the healthcare technology industry [1]

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. By the numbers   Q4 Revenue: 6.32 billion euros Roughly flat year over year   Net income: 597 million euros 4% decrease year over year Siemens Healthineers has reaffirmed its expectation that the negative impact of tariffs will double in its next fiscal year to reach 400 million euros (nearly $461 million). With tariffs coming in part way through the company’s ...

Core Viewpoint - Siemens Healthineers is preparing for the potential reduction of its largest shareholder Siemens AG's stake to below 50% [1] Group 1 - Siemens Healthineers' CFO indicated that the company is ready for the possibility of Siemens AG decreasing its ownership [1]