This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsPremier（PINC）株式概要プレミア社（Premier, Inc. 詳細PINC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績1/6財務の健全性4/6配当金2/6報酬当社が推定した公正価値より55.9%で取引されている 収益は年間79.38%増加すると予測されています リスク分析利益率(0.7%)は昨年より低い(13%) 財務結果に影響を与える大きな一時的項目 2.97%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るPINC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN2.8% overvaluedAnalystConsensusTarget•8mo agoHospital Consolidation And Digital Analytics Will Redefine Healthcare5703Top Analyst NarrativesPremierANAnalystConsensusTargetBased on Analyst Price TargetsHospital Consolidation And Digital Analytics Will Redefine HealthcareKey Takeaways Client concentration risk and hospital budget constraints threaten Premier's pricing power and limit potential for future revenue and margin growth. Direct sourcing by hospitals and technological disruption may erode Premier's traditional business model, resulting in lower earnings growth and increased customer attrition.View narrativeUS$27.5FV2.8% 割高 内在価値ディスカウント1.15%Revenue growth p.a.Set Fair ValueView57users have viewed this narrative0users have liked this narrative0users have commented on this narrative3users have followed this narrative8 months ago author updated this narrativeView all narrativesPremier, Inc. 競合他社Pediatrix Medical GroupSymbol: NYSE:MDMarket cap: US$1.7bHinge HealthSymbol: NYSE:HNGEMarket cap: US$4.3bAddus HomeCareSymbol: NasdaqGS:ADUSMarket cap: US$1.7bLifeStance Health GroupSymbol: NasdaqGS:LFSTMarket cap: US$2.9b価格と性能株価の高値、安値、推移の概要Premier過去の株価現在の株価US$28.2652週高値US$28.7952週安値US$17.23ベータ0.611ヶ月の変化0.57%3ヶ月変化7.58%1年変化23.14%3年間の変化-15.26%5年間の変化-19.23%IPOからの変化-7.80%最新ニュースお知らせ • Nov 27Premier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI IndexPremier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI Indexお知らせ • Nov 26+ 1 more updatePremier, Inc. Announces Board Changes, Effective November 25, 2025On September 21, 2025, Premier, Inc. entered into an Agreement and Plan of Merger by and among the Company, Premium Parent, LLC (“ Parent”), and Premium Merger Sub, Inc., a wholly owned subsidiary of Parent (Merger Sub). Pursuant to the Merger Agreement, at the Effective Time (November 25, 2025), Michael Alkire, John Bigalke, Helen Boudreau, Jody Davids, Peter Fine, Marc Miller, Marvin O’Quinn, Richard Statuto and Ellen Wolf each resigned from the Board and from any and all committees of the Board on which they served. At the Effective Time, Michael Alkire and Glenn Coleman became the directors of the Company.お知らせ • Nov 19CurvaFix Expands National Market Access - Awarded Technology Breakthrough Designation with Premier Inc. for General Orthopedic Trauma ProductsCurvaFix, Inc. announced it has been awarded a Technology Breakthrough Designation for General Orthopedic Trauma Products with Premier, Inc. Premier offers Breakthrough Technology designations to innovations that offer a major advantage in terms of patient safety, clinical outcomes and operational efficiencies. The CurvaFix System is purpose-built to expand surgical options in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological bone, intersecting fixation pathways, and indwelling and adjacent hardware. The CurvaFix System are purpose-built to expand surgical option in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological Bone, intersecting fixation pathways,and indwelling and adjacent hardware".お知らせ • Oct 14Premier, Inc. to Report Q1, 2026 Results on Nov 04, 2025Premier, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on Nov 04, 2025お知らせ • Sep 24Premier to Go Private in USD 2.6 Billion Deal with Patient SquarePremier Inc. has agreed to be acquired by local investment firm Patient Square Capital in a transaction valued at some USD 2.6 billion (EUR 2.22 billion). Under its terms, shareholders will receive USD 28.25 per share in cash, or a 23.8% premium over the company’s 60-day average closing price as of September 5, according to a statement on September 22, 2025. Premier's board chair Richard Statuto said the decision follows a thorough review of strategic alternatives, emphasising the transaction delivers immediate value to shareholders while positioning Premier for long-term growth with added financial resources. CEO Michael Alkire noted that going private will provide greater flexibility to expand the company’s technology and services as the health care landscape evolves. Patient Square said it sees significant potential in Premier’s supply chain, data, and consulting solutions. The transaction, pending shareholder and regulatory approvals, is expected to close in early 2026, after which Premier’s stock will be delisted.ナラティブの更新 • Sep 23Hospital Consolidation And Digital Analytics Will Redefine HealthcarePremier’s consensus price target was raised to $27.50 as analysts cited improved performance in Supply Chain Services and advisory revenues offsetting headwinds from net administrative fee pressure, though caution persists on long-term fee growth sustainability. Analyst Commentary Improved execution in Supply Chain Services (SCS) renewals and stronger performance in Advisory/Consulting services contributed to increased price targets from multiple analysts.最新情報をもっと見るRecent updatesお知らせ • Nov 27Premier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI IndexPremier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI Indexお知らせ • Nov 26+ 1 more updatePremier, Inc. Announces Board Changes, Effective November 25, 2025On September 21, 2025, Premier, Inc. entered into an Agreement and Plan of Merger by and among the Company, Premium Parent, LLC (“ Parent”), and Premium Merger Sub, Inc., a wholly owned subsidiary of Parent (Merger Sub). Pursuant to the Merger Agreement, at the Effective Time (November 25, 2025), Michael Alkire, John Bigalke, Helen Boudreau, Jody Davids, Peter Fine, Marc Miller, Marvin O’Quinn, Richard Statuto and Ellen Wolf each resigned from the Board and from any and all committees of the Board on which they served. At the Effective Time, Michael Alkire and Glenn Coleman became the directors of the Company.お知らせ • Nov 19CurvaFix Expands National Market Access - Awarded Technology Breakthrough Designation with Premier Inc. for General Orthopedic Trauma ProductsCurvaFix, Inc. announced it has been awarded a Technology Breakthrough Designation for General Orthopedic Trauma Products with Premier, Inc. Premier offers Breakthrough Technology designations to innovations that offer a major advantage in terms of patient safety, clinical outcomes and operational efficiencies. The CurvaFix System is purpose-built to expand surgical options in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological bone, intersecting fixation pathways, and indwelling and adjacent hardware. The CurvaFix System are purpose-built to expand surgical option in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological Bone, intersecting fixation pathways,and indwelling and adjacent hardware".お知らせ • Oct 14Premier, Inc. to Report Q1, 2026 Results on Nov 04, 2025Premier, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on Nov 04, 2025お知らせ • Sep 24Premier to Go Private in USD 2.6 Billion Deal with Patient SquarePremier Inc. has agreed to be acquired by local investment firm Patient Square Capital in a transaction valued at some USD 2.6 billion (EUR 2.22 billion). Under its terms, shareholders will receive USD 28.25 per share in cash, or a 23.8% premium over the company’s 60-day average closing price as of September 5, according to a statement on September 22, 2025. Premier's board chair Richard Statuto said the decision follows a thorough review of strategic alternatives, emphasising the transaction delivers immediate value to shareholders while positioning Premier for long-term growth with added financial resources. CEO Michael Alkire noted that going private will provide greater flexibility to expand the company’s technology and services as the health care landscape evolves. Patient Square said it sees significant potential in Premier’s supply chain, data, and consulting solutions. The transaction, pending shareholder and regulatory approvals, is expected to close in early 2026, after which Premier’s stock will be delisted.ナラティブの更新 • Sep 23Hospital Consolidation And Digital Analytics Will Redefine HealthcarePremier’s consensus price target was raised to $27.50 as analysts cited improved performance in Supply Chain Services and advisory revenues offsetting headwinds from net administrative fee pressure, though caution persists on long-term fee growth sustainability. Analyst Commentary Improved execution in Supply Chain Services (SCS) renewals and stronger performance in Advisory/Consulting services contributed to increased price targets from multiple analysts.お知らせ • Sep 22An affiliate of Patient Square Capital, LP entered into definitive agreement to acquire Premier, Inc. (NasdaqGS:PINC) for $2.4 billion.An affiliate of Patient Square Capital, LP entered into definitive agreement to acquire Premier, Inc. (NasdaqGS:PINC) for $2.4 billion on September 21, 2025. A cash consideration valued at $28.25 per share will be paid by Patient Square Capital, LP. In connection with the transaction, Premier will suspend the declaration and distribution of common stock dividends in future quarters. Upon completion of the transaction, Premier will be a private company, and Premier common stock will no longer be listed or traded on any public exchange. Premier will be required to pay a termination fee to Patient Square equal to approximately $66.21 million if the Merger Agreement is terminated and Patient Square will be required to pay a termination fee to the Premier equal to approximately $168.55 The deal is subject to approval by Premier board of directors, stockholders, satisfaction of regulatory approvals, the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended and other customary closing conditions. The Board of Directors of Premier, Inc. formed a special committee for the transaction. The deal has been unanimously approved by Premier’s Board of Directors. The transaction is not subject to a financing condition. The transaction is expected to close by the first quarter of calendar year 2026. Post completion, the Premier Class A Common Stock will be delisted from the NASDAQ Global Select Market and deregistered Goldman Sachs & Co. LLC and BofA Securities, Inc. acted as financial advisor for Premier, Inc. Daniel A. Neff, Mark Gordon and Meng Lu of Wachtell, Lipton, Rosen & Katz LLP and Daniel Wolf, P.C., Maggie D. Flores, P.C., Zach Miller and Ned Schultheis of Kirkland & Ellis LLP acted as legal advisor for Patient Square Capital, LP. Ropes & Gray LLP acted as legal advisor for Patient Square Capital, LP. Jefferies LLC and Santander US Capital Markets LLC acted as financial advisor for Patient Square Capital, LP. Cravath, Swaine & Moore LLP acted as legal advisor to the Transaction Committee of the Board of Directors. Joele Frank acted as strategic communications advisor to Premier. Perella Weinberg Partners LP is serving as debt capital markets advisor to Patient Square.お知らせ • Sep 10Premier, Inc. Appoints Bruce Radcliff as President of Supply Chain Services, Effective September 1Premier, Inc. announced that it has named Bruce Radcliff as President of Supply Chain Services, effective September 1. In this role, Radcliff oversees Premier’s core supply chain business including sourcing, contract management, operations and business analytics. Radcliff is a seasoned executive with more than 15 years of experience within large healthcare providers and over a decade of supply chain leadership. He joined Premier in May 2023 as Group Vice President of Strategic Sourcing and has helped enhance the competitiveness and differentiation of the company’s group purchasing business by bringing a strong provider perspective. Prior to joining Premier, Radcliff led supply chain operations for Advocate Aurora Health, a Premier member health system with more than $15 billion in revenue. Under Radcliff’s leadership, the health system minimized product shortages and their impacts on clinicians and patient care. He also oversaw all aspects of the organization’s supply chain operations and functions including sourcing, site operations, capital, purchasing, distribution, service contracting, data integrity, analytics and supply chain technology.Seeking Alpha • Aug 28Premier: Continued Value Erosion, Now At 30% 10yr LossSummary Premier, Inc. remains a hold as the company continues to destroy economic value, with persistent earnings contraction and poor capital allocation decisions. FY'25 results showed double-digit declines in revenue, EBITDA, and EPS, with structural headwinds in both core segments and no clear turnaround in sight. Despite strong cash generation and shareholder returns via buybacks and dividends, these are not enough to offset deteriorating business economics and declining returns on capital. Valuation appears fair at current levels, but with no upside and ongoing risks, I see little reason to own PINC over more attractive market alternatives. Read the full article on Seeking Alphaナラティブの更新 • Aug 21Hospital Consolidation And Digital Analytics Will Redefine HealthcareAnalysts have raised Premier’s price target to $24.83, citing strong Q4 results and improved fiscal 2026 estimates driven by higher demand for advisory and performance services, though ongoing net administrative fee pressure tempers further upside. Analyst Commentary Bullish analysts are raising price targets due to better-than-expected Q4 results and an in-line fiscal 2026 outlook.お知らせ • Aug 21Premier, Inc., Annual General Meeting, Dec 05, 2025Premier, Inc., Annual General Meeting, Dec 05, 2025.Declared Dividend • Aug 20Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 37% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Aug 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 123% Dividend yield: 3.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (123% payout ratio). Profit margins are more than 30% lower than last year (6.1% net profit margin).お知らせ • Aug 19+ 1 more updatePremier, Inc. Provides Earnings Guidance for the Year 2026Premier, Inc. provided earnings guidance for the Fiscal-Year 2026. For the year company expects total net revenue excluding Contigo Health to be in the range of $940 million to $1 billion.お知らせ • Jul 29Premier, Inc. to Report Q4, 2025 Results on Aug 19, 2025Premier, Inc. announced that they will report Q4, 2025 results at 6:30 AM, US Eastern Standard Time on Aug 19, 2025分析記事 • Jul 12Premier, Inc.'s (NASDAQ:PINC) Price Is Right But Growth Is LackingPremier, Inc.'s ( NASDAQ:PINC ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...お知らせ • Jun 30+ 7 more updatesPremier, Inc. (NasdaqGS:PINC) acquired IllumiCare, Inc.Premier, Inc. (NasdaqGS:PINC) acquired IllumiCare, Inc. on June 30, 2025. Premier will begin marketing the acquired solution under Premier’s Stanson Health brand this summer. Premier, Inc. (NasdaqGS:PINC) completed the acquisition of IllumiCare, Inc. on June 30, 2025.分析記事 • Jun 12Here's Why Premier (NASDAQ:PINC) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Major Estimate Revision • May 20Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.427 to US$0.53. Revenue forecast steady at US$987.7m. Net income forecast to shrink 22% next year vs 22% growth forecast for Healthcare industry in the US . Consensus price target up from US$20.71 to US$21.29. Share price was steady at US$23.10 over the past week.分析記事 • May 09Results: Premier, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsPremier, Inc. ( NASDAQ:PINC ) just released its quarterly report and things are looking bullish. The company beat...Reported Earnings • May 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.32 (up from US$0.36 loss in 3Q 2024). Revenue: US$261.4m (down 24% from 3Q 2024). Net income: US$27.8m (up US$68.0m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 7.0%. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • May 06Premier's (NASDAQ:PINC) Dividend Will Be $0.21Premier, Inc. ( NASDAQ:PINC ) will pay a dividend of $0.21 on the 15th of June. This means the annual payment is 4.1...お知らせ • May 06Premier, Inc. Updates Earnings Guidance for the Fiscal 2025Premier, Inc. updated earnings guidance for the fiscal 2025. For the period, the company currently expects total net revenue excluding Contigo Health to be in the range of $955 million to $995 million against previous guidance of $940 million to $1.01 billion. No change to midpoint.Declared Dividend • Apr 28Second quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 30th May 2025 Payment date: 15th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (220% earnings payout ratio). However, it is well covered by cash flows (21% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 144% to bring the payout ratio under control. EPS is expected to grow by 151% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Apr 25Calculating The Intrinsic Value Of Premier, Inc. (NASDAQ:PINC)Key Insights The projected fair value for Premier is US$18.40 based on 2 Stage Free Cash Flow to Equity With US$19.99...お知らせ • Apr 25Premier, Inc. Declares Quarterly Cash Dividend, Payable No Later Than June 15, 2025Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable no later than June 15, 2025, to stockholders of record as of the close of business on June 1, 2025.お知らせ • Apr 22Premier, Inc. Application Is Under Construction in Epic ToolboxPremier, Inc. announced that one of its AI-powered applications, Stanson HealthCodingCare, is Under Construction in Toolbox on Epic Showroom. The Under Construction designation highlights products that will become available once development is released by Epic and participating developers. Premier's Stanson Health team will preview the app during Epic's XGM (April 28 - May 2, 2025) and meet with Epic customers to showcase its capabilities. Premier's Stanson Health app is designed to make it easier for providers to optimize value-based care performance through smarter, automated workflows. The app is powered by clinician-trained, generative AI and is designed to seamlessly integrate into Epic's Risk Adjustment workflows. The app helps clinical teams identify Hierarchical Condition Categories (HCC) required by the Centers for Medicare & Medicaid Services (CMS) for accurate risk adjustment and reimbursement in Medicare Advantage and other value-based care programs. Real-time AI Insights to Improve Coding Accuracy: Expected to go live in late 2025 for Epic users, the app will use real-time data from the chart, including clinical notes, to: Suggest accurate HCC coding opportunities using up-to-date clinical insights; Empower physicians and coding teams to act seamlessly on documentation gaps; Reduce manual coding efforts and streamline workflows; Improve claim accuracy and speed up payment cycles. A 2020 JAMA study found that 39% of HCCs were not fully documented, leading to undercoding and revenue loss for providers. Premier's AI-powered HCC app helps close these gaps efficiently.お知らせ • Apr 10Premier, Inc. to Report Q3, 2025 Results on May 06, 2025Premier, Inc. announced that they will report Q3, 2025 results at 6:30 AM, US Eastern Standard Time on May 06, 2025Upcoming Dividend • Feb 21Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 15 March 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.9%).Major Estimate Revision • Feb 11Consensus EPS estimates fall by 61%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.33 to US$0.516 per share. Revenue forecast steady at US$987.5m. Net income forecast to grow 136% next year vs 26% growth forecast for Healthcare industry in the US. Consensus price target down from US$20.86 to US$19.79. Share price fell 3.1% to US$18.52 over the past week.お知らせ • Feb 05Premier, Inc. Announces Impairment Charges for the Second Quarter of 2025Premier, Inc. announced impairment charges for the second quarter of 2025. For the period, the company's impairment charge to goodwill of $127 million related to data and technology business in the Performance Services segment.Reported Earnings • Feb 04Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.60 loss per share (down from US$0.45 profit in 2Q 2024). Revenue: US$240.3m (down 28% from 2Q 2024). Net loss: US$56.6m (down 204% from profit in 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 7.0%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Feb 04Premier (NASDAQ:PINC) Has Announced A Dividend Of $0.21Premier, Inc.'s ( NASDAQ:PINC ) investors are due to receive a payment of $0.21 per share on 15th of March. The...お知らせ • Feb 04Premier, Inc. Provides Earnings Guidance for the Fiscal 2025Premier, Inc. provided earnings guidance for the fiscal 2025. The company currently expects Total Net Revenue Excluding Contigo Health to be in the range of $940 million to $1.01 billion against previous guidance of $930 million to $1.02 billion.分析記事 • Jan 29Does Premier (NASDAQ:PINC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • Jan 27First quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 28th February 2025 Payment date: 15th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 31% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jan 24Premier, Inc. Declares Quarterly Cash Dividend, Payable on March 15, 2025Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on March 15, 2025, to stockholders of record as of the close of business on March 1, 2025.お知らせ • Jan 17Premier, Inc. to Report Q2, 2025 Results on Feb 04, 2025Premier, Inc. announced that they will report Q2, 2025 results at 6:30 AM, US Eastern Standard Time on Feb 04, 2025分析記事 • Jan 02Premier, Inc.'s (NASDAQ:PINC) Price Is Right But Growth Is LackingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...お知らせ • Dec 03Premier, Inc. Announces Executive ChangesPremier, Inc. announced that it has named David (Dave) Zito as President, Performance Services, effective December 6, 2024. Zito will oversee Premier’s Performance Services segment, including the continued development and growth of the company’s enterprise-wide, AI-enabled technology businesses and Premier’s consulting practice. He will report to Michael J. Alkire, Premier’s President and CEO. Zito is a seasoned healthcare executive, with expertise across provider networks, payer systems, life sciences and healthcare managed services. He served as the Chief Growth Officer for Guidehouse, where he was responsible for leading investments in new markets and opportunities, developing innovative technology solutions and business process management, and driving large-scale, cross-segment collaboration. This included oversight of the Managed Services and Advanced Solutions business units, along with the Sales, Marketing and Employee Experience functions. Zito previously served as the Healthcare Practice lead at Navigant Consulting. The company also announced that Leigh Anderson, who currently serves as Chief Operating Officer, will resign from his position, effective December 31, 2024, and is expected to provide consulting services to the company through March 31, 2025. As a consultant, he will support the leadership transition for Performance Services, support Premier’s digital supply chain solutions and assist with other business needs, as requested. Oversight of Premier’s technology and consulting services will transition from Anderson to Zito on December 6. Management of Premier’s group purchasing organization will remain with Premier’s Senior Vice President of Supply Chain, Bruce Radcliff, who will also report directly to Alkire, effective December 6. The company does not intend to fill the COO role.Upcoming Dividend • Nov 22Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 15 December 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.6%).分析記事 • Nov 13Premier's (NASDAQ:PINC) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from Premier, Inc. ( NASDAQ:PINC ), despite the profit numbers...Major Estimate Revision • Nov 12Consensus EPS estimates increase by 58%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$977.5m to US$988.5m. EPS estimate increased from US$0.838 to US$1.32 per share. Net income forecast to shrink 18% next year vs 32% growth forecast for Healthcare industry in the US . Consensus price target up from US$19.50 to US$21.25. Share price was steady at US$22.97 over the past week.分析記事 • Nov 12Premier (NASDAQ:PINC) Is Due To Pay A Dividend Of $0.21Premier, Inc.'s ( NASDAQ:PINC ) investors are due to receive a payment of $0.21 per share on 15th of December. This...分析記事 • Nov 08Premier, Inc. Just Beat EPS By 355%: Here's What Analysts Think Will Happen NextA week ago, Premier, Inc. ( NASDAQ:PINC ) came out with a strong set of quarterly numbers that could potentially lead...Price Target Changed • Nov 06Price target increased by 7.1% to US$20.88Up from US$19.50, the current price target is an average from 8 analysts. New target price is 11% below last closing price of US$23.34. Stock is up 18% over the past year. The company is forecast to post earnings per share of US$1.32 for next year compared to US$1.05 last year.Reported Earnings • Nov 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.72 (up from US$0.38 in 1Q 2024). Revenue: US$248.1m (down 22% from 1Q 2024). Net income: US$72.4m (up 62% from 1Q 2024). Profit margin: 29% (up from 14% in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is expected to decline by 8.1% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Nov 05Premier, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Premier, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected Total Net Revenue Excluding Contigo Health of $930 million to $1.02 billion.分析記事 • Oct 29Premier (NASDAQ:PINC) Is Paying Out A Dividend Of $0.21The board of Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend on the 15th of December, with...Declared Dividend • Oct 28Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 29th November 2024 Payment date: 15th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. A fall of 11% would increase the payout ratio to a potentially unsustainable range, which means the dividend may be at risk.お知らせ • Oct 25Premier, Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2024Premier, Inc. announced that its board of directors declared a quarterly cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on December 15, 2024, to stockholders of record as of the close of business on December 1, 2024.お知らせ • Oct 22Premier, Inc., Annual General Meeting, Dec 06, 2024Premier, Inc., Annual General Meeting, Dec 06, 2024.分析記事 • Oct 21Is Premier (NASDAQ:PINC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 10Premier, Inc. to Report Q1, 2025 Results on Nov 05, 2024Premier, Inc. announced that they will report Q1, 2025 results at 6:30 AM, US Eastern Standard Time on Nov 05, 2024Recent Insider Transactions Derivative • Sep 29President notifies of intention to sell stockMichael Alkire intends to sell 19k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of September. If the sale is conducted around the recent share price of US$20.05, it would amount to US$376k. For the year to June 2018, Michael's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Michael's direct individual holding has increased from 232.95k shares to 578.14k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.新しいナラティブ • Sep 11Leadership Transition And Decisive Shifts Threaten Healthcare Giant's Stability And Growth Leadership changes and strategic shifts, including CFO retirement, could introduce uncertainty, affecting investor confidence and operational stability. Recent Insider Transactions Derivative • Sep 05Independent Director notifies of intention to sell stockJody Davids intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$20.28, it would amount to US$276k. Since December 2023, Jody has owned 15.56k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Aug 29Premier (NASDAQ:PINC) Will Pay A Dividend Of $0.21Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend of $0.21 per share on the 15th of September...Major Estimate Revision • Aug 28Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$1.24b to US$978.0m. EPS estimate fell from US$1.47 to US$0.85 per share. Net income forecast to shrink 27% next year vs 29% growth forecast for Healthcare industry in the US . Consensus price target down from US$21.89 to US$19.88. Share price fell 2.2% to US$19.79 over the past week.Price Target Changed • Aug 26Price target decreased by 9.2% to US$19.88Down from US$21.89, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$20.02. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of US$0.85 for next year compared to US$1.05 last year.お知らせ • Aug 22Premier, Inc. Announces Chief Financial Officer ChangesPremier, Inc. announced appointment of Glenn Coleman as chief financial officer, effective November 11, 2024. Coleman will take over from Craig McKasson, who will be retiring on December 31, 2024, and will continue to provide strategic advisory services to the company until 2026. Currently serving as the Executive Vice President and Chief Financial Officer at Dentsply Sirona, Coleman brings more than 30 years of financial and industry experience to his new role. His previous leadership positions include tenures at Integra LifeSciences, Curtiss-Wright, and Alcatel-Lucent.Reported Earnings • Aug 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.分析記事 • Aug 21Time To Worry? Analysts Are Downgrading Their Premier, Inc. (NASDAQ:PINC) OutlookOne thing we could say about the analysts on Premier, Inc. ( NASDAQ:PINC ) - they aren't optimistic, having just made a...お知らせ • Aug 21Premier, Inc. Announces Executive ChangesPremier, Inc. announced appointment of Glenn Coleman as chief administrative, effective November 11, 2024. Coleman will take over from Craig McKasson, who will be retiring on December 31, 2024, and will continue to provide strategic advisory services to the company until 2026. Currently serving as the Executive Vice President and Chief Financial Officer at Dentsply Sirona, Coleman brings more than 30 years of financial and industry experience to his new role. His previous leadership positions include tenures at Integra LifeSciences, Curtiss-Wright, and Alcatel-Lucent.お知らせ • Aug 20Premier, Inc. Provides Earnings Guidance for the Fiscal Year 2025Premier, Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects total net revenue excluding Contigo Health and S2S Global to be in the range of $930 million to $1.02 billion.分析記事 • Aug 15Premier (NASDAQ:PINC) Is Paying Out A Dividend Of $0.21The board of Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend on the 15th of September, with...Declared Dividend • Aug 14Third quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 30th August 2024 Payment date: 15th September 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. EPS is expected to grow by 106% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 09Premier, Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2024Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on September 15, 2024, to stockholders of record as of the close of business on September 1, 2024.お知らせ • Jul 23Premier, Inc. to Report Q4, 2024 Results on Aug 20, 2024Premier, Inc. announced that they will report Q4, 2024 results at 6:30 AM, US Eastern Standard Time on Aug 20, 2024分析記事 • Jul 21Premier, Inc. (NASDAQ:PINC) Not Lagging Market On Growth Or PricingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Recent Insider Transactions Derivative • Jul 21Key Executive notifies of intention to sell stockCraig McKasson intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of July. If the sale is conducted around the recent share price of US$20.00, it would amount to US$600k. Since September 2023, Craig's direct individual holding has decreased from 316.76k shares to 178.61k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Jul 04Chief Operating Officer notifies of intention to sell stockLeigh Anderson intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$18.68, it would amount to US$374k. Since September 2023, Leigh's direct individual holding has decreased from 203.93k shares to 183.93k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Jun 13General Counsel notifies of intention to sell stockDavid Klatsky intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$18.55, it would amount to US$247k. Since September 2023, David's direct individual holding has decreased from 109.11k shares to 92.00k. Company insiders have collectively sold US$48k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 28Premier (NASDAQ:PINC) Will Pay A Dividend Of $0.21Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend of $0.21 per share on the 15th of June. The...Major Estimate Revision • May 26Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.05 to US$0.927 per share. Revenue forecast steady at US$1.31b. Net income forecast to grow 87% next year vs 28% growth forecast for Healthcare industry in the US. Consensus price target broadly unchanged at US$21.13. Share price fell 3.4% to US$18.99 over the past week.Upcoming Dividend • May 24Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 15 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).Recent Insider Transactions Derivative • May 23Chief Operating Officer notifies of intention to sell stockLeigh Anderson intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$19.57, it would amount to US$391k. Since September 2023, Leigh's direct individual holding has decreased from 203.93k shares to 61.29k. Company insiders have collectively sold US$48k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • May 14Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.50 to US$1.05 per share. Revenue forecast steady at US$1.31b. Net income forecast to grow 91% next year vs 27% growth forecast for Healthcare industry in the US. Consensus price target down from US$24.28 to US$21.38. Share price fell 4.9% to US$19.71 over the past week.Price Target Changed • May 09Price target decreased by 7.6% to US$22.44Down from US$24.28, the current price target is an average from 9 analysts. New target price is 14% above last closing price of US$19.61. Stock is down 27% over the past year. The company is forecast to post earnings per share of US$1.05 for next year compared to US$1.47 last year.株主還元PINCUS HealthcareUS 市場7D0.4%-0.4%1.1%1Y23.1%16.3%28.7%株主還元を見る業界別リターン: PINC過去 1 年間で16.3 % の収益を上げたUS Healthcare業界を上回りました。リターン対市場: PINC過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is PINC's price volatile compared to industry and market?PINC volatilityPINC Average Weekly Movement3.4%Healthcare Industry Average Movement7.6%Market Average Movement7.2%10% most volatile stocks in US Market16.5%10% least volatile stocks in US Market3.1%安定した株価: PINC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: PINCの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20132,700Mike Alkirewww.premierinc.comプレミア社（Premier, Inc.同社は、サプライチェーン・サービスとパフォーマンス・サービスの2つのセグメントで事業を展開している。サプライチェーン・サービス事業では、医療・手術用品、医薬品、検査用品、資本設備、情報技術、施設・建設、食品・栄養製品など、さまざまな製品とサービスを会員に提供している。このセグメントはまた、アセンドライブ・プログラム、サーパス・パフォーマンス・グループ・サービス、SaaSインフォマティクス製品、サプライチェーン共同管理サービス、サプライチェーン・レジリエンシー・プログラム、およびデジタル請求書発行・支払サービスも提供している。パフォーマンス・サービス部門は、クリニカル・インテリジェンス、マージン改善、バリュー・ベース・ケアといった3つの主要分野でパフォーマンスの最適化を支援するテクノロジーとサービスのプラットフォームを提供している。プレミア社は2013年に設立され、ノースカロライナ州シャーロットに本社を置いている。もっと見るPremier, Inc. 基礎のまとめPremier の収益と売上を時価総額と比較するとどうか。PINC 基礎統計学時価総額US$2.34b収益（TTM）US$7.36m売上高(TTM)US$1.00b317.4xPER（株価収益率2.3xP/SレシオPINC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PINC 損益計算書（TTM）収益US$1.00b売上原価US$270.97m売上総利益US$733.54mその他の費用US$726.18m収益US$7.36m直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）0.089グロス・マージン73.02%純利益率0.73%有利子負債／自己資本比率18.3%PINC の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り990%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/11/26 11:14終値2025/11/24 00:00収益2025/09/30年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Premier, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Steven ValiquetteBarclaysStephanie DavisBarclaysStephanie DavisBarclays18 その他のアナリストを表示
お知らせ • Nov 27Premier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI IndexPremier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI Index
お知らせ • Nov 26+ 1 more updatePremier, Inc. Announces Board Changes, Effective November 25, 2025On September 21, 2025, Premier, Inc. entered into an Agreement and Plan of Merger by and among the Company, Premium Parent, LLC (“ Parent”), and Premium Merger Sub, Inc., a wholly owned subsidiary of Parent (Merger Sub). Pursuant to the Merger Agreement, at the Effective Time (November 25, 2025), Michael Alkire, John Bigalke, Helen Boudreau, Jody Davids, Peter Fine, Marc Miller, Marvin O’Quinn, Richard Statuto and Ellen Wolf each resigned from the Board and from any and all committees of the Board on which they served. At the Effective Time, Michael Alkire and Glenn Coleman became the directors of the Company.
お知らせ • Nov 19CurvaFix Expands National Market Access - Awarded Technology Breakthrough Designation with Premier Inc. for General Orthopedic Trauma ProductsCurvaFix, Inc. announced it has been awarded a Technology Breakthrough Designation for General Orthopedic Trauma Products with Premier, Inc. Premier offers Breakthrough Technology designations to innovations that offer a major advantage in terms of patient safety, clinical outcomes and operational efficiencies. The CurvaFix System is purpose-built to expand surgical options in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological bone, intersecting fixation pathways, and indwelling and adjacent hardware. The CurvaFix System are purpose-built to expand surgical option in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological Bone, intersecting fixation pathways,and indwelling and adjacent hardware".
お知らせ • Oct 14Premier, Inc. to Report Q1, 2026 Results on Nov 04, 2025Premier, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on Nov 04, 2025
お知らせ • Sep 24Premier to Go Private in USD 2.6 Billion Deal with Patient SquarePremier Inc. has agreed to be acquired by local investment firm Patient Square Capital in a transaction valued at some USD 2.6 billion (EUR 2.22 billion). Under its terms, shareholders will receive USD 28.25 per share in cash, or a 23.8% premium over the company’s 60-day average closing price as of September 5, according to a statement on September 22, 2025. Premier's board chair Richard Statuto said the decision follows a thorough review of strategic alternatives, emphasising the transaction delivers immediate value to shareholders while positioning Premier for long-term growth with added financial resources. CEO Michael Alkire noted that going private will provide greater flexibility to expand the company’s technology and services as the health care landscape evolves. Patient Square said it sees significant potential in Premier’s supply chain, data, and consulting solutions. The transaction, pending shareholder and regulatory approvals, is expected to close in early 2026, after which Premier’s stock will be delisted.
ナラティブの更新 • Sep 23Hospital Consolidation And Digital Analytics Will Redefine HealthcarePremier’s consensus price target was raised to $27.50 as analysts cited improved performance in Supply Chain Services and advisory revenues offsetting headwinds from net administrative fee pressure, though caution persists on long-term fee growth sustainability. Analyst Commentary Improved execution in Supply Chain Services (SCS) renewals and stronger performance in Advisory/Consulting services contributed to increased price targets from multiple analysts.
お知らせ • Nov 27Premier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI IndexPremier, Inc.(NasdaqGS:PINC) dropped from S&P Global BMI Index
お知らせ • Nov 26+ 1 more updatePremier, Inc. Announces Board Changes, Effective November 25, 2025On September 21, 2025, Premier, Inc. entered into an Agreement and Plan of Merger by and among the Company, Premium Parent, LLC (“ Parent”), and Premium Merger Sub, Inc., a wholly owned subsidiary of Parent (Merger Sub). Pursuant to the Merger Agreement, at the Effective Time (November 25, 2025), Michael Alkire, John Bigalke, Helen Boudreau, Jody Davids, Peter Fine, Marc Miller, Marvin O’Quinn, Richard Statuto and Ellen Wolf each resigned from the Board and from any and all committees of the Board on which they served. At the Effective Time, Michael Alkire and Glenn Coleman became the directors of the Company.
お知らせ • Nov 19CurvaFix Expands National Market Access - Awarded Technology Breakthrough Designation with Premier Inc. for General Orthopedic Trauma ProductsCurvaFix, Inc. announced it has been awarded a Technology Breakthrough Designation for General Orthopedic Trauma Products with Premier, Inc. Premier offers Breakthrough Technology designations to innovations that offer a major advantage in terms of patient safety, clinical outcomes and operational efficiencies. The CurvaFix System is purpose-built to expand surgical options in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological bone, intersecting fixation pathways, and indwelling and adjacent hardware. The CurvaFix System are purpose-built to expand surgical option in challenging fracture scenarios, including curved or narrow pelvic corridors, pathological Bone, intersecting fixation pathways,and indwelling and adjacent hardware".
お知らせ • Oct 14Premier, Inc. to Report Q1, 2026 Results on Nov 04, 2025Premier, Inc. announced that they will report Q1, 2026 results at 6:30 AM, US Eastern Standard Time on Nov 04, 2025
お知らせ • Sep 24Premier to Go Private in USD 2.6 Billion Deal with Patient SquarePremier Inc. has agreed to be acquired by local investment firm Patient Square Capital in a transaction valued at some USD 2.6 billion (EUR 2.22 billion). Under its terms, shareholders will receive USD 28.25 per share in cash, or a 23.8% premium over the company’s 60-day average closing price as of September 5, according to a statement on September 22, 2025. Premier's board chair Richard Statuto said the decision follows a thorough review of strategic alternatives, emphasising the transaction delivers immediate value to shareholders while positioning Premier for long-term growth with added financial resources. CEO Michael Alkire noted that going private will provide greater flexibility to expand the company’s technology and services as the health care landscape evolves. Patient Square said it sees significant potential in Premier’s supply chain, data, and consulting solutions. The transaction, pending shareholder and regulatory approvals, is expected to close in early 2026, after which Premier’s stock will be delisted.
ナラティブの更新 • Sep 23Hospital Consolidation And Digital Analytics Will Redefine HealthcarePremier’s consensus price target was raised to $27.50 as analysts cited improved performance in Supply Chain Services and advisory revenues offsetting headwinds from net administrative fee pressure, though caution persists on long-term fee growth sustainability. Analyst Commentary Improved execution in Supply Chain Services (SCS) renewals and stronger performance in Advisory/Consulting services contributed to increased price targets from multiple analysts.
お知らせ • Sep 22An affiliate of Patient Square Capital, LP entered into definitive agreement to acquire Premier, Inc. (NasdaqGS:PINC) for $2.4 billion.An affiliate of Patient Square Capital, LP entered into definitive agreement to acquire Premier, Inc. (NasdaqGS:PINC) for $2.4 billion on September 21, 2025. A cash consideration valued at $28.25 per share will be paid by Patient Square Capital, LP. In connection with the transaction, Premier will suspend the declaration and distribution of common stock dividends in future quarters. Upon completion of the transaction, Premier will be a private company, and Premier common stock will no longer be listed or traded on any public exchange. Premier will be required to pay a termination fee to Patient Square equal to approximately $66.21 million if the Merger Agreement is terminated and Patient Square will be required to pay a termination fee to the Premier equal to approximately $168.55 The deal is subject to approval by Premier board of directors, stockholders, satisfaction of regulatory approvals, the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended and other customary closing conditions. The Board of Directors of Premier, Inc. formed a special committee for the transaction. The deal has been unanimously approved by Premier’s Board of Directors. The transaction is not subject to a financing condition. The transaction is expected to close by the first quarter of calendar year 2026. Post completion, the Premier Class A Common Stock will be delisted from the NASDAQ Global Select Market and deregistered Goldman Sachs & Co. LLC and BofA Securities, Inc. acted as financial advisor for Premier, Inc. Daniel A. Neff, Mark Gordon and Meng Lu of Wachtell, Lipton, Rosen & Katz LLP and Daniel Wolf, P.C., Maggie D. Flores, P.C., Zach Miller and Ned Schultheis of Kirkland & Ellis LLP acted as legal advisor for Patient Square Capital, LP. Ropes & Gray LLP acted as legal advisor for Patient Square Capital, LP. Jefferies LLC and Santander US Capital Markets LLC acted as financial advisor for Patient Square Capital, LP. Cravath, Swaine & Moore LLP acted as legal advisor to the Transaction Committee of the Board of Directors. Joele Frank acted as strategic communications advisor to Premier. Perella Weinberg Partners LP is serving as debt capital markets advisor to Patient Square.
お知らせ • Sep 10Premier, Inc. Appoints Bruce Radcliff as President of Supply Chain Services, Effective September 1Premier, Inc. announced that it has named Bruce Radcliff as President of Supply Chain Services, effective September 1. In this role, Radcliff oversees Premier’s core supply chain business including sourcing, contract management, operations and business analytics. Radcliff is a seasoned executive with more than 15 years of experience within large healthcare providers and over a decade of supply chain leadership. He joined Premier in May 2023 as Group Vice President of Strategic Sourcing and has helped enhance the competitiveness and differentiation of the company’s group purchasing business by bringing a strong provider perspective. Prior to joining Premier, Radcliff led supply chain operations for Advocate Aurora Health, a Premier member health system with more than $15 billion in revenue. Under Radcliff’s leadership, the health system minimized product shortages and their impacts on clinicians and patient care. He also oversaw all aspects of the organization’s supply chain operations and functions including sourcing, site operations, capital, purchasing, distribution, service contracting, data integrity, analytics and supply chain technology.
Seeking Alpha • Aug 28Premier: Continued Value Erosion, Now At 30% 10yr LossSummary Premier, Inc. remains a hold as the company continues to destroy economic value, with persistent earnings contraction and poor capital allocation decisions. FY'25 results showed double-digit declines in revenue, EBITDA, and EPS, with structural headwinds in both core segments and no clear turnaround in sight. Despite strong cash generation and shareholder returns via buybacks and dividends, these are not enough to offset deteriorating business economics and declining returns on capital. Valuation appears fair at current levels, but with no upside and ongoing risks, I see little reason to own PINC over more attractive market alternatives. Read the full article on Seeking Alpha
ナラティブの更新 • Aug 21Hospital Consolidation And Digital Analytics Will Redefine HealthcareAnalysts have raised Premier’s price target to $24.83, citing strong Q4 results and improved fiscal 2026 estimates driven by higher demand for advisory and performance services, though ongoing net administrative fee pressure tempers further upside. Analyst Commentary Bullish analysts are raising price targets due to better-than-expected Q4 results and an in-line fiscal 2026 outlook.
お知らせ • Aug 21Premier, Inc., Annual General Meeting, Dec 05, 2025Premier, Inc., Annual General Meeting, Dec 05, 2025.
Declared Dividend • Aug 20Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 37% to bring the payout ratio under control. EPS is expected to grow by 51% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Aug 19New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 123% Dividend yield: 3.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (123% payout ratio). Profit margins are more than 30% lower than last year (6.1% net profit margin).
お知らせ • Aug 19+ 1 more updatePremier, Inc. Provides Earnings Guidance for the Year 2026Premier, Inc. provided earnings guidance for the Fiscal-Year 2026. For the year company expects total net revenue excluding Contigo Health to be in the range of $940 million to $1 billion.
お知らせ • Jul 29Premier, Inc. to Report Q4, 2025 Results on Aug 19, 2025Premier, Inc. announced that they will report Q4, 2025 results at 6:30 AM, US Eastern Standard Time on Aug 19, 2025
分析記事 • Jul 12Premier, Inc.'s (NASDAQ:PINC) Price Is Right But Growth Is LackingPremier, Inc.'s ( NASDAQ:PINC ) price-to-earnings (or "P/E") ratio of 16.2x might make it look like a buy right now...
お知らせ • Jun 30+ 7 more updatesPremier, Inc. (NasdaqGS:PINC) acquired IllumiCare, Inc.Premier, Inc. (NasdaqGS:PINC) acquired IllumiCare, Inc. on June 30, 2025. Premier will begin marketing the acquired solution under Premier’s Stanson Health brand this summer. Premier, Inc. (NasdaqGS:PINC) completed the acquisition of IllumiCare, Inc. on June 30, 2025.
分析記事 • Jun 12Here's Why Premier (NASDAQ:PINC) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Major Estimate Revision • May 20Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.427 to US$0.53. Revenue forecast steady at US$987.7m. Net income forecast to shrink 22% next year vs 22% growth forecast for Healthcare industry in the US . Consensus price target up from US$20.71 to US$21.29. Share price was steady at US$23.10 over the past week.
分析記事 • May 09Results: Premier, Inc. Beat Earnings Expectations And Analysts Now Have New ForecastsPremier, Inc. ( NASDAQ:PINC ) just released its quarterly report and things are looking bullish. The company beat...
Reported Earnings • May 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.32 (up from US$0.36 loss in 3Q 2024). Revenue: US$261.4m (down 24% from 3Q 2024). Net income: US$27.8m (up US$68.0m from 3Q 2024). Profit margin: 11% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 7.0%. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • May 06Premier's (NASDAQ:PINC) Dividend Will Be $0.21Premier, Inc. ( NASDAQ:PINC ) will pay a dividend of $0.21 on the 15th of June. This means the annual payment is 4.1...
お知らせ • May 06Premier, Inc. Updates Earnings Guidance for the Fiscal 2025Premier, Inc. updated earnings guidance for the fiscal 2025. For the period, the company currently expects total net revenue excluding Contigo Health to be in the range of $955 million to $995 million against previous guidance of $940 million to $1.01 billion. No change to midpoint.
Declared Dividend • Apr 28Second quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 30th May 2025 Payment date: 15th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (220% earnings payout ratio). However, it is well covered by cash flows (21% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 5 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 144% to bring the payout ratio under control. EPS is expected to grow by 151% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Apr 25Calculating The Intrinsic Value Of Premier, Inc. (NASDAQ:PINC)Key Insights The projected fair value for Premier is US$18.40 based on 2 Stage Free Cash Flow to Equity With US$19.99...
お知らせ • Apr 25Premier, Inc. Declares Quarterly Cash Dividend, Payable No Later Than June 15, 2025Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable no later than June 15, 2025, to stockholders of record as of the close of business on June 1, 2025.
お知らせ • Apr 22Premier, Inc. Application Is Under Construction in Epic ToolboxPremier, Inc. announced that one of its AI-powered applications, Stanson HealthCodingCare, is Under Construction in Toolbox on Epic Showroom. The Under Construction designation highlights products that will become available once development is released by Epic and participating developers. Premier's Stanson Health team will preview the app during Epic's XGM (April 28 - May 2, 2025) and meet with Epic customers to showcase its capabilities. Premier's Stanson Health app is designed to make it easier for providers to optimize value-based care performance through smarter, automated workflows. The app is powered by clinician-trained, generative AI and is designed to seamlessly integrate into Epic's Risk Adjustment workflows. The app helps clinical teams identify Hierarchical Condition Categories (HCC) required by the Centers for Medicare & Medicaid Services (CMS) for accurate risk adjustment and reimbursement in Medicare Advantage and other value-based care programs. Real-time AI Insights to Improve Coding Accuracy: Expected to go live in late 2025 for Epic users, the app will use real-time data from the chart, including clinical notes, to: Suggest accurate HCC coding opportunities using up-to-date clinical insights; Empower physicians and coding teams to act seamlessly on documentation gaps; Reduce manual coding efforts and streamline workflows; Improve claim accuracy and speed up payment cycles. A 2020 JAMA study found that 39% of HCCs were not fully documented, leading to undercoding and revenue loss for providers. Premier's AI-powered HCC app helps close these gaps efficiently.
お知らせ • Apr 10Premier, Inc. to Report Q3, 2025 Results on May 06, 2025Premier, Inc. announced that they will report Q3, 2025 results at 6:30 AM, US Eastern Standard Time on May 06, 2025
Upcoming Dividend • Feb 21Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 15 March 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.9%).
Major Estimate Revision • Feb 11Consensus EPS estimates fall by 61%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.33 to US$0.516 per share. Revenue forecast steady at US$987.5m. Net income forecast to grow 136% next year vs 26% growth forecast for Healthcare industry in the US. Consensus price target down from US$20.86 to US$19.79. Share price fell 3.1% to US$18.52 over the past week.
お知らせ • Feb 05Premier, Inc. Announces Impairment Charges for the Second Quarter of 2025Premier, Inc. announced impairment charges for the second quarter of 2025. For the period, the company's impairment charge to goodwill of $127 million related to data and technology business in the Performance Services segment.
Reported Earnings • Feb 04Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.60 loss per share (down from US$0.45 profit in 2Q 2024). Revenue: US$240.3m (down 28% from 2Q 2024). Net loss: US$56.6m (down 204% from profit in 2Q 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 7.0%. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 04Premier (NASDAQ:PINC) Has Announced A Dividend Of $0.21Premier, Inc.'s ( NASDAQ:PINC ) investors are due to receive a payment of $0.21 per share on 15th of March. The...
お知らせ • Feb 04Premier, Inc. Provides Earnings Guidance for the Fiscal 2025Premier, Inc. provided earnings guidance for the fiscal 2025. The company currently expects Total Net Revenue Excluding Contigo Health to be in the range of $940 million to $1.01 billion against previous guidance of $930 million to $1.02 billion.
分析記事 • Jan 29Does Premier (NASDAQ:PINC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • Jan 27First quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 28th February 2025 Payment date: 15th March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 31% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jan 24Premier, Inc. Declares Quarterly Cash Dividend, Payable on March 15, 2025Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on March 15, 2025, to stockholders of record as of the close of business on March 1, 2025.
お知らせ • Jan 17Premier, Inc. to Report Q2, 2025 Results on Feb 04, 2025Premier, Inc. announced that they will report Q2, 2025 results at 6:30 AM, US Eastern Standard Time on Feb 04, 2025
分析記事 • Jan 02Premier, Inc.'s (NASDAQ:PINC) Price Is Right But Growth Is LackingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
お知らせ • Dec 03Premier, Inc. Announces Executive ChangesPremier, Inc. announced that it has named David (Dave) Zito as President, Performance Services, effective December 6, 2024. Zito will oversee Premier’s Performance Services segment, including the continued development and growth of the company’s enterprise-wide, AI-enabled technology businesses and Premier’s consulting practice. He will report to Michael J. Alkire, Premier’s President and CEO. Zito is a seasoned healthcare executive, with expertise across provider networks, payer systems, life sciences and healthcare managed services. He served as the Chief Growth Officer for Guidehouse, where he was responsible for leading investments in new markets and opportunities, developing innovative technology solutions and business process management, and driving large-scale, cross-segment collaboration. This included oversight of the Managed Services and Advanced Solutions business units, along with the Sales, Marketing and Employee Experience functions. Zito previously served as the Healthcare Practice lead at Navigant Consulting. The company also announced that Leigh Anderson, who currently serves as Chief Operating Officer, will resign from his position, effective December 31, 2024, and is expected to provide consulting services to the company through March 31, 2025. As a consultant, he will support the leadership transition for Performance Services, support Premier’s digital supply chain solutions and assist with other business needs, as requested. Oversight of Premier’s technology and consulting services will transition from Anderson to Zito on December 6. Management of Premier’s group purchasing organization will remain with Premier’s Senior Vice President of Supply Chain, Bruce Radcliff, who will also report directly to Alkire, effective December 6. The company does not intend to fill the COO role.
Upcoming Dividend • Nov 22Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 29 November 2024. Payment date: 15 December 2024. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.6%).
分析記事 • Nov 13Premier's (NASDAQ:PINC) Soft Earnings Are Actually Better Than They AppearThe market was pleased with the recent earnings report from Premier, Inc. ( NASDAQ:PINC ), despite the profit numbers...
Major Estimate Revision • Nov 12Consensus EPS estimates increase by 58%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$977.5m to US$988.5m. EPS estimate increased from US$0.838 to US$1.32 per share. Net income forecast to shrink 18% next year vs 32% growth forecast for Healthcare industry in the US . Consensus price target up from US$19.50 to US$21.25. Share price was steady at US$22.97 over the past week.
分析記事 • Nov 12Premier (NASDAQ:PINC) Is Due To Pay A Dividend Of $0.21Premier, Inc.'s ( NASDAQ:PINC ) investors are due to receive a payment of $0.21 per share on 15th of December. This...
分析記事 • Nov 08Premier, Inc. Just Beat EPS By 355%: Here's What Analysts Think Will Happen NextA week ago, Premier, Inc. ( NASDAQ:PINC ) came out with a strong set of quarterly numbers that could potentially lead...
Price Target Changed • Nov 06Price target increased by 7.1% to US$20.88Up from US$19.50, the current price target is an average from 8 analysts. New target price is 11% below last closing price of US$23.34. Stock is up 18% over the past year. The company is forecast to post earnings per share of US$1.32 for next year compared to US$1.05 last year.
Reported Earnings • Nov 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.72 (up from US$0.38 in 1Q 2024). Revenue: US$248.1m (down 22% from 1Q 2024). Net income: US$72.4m (up 62% from 1Q 2024). Profit margin: 29% (up from 14% in 1Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is expected to decline by 8.1% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 05Premier, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Premier, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected Total Net Revenue Excluding Contigo Health of $930 million to $1.02 billion.
分析記事 • Oct 29Premier (NASDAQ:PINC) Is Paying Out A Dividend Of $0.21The board of Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend on the 15th of December, with...
Declared Dividend • Oct 28Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 29th November 2024 Payment date: 15th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (80% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 11% over the next 3 years. A fall of 11% would increase the payout ratio to a potentially unsustainable range, which means the dividend may be at risk.
お知らせ • Oct 25Premier, Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2024Premier, Inc. announced that its board of directors declared a quarterly cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on December 15, 2024, to stockholders of record as of the close of business on December 1, 2024.
お知らせ • Oct 22Premier, Inc., Annual General Meeting, Dec 06, 2024Premier, Inc., Annual General Meeting, Dec 06, 2024.
分析記事 • Oct 21Is Premier (NASDAQ:PINC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 10Premier, Inc. to Report Q1, 2025 Results on Nov 05, 2024Premier, Inc. announced that they will report Q1, 2025 results at 6:30 AM, US Eastern Standard Time on Nov 05, 2024
Recent Insider Transactions Derivative • Sep 29President notifies of intention to sell stockMichael Alkire intends to sell 19k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of September. If the sale is conducted around the recent share price of US$20.05, it would amount to US$376k. For the year to June 2018, Michael's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Michael's direct individual holding has increased from 232.95k shares to 578.14k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
新しいナラティブ • Sep 11Leadership Transition And Decisive Shifts Threaten Healthcare Giant's Stability And Growth Leadership changes and strategic shifts, including CFO retirement, could introduce uncertainty, affecting investor confidence and operational stability.
Recent Insider Transactions Derivative • Sep 05Independent Director notifies of intention to sell stockJody Davids intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$20.28, it would amount to US$276k. Since December 2023, Jody has owned 15.56k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Aug 29Premier (NASDAQ:PINC) Will Pay A Dividend Of $0.21Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend of $0.21 per share on the 15th of September...
Major Estimate Revision • Aug 28Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$1.24b to US$978.0m. EPS estimate fell from US$1.47 to US$0.85 per share. Net income forecast to shrink 27% next year vs 29% growth forecast for Healthcare industry in the US . Consensus price target down from US$21.89 to US$19.88. Share price fell 2.2% to US$19.79 over the past week.
Price Target Changed • Aug 26Price target decreased by 9.2% to US$19.88Down from US$21.89, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$20.02. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of US$0.85 for next year compared to US$1.05 last year.
お知らせ • Aug 22Premier, Inc. Announces Chief Financial Officer ChangesPremier, Inc. announced appointment of Glenn Coleman as chief financial officer, effective November 11, 2024. Coleman will take over from Craig McKasson, who will be retiring on December 31, 2024, and will continue to provide strategic advisory services to the company until 2026. Currently serving as the Executive Vice President and Chief Financial Officer at Dentsply Sirona, Coleman brings more than 30 years of financial and industry experience to his new role. His previous leadership positions include tenures at Integra LifeSciences, Curtiss-Wright, and Alcatel-Lucent.
Reported Earnings • Aug 22Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 21Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.05 (down from US$1.47 in FY 2023). Revenue: US$1.35b (flat on FY 2023). Net income: US$119.5m (down 32% from FY 2023). Profit margin: 8.9% (down from 13% in FY 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Healthcare industry in the US are expected to grow by 6.8%. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 21Time To Worry? Analysts Are Downgrading Their Premier, Inc. (NASDAQ:PINC) OutlookOne thing we could say about the analysts on Premier, Inc. ( NASDAQ:PINC ) - they aren't optimistic, having just made a...
お知らせ • Aug 21Premier, Inc. Announces Executive ChangesPremier, Inc. announced appointment of Glenn Coleman as chief administrative, effective November 11, 2024. Coleman will take over from Craig McKasson, who will be retiring on December 31, 2024, and will continue to provide strategic advisory services to the company until 2026. Currently serving as the Executive Vice President and Chief Financial Officer at Dentsply Sirona, Coleman brings more than 30 years of financial and industry experience to his new role. His previous leadership positions include tenures at Integra LifeSciences, Curtiss-Wright, and Alcatel-Lucent.
お知らせ • Aug 20Premier, Inc. Provides Earnings Guidance for the Fiscal Year 2025Premier, Inc. provided earnings guidance for the fiscal year 2025. For the year, the company expects total net revenue excluding Contigo Health and S2S Global to be in the range of $930 million to $1.02 billion.
分析記事 • Aug 15Premier (NASDAQ:PINC) Is Paying Out A Dividend Of $0.21The board of Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend on the 15th of September, with...
Declared Dividend • Aug 14Third quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 30th August 2024 Payment date: 15th September 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. EPS is expected to grow by 106% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 09Premier, Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2024Premier, Inc. announced that its Board of Directors declared a cash dividend of $0.21 per share of Class A common stock issued and outstanding. The cash dividend will be payable on September 15, 2024, to stockholders of record as of the close of business on September 1, 2024.
お知らせ • Jul 23Premier, Inc. to Report Q4, 2024 Results on Aug 20, 2024Premier, Inc. announced that they will report Q4, 2024 results at 6:30 AM, US Eastern Standard Time on Aug 20, 2024
分析記事 • Jul 21Premier, Inc. (NASDAQ:PINC) Not Lagging Market On Growth Or PricingWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Recent Insider Transactions Derivative • Jul 21Key Executive notifies of intention to sell stockCraig McKasson intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of July. If the sale is conducted around the recent share price of US$20.00, it would amount to US$600k. Since September 2023, Craig's direct individual holding has decreased from 316.76k shares to 178.61k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Jul 04Chief Operating Officer notifies of intention to sell stockLeigh Anderson intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$18.68, it would amount to US$374k. Since September 2023, Leigh's direct individual holding has decreased from 203.93k shares to 183.93k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Jun 13General Counsel notifies of intention to sell stockDavid Klatsky intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$18.55, it would amount to US$247k. Since September 2023, David's direct individual holding has decreased from 109.11k shares to 92.00k. Company insiders have collectively sold US$48k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 28Premier (NASDAQ:PINC) Will Pay A Dividend Of $0.21Premier, Inc. ( NASDAQ:PINC ) has announced that it will pay a dividend of $0.21 per share on the 15th of June. The...
Major Estimate Revision • May 26Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.05 to US$0.927 per share. Revenue forecast steady at US$1.31b. Net income forecast to grow 87% next year vs 28% growth forecast for Healthcare industry in the US. Consensus price target broadly unchanged at US$21.13. Share price fell 3.4% to US$18.99 over the past week.
Upcoming Dividend • May 24Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 15 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).
Recent Insider Transactions Derivative • May 23Chief Operating Officer notifies of intention to sell stockLeigh Anderson intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$19.57, it would amount to US$391k. Since September 2023, Leigh's direct individual holding has decreased from 203.93k shares to 61.29k. Company insiders have collectively sold US$48k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • May 14Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.50 to US$1.05 per share. Revenue forecast steady at US$1.31b. Net income forecast to grow 91% next year vs 27% growth forecast for Healthcare industry in the US. Consensus price target down from US$24.28 to US$21.38. Share price fell 4.9% to US$19.71 over the past week.
Price Target Changed • May 09Price target decreased by 7.6% to US$22.44Down from US$24.28, the current price target is an average from 9 analysts. New target price is 14% above last closing price of US$19.61. Stock is down 27% over the past year. The company is forecast to post earnings per share of US$1.05 for next year compared to US$1.47 last year.
