Andrew Schenker

In a report published Thursday, Morgan Stanley analyst Andrew Schenker reiterated an Overweight rating on Envision Healthcare (NYSE: EVHC), but removed the $33.00 price target. In the report, Morgan Stanley noted, “EVHC experienced a positive mix shift in January. Specifically, the company noted a...

In a report published Tuesday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on Tenet Healthcare (NYSE: THC). In the report, Morgan Stanley noted, “THC issued FY14 Adj. EBITDA guidance of $1.8B to $1.9B including reform benefit of $50M to $100M. Guidance compares with MS...

In a report published Tuesday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on LifePoint Hospitals (NASDAQ: LPNT). In the report, Morgan Stanley noted, “LPNT expects 2014 Adj. EBITDA of $560M to $590M inclusive of reform which implies growth of 4.3% to 9.9% Y/Y....

In a report published Friday, Morgan Stanley analyst Andrew Schenker reiterated an Overweight rating on CIGNA (NYSE: CI), but lowered the price target from $100.00 to $93.00. In the report, Morgan Stanley noted, “Issues CI experienced in 4Q may spill over into 2014 results. However, >$1.5B in...

In a report published Tuesday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on Molina Healthcare (NYSE: MOH). In the report, Morgan Stanley noted, “MOH reported EPS of ($0.20), which compared to our ($0.18). As expected, the quarter was negatively impacted by a...

In a report published Friday, Morgan Stanley analyst Andrew Schenker reiterated an Overweight rating and $83.00 price target on Aetna (NYSE: AET). In the report, Morgan Stanley noted, “AET maintained its adjusted EPS guidance of ‘at least $6.25' for FY14 after reporting $6.25 for FY13. We continue...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on Humana (NYSE: HUM). In the report, Morgan Stanley noted, “HUM maintained its 2014 EPS outlook of $7.25 to $7.75, but increased its Medicare Advantage, Part D, and commercial individual...

In a report published Wednesday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on Centene (NYSE: CNC). In the report, Morgan Stanley noted, “CNC maintained its 2014 EPS guidance of $3.50 to $3.80 on the heels of an in-line fourth quarter. However, the outlook is now...

In a report published Wednesday, Morgan Stanley analyst Andrew Schenker reiterated an Overweight rating and $55.00 price target on HCA (NYSE: HCA). In the report, Morgan Stanley noted, “HCA issued initial FY14 guidance including reform benefit. While the high end of guidance came in above...

In a report published Wednesday, Morgan Stanley analyst Andrew Schenker maintained Overweight on UnitedHealth Group (NYSE: UNH) as 2014 transition leads to 2015 growth and beyond. According to the report, the analysts continue to view 2014 as a transition year for UNH as the business positions...

In a report published Tuesday, Morgan Stanley analyst Andrew Schenker maintained Equal-weight on Wellpoint, Inc. (NYSE: WLP). According to the report, WLP pre-announced FY13 EPS of $8.52 ahead of client meetings. In an 8-K yesterday, WLP disclosed its expectations for FY13 EPS of $8.52, $0.02...

In a report published Monday, Morgan Stanley analyst Andrew Schenker reiterated Overweight on UnitedHealth Group, Inc. (NYSE: UNH), with a $84.00 price target. According to the report, UNH will be the first MCO to announce 4Q earnings on Jan. 16 and it is expected that the company will provide...

In a report published Friday, Morgan Stanley analyst Andrew Schenker initiated coverage on Surgical Care Affiliates (NASDAQ: SCAI) with an Equal-Weight rating. In the report, Morgan Stanley noted, “Initiating on Surgical Care Affiliates (SCAI) at Equal-weight on a balanced risk reward. SCAI is a...

In a report published Monday, Morgan Stanley analyst Andrew Schenker reiterated an Equal-Weight rating on Centene Corp. (NYSE: CNC). In the report, Morgan Stanley noted, “Initial guidance range reflects ~29% top-line growth next year. CNC's 2014 outlook of $3.50 to $3.80 reflects 1) <65k...

In a report published Friday, Morgan Stanley analyst Andrew Schenker reiterated an Overweight rating on Aetna (NYSE: AET), but removed the $83.00 price target. In the report, Morgan Stanley noted, “AET remains committed to growing operating earnings in 2014 and beyond. Despite expectations for...