Andrew Schenker

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on WellPoint (NYSE: WLP) with an Equal-Weight rating. In the report, Morgan Stanley noted, “Highest exposure to commercial exchanges and the potential loss of existing small group and individual franchise...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on UnitedHealth Group (NYSE: UNH) with an Overweight rating and $84.00 price target. In the report, Morgan Stanley noted, “We expect UNH can continue to hold onto its premium multiple given its diversified...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on Humana (NYSE: HUM) with an Equal-Weight rating. In the report, Morgan Stanley noted, “Medicare Advantage will be a long-term growth driver for HUM. Strong positioning in individual exchanges should lead to...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on WellCare Health Plans (NYSE: WCG) with an Underweight rating and $73.00 price target. In the report, Morgan Stanley noted, “WCG will benefit long-term from Medicaid growth including expansion lives, duals...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on Molina Healthcare (NYSE: MOH) with an Equal-Weight rating. In the report, Morgan Stanley noted, “Medicaid and the Duals will be among the largest revenue and earnings drivers for the MCOs. However,...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on Aetna (NYSE: AET) with an Overweight rating and $83.00 price target. In the report, Morgan Stanley noted, “We have increased visibility into AET's future growth drivers including 1) public and private...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on Centene Corp. (NYSE: CNC) with an Equal-Weight rating. In the report, Morgan Stanley noted, “While the Medicaid expansion, non-reform pipeline, and dual eligible opportunity will drive meaningful top-line...

In a report published Thursday, Morgan Stanley analyst Andrew Schenker initiated coverage on CIGNA Corporation (NYSE: CI) with an Overweight rating and $100.00 price target. In the report, Morgan Stanley noted, “Most of CI's business is insulated from reform headwinds over the next few years and...

In a report published Monday, Morgan Stanley analyst Andrew Schenker initiated coverage on Envision Healthcare Holdings (NYSE: EVHC) with an Overweight rating and $33.00 price target. In the report, Morgan Stanley noted, “We are initiating coverage of EVHC at Overweight with a $33 price target....