NYSE:ANTM

Anthem Inc (ANTM)

409.44
+18.17 (4.64%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
94 watching
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PAST TOP PICK
(A Top Pick Aug 22/19, Up 5%) Has alliances with various companies and government. Successful. Commercial enrollments are down, as people are losing their jobs. However, medical loss ratios are positive because elective surgeries have been put off. Anticipates $26 EPS next year. Good cash flow.
TOP PICK
Insures over 40M Americans. Unlikely that Democrats would implement universal healthcare, and companies like Anthem will be part of the solution. Trading at just over 10x, very strong cash flow. Yield is 1.40%. (Analysts’ price target is $335.92)
TOP PICK
Free cashflow machine. Decreased number of outstanding shares by 60%. Increases dividend each year. Trades at 9.9x earnings, a cheap valuation. Yield is 1.48%. (Analysts’ price target is $343.09)
BUY

SYK vs. Anthem He likes both. Stryker trades at 23x PE. He owns Anthem, which hit on earnings, but the market was skittish on their expense line. It's a great healthcare company

BUY
She likes and holds it. He likes United health also. This whole managed care in the US when we go through an election cycle gets beaten down.
COMMENT

His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).

PAST TOP PICK
(A Top Pick Aug 26/19, Up 11%) Second largest provider of healthcare and managed care in the US. Owns Blue Cross and Blue Shield. Great market position and branding. Help control costs in the system. Great cashflow generator. Trades at 12x PE. Yield is 1.1%.
TOP PICK
They provide health insurance to Americans; ANTM does Medicaid administration to be exact. They are big-scale nationally and concentrated in certain areas which gives them negotiating power with hospitals and doctor groups. They can cross-sell to customers eye and dental care. Also, aging demographics are a tailwind. A poorly negotiated pharmacy benefit management contract is now moving off, so that will result in an earnings pick-up. They will result in lower prices for their members that could drive revenues up. (Analysts’ price target is $330.57)
TOP PICK
A free cash flow machine. He's owned this for many years. It's retired 59% of its shares in the past 13 years. Trades at a PE of 11x. A cheap stock. Its 2% dividend will probably rise 10% next year. His 2020 EPS estimate is $22.89/share with a PE of 11x. (Analysts’ price target is $339.86)
TOP PICK
A health insurance company. Tey insure 40 out of 170 million Americans. 70 percent of people polled with private health insurance say they like it. It's going to be tough for politicians. Americans don’t like higher taxes to fund public healthcare. ANTM-N is not going away. 14 times earnings. A very well managed company. (Analysts’ price target is $399.86)
PAST TOP PICK
(A Top Pick Jul 05/18, Up 28%) Anthem is in managed care in health care, dominant in Blue Cross/Blue Shield in 13 U.S. states. It's recovered well since April when the Medicare for all calls were coming from Washington. Still likes Anthem and it continues to do well. It consistently delivers.
PAST TOP PICK
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
PAST TOP PICK
(A Top Pick Jun 07/18, Up 22%) They are a big player in the US health insurance business. There is a lot of noise in this area with the Medicare-for-all concept that the democratic candidates are promoting. If Medicare comes into effect it will take a long time. It will be an iterative process. 75% of those privately insured are happy with it. It is a great opportunity for people to get into ANTM-Q.
BUY ON WEAKNESS
Buy now and cost-average down or avoid the entire sector? It's a US healthcare insurer. It's executed very well and is profitable. Despite the Democratic push for universal medicare, private medical insurer in America won't go away. Add to your current position and take advantage of weak prices. Don't bother timing the top or bottom.
HOLD
Health insurer in the US. With Obama Care, it is hard to know if it will be repealed or not. A good company, trading at reasonable valuations.
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