Sign in

    Anne Hines

    Managing Director and Senior Equity Research Analyst at Mizuho

    Ann Hynes is a Managing Director and Senior Equity Research Analyst at Mizuho Securities, specializing in the healthcare sector with a focus on major health services and managed care companies. She covers a portfolio of 48 stocks, including prominent companies like CVS Health, and has demonstrated solid performance with an average success rate of 61.29% and an average return per transaction of 9.2%. Hynes began her analyst career prior to joining Mizuho, having developed extensive expertise across healthcare domains over her tenure with the firm since at least 2018. She maintains professional credentials including FINRA registration and is recognized for her industry insights and impactful stock recommendations.

    Anne Hines's questions to Concentra Group Holdings Parent (CON) leadership

    Anne Hines's questions to Concentra Group Holdings Parent (CON) leadership • Q2 2025

    Question

    Anne Hines from Mizuho asked for a reminder on why labor dynamics are not a major issue for Concentra's business model. She also questioned how the company balances its goal of reaching a sub-3x leverage ratio by year-end 2026 with potential M&A activity.

    Answer

    CEO Keith Newton explained that their labor model relies on doctors, physical therapists, and medical assistants, which have not faced the same wage pressures as the RNs and LVNs employed by health systems. President & CFO Matthew DiCanio stated that the company is focused on integrating recent acquisitions, which will allow for natural deleveraging. He clarified that their core de novo and small bolt-on M&A strategy is compatible with their leverage targets, with more sizable M&A to be considered later.

    Ask Fintool Equity Research AI