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    Meghan Holtz

    Vice President in Event Driven Equities Sales/Strategist at Jefferies Financial Group Inc.

    Meghan Holtz is a Vice President in Event Driven Equities Sales/Strategist at Jefferies, specializing in healthcare services research, with a focus on major public companies such as Tenet Healthcare Corp. Known for her expertise in evaluating equity opportunities and healthcare market trends, she has built a track record for incisive analysis and strategic recommendations. Holtz has served in her current role at Jefferies in New York City for several years, after progressing through prior analytic positions within the healthcare sector. She maintains professional credentials through FINRA registration, upholding the standards required for equity research and client service in financial markets.

    Meghan Holtz's questions to Enhabit (EHAB) leadership

    Meghan Holtz's questions to Enhabit (EHAB) leadership • Q2 2025

    Question

    Meghan Holtz of Jefferies inquired about Enhabit's strategy to mitigate the negative impact of the proposed CMS home health rule and asked for details on a recent payer disruption and the terms of the new national payer contract.

    Answer

    CFO Ryan Solomon explained that the company has several levers to offset the proposed cuts, with a primary focus on an advanced visits per episode (VPE) initiative that could meaningfully offset the impact. CEO Barb Jacobsmeyer detailed the successful renegotiation of a national payer contract, which resulted in a low double-digit per-visit rate increase. She noted a temporary census disruption but confirmed that volumes were recovering rapidly and were expected to surpass previous levels.

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    Meghan Holtz's questions to Aveanna Healthcare Holdings (AVAH) leadership

    Meghan Holtz's questions to Aveanna Healthcare Holdings (AVAH) leadership • Q1 2025

    Question

    Meghan Holtz of Jefferies inquired about the progress on rate improvements in the 10 targeted states, the pipeline for the remaining preferred payer agreements, and the cash flow outlook for the remainder of the year.

    Answer

    CEO Jeff Shaner highlighted a strong start to the year with five government rate increases and two preferred payer wins in Q1, bringing the total to seven. He noted the preferred payer pipeline remains robust. CFO Matt Buckhalter addressed cash flow, explaining that Q1 is a seasonal low point and that Aveanna is expected to be free cash flow positive for 2025 on a standalone basis, with updates to follow post-Thrive SPC integration.

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    Meghan Holtz's questions to Aveanna Healthcare Holdings (AVAH) leadership • Q4 2024

    Question

    Meghan Holtz of Jefferies questioned the conservatism of the 2025 guidance, which implies flat EBITDA margins, and inquired about the M&A pipeline and focus areas.

    Answer

    CEO Jeff Shaner described the guidance as "prudent" to maintain their "beat and raise" track record. CFO Matt Buckhalter added that while Q1 faces seasonal headwinds, they have strong momentum from 2024. Regarding M&A, Shaner confirmed plans for tuck-in acquisitions in Home Health and Private Duty Services in 2025, funded within their current capital structure, while pausing M&A for the Medical Solutions segment.

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    Meghan Holtz's questions to National Vision Holdings (EYE) leadership

    Meghan Holtz's questions to National Vision Holdings (EYE) leadership • Q1 2025

    Question

    Meghan Holtz, on for Brian Tanquilut at Jefferies, asked if potential tariff-related pressures on competitors could create a market share opportunity for National Vision. She also inquired about current wage rate trends for optometrists.

    Answer

    CEO Alex Wilkes expressed confidence that National Vision is well-positioned to handle tariffs due to its multi-year supply chain diversification efforts, which could create a competitive advantage. He also stated there are no excessive concerns about optometrist wage inflation, highlighting that the company's ability to reduce 'dark stores' to a handful demonstrates the success of its strategy to attract and retain doctors through a compelling career proposition.

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    Meghan Holtz's questions to National Vision Holdings (EYE) leadership • Q1 2025

    Question

    Meghan Holtz, on for Brian Tanquilut at Jefferies, asked if tariff-related pressures on competitors could create a market share opportunity for National Vision. She also inquired about current wage rate trends for optometrists.

    Answer

    Executive Alex Wilkes expressed confidence that National Vision is well-positioned to navigate tariffs due to its long-term supply chain diversification, which could create a competitive advantage. He also stated there are no excessive concerns about optometrist wage inflation, noting that the company's ability to reduce its number of 'dark stores' to a handful is evidence that its recruitment and retention strategies are effective.

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    Meghan Holtz's questions to AdaptHealth (AHCO) leadership

    Meghan Holtz's questions to AdaptHealth (AHCO) leadership • Q1 2025

    Question

    Meghan Holtz of Jefferies inquired about the specific improvements seen in the Diabetes business, asking if the expected modest growth in pumps materialized and seeking details on progress in CGM. She also requested clarification on whether the updated guidance reflects only the incontinence asset sale or the infusion asset sale as well.

    Answer

    Jason Clemens, an executive at AdaptHealth, confirmed the guidance change is exclusively for the incontinence asset sale, with updates on the infusion deal pending its closure. He noted that the pump business did show positive growth over the prior year. For CGMs, he highlighted a second consecutive quarter of sequential growth in new starts and record-level retention rates, boosting confidence in the segment's turnaround.

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    Meghan Holtz's questions to HCA Healthcare (HCA) leadership

    Meghan Holtz's questions to HCA Healthcare (HCA) leadership • Q4 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked about any moving pieces, seasonality, or nonrecurring items to consider for Q1 EBITDA and requested clarification on the status of the new Tennessee supplemental payment program.

    Answer

    CFO Mike Marks clarified that the new Tennessee program has received partial-year approval covering the second half of 2024, which will be a 2025 event, while the 2025 calendar year program is not yet approved. For Q1 guidance, he advised following historical seasonal trends, as the company does not provide quarterly guidance.

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    Meghan Holtz's questions to Encompass Health (EHC) leadership

    Meghan Holtz's questions to Encompass Health (EHC) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked for clarification on the bad debt guidance, questioning if the guided rate for Q2 2025 represented conservatism or was related to new audit claims.

    Answer

    CFO Douglas Coltharp clarified that the guidance reflects a return to a normalized level of bad debt expense, consistent with the run rate before the recent volatility in Q2 and Q3. He noted that Q3's lower rate was favorably impacted by strong collections and the resolution of previously denied claims, which reduced the aging-based reserve.

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    Meghan Holtz's questions to LABCORP HOLDINGS (LH) leadership

    Meghan Holtz's questions to LABCORP HOLDINGS (LH) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, asked for an update on the M&A pipeline and the company's visibility into the deal landscape for 2025.

    Answer

    CEO Adam Schechter expressed strong optimism about the M&A pipeline, particularly for hospital and regional lab deals. He highlighted the company's confidence by pointing to the increase in its long-term inorganic growth outlook from a historical 1%-2% to a new target of 1.5%-2.5%. While he noted that the exact timing of deals is hard to predict, the pipeline remains robust.

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    Meghan Holtz's questions to QUEST DIAGNOSTICS (DGX) leadership

    Meghan Holtz's questions to QUEST DIAGNOSTICS (DGX) leadership • Q3 2024

    Question

    Meghan Holtz, on for Brian Tanquilut, requested a breakdown of the updated EPS guidance, noting that excluding the impact of Hurricane Milton, the core guidance appeared to have increased slightly.

    Answer

    CFO Sam Samad confirmed that the EPS midpoint was maintained at $8.90 despite absorbing an $0.08 headwind from Hurricane Milton. He agreed that excluding this impact, the core EPS outlook has improved, driven by the underlying strength of the organic business, particularly strong revenue per requisition.

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