Resmed sells its MatrixCare business to Frazier Healthcare Partners, focusing on core growth areas in sleep and home-based healthcare.
Quiver AI Summary
Resmed has announced a definitive agreement to sell its MatrixCare business to Frazier Healthcare Partners, a private equity firm specializing in healthcare, as part of its strategy to focus on high-growth opportunities in sleep and breathing health. This divestiture will allow Resmed to reallocate resources toward innovation and operational scale within its home-based care ecosystem. MatrixCare, which provides software solutions to over 15,000 healthcare providers, will operate independently under Frazier's ownership, emphasizing investment in product innovation for improved post-acute care outcomes. The transaction is expected to close in the first quarter of Resmed's fiscal year 2027, subject to regulatory approvals. Further details are available in Resmed's regulatory filings and on its Investor Relations website.
Potential Positives
- Resmed is strategically refocusing on its core business areas of sleep health and connected home-based healthcare, which may lead to enhanced innovation and growth prospects.
- The sale of MatrixCare allows Resmed to allocate capital and resources more effectively, potentially increasing operational efficiency and long-term value creation.
- The transaction is expected to close in the first quarter of Resmed’s fiscal year 2027, indicating a timely progression in the company's strategic plans.
Potential Negatives
- The divestiture of MatrixCare may raise concerns about Resmed's commitment to the long-term care market, a sector critical to its overall healthcare strategy.
- The need to reallocate capital and resources indicates potential past inefficiencies or underperformance within the MatrixCare business.
- Pending regulatory approvals could create uncertainty about the successful completion of the transaction, impacting stakeholder confidence in the company's future plans.
FAQ
What is the main focus of Resmed's 2030 strategy?
Resmed’s 2030 strategy focuses on high-growth, scalable opportunities in sleep health, breathing health, and connected home-based healthcare.
When is the sale of MatrixCare expected to close?
The sale of MatrixCare is expected to close during the first quarter of Resmed’s fiscal year 2027, pending regulatory approvals.
Who is acquiring Resmed's MatrixCare business?
Frazier Healthcare Partners, a private equity firm focused on healthcare, is acquiring Resmed's MatrixCare business.
What services does MatrixCare provide?
MatrixCare provides software solutions for skilled nursing, senior living, long-term care, life planning, and home health and hospice care.
How will this transaction impact MatrixCare's customers?
Until the closing, MatrixCare will continue to operate as part of Resmed, ensuring no immediate changes to customer service or support.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RMD Insider Trading Activity
$RMD insiders have traded $RMD stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $RMD stock by insiders over the last 6 months:
- MICHAEL J. FARRELL (Chairman and CEO) has made 0 purchases and 5 sales selling 24,955 shares for an estimated $5,952,954.
- PETER C FARRELL has made 0 purchases and 4 sales selling 8,000 shares for an estimated $1,970,720.
- BRETT SANDERCOCK (Chief Financial Officer) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $481,340.
- MICHAEL J RIDER (Global General Counsel) sold 50 shares for an estimated $13,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$RMD Revenue
$RMD had revenues of $1.4B in Q3 2026. This is an increase of 10.81% from the same period in the prior year.
You can track RMD financials on Quiver Quantitative's RMD stock page.
You can access data on RMD stock through the Quiver Quantitative API.
$RMD Hedge Fund Activity
We have seen 396 institutional investors add shares of $RMD stock to their portfolio, and 382 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMUNDI added 587,872 shares (+123.9%) to their portfolio in Q1 2026, for an estimated $131,965,506
- DIAMANT ASSET MANAGEMENT, INC. added 402,164 shares (+21166.5%) to their portfolio in Q1 2026, for an estimated $90,277,774
- MARSHALL WACE, LLP added 381,296 shares (+inf%) to their portfolio in Q1 2026, for an estimated $85,593,326
- TWO SIGMA INVESTMENTS, LP added 312,468 shares (+inf%) to their portfolio in Q1 2026, for an estimated $70,142,816
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 309,614 shares (+244.4%) to their portfolio in Q1 2026, for an estimated $69,502,150
- RENAISSANCE TECHNOLOGIES LLC removed 304,480 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $68,349,670
- PRICE T ROWE ASSOCIATES INC /MD/ removed 297,795 shares (-38.7%) from their portfolio in Q1 2026, for an estimated $66,849,021
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$RMD Analyst Ratings
Wall Street analysts have issued reports on $RMD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 04/15/2026
To track analyst ratings and price targets for $RMD, check out Quiver Quantitative's $RMD forecast page.
$RMD Price Targets
Multiple analysts have issued price targets for $RMD recently. We have seen 8 analysts offer price targets for $RMD in the last 6 months, with a median target of $268.0.
Here are some recent targets:
- Justin Patterson from Keybanc set a target price of $266.0 on 06/22/2026
- David Bailey from Morgan Stanley set a target price of $230.0 on 06/17/2026
- Laura Sutcliffe from Citigroup set a target price of $270.0 on 06/15/2026
- Nathan Treybeck from Wells Fargo set a target price of $227.0 on 05/01/2026
- Craig Wong-Pan from RBC Capital set a target price of $321.0 on 05/01/2026
- Adam Maeder from Piper Sandler set a target price of $275.0 on 01/30/2026
- Jonathan Block from Stifel set a target price of $265.0 on 01/30/2026
Full Release
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD), the leading health technology company focused on sleep, breathing and care delivered in the home, today announced it has entered into a definitive agreement to sell its MatrixCare business to Frazier Healthcare Partners, a private equity firm focused exclusively on health care.
This move reflects Resmed’s 2030 strategy by focusing on high-growth, scalable opportunities in sleep health, breathing health and connected home-based healthcare. The divestiture also strengthens Resmed’s ability to reallocate capital and resources toward innovation, operational scale and long-term value creation across its connected, home-based care ecosystem.
MatrixCare provides software solutions to more than 15,000 providers and supports skilled nursing, senior living and long-term care, life planning communities and home health and hospice care.
“Today’s announcement is about our disciplined approach to portfolio management and our commitment to driving long-term growth,” said Mick Farrell, Chairman and CEO of Resmed. “By focusing on areas where we see the greatest opportunity for sleep health innovation and impact, we are strengthening our ability to deliver life-changing health technologies, improve patient outcomes and create value for our stakeholders. We are confident MatrixCare and its affiliated businesses will continue to support team members and drive growth under new ownership with a dedicated focus on the long-term care market.”
“Frazier has spent several years evaluating the post-acute care technology sector and believes MatrixCare has established itself as a leading platform serving skilled nursing, senior living and home health and hospice providers,” said Ryan Lucero, General Partner at Frazier Healthcare Partners. “We are thrilled to partner with the MatrixCare team and plan to invest aggressively in product innovation to help providers deliver better outcomes as the post-acute care landscape continues to evolve.”
The transaction includes MatrixCare and related software offerings historically sold under the MatrixCare brand, including Healthcare First, Citus and home health and hospice solutions (collectively defined as the “MatrixCare business”). It excludes Resmed’s other software businesses, Brightree in the U.S. and MEDIFOX DAN in Germany.
The transaction is expected to close during the first quarter of Resmed’s fiscal year 2027, subject to required regulatory approvals and customary closing conditions. Until closing, MatrixCare will continue to operate as part of Resmed, with no changes to customer service or support.
Resmed is providing additional information regarding this transaction through a Form 8-K furnished with the U.S. Securities and Exchange Commission (SEC). Supplementary materials related to this press release are available on Resmed’s Investor Relations website at investor.resmed.com .
Resmed will provide further updates regarding the financial impact of the transaction in its regulatory filings for the fourth quarter of its fiscal year 2026, consistent with regulatory requirements.
About Resmed
Resmed (NYSE: RMD, ASX: RMD) creates life-changing health technologies that people love. We’re relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more at Resmed.com and follow @Resmed.
About Frazier Healthcare Partners
Founded in 1991, Frazier Healthcare Partners is a private equity firm focused exclusively on the healthcare industry. Since its inception, Frazier has raised over $11 billion of capital for private funds and co-investment opportunities and has invested in more than 200 companies over 35 years. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier is headquartered in Seattle, WA, with an office in New York City, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier, visit
www.frazierhealthcare.com/home
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