According to the GuruFocus All-In-One Screener, the following health care stocks are popular among guru investors.
Twenty six gurus are invested in Aetna Inc. (AET, Financial). The company, which provides diversified health care benefits, has a market cap of $64 billion. Its revenue of $60.74 billion has increased 14.10% over a 10-year period.
The stock is trading with a price-earnings ratio of 18.39. As of Tuesday, the share price of $197 is 5.50% below its 52-week high and 18.70% above its 52-week low. Over the last 10 years, it has returned a gain of 653%.
The company’s largest shareholder among the gurus is Chris Davis (Trades, Portfolio) with 1.4% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 1.24%, Larry Robbins (Trades, Portfolio) with 0.95% and Daniel Loeb (Trades, Portfolio) with 0.57%.
Thirteen gurus have positions in Allergan PLC (AGN, Financial). The company, which develops brand name pharmaceutical products, has a market cap of $52.81 billion. Its revenue of $16.15 billion has grown 5.70% over the past decade.
The stock is trading with a price-book ratio of 0.75. The current price of about $55 is 20% below its 52-week high and 14.08% above its 52-week low. Over the past decade, it has returned a gain of 586%.
The Vanguard Health Care Fund is the largest guru shareholder of the company with 4.09% of outstanding shares, followed by Seth Klarman (Trades, Portfolio) with 1.46%, David Tepper (Trades, Portfolio) with 1% and Mason Hawkins (Trades, Portfolio)' Southeastern Asset Managemen with 0.88%.
Twenty gurus are invested in Boston Scientific Corp. (BSX, Financial). The company, which develops medical devices, has a $49.55 billion market cap. Its revenue of $9.67 billion has grown 1.40% over the last 10 years.
The stock is trading with a price-book ratio of 6.39. The current price of $35.83 is 9.15% below its 52-week high and 46.01% above its 52-week low. Over the past decade, it has returned a gain of 311%.
The company’s largest guru shareholder is PRIMECAP Management (Trades, Portfolio) with 3.24% of outstanding shares, followed by Vanguard with 2.53%, Jana Partners (Trades, Portfolio) with 0.23% and Diamond Hill Capital (Trades, Portfolio) with 0.21%.
Cardinal Health Inc. (CAH, Financial)Ă‚ is held by 16 gurus. The company, which provides products for hospital systems, pharmacies and ambulatory surgery centers, has a market cap of $15.34 billion. Its revenue of $136.80 billion has grown 5.10% per annum over the last 10 years.
The stock is trading with a price-book ratio of 2.55. The current price of $51 is 34.10% below its 52-week high and 3.70% above its 52-week low. Over the last 10 years, it has returned a 90% gain.
With 5.94% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Klarman with 2.27% and Robbins with 1.01%.
Cigna Corp. (CI, Financial)Ă‚ is held by 20 gurus. The provider of medical, dental and related insurance products has a market cap of $50.3 billion. Its revenue of $43.77 billion has grown 11.30% per annum over the last 10 years.
The stock is trading with a price-earnings ratio of 20.03. The current price of $209 is 9% below its 52-week high and 26.79% above its 52-week low. Over the last 10 years, it has returned a gain of 1,227%.
The company’s largest guru shareholder is Dodge & Cox with 4.28% of outstanding shares, followed by Vanguard with 1.57%, Robbins with 0.69%, Simons with 0.32% and Carl Icahn (Trades, Portfolio) with 0.21%.
Disclosure: I do not own any stocks mentioned in this article.
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