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Highlights

  • Regis Healthcare (ASX: REG) sees price target of AU$7.25 with key margin factors in play
  • Integral Diagnostics (ASX: IDX) forecast to benefit from MRI deregulation from July 2025
  • Summerset Group (ASX: SNZ) included in report with cross-listing on the ASX

A new report from Macquarie has identified three healthcare companies listed on the ASX that could present potential opportunities based on recent developments and forecasted changes in the sector. The companies include Regis Healthcare Ltd (ASX: REG), Integral Diagnostics Ltd (ASX: IDX), and Summerset Group Holdings Ltd (ASX: SNZ).

Regis Healthcare Ltd (ASX: REG)
Regis Healthcare operates residential aged care services and related programs. Its share price has climbed 12.17% year to date and 73.90% over the past 12 months. At the time of writing, shares trade at AU$6.73, with Macquarie assigning a price target of AU$7.25, suggesting a possible 7.73% upside. The report notes that increased government funding could support the business, though this may be tempered by rising healthcare wage costs, which could impact margins. Bell Potter has also issued a “buy” recommendation with a higher target of $7.48.

Integral Diagnostics Ltd (ASX: IDX)
Integral Diagnostics provides diagnostic imaging under several brand names. In contrast to Regis, its share price has declined by 22.95% in 2025, currently trading at AU$2.25. Macquarie’s price target of AU$3.20 reflects a potential 42.22% upside. The upcoming MRI deregulation from 1 July 2025 is expected to allow 17 of IDX’s machines to access full Medicare funding, expanding their patient reach. Bell Potter has also issued a “buy” rating, with a slightly lower target of AU$3.11.

Summerset Group Holdings Ltd (ASX: SNZ)
Summerset is a New Zealand-based company involved in retirement villages and aged care. Though listed on the ASX, its primary operations and financial reporting are conducted in NZD. It has been included in the Macquarie report as part of the broader aged care and retirement living sector.

These insights provide a snapshot of how brokers are evaluating potential shifts in the healthcare landscape.