A new report from Macquarie offers ASX stock picks for three healthcare companies.
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Regis Healthcare Ltd (ASX: REG)
Regis Healthcare Ltd. engages in the provision of residential aged care services. It provides aged care facilities, retirement villages, home care, day therapy, and day respite programs.
This healthcare company has already seen its share price rise 12.17% YTD and a whopping 73.90% in the last 12 months.
At the time of writing shares are trading at $6.73 each.
Macquarie has a price target of $7.25, which indicates a 7.73% upside.
The report highlighted that government funding is increasing for Regis Healthcare. However, this could be offset by a recent increase to healthcare workers wages.
The margins between these two opposing factors will be important to monitor.
Elsewhere, Bell Potter has a "buy" recommendation and price target of $7.48, suggesting there could be even more room for growth.
Integral Diagnostics Ltd (ASX: IDX)
Integral Diagnostics Ltd. provides diagnostic imaging services to general practitioners, medical specialists, and allied professionals. It operates under three core brands: Lake Imaging, South Coast Radiology, and Global Diagnostics.
Unlike Regis Healthcare shares, Integral Diagnostics has fallen heavily in 2025, declining 22.95% in that time.
It is currently trading at $2.25 per share, however Macquarie has a price target of $3.20, indicating a 42.22% upside for this ASX stock pick.
Macquarie attributes this upside to a positive take on recent revenue growth. Furthermore, from 1 July 2025, MRI deregulation kicks in — this means 17 of IDX's MRI machines will become fully licensed, letting them serve more patients and get full Medicare funding.
Broker Bell Potter currently also has a "buy" recommendation on Integral Diagnostics shares. It has a $3.11 price target.
Summerset Group Holdings Ltd (ASX: SNZ)
Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. It also provides independent living and care options such as in-home care, and serviced apartments.
Summerset Group is a New Zealand based company and while it is traded on the ASX via a foreign exempt listing, its primary reporting currency is NZD.
When issuing target prices, analysts typically use the company's home currency for consistency with its financial reporting, earnings, and valuation models.
Therefore Macquarie – for accuracy – lists its target price at NZ$15.35.
The current NZX live share price is $11.25.
This indicates a 36.44% upside.
Macquarie's optimism for the company is based on the strong sales in the first quarter of 2025 (Q1 2025).
The number of units sold (settlements) rose 14% compared to the same time last year and resales (when existing residents leave and their units are resold) jumped by 31%.
Macquarie is estimating a 12% increase in underlying net profit after tax.
