PACS Group/$PACS

PACS shares fell after director and 10% owner Mark Hancock disclosed 300,000 shares sold under a pre-arranged Rule 10b5-1 trading plan.
24 hours agoLightyear AI
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About PACS Group

PACS Group Inc is a post-acute healthcare company mainly focused on delivering skilled nursing care through a portfolio of independently operated facilities. The post-acute care ecosystem serves individuals who need additional help recuperating from acute conditions, illnesses, or serious medical procedures after getting discharged from the hospital. It also provides senior care, assisted living, and independent living options in some of the communities. The company has one reportable segment.
Ticker
$PACS
Sector
Health
Primary listing
NYSE
Employees
47,455
Website
pacs.com

PACS Group Metrics

BasicAdvanced
$6.7B
24.61
$1.71
-0.08
-

What the Analysts think about PACS Group

Analyst ratings (Buy, Hold, Sell) for PACS Group stock.
Analyst projections of the future price of PACS Group stock.

Bulls say / Bears say

Q2 revenue rose 9.1% year on year and adjusted EBITDA rose 25%, prompting management to lift 2026 EBITDA guidance to $640m–$660m. The upgrade suggests the existing estate is performing ahead of plan, not just benefiting from acquisitions. (PACS Group, Skilled Nursing News)
Occupancy reached 90.4% across the portfolio, against the 79.5% industry average cited by PACS, while mature facilities reached 93.8%. As newer sites mature, the gap between roughly 11% group margins and mid-teens mature-facility margins gives PACS a credible route to further margin expansion. (PACS Group, Skilled Nursing News)
PACS is adding scale through the 34-facility Eduro deal and a proposed 32-facility Florida entry, while its quality performance can support better payer relationships and Medicaid quality-linked payments. The strategy offers both acquisition growth and operating upside if PACS can repeat its facility-improvement playbook. (PACS Group, Skilled Nursing News)
PACS still has unresolved government investigations and previously disclosed material weaknesses in internal controls. Management expects remediation by year-end, but the legal and reporting overhang could still bring penalties, distraction or a lower valuation multiple. (The Motley Fool, Simply Wall St News)
The growth plan is increasing integration demands: the Eduro facilities are being added while a further 32-site Florida transaction is pending. Newly acquired Texas facilities were running at only mid-60% occupancy with roughly 10%–11% skilled mix, so acquisitions can initially add revenue faster than profit and may strain management capacity. (Skilled Nursing News, PACS Group)
The earnings base remains exposed to Medicaid rates and state quality-incentive programmes, while the timing and size of some payments are uncertain. A policy change or weaker reimbursement could pressure margins just as PACS is integrating a larger, more complex estate. (Simply Wall St News, PACS Group)
Data summarised monthly by Lightyear AI. Last updated on 15 Sept 2026.

PACS Group Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

PACS Group Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing PACS Group

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