Price
$48.44+10.54%Social Signal Score
Analyst Ratings
8 analystsRevenue
$1.43B+101.57%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jason Murray
- Sector
- Healthcare
- Industry
- Medical - Care Facilities
- Employees
- 47,455
- Beta
- -0.08
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 2.18
Financials
Revenue
$1.43B+101.6%Net Income
$76.37M+103.1%EBITDA
$132.00M+101.3%Free Cash Flow
$108.98M+412.5%EPS (diluted)
$0.47+88.0%Shares Outstanding (diluted)
161.99M+7.9%Operating Expenses
$114.31MCash & Debt
$164.45MReturn of Capital
$0.00Revenue by Segment (annual)
$5.29BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.29B | $191.54M | $1.23 |
| 2024 | $4.09B | $55.76M | $0.38 |
| 2023 | $3.11B | $112.87M | $0.75 |
| 2022 | $2.42B | $150.50M | $1.00 |
| 2021 | $1.17B | $47.95M | $0.32 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from PACS's reported EPS growth of 40.0% a year over 4 years. Historical EPS growth of 40% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $4.55
- Implied price
- $141.16
- Return from $42.85
- 26.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $70.18 — today's price is already 38.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 21 | 26 | 31 | 36 | 41 |
|---|---|---|---|---|---|
| 20.0% | 8.4% | 13.1% | 17.2% | 20.7% | 23.9% |
| 25.0% | 12.9% | 17.8% | 22.0% | 25.8% | 29.1% |
| 30.0% | 17.4% | 22.5% | 26.9% | 30.8% | 34.2% |
| 35.0% | 21.9% | 27.3% | 31.8% | 35.8% | 39.4% |
| 40.0% | 26.4% | 32.0% | 36.7% | 40.8% | 44.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+66.67%Social Signal Score
Mentions (15)
- Newsbusinesswire.com·1d ago·Neutral
Omega to Transition Operations of 32 Facilities in Florida to PACS Group HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) today announced that it transitioned 32 skilled nursing facilities in Florida from an operator managed by affiliates of Airamid Health Services, LLC (“Airamid”) to subsidiaries of PACS Group, Inc. (NYSE: PACS) (“PACS”). The effective date of the transition was October 1, 2026.In conjunction with th…
View source ↗ - Newsbusinesswire.com·5d ago·Positive
Seventeen PACS Post-Acute Locations Named Top Nursing Homes for 2027 by Newsweek Magazine SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (NYSE: PACS) (“PACS”) is proud to announce that 17 of its post-acute communities have been named by Newsweek Magazine to its list of Best Nursing Homes for 2027. Those communities are as follows, listed in order by their state, and then their ranking in their state by category: Community Name State Ranking Category Ridgecrest Post Acute Arizona 9th Large (15…
View source ↗ - Newsbusinesswire.com·14d ago·Negative
PACS Group Announces Chief Legal Officer Transition SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (“PACS” or the “Company”) announced today that John Mitchell has retired, effective Sept. 18, 2026, from his position as Chief Legal Officer and Corporate Secretary. Following his retirement, Mitchell will serve as a consultant to PACS to support an orderly leadership transition. The Company has selected Patrick J. Murphy to succeed Mitchell as Chief Legal Officer and Corporate Secretary, effect…
View source ↗ - Newsbusinesswire.com·22d ago·Neutral
PACS Group, Inc. to Present at the 2026 Jefferies Healthcare Services and Technology Conference on September 15, 2026 SALT LAKE CITY--(BUSINESS WIRE)--PACS Group, Inc. (NYSE: PACS) (“PACS” or the “Company”), announced today that it will present at the 2026 Jefferies Healthcare Services and Technology Conference on September 15, 2026, in Nashville, TN.Jason Murray, Chief Executive Officer and Chairman of the Board; Carey Hendrickson, Chief Financial Officer; and Josh Jergensen, Chief Operating Of…
View source ↗ - News (RSS)zerohedge·24d ago·Positive
…ws. Their letter, sent to City Hall on Thursday, brings coordinated pressure from the business community to change how City Hall governs. 2024 donations (employees + PACS): Starbucks: 92% went to Democrats Microsoft: 84% went to Democrats Costco: 80% went to Democrats Ya'll literally voted for it https://t.co/V3XPDnOcdC — End Wokeness (@EndWokeness) September 11, 2026 "The clearest message" from an August poll of Seattle voters, the coalition wrote, is that residents expect the city "to act with…
View source ↗ - News (RSS)investing·24d ago·Neutral
Trump and Musk super PACs unleash millions to boost Republicans in battleground races
View source ↗ - Newszacks.com·27d ago·Neutral
PACS Expands Florida Footprint With 32-Facility Acquisition PACS plans to acquire operations of 32 Florida skilled nursing facilities, adding 4,049 licensed beds and establishing a statewide network.
View source ↗ - News (RSS)seekingalpha·34d ago·Neutral
PACS Group: The Peer Check Stopped Me From Calling It Cheap
View source ↗ - Newsseekingalpha.com·34d ago·Neutral
PACS Group: The Peer Check Stopped Me From Calling It Cheap I rate PACS a Buy and value the shares at $49.58, about 17% above the August 31 closing price. Q2 revenue rose 9.1%, operating income grew 35.8%, and same-store occupancy reached 90.6%. Eduro adds 3,633 beds. My 2027 model includes $260 million of incremental revenue after a 27% haircut.
View source ↗ - News (RSS)zerohedge·43d ago·Neutral
…ional Committee, however, has a roughly $2 million net deficit. Politico reported in July that the three main GOP party committees and their two caucus-aligned super PACs held a combined $657 million in cash at the end of June, nearly double the $334 million their Democratic counterparts held, and that tally does not include MAGA Inc., the pro-Trump super PAC that reported more than $400 million in the bank a few weeks earlier. Democrats have no comparable vehicle. Add Trump's super PAC to the p…
View source ↗ - News (RSS)zerohedge·44d ago·Neutral
…ms lack: "A Constitution that protects our freedoms. We thank Allah for that freedom." Also in the past year, Islamic activists have formed their own political super PACs, including one backing El-Sayed - Fighting for Michigan PAC - whose main contributor is a longtime leader in Muslim Brotherhood front groups in America blacklisted by the Justice Department as unindicted terrorist co-conspirators. Another is the Unity and Justice Fund, which Sharia watchdogs claim is part of a highly organized …
View source ↗ - Newsmarketbeat.com·48d ago·Positive
Amid Legal Risks, This Company Is Still Rated a Buy When investors look for stocks riding the aging of America, they might look at hospital chains, pharmacy benefit managers, or dividend-paying healthcare REITs.
View source ↗ - News (RSS)zerohedge·50d ago·Neutral
… ones. They haven't yet, and nothing in this cycle suggests they're about to start. Republicans have been playing both sides of this. In Wisconsin, GOP-aligned super PACs spent millions on ads calling Hong "too liberal" - an attempt to hand her the nomination and an easier general election to their own candidate. Their opposition researchers have been just as busy with Piker. They've resurfaced a hostile exchange Piker had with a woman who identified herself as a refugee from a Marxist regime, a…
View source ↗ - Newszacks.com·53d ago·Neutral
Wall Street Analysts See a 25.73% Upside in PACS Group, Inc. (PACS): Can the Stock Really Move This High? The consensus price target hints at a 25.7% upside potential for PACS Group, Inc. (PACS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
View source ↗ - Newsmarketbeat.com·58d ago·Negative
PACS Group Q2 Earnings Call Highlights PACS Group NYSE: PACS reported second-quarter 2026 revenue growth of 9.1% and adjusted EBITDA growth of 25% from a year earlier, citing higher occupancy, improved skilled nursing patient mix and continued progress across acquired facilities as they mature within its operating model.
View source ↗
Earnings
Mon, Nov 9(in 5 weeks)
Consensus estimate $0.57 per share
Typical surprise -0.9% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$0.63 vs $0.54beat
- Mon, May 11$0.50 vs $0.42beat
- Thu, Feb 26$0.43 vs $0.48miss
- Wed, Nov 19$0.33 vs $0.45miss
- Mon, Aug 18$0.56 vs $0.39beat
- Mon, May 19$0.42 vs $0.42miss
Estimates and results for PACS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by PACS officers and directors.
- Bought
- —
- Sold
- $75.1m
0 trades
61 trades
- Jergensen Joshuasold
- Jergensen Joshuasold
- Hancock Marksold
- Hancock Marksold
- Hancock Marksold
- Hancock Marksold
- Hancock Marksold
- Murray Jason Hulsesolddirector, 10 percent owner, officer: Co-Founder, CEO & Chairman·317 @ $45.03·$14k·Sep 14, 2026·filing
39 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in PACS.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.