Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.6B
158M shares
52-week range
$7.50 – $43.08
91% from low
Sector
SERVICES-SKILLED NURSING CARE FACILITIES
Exchange
NYSE
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|
| Revenue | $1.17B | $2.42B | $3.11B | $4.09B | $5.29B |
| Cost of revenue | $979.2M | $2.02B | $2.66B | $3.30B | $4.13B |
| Gross profit | $187.3M | $400.7M | $447.1M | $792.6M | $1.16B |
| Gross margin | 16.1% | 16.5% | 14.4% | 19.4% | 21.9% |
| R&D | $0 | $0 | $0 | $0 | $0 |
| Operating income | $83.4M | $229.4M | $207.8M | $123.1M | $309.6M |
| EBITDA | $93.9M | $254.9M | $232.9M | $186.7M | $365.6M |
| Net income | $47.9M | $150.5M | $112.9M | $55.8M | $191.5M |
| Net margin | 4.1% | 6.2% | 3.6% | 1.4% | 3.6% |
| EPS (diluted) | 0.32 | 1.00 | 0.75 | 0.38 | 1.22 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $5.7B | $2.28 | $2.23–$2.32 | 3 |
| 2027 | $6.1B | $2.44 | $2.43–$2.45 | 3 |
| 2028 | $6.6B | $2.64 | $2.48–$2.80 | 2 |
Forward consensus · source: Financial Modeling Prep
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.
www.pacs.comNo one on the platform currently holds PACS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 9,200 | $353.2K |
No one on the platform has traded PACS yet.
| $1.3B |
| — |
| NICNicolet Bankshares, Inc. | $162.92 | -0.20% | $2.6B | — |
| PWPPerella Weinberg Partners | $15.42 | -6.88% | $1.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$PACS it felt like this was coming given lack of deals YTD and what they’ve pubclicly communicated about their pipeline, looking at chunkier deals, etc. While I generally speaking am supportive of this strategy, I see no information on purchase price, EBITDA, the deal being accretive / dilutive, and so on. Perhaps there will be a presentation released… it would feel odd to leave the market hanging on what is a material deal for them.
View on StockTwits ↗$PACS important few weeks coming up to see if we get some upside follow through. Would not mind an initial rejection in the 41-42 range but would like to see buyers absorbing and sellers defense weakening. Should be a picture-perfect cup & handle breakout by the time the leaves start falling!
View on StockTwits ↗$PACS Two solid updates: - JPM updated their model on 6/15 and increased their price target to $47 ($44 previously) - Ohio approved $875M in retroactive quality incentive payments for skilled nursing homes following a determination that they underpaid previous quality incentive payments. As of Q1, PACS operates nearly 8% of the states total SNF beds which means they should receive a nice make whole payment.
View on StockTwits ↗$PACS just needs to move like this more often and it’ll be in the $50+ range where it should be in no time.
View on StockTwits ↗$PACS chop chop huckleberries as rotation out of semis n AI stonks (which start to consolidate) find da proper bases on the DLO ONTO 🐒🍌🧠⏰♾️
View on StockTwits ↗$PACS out of the tightness da 🧠 shall spread like its staying at da $ABNB ONTO 🐒🍌🧠⏰♾️
View on StockTwits ↗$PACS another wrinkle to this name. Mark Hancock, one of the company’s co-founders, now has a 10b5-1 plan established to sell shares. This should not come as a huge surprise given his re-retirement after filling in as stop gap CFO, as well as his massive position (~54.5m shares owned). A reduction in his ownership and increased trading liquidity should be a good thing long term, but hard to say what kind of overhang (if any) this will be. I obviously have no idea what his planning situation looks like, how many shares he wants to hold on to, etc. but without a large secondary offering, it will take him multiple years to exit his full position given the average trading volume for PACS.
View on StockTwits ↗$PACS with only 4 SNF acquisitions completed year to date, PACS is now lagging its target of ~20 per year. Given what they have communicated about the health of their M&A pipeline, I do wonder if they are working on a chunky deal. The balance sheet is clean (net leverage is below 0.5x), they have nearly $800M in available liquidity, and will continue to generate cash as we progress through the year. One would also imagine the government investigation will come to a close at some point. The government inquiry was technically opened back in November of 2024, and PACS gave the government the findings from its own internal investigation back in November of 2025.
View on StockTwits ↗$PACS these stocks are dead money right now. Why invest in this when AI/tech/tech adjacent are going parabolic? Anyone who owns this is simply early, huge portion of the population are going to be in their 60s and older in the next 4 years. The government investigation overhang and the sentiment that this industry is rife with fraud certainly doesn’t help either.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.