PACS Group (NYSE:PACS – Get Free Report) had its price objective hoisted by investment analysts at UBS Group from $60.00 to $67.00 in a note issued to investors on Thursday, Benzinga reports. The firm currently has a “buy” rating on the stock. UBS Group‘s price objective suggests a potential upside of 33.93% from the company’s current price.
PACS has been the subject of several other research reports. Zacks Research lowered PACS Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 9th. Wall Street Zen downgraded PACS Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Oppenheimer upped their price target on PACS Group from $48.00 to $57.00 and gave the stock an “outperform” rating in a report on Monday, August 10th. Truist Financial reissued a “buy” rating and issued a $65.00 price objective (up from $62.00) on shares of PACS Group in a research report on Thursday. Finally, Stephens increased their price objective on PACS Group from $60.00 to $64.00 and gave the company an “overweight” rating in a research report on Thursday. Six equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $61.33.
PACS Group Stock Performance
PACS Group (NYSE:PACS – Get Free Report) last posted its quarterly earnings data on Tuesday, November 3rd. The company reported $0.63 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.05. PACS Group had a return on equity of 33.39% and a net margin of 4.87%. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.46 billion. As a group, equities analysts predict that PACS Group will post 2.13 EPS for the current fiscal year.
Insider Transactions at PACS Group
In related news, Director Mark Hancock sold 186,696 shares of PACS Group stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $50.45, for a total transaction of $9,418,813.20. Following the sale, the director directly owned 53,318,884 shares of the company’s stock, valued at $2,689,937,697.80. This trade represents a 0.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jason Murray sold 167,434 shares of PACS Group stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $50.24, for a total value of $8,411,884.16. Following the sale, the chief executive officer directly owned 53,954,101 shares in the company, valued at approximately $2,710,654,034.24. This trade represents a 0.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,762,431 shares of company stock valued at $80,686,053 in the last ninety days. 70.10% of the stock is owned by company insiders.
Hedge Funds Weigh In On PACS Group
Several large investors have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP lifted its position in shares of PACS Group by 370.2% in the 1st quarter. Dimensional Fund Advisors LP now owns 780,159 shares of the company’s stock worth $25,051,000 after acquiring an additional 614,250 shares during the period. Bank of New York Mellon Corp bought a new stake in shares of PACS Group during the second quarter valued at approximately $8,196,000. Principal Financial Group Inc. acquired a new position in shares of PACS Group in the first quarter valued at $3,171,000. Arrowstreet Capital Limited Partnership raised its stake in shares of PACS Group by 44.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 288,718 shares of the company’s stock valued at $9,274,000 after purchasing an additional 89,067 shares in the last quarter. Finally, Cantor Fitzgerald Investment Advisors L.P. acquired a new position in shares of PACS Group in the third quarter valued at $1,920,000.
Key Stories Impacting PACS Group
Here are the key news stories impacting PACS Group this week:
- Positive Sentiment: Third-quarter EPS of $0.63 topped estimates of $0.58, while revenue of $1.50 billion exceeded the $1.46 billion consensus. Adjusted EBITDA reportedly rose 33.6%, reinforcing evidence of operating growth. PACS Group, Inc. Reports Third Quarter 2026 Results PACS Group Q3 2026: EBITDA Surges 33.6%
- Positive Sentiment: PACS raised its 2026 revenue outlook to $5.95 billion–$6.05 billion and adjusted EBITDA guidance to $685 million–$695 million. The company also highlighted acquisitions in Florida and Texas and facility occupancy around 90%, supporting its expansion story. PACS raises 2026 outlook PACS acquisitions and Q3 results
- Positive Sentiment: Truist reaffirmed its Buy rating and raised its target to $65 from $62; Stephens raised its target to $64 from $60 and assigned an Overweight rating. Higher targets signal continued analyst confidence in potential upside. Truist analyst ratings Stephens analyst ratings
- Negative Sentiment: The CEO, a director, and the chief accounting officer reported share sales. These could weigh slightly on sentiment, but the trades were made under pre-arranged Rule 10b5-1 plans, and the CEO and director retained large holdings. PACS insider transactions
PACS Group Company Profile
PACS Group, Inc is a U.S.-based healthcare services company that owns and operates post-acute care facilities. Its platform focuses primarily on skilled nursing and transitional care, serving patients who require rehabilitation, recovery support, long-term care, and other services following hospitalization or acute medical treatment.
The company’s operations also include assisted living, independent living, and behavioral health services in select locations. Through its facilities and related healthcare capabilities, PACS Group provides services such as nursing care, physical and occupational therapy, speech therapy, medical treatment, and support for patients with complex or extended care needs.
Founded in 2013 and headquartered in Farmington, Utah, PACS Group serves communities across multiple U.S.
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