PACS Group (NYSE:PACS) Given Buy Rating at Truist Financial

PACS Group (NYSE:PACS)‘s stock had its “buy” rating reaffirmed by research analysts at Truist Financial in a research report issued to clients and investors on Thursday, Benzinga reports. They presently have a $65.00 target price on the stock, up from their prior target price of $62.00. Truist Financial‘s price target suggests a potential upside of 27.23% from the company’s previous close.

A number of other analysts also recently commented on PACS. UBS Group upped their target price on PACS Group from $57.00 to $60.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Oppenheimer lifted their price target on PACS Group from $48.00 to $57.00 and gave the stock an “outperform” rating in a research note on Monday, August 10th. Wall Street Zen cut PACS Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings raised shares of PACS Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Finally, Stephens raised their price objective on PACS Group from $60.00 to $64.00 and gave the stock an “overweight” rating in a research report on Thursday. Six analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $60.17.

PACS Group Stock Up 1.7%

NYSE PACS traded up $0.83 during trading on Thursday, reaching $51.09. 143,726 shares of the company’s stock traded hands, compared to its average volume of 892,278. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.91 and a quick ratio of 0.91. The firm has a market cap of $8.09 billion, a price-to-earnings ratio of 28.87, a price-to-earnings-growth ratio of 1.46 and a beta of -0.14. The company’s 50 day simple moving average is $44.42 and its two-hundred day simple moving average is $39.91. PACS Group has a 12-month low of $10.31 and a 12-month high of $51.68.

PACS Group (NYSE:PACS) last released its quarterly earnings results on Tuesday, November 3rd. The company reported $0.63 earnings per share for the quarter, beating analysts’ consensus estimates of $0.58 by $0.05. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.46 billion. PACS Group had a net margin of 4.87% and a return on equity of 33.39%. As a group, sell-side analysts forecast that PACS Group will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling at PACS Group

In other news, CAO Michelle Lewis sold 3,172 shares of the firm’s stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $50.06, for a total value of $158,790.32. Following the sale, the chief accounting officer directly owned 340,338 shares in the company, valued at approximately $17,037,320.28. This trade represents a 0.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Hancock sold 186,696 shares of the company’s stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $50.45, for a total value of $9,418,813.20. Following the transaction, the director directly owned 53,318,884 shares of the company’s stock, valued at approximately $2,689,937,697.80. This represents a 0.35% 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. In the last three months, insiders have sold 1,762,431 shares of company stock valued at $80,686,053. Insiders own 70.10% of the company’s stock.

Hedge Funds Weigh In On PACS Group

Institutional investors have recently modified their holdings of the business. Nisa Investment Advisors LLC raised its holdings in shares of PACS Group by 11.0% in the third quarter. Nisa Investment Advisors LLC now owns 2,327 shares of the company’s stock valued at $97,000 after buying an additional 230 shares during the last quarter. Financial Management Professionals Inc. lifted its holdings in PACS Group by 54.9% in the second quarter. Financial Management Professionals Inc. now owns 663 shares of the company’s stock valued at $28,000 after acquiring an additional 235 shares during the period. Smith Group Asset Management LLC increased its holdings in PACS Group by 1.3% in the third quarter. Smith Group Asset Management LLC now owns 24,680 shares of the company’s stock valued at $1,025,000 after buying an additional 320 shares in the last quarter. Jacobsen Capital Management raised its holdings in PACS Group by 3.4% during the third quarter. Jacobsen Capital Management now owns 17,837 shares of the company’s stock worth $741,000 after purchasing an additional 579 shares during the last quarter. Finally, Toth Financial Advisory Corp grew its stake in PACS Group by 87.5% in the 3rd quarter. Toth Financial Advisory Corp now owns 1,500 shares of the company’s stock valued at $62,000 after acquiring an additional 700 shares during the last quarter.

Key Headlines Impacting PACS Group

Here are the key news stories impacting PACS Group this week:

• Positive Sentiment: PACS delivered a strong third quarter: earnings were $0.63 per share versus estimates of $0.56–$0.58, and revenue of $1.50 billion topped the $1.46 billion consensus. Adjusted EBITDA rose 33.6%, with the article attributing growth to maturing nursing facilities. PACS Group Q3 2026 earnings
• Positive Sentiment: The company raised its 2026 outlook to $5.95–$6.05 billion in revenue and $685–$695 million in adjusted EBITDA. The upgraded forecast supports expectations for continued operating growth. PACS raises 2026 outlook
• Positive Sentiment: PACS leaders highlighted acquisitions in Florida and Texas and occupancy near 90%, signaling expansion and healthy facility demand. An aging population and limited new senior-housing construction may also support the sector’s long-term demand backdrop. PACS acquisitions and occupancy
• Negative Sentiment: CEO Jason Murray, director Mark Hancock, and CAO Michelle Lewis disclosed stock sales. The transactions were made under pre-arranged Rule 10b5-1 plans, and the executives retained substantial holdings, which may limit the signal’s significance. PACS insider sales

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.