AVAH Aveanna Healthcare Holdings, Inc.

BULLISH Impact: 5/10 8-K
Horizon days Filed May 28, 2026 Processed 9d 13h ago SEC 0001193125-26-243028
8-K context-dependent: Items 8.01
Latest settled — T+5d
AVAH ▼ -7.50% at T+5d
LONG call ✗ call lost -7.50% · α vs SPY -7.46% · entry $7.33 → $6.78
Next anchor: T+20d in 19d
Last close $6.68 (close Jun 5) · -8.87% from $7.33 entry
Entry anchored
May 27, 03:59 PM ET
via Databento tick
T+1d
-2.18%
call -2.18% · α -2.42%
$7.17
settled 9d ago
T+5d
-7.50%
call -7.50% · α -7.46%
$6.78
settled 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Aveanna Healthcare repriced its first lien credit facility and revolving credit facility, reducing interest rate margins by 50 basis points (with an additional 25 bps reduction contingent on achieving a B2/B credit rating). The amendment refinanced $1.318 billion in term loans and a $250 million revolver at lower spreads (SOFR + 3.25% or base rate + 2.25%). This is a credit-positive event that reduces annual interest expense and improves free cash flow, but it does not change the company's underlying operating performance.

Actionable Insight

The repricing is a modest positive for credit metrics and equity value via lower interest expense. Monitor the next quarterly filing for the actual interest savings and any rating agency action that could trigger the additional 25 bps reduction. The stock may see a small positive reaction, but the event is not transformative — expect a 1-3% move.

Key Facts

  • Repricing reduces interest rate margins by 50 basis points on $1.318 billion in term loans and $250 million revolver
  • Additional 25 bps reduction contingent on achieving B2/B credit rating from certain agencies
  • New term loans bear interest at SOFR + 3.25% or base rate + 2.25%
  • Revolver pricing subject to leverage-based step-downs
  • No material changes to other credit agreement terms

Financial Impact

Approximately $6.6 million in annual pre-tax interest savings on the $1.318 billion term loan at the 50 bps reduction, plus potential additional savings from the 25 bps rating-contingent reduction and revolver leverage-based adjustments

interest expensefree cash flownet income

Risk Factors

  • Rating-dependent margin reduction may not materialize if credit rating is not upgraded to B2/B
  • Leverage-based adjustments on the revolver could increase margins if leverage rises
  • No change to underlying operational or revenue performance

Market Snapshot

Exchange
Nasdaq
Sector
Services-Home Health Care Services
Analyst Consensus
65% bullish (17 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-243028
Document: avah-ex99_1.htm0001193125-26-243028
Document: 0001193125-26-243028-index-headers.html0001193125-26-243028
Document: 0001193125-26-243028-index.html0001193125-26-243028
Document: 0001193125-26-243028.txt0001193125-26-243028
13 reports for AVAH
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +6.78%Mar 19, 2026
Filters
Rows
Reports for AVAH — sortable, filterable
Type Now
Jun 5, 2026
1d ago
Insider Cluster
BEARISH ★ 7/10
$6.67 awaiting T+1awaiting T+1$6.68 (−0.15%)
Jun 3, 2026
3d ago
144
BEARISH ★ 6/10
awaiting T+1
Jun 2, 2026
4d ago
8-K
BULLISH ★ 6/10
$6.47 $6.78▲ +4.79%▲ +5.48%$6.68 (+3.25%)
Jun 2, 2026
4d ago
Press Release
BULLISH ★ 6/10
$6.47 $6.78▲ +4.79%▲ +5.48%$6.68 (+3.25%)
May 28, 2026
9d ago
8-K
BULLISH ★ 5/10
$7.33 $7.17▼ −2.18%▼ −2.42%$6.68 (−8.87%)
May 15, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$7.72 $7.70▼ −0.26%▼ −0.20%$6.68 (−13.47%)
May 14, 2026
23d ago
8-K
BULLISH ★ 6/10
$7.44 $7.72▲ +3.76%▲ +4.99%$6.68 (−10.22%)
May 14, 2026
23d ago
Press Release
BULLISH ★ 7/10
$7.44 $7.72▲ +3.76%▲ +4.99%$6.68 (−10.22%)
Apr 23, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$6.51 $6.55▲ +0.61%▼ −0.17%$6.68 (+2.61%)
Apr 17, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$6.87 $6.41▼ −6.70%▼ −6.04%$6.68 (−2.77%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (12h 12m)

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