GRDN

Guardian Pharmacy Services, Inc.

NYSE · Retail-Drug Stores and Proprietary Stores · Inc. GA · CIK 0001802255
$43.09 +0.02% $2.7B
Insider Selling Cluster (9 insiders)High Impact Filing (9/10)19 New Institutional Positions3 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$680.1M
Inst. Activity19 buys / 3 sells
Insider Activity0B / 9S
Insider Net $-$411.1M
Reddit Sentiment50° Neutral
SEC Reports7
Exchange NYSE·Sector Retail-Drug Stores and Proprietary Stores·Inc. GA·CIK 0001802255·Prev Close $43.08

Recent Activity

Jun 11, 2026 SEC
Four mega-passive institutional investors (BlackRock, State Street, Fidelity, Morgan Stanley) collectively added $29.8M
INST-CLUSTER — Impact 3/10
Jun 5, 2026 SEC
Guardian Pharmacy Services, Inc. entered into the Eighth Amendment to its Loan and Security Agreement, extending the rev
8-K — Impact 4/10
May 6, 2026 SEC
Guardian Pharmacy filed an automatic shelf registration (S-3ASR) to register an indeterminate amount of Class A common s
S-3ASR — Impact 3/10
May 5, 2026 Insider
Patchett Mary Sue was granted 4,028 shares
Director
May 5, 2026 Insider
LEWIS RANDALL J was granted 4,028 shares
Director
May 5, 2026 Insider
COSLER STEVEN D was granted 4,028 shares
Director
Inst.
FMR LLC — DOUBLED
2,359,357 shares ($88.9M)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
1,765,119 shares ($66.5M)

Price Targets

$43.17 +0.2% upside Hold
Current $43.09 Low $42.00 Median $43.00 High $45.00 6 analysts
$42.00 $45.00

Analyst Ratings

Strong Buy92% buy · 12 analysts
6Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 27, 2026 B of A Securities INITIATE Buy
Apr 13, 2026 Truist Securities MAINTAIN Buy → Buy
Mar 30, 2026 Jefferies INITIATE Buy
Mar 12, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.26 $0.24 — $0.28 19% YoY 6
Next Q $0.30 $0.27 — $0.32 21% YoY 6
Current FY $1.26 $1.20 — $1.34 18% YoY 6
Next FY $1.36 $1.31 — $1.45 8% YoY 6

Top Institutional Holders

FundValueMove
FMR LLC$88.9MDOUBLED
WELLINGTON MANAGEMENT GROUP LLP$66.5MADD
BlackRock, Inc.$66.1MADD
Woodline Partners LP$49.2M
VANGUARD CAPITAL MANAGEMENT LLC$46.2M

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Patchett MaryA$0.00
May 5, 2026LEWIS RANDALLA$0.00
May 5, 2026COSLER STEVENA$0.00
Mar 28, 2026Salentine ThomasM$0.00
Mar 28, 2026Burke FredM$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $680.1M total value (18,064,672 shares) as of 2026-Q1. Top holders: FMR, WELLINGTON, BlackRock,. Net buying activity: 19 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC2,359,357$88.9M13.1%DOUBLED +129677.6%
2WELLINGTON MANAGEMENT GROUP LLP1,765,119$66.5M9.8%ADD +57.2%
3BlackRock, Inc.1,756,374$66.1M9.7%ADD +69.7%
4Woodline Partners LP1,306,318$49.2M7.2%
5VANGUARD CAPITAL MANAGEMENT LLC1,225,543$46.2M6.8%
6FRANKLIN RESOURCES INC952,952$35.9M5.3%
7LOOMIS SAYLES & CO L P931,689$35.1M5.2%ADD +46.6%
8JENNISON ASSOCIATES LLC822,784$31.0M4.6%DOUBLED +609.5%
9DRIEHAUS CAPITAL MANAGEMENT LLC589,121$22.2M3.3%ADD +29.6%
10CITADEL ADVISORS LLC579,121$21.8M3.2%
11Nuveen, LLC537,451$20.2M3.0%
12STATE STREET CORP509,018$19.2M2.8%ADD +57.1%
13MARSHALL WACE, LLP417,710$15.7M2.3%NEW
14SILVERCREST ASSET MANAGEMENT GROUP LLC374,946$14.1M2.1%TRIM -51.5%
15SEI INVESTMENTS CO358,181$13.5M2.0%ADD +40.5%
16TWO SIGMA INVESTMENTS, LP312,675$11.8M1.7%
17Alyeska Investment Group, L.P.275,000$10.4M1.5%NEW
18RAYMOND JAMES FINANCIAL INC261,019$9.7M1.4%
19VANGUARD PORTFOLIO MANAGEMENT LLC248,513$9.4M1.4%
20DIMENSIONAL FUND ADVISORS LP208,594$7.9M1.2%DOUBLED +200.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED1,8182,359,357+129677.6%$88.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD1,123,1321,765,119+57.2%$66.5M2026-Q1
LOOMIS SAYLES & CO L PADD635,621931,689+46.6%$35.1M2026-Q1
JENNISON ASSOCIATES LLCDOUBLED115,961822,784+609.5%$31.0M2026-Q1
MARSHALL WACE, LLPNEW417,710$15.7M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCTRIM772,581374,946-51.5%$14.1M2026-Q1
SEI INVESTMENTS COADD255,004358,181+40.5%$13.5M2026-Q1
Alyeska Investment Group, L.P.NEW275,000$10.4M2026-Q1
DIMENSIONAL FUND ADVISORS LPDOUBLED69,524208,594+200.0%$7.9M2026-Q1
Trexquant Investment LPADD91,178163,020+78.8%$6.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD68,803128,048+86.1%$4.8M2026-Q1
ROYCE & ASSOCIATES LPTRIM186,12287,096-53.2%$3.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD21,31938,185+79.1%$1.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD14,61524,478+67.5%$921.8K2026-Q1
Gotham Asset Management, LLCADD12,65315,988+26.4%$602.1K2026-Q1
JANUS HENDERSON GROUP PLCTRIM46,67413,000-72.1%$490.0K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD7,05911,820+67.4%$445.1K2026-Q1
FEDERATED HERMES, INC.DOUBLED201,679+8295.0%$63.2K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD277351+26.7%$13.2K2026-Q1
CWM, LLCDOUBLED108240+122.2%$9.0K2026-Q1
Allworth Financial LPDOUBLED1735+105.9%$1.3K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD11,88516,164+36.0%$609.002026-Q1
VANGUARD GROUP INCADD1,055,1021,353,461+28.3%$40.7M2025-Q4
LOOMIS SAYLES & CO L PNEW635,621$19.1M2025-Q4
Clearbridge Investments, LLCTRIM282,850209,283-26.0%$6.3M2025-Q4
12 unique insiders with 26 transactions. Net insider value: -$411.1M ($0.00 bought, $411.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Patchett Mary SueDirectorAWARD4,028
May 5, 2026LEWIS RANDALL JDirectorAWARD4,028
May 5, 2026COSLER STEVEN DDirectorAWARD4,028
Mar 28, 2026Salentine Thomas J JrDirectorEXERCISE6,100,175
Mar 28, 2026Burke FredSee RemarksEXERCISE1,298,826
Mar 28, 2026Pharmacy Investors, LLCEXERCISE1,413,939
Mar 28, 2026BINDLEY WILLIAM EDirectorEXERCISE6,100,175
Mar 28, 2026Forbes KendallSee RemarksEXERCISE608,570
Mar 28, 2026Morris David KSee RemarksEXERCISE641,869
Mar 28, 2026Cardinal Equity Fund, L.P.EXERCISE471,057
Mar 28, 2026Bindley Capital Partners I, LLC10%+ OwnerEXERCISE6,100,175
Mar 28, 2026Ackerman JohnDirectorEXERCISE1,413,939
Mar 20, 2026Forbes KendallSee RemarksSELL346,672$29.68$10.3M
Mar 20, 2026Morris David KSee RemarksSELL187,855$29.68$5.6M
Mar 20, 2026Salentine Thomas J JrDirectorSELL3,570,677$29.68$106.0M
Mar 20, 2026Burke FredSee RemarksSELL671,432$29.68$19.9M
Mar 20, 2026Cardinal Equity Fund, L.P.SELL275,728$29.68$8.2M
Mar 20, 2026Bindley Capital Partners I, LLC10%+ OwnerSELL3,570,677$29.68$106.0M
Mar 20, 2026Ackerman JohnDirectorSELL827,636$29.68$24.6M
Mar 20, 2026BINDLEY WILLIAM EDirectorSELL3,570,677$29.68$106.0M
Mar 20, 2026Pharmacy Investors, LLCSELL827,636$29.68$24.6M
Mar 1, 2026Forbes KendallSee RemarksAWARD8,952
Mar 1, 2026Morris David KSee RemarksAWARD8,952
Feb 11, 2026Forbes KendallSee RemarksAWARD50,000
Feb 11, 2026Burke FredSee RemarksAWARD75,000
Feb 11, 2026Morris David KSee RemarksAWARD50,000

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 6 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$43.17 mean target +0.2% upside Hold (1.17)
$42.00 Low $45.00 High
MetricValue
Current Price$43.09
Target Low$42.00
Target Mean$43.17
Target Median$43.00
Target High$45.00
# Analysts6
RecommendationHold (1.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.26 $0.24 $0.28 19.0% +0.0% 2↑ 2↓ $0.3B -1.1% 6
Next Q
2026-09-30
$0.30 $0.27 $0.32 20.7% +0.0% 1↑ 3↓ $0.4B -5.0% 6
Current FY
2026-12-31
$1.26 $1.20 $1.34 17.8% +0.0% 3↑ 0↓ $1.4B -2.4% 6
Next FY
2027-12-31
$1.36 $1.31 $1.45 7.8% +0.0% 3↑ 1↓ $1.5B 7.7% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.262
7d ago$0.262
30d ago$0.262
60d ago$0.262-0.000
90d ago$0.265-0.003
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 27, 2026 B of A Securities INITIATE Buy
Apr 13, 2026 Truist Securities MAINTAIN Buy Buy
Mar 30, 2026 Jefferies INITIATE Buy
Mar 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 12, 2026 Truist Securities MAINTAIN Buy Buy
Jan 14, 2026 Stephens & Co. MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266510092%
May 1, 20266510092%
Apr 1, 20265510091%
Mar 1, 20264510090%
Feb 1, 20264510090%
Jan 1, 20264510090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 30, 2026156° Neutral001
Mar 30, 2026156° Neutral001

Recent Reddit Threads

r/investing Neutral 2mo ago
Market Close Report - Monday, March 30, 2026
▲ 1 💬 0 ⚡ 0.5
May 7, 2026
short_volume
Short Volume: GRDN — 70.3% short (0.4M / 0.5M)
Short: 357,871 | Exempt: 14,100 | TRF Vol: 508,752 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
GRDN Q1 2026 Earnings Scheduled — 2026-05-06
Mar 11, 2026
earnings_calendar
GRDN Q4 2025 Earnings Scheduled — 2026-03-11