AHCO
AdaptHealth Corp.
$10.16
+0.59%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$771.1M
Inst. Activity17 buys / 9 sells
Insider Activity12B / 1S
Insider Net $$48.7M
Reddit Sentiment67° Warm
SEC Reports4
Recent Activity
Jun 2, 2026
short_volume
Short Volume: AHCO — 58.1% short (0.4M / 0.6M)
Short: 361,080 | Exempt: 721 | TRF Vol: 621,461 | Short Ratio: 58.1% | Off-exchange volume (dark poo
Jun 1, 2026
Insider
Schuster III Russell E. sold 11,275 shares
Chief Commercial Officer @ $10.06 ($113.4K)
May 27, 2026
Insider
McFadden Daniel Edward was granted 20,134 shares
Chief Operating Officer
May 5, 2026
SEC
AdaptHealth reported Q1 2026 revenue of $819.8M (+5.4% YoY), beating the $796.6M consensus, but GAAP EPS was -$0.12, a m
8-K — Impact 6/10
Apr 28, 2026
SEC
Two 10% owners at AdaptHealth Corp. (AHCO) purchased a combined $13.4 million in shares at $9.73 each, representing 0.75
CLUSTER — Impact 6/10
Apr 13, 2026
SEC
AdaptHealth refinanced its senior secured credit facility, terminating its prior credit agreement and establishing a new
8-K — Impact 8/10
Mar 20, 2026
Insider
CASHIN RICHARD M JR bought 447,100 shares
10%+ Owner @ $9.91 ($4.4M)
Inst.
LAZARD ASSET MANAGEMENT LLC — ADD
1,669,454 shares ($19.9M)
Price Targets
$14.00
+37.8% upside
Strong Buy
Current $10.16
Low $11.00
Median $14.00
High $18.00
8 analysts
$11.00
$18.00
Analyst Ratings
4Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 6, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| May 6, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 13, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Feb 26, 2026 | Leerink Partners | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.15 ▼ -31.9% | $0.03 — $0.25 | 107% YoY | 6 |
| Next Q | $0.32 | $0.21 — $0.45 | 37% YoY | 6 |
| Current FY | $0.84 ▼ -16.4% | $0.58 — $1.11 | 55% YoY | 6 |
| Next FY | $1.18 ▼ -6.4% | $0.82 — $1.49 | 40% YoY | 6 |
Latest Reports
MIXED
8-K
6/10
AdaptHealth reported Q1 2026 revenue of $819.8M (+5.4% YoY), beating the $796.6M consensus, but GAAP EPS was -$0.12, a m
May 5, 2026
BULLISH
CLUSTER
6/10
Two 10% owners at AdaptHealth Corp. (AHCO) purchased a combined $13.4 million in shares at $9.73 each, representing 0.75
Apr 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $189.7M | — |
| FMR LLC | $95.9M | — |
| DIMENSIONAL FUND ADVISORS LP | $82.4M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $72.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Schuster III | SELL | $113.4K |
| May 27, 2026 | McFadden Daniel | A | $0.00 |
| Mar 20, 2026 | CASHIN RICHARD | BUY | $4.4M |
| Mar 20, 2026 | OEP VII | BUY | $4.4M |
| Mar 19, 2026 | CASHIN RICHARD | BUY | $7.2K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $771.1M total value (64,820,482 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, DIMENSIONAL. Net buying activity: 17 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15,939,953 | $189.7M | 24.6% | — |
| 2 | FMR LLC | 8,054,691 | $95.9M | 12.4% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 6,920,973 | $82.4M | 10.7% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,105,860 | $72.7M | 9.4% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4,498,018 | $53.5M | 6.9% | — |
| 6 | STATE STREET CORP | 4,299,148 | $51.2M | 6.6% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,082,929 | $24.8M | 3.2% | — |
| 8 | LAZARD ASSET MANAGEMENT LLC | 1,669,454 | $19.9M | 2.6% | ADD +35.0% |
| 9 | Invesco Ltd. | 1,639,882 | $19.5M | 2.5% | — |
| 10 | AMERIPRISE FINANCIAL INC | 1,567,546 | $18.7M | 2.4% | ADD +27.0% |
| 11 | ROYAL BANK OF CANADA | 1,467,992 | $17.5M | 2.3% | — |
| 12 | GOLDMAN SACHS GROUP INC | 1,129,645 | $13.4M | 1.7% | — |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 847,085 | $10.1M | 1.3% | ADD +87.7% |
| 14 | MORGAN STANLEY | 846,478 | $10.1M | 1.3% | ADD +27.2% |
| 15 | Neuberger Berman Group LLC | 829,951 | $9.9M | 1.3% | ADD +45.1% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 689,236 | $8.2M | 1.1% | — |
| 17 | SEI INVESTMENTS CO | 541,331 | $6.4M | 0.8% | ADD +32.2% |
| 18 | FIRST TRUST ADVISORS LP | 427,209 | $5.1M | 0.7% | — |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 383,898 | $4.6M | 0.6% | — |
| 20 | D. E. Shaw & Co., Inc. | 335,517 | $4.0M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | ADD | 1,236,790 | 1,669,454 | +35.0% | $19.9M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 1,234,048 | 1,567,546 | +27.0% | $18.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 451,417 | 847,085 | +87.7% | $10.1M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 359,178 | 256,893 | -28.5% | $3.1M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 164,155 | 219,155 | +33.5% | $2.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 116,093 | 204,244 | +75.9% | $2.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 509,446 | 189,709 | -62.8% | $2.3M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 352,035 | 165,413 | -53.0% | $2.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 118,942 | 155,150 | +30.4% | $1.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 140 | 98,318 | +70127.1% | $1.2M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | 169,651 | 77,195 | -54.5% | $918.6K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 113,850 | 61,231 | -46.2% | $728.6K | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 16,803 | 52,575 | +212.9% | $625.6K | 2026-Q1 |
| Mariner, LLC | DOUBLED | 12,653 | 44,323 | +250.3% | $527.4K | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 24,022 | 42,822 | +78.3% | $509.6K | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 21,117 | 32,679 | +54.8% | $388.9K | 2026-Q1 |
| NATIXIS | NEAR_EXIT | 290,000 | 30,300 | -89.6% | $360.6K | 2026-Q1 |
| CWM, LLC | DOUBLED | 9,776 | 28,928 | +195.9% | $344.2K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 2,700 | 24,800 | +818.5% | $295.1K | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 65,600 | 24,612 | -62.5% | $292.9K | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 26,135 | 18,278 | -30.1% | $217.5K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 10,473 | 15,644 | +49.4% | $186.2K | 2026-Q1 |
| ASSETMARK, INC | ADD | 4,492 | 6,952 | +54.8% | $82.7K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 771 | 2,080 | +169.8% | $24.8K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 2,585 | 1,098 | -57.5% | $13.1K | 2026-Q1 |
12 unique insiders with 26 transactions. Net insider value: $48.7M ($48.8M bought, $113.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Schuster III Russell E. | Chief Commercial Officer | SELL | 11,275 | $10.06 | $113.4K |
| May 27, 2026 | McFadden Daniel Edward | Chief Operating Officer | AWARD | 20,134 | — | — |
| Mar 20, 2026 | CASHIN RICHARD M JR | 10%+ Owner | BUY | 447,100 | $9.91 | $4.4M |
| Mar 20, 2026 | OEP VII GP, L.L.C. | 10%+ Owner | BUY | 447,100 | $9.91 | $4.4M |
| Mar 19, 2026 | CASHIN RICHARD M JR | 10%+ Owner | BUY | 727 | $9.94 | $7.2K |
| Mar 19, 2026 | OEP VII GP, L.L.C. | 10%+ Owner | BUY | 727 | $9.94 | $7.2K |
| Mar 13, 2026 | Prast Albert A. | Chief Technology Officer | TAX W/H | 58,203 | $10.33 | $601.2K |
| Mar 13, 2026 | Prast Albert A. | Chief Technology Officer | EXERCISE | 89,451 | $4.38 | $391.8K |
| Mar 13, 2026 | Prast Albert A. | Chief Technology Officer | TAX W/H | 58,203 | $10.33 | $601.2K |
| Mar 12, 2026 | OEP VII GP, L.L.C. | 10%+ Owner | BUY | 689,336 | $9.73 | $6.7M |
| Mar 12, 2026 | CASHIN RICHARD M JR | 10%+ Owner | BUY | 689,336 | $9.73 | $6.7M |
| Mar 11, 2026 | OEP VII GP, L.L.C. | 10%+ Owner | BUY | 536,827 | $9.73 | $5.2M |
| Mar 11, 2026 | CASHIN RICHARD M JR | 10%+ Owner | BUY | 536,827 | $9.73 | $5.2M |
| Mar 10, 2026 | OEP VII GP, L.L.C. | 10%+ Owner | BUY | 820,528 | $9.73 | $8.0M |
| Mar 10, 2026 | CASHIN RICHARD M JR | 10%+ Owner | BUY | 820,528 | $9.73 | $8.0M |
| Mar 5, 2026 | Weaver Susan T | Director | GIFT | 73,472 | — | — |
| Feb 27, 2026 | WOLF DALE B | Director | BUY | 8,000 | $8.96 | $71.7K |
| Feb 26, 2026 | Rew Richard W. II | CLO and General Counsel | BUY | 5,000 | $8.91 | $44.5K |
| Jan 30, 2026 | Foster Suzanne | Chief Executive Officer | AWARD | 329,449 | — | — |
| Jan 30, 2026 | McFadden Daniel Edward | Chief Business Systems Officer | AWARD | 29,284 | — | — |
| Jan 30, 2026 | Prast Albert A. | Chief Technology Officer | AWARD | 63,449 | — | — |
| Jan 30, 2026 | Barnhart Toby Scott | Chief Operating Officer | AWARD | 68,330 | — | — |
| Jan 30, 2026 | Clemens Jason A | Chief Financial Officer | AWARD | 126,899 | — | — |
| Jan 30, 2026 | Schuster III Russell E. | Chief Commercial Officer | AWARD | 48,807 | — | — |
| Jan 30, 2026 | Archbold Christine E. | Chief Accounting Officer | AWARD | 32,213 | — | — |
| Jan 30, 2026 | Rew Richard W. II | CLO and General Counsel | AWARD | 53,688 | — | — |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 6.0/10.
MIXED
8-K
6/10
AdaptHealth reported Q1 2026 revenue of $819.8M (+5.4% YoY), beating the $796.6M consensus, but GAAP
May 5, 2026
BULLISH
CLUSTER
6/10
Two 10% owners at AdaptHealth Corp. (AHCO) purchased a combined $13.4 million in shares at $9.73 eac
Apr 28, 2026
BULLISH
8-K
8/10
AdaptHealth refinanced its senior secured credit facility, terminating its prior credit agreement an
Apr 13, 2026
NEUTRAL
CLUSTER
4/10
Two insiders at AdaptHealth Corp. (AHCO) purchased shares in the open market within the last week, i
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 4 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$14.00 mean target
+37.8% upside
Strong Buy (1.63)
$11.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $10.16 |
| Target Low | $11.00 |
| Target Mean | $14.00 |
| Target Median | $14.00 |
| Target High | $18.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.63) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.15 | $0.03 | $0.25 | 106.6% | -31.9% | 1↑ 4↓ | $0.8B | 6.0% | 6 |
| Next Q 2026-09-30 |
$0.32 | $0.21 | $0.45 | 36.6% | +0.3% | 3↑ 2↓ | $0.9B | 8.1% | 6 |
| Current FY 2026-12-31 |
$0.84 | $0.58 | $1.11 | 54.9% | -16.4% | 1↑ 4↓ | $3.5B | 7.5% | 6 |
| Next FY 2027-12-31 |
$1.18 | $0.82 | $1.49 | 39.9% | -6.4% | 2↑ 2↓ | $3.7B | 6.5% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.147 | |
| 7d ago | $0.147 | |
| 30d ago | $0.216 | -0.069 |
| 60d ago | $0.214 | -0.067 |
| 90d ago | $0.214 | -0.067 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 6, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| May 6, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 26, 2026 | Leerink Partners | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| May 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Apr 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Mar 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Feb 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% | |
| Jan 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Jun 2, 2026
short_volume
Short Volume: AHCO — 58.1% short (0.4M / 0.6M)
Short: 361,080 | Exempt: 721 | TRF Vol: 621,461 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AHCO — 70.8% short (0.5M / 0.7M)
Short: 463,820 | Exempt: 2,142 | TRF Vol: 655,348 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: AHCO — 76.4% short (0.4M / 0.6M)
Short: 445,030 | Exempt: 960 | TRF Vol: 582,356 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: AHCO — 70.0% short (0.4M / 0.5M)
Short: 371,452 | Exempt: 469 | TRF Vol: 530,827 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: AHCO — 73.5% short (1.1M / 1.5M)
Short: 1,103,470 | Exempt: 52,011 | TRF Vol: 1,501,634 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
AHCO Q1 2026 Earnings Before Market Open — 2026-05-05
Feb 24, 2026
earnings_calendar
AHCO Q4 2025 Earnings Before Market Open — 2026-02-24