PACS
PACS Group, Inc.
$35.07
-5.24%
$5.6B
No data for this timeframe.
Vol
Market Cap$5.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders8 funds
Inst. Value$431.4M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$3.9M
Reddit Sentiment64° Warm
SEC Reports5
Exchange NYSE·Sector Services-Skilled Nursing Care Facilities·Inc. DE·CIK 0002001184·Prev Close $37.01
Recent Activity
May 18, 2026
Insider
MITCHELL JOHN TODD sold 24,089 shares
Chief Legal Officer & Sec. @ $37.04 ($892.3K)
May 15, 2026
SEC
John Mitchell, an officer of PACS Group, filed a Form 144 notice of intent to sell 80,152 shares of common stock, with a
144 — Impact 3/10
May 15, 2026
Insider
MITCHELL JOHN TODD sold 45,949 shares
Chief Legal Officer & Sec. @ $37.91 ($1.7M)
May 14, 2026
Insider
HENDRICKSON CAREY P sold 48,426 shares
Chief Financial Officer @ $0.00 ($0.00)
May 11, 2026
earnings_calendar
PACS Q1 2026 Earnings Scheduled — 2026-05-11
Apr 28, 2026
SEC
PACS Group filed additional definitive proxy soliciting materials (DEFA14A) on April 28, 2026. No substantive content wa
DEFA14A — Impact 2/10
Apr 27, 2026
SEC
Carey Paul Hendrickson filed a Form 3 initial statement of beneficial ownership of securities with the SEC, disclosing h
3 — Impact 2/10
Inst.
MORGAN STANLEY — ADD
645,581 shares ($24.8M)
Price Targets
$49.17
+39.7% upside
Strong Buy
Current $35.20
Low $44.00
Median $49.50
High $52.00
6 analysts
$44.00
$52.00
Analyst Ratings
4Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 18, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 13, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Mar 4, 2026 | UBS | MAINTAIN | Buy → Buy |
| Mar 4, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.56 ▲ +3.1% | $0.52 — $0.60 | 23% YoY | 4 |
| Next Q | $0.56 ▼ -1.3% | $0.53 — $0.59 | 23% YoY | 4 |
| Current FY | $2.37 ▲ +12.5% | $2.30 — $2.49 | 31% YoY | 4 |
| Next FY | $2.51 ▲ +6.3% | $2.44 — $2.70 | 6% YoY | 4 |
Latest Reports
NEUTRAL
144
3/10
John Mitchell, an officer of PACS Group, filed a Form 144 notice of intent to sell 80,152 shares of common stock, with a
May 15, 2026
NEUTRAL
DEFA14A
2/10
PACS Group filed additional definitive proxy soliciting materials (DEFA14A) on April 28, 2026. No substantive content wa
Apr 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $183.7M | ADD |
| VANGUARD GROUP INC | $173.0M | — |
| MORGAN STANLEY | $24.8M | ADD |
| BANK OF AMERICA CORP | $20.2M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $14.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | MITCHELL JOHN | SELL | $892.3K |
| May 15, 2026 | MITCHELL JOHN | SELL | $1.7M |
| May 14, 2026 | HENDRICKSON CAREY | A | $0.00 |
| Apr 15, 2026 | Jergensen Joshua | F | $6.5M |
| Apr 15, 2026 | Lewis Michelle | F | $818.3K |
Reddit Sentiment
64°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $431.4M total value (11,238,305 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 4,785,613 | $183.7M | 42.6% | ADD +36.5% |
| 2 | VANGUARD GROUP INC | 4,506,227 | $173.0M | 40.1% | — |
| 3 | MORGAN STANLEY | 645,581 | $24.8M | 5.7% | ADD +29.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 526,744 | $20.2M | 4.7% | DOUBLED +331.2% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377,448 | $14.5M | 3.4% | NEW |
| 6 | TWO SIGMA INVESTMENTS, LP | 300,917 | $11.6M | 2.7% | TRIM -40.3% |
| 7 | WELLS FARGO & COMPANY/MN | 86,575 | $3.3M | 0.8% | DOUBLED +101.7% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 9,200 | $353.2K | 0.1% | NEAR_EXIT -89.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 497,838 | 645,581 | +29.7% | $24.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 122,144 | 526,744 | +331.2% | $20.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 42,932 | 86,575 | +101.7% | $3.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 89,800 | 9,200 | -89.8% | $353.2K | 2025-Q4 |
| FMR LLC | ADD | 3,628,043 | 4,950,800 | +36.5% | $68.0M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 880,583 | 497,838 | -43.5% | $6.8M | 2025-Q3 |
| UBS Group AG | DOUBLED | 87,445 | 321,364 | +267.5% | $4.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 199,066 | 122,144 | -38.6% | $1.7M | 2025-Q3 |
| NORGES BANK | EXIT | 15,524 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | DOUBLED | 1,389,829 | 3,628,043 | +161.0% | $46.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 343,475 | 205,225 | -40.3% | $2.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 103,900 | — | $1.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 15,524 | — | $200.6K | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 327,178 | 694,070 | +112.1% | $7.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 759,534 | 343,475 | -54.8% | $3.9M | 2025-Q1 |
| UBS Group AG | DOUBLED | 35,791 | 81,591 | +128.0% | $917.1K | 2025-Q1 |
| NORGES BANK | EXIT | 435,096 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 583,059 | 1,146,611 | +96.7% | $15.0M | 2024-Q4 |
| NORGES BANK | DOUBLED | 15,696 | 435,096 | +2672.0% | $5.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 173,113 | 327,178 | +89.0% | $4.3M | 2024-Q4 |
| UBS Group AG | ADD | 26,269 | 35,791 | +36.2% | $469.2K | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 90,000 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | ADD | 403,222 | 583,059 | +44.6% | $23.3M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 327,005 | — | $13.1M | 2024-Q3 |
9 unique insiders with 3 transactions. Net insider value: -$3.9M ($0.00 bought, $3.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | MITCHELL JOHN TODD | Chief Legal Officer & Sec. | SELL | 24,089 | $37.04 | $892.3K |
| May 15, 2026 | MITCHELL JOHN TODD | Chief Legal Officer & Sec. | SELL | 45,949 | $37.91 | $1.7M |
| May 14, 2026 | HENDRICKSON CAREY P | Chief Financial Officer | A | 48,426 | $0.00 | $0.00 |
| Apr 15, 2026 | Jergensen Joshua | President & COO | F | 197,525 | $33.14 | $6.5M |
| Apr 15, 2026 | Lewis Michelle Renee | Chief Accounting Officer | F | 24,691 | $33.14 | $818.3K |
| Apr 15, 2026 | MITCHELL JOHN TODD | Chief Legal Officer & Sec. | F | 66,471 | $33.14 | $2.2M |
| Mar 24, 2026 | Murray Jason Hulse | Co-Founder, CEO & Chairman | A | 234,397 | $0.00 | $0.00 |
| Mar 24, 2026 | Hancock Mark | Co Fndr; Int CFO; Exec V Chair | A | 98,154 | $0.00 | $0.00 |
| Mar 24, 2026 | Jergensen Joshua | President & COO | A | 146,498 | $0.00 | $0.00 |
| Mar 24, 2026 | MITCHELL JOHN TODD | Chief Legal Officer & Sec. | A | 82,039 | $0.00 | $0.00 |
| Mar 24, 2026 | Bingham Trent Dean | Chief Human Resources Officer | A | 14,649 | $0.00 | $0.00 |
| Mar 24, 2026 | Priegnitz Kelly | Chief Compliance Officer | A | 8,203 | $0.00 | $0.00 |
| Mar 24, 2026 | Lewis Michelle Renee | Chief Accounting Officer | A | 35,159 | $0.00 | $0.00 |
| Mar 13, 2026 | Jergensen Joshua | President & COO | SELL | 36,335 | $34.28 | $1.2M |
| Mar 5, 2026 | Hancock Mark | Co Fndr; Int CFO; Exec V Chair | G | 300,000 | $0.00 | $0.00 |
| Mar 4, 2026 | Conway Patrick Hugh | Director | A | 3,497 | $0.00 | $0.00 |
| Mar 3, 2026 | Priegnitz Kelly | Chief Compliance Officer | A | 30,000 | $0.00 | $0.00 |
| Mar 3, 2026 | Bingham Trent Dean | Chief Human Resources Officer | A | 25,000 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.4/10.
NEUTRAL
144
3/10
John Mitchell, an officer of PACS Group, filed a Form 144 notice of intent to sell 80,152 shares of
May 15, 2026
NEUTRAL
DEFA14A
2/10
PACS Group filed additional definitive proxy soliciting materials (DEFA14A) on April 28, 2026. No su
Apr 28, 2026
NEUTRAL
3
2/10
Carey Paul Hendrickson filed a Form 3 initial statement of beneficial ownership of securities with t
Apr 27, 2026
NEUTRAL
8-K
3/10
PACS Group announced the planned retirement of co-founder and interim CFO Mark Hancock, effective Ju
Apr 27, 2026
BULLISH
8-K
7/10
PACS Group appointed Dr. Patrick Conway, former CMS Deputy Administrator and current CEO of Optum, t
Mar 5, 2026
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: 4 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$49.17 mean target
+39.7% upside
Strong Buy (3.00)
$44.00 Low
$52.00 High
| Metric | Value |
|---|---|
| Current Price | $35.20 |
| Target Low | $44.00 |
| Target Mean | $49.17 |
| Target Median | $49.50 |
| Target High | $52.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
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 |
$0.56 | $0.52 | $0.60 | 23.0% | +3.1% | 2↑ 0↓ | $1.4B | 8.1% | 4 |
| Next Q 2026-09-30 |
$0.56 | $0.53 | $0.59 | 23.4% | -1.3% | 1↑ 2↓ | $1.4B | 7.2% | 4 |
| Current FY 2026-12-31 |
$2.37 | $2.30 | $2.49 | 30.8% | +12.5% | 4↑ 0↓ | $5.7B | 8.4% | 4 |
| Next FY 2027-12-31 |
$2.51 | $2.44 | $2.70 | 6.1% | +6.3% | 3↑ 1↓ | $6.1B | 6.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.560 | |
| 7d ago | $0.544 | +0.017 |
| 30d ago | $0.544 | +0.017 |
| 60d ago | $0.544 | +0.017 |
| 90d ago | $0.532 | +0.029 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 18, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 13, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 4, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 4, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
64°
Warm
Bearish
Neutral
Bullish
3 mentions
2 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 5, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Gambling my 401k/Roth from 10k -> $2M ($DOCN & others)
▲ 1
💬 1
⚡ 0.5
260k in $PACS
▲ 17
💬 58
⚡ 1.6
May 11, 2026
earnings_calendar
PACS Q1 2026 Earnings Scheduled — 2026-05-11
Feb 11, 2026
short_interest
FTD: PACS — 34,157 shares ($1.3M) failed to deliver
Settlement: 20260211, Price: $39.47, FTD Value: $1,348,176.79, PACS GROUP INC COM