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Guardian Pharmacy Services, Inc.

GRDN·NYSE

$39.14

-0.31%
HealthcareMedical - Distribution

Guardian Pharmacy Services, Inc., a pharmacy service company, provides a suite of technology-enabled services designed to help residents of long-term health care facilities (LTCFs) in the United States. Its individualized clinical, drug dispensing, and administration capabilities are used to serve the needs of residents in lower acuity LTCFs, such as assisted living facilities and behavioral health facilities and group homes. The company's Guardian Compass includes dashboards created using data from its data warehouse to help its local pharmacies plan, track, and optimize their business operations; and GuardianShield Programs for LTCFs. The company was founded in 2003 and is based in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$2.48B
EPS0.7900
P/E Ratio49.54
Earnings Date08/10/2026
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Guardian Pharmacy Services, Inc. Street Expectations Map

GRDN · NYSE

Wall Street analysts project that GRDN stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 38.00, with estimates ranging from a low of 36.00 to a high of 40.00.

Lowest Target
36.00
-8.02%
Consensus Target
38.00
-2.91%
Highest Target
40.00
2.20%

The consensus 1-year price target stands at 38.00, with estimates ranging from a low of 36.00 to a high of 40.00.

Analyst Consensus Analysis

Upside Potential

-2.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

10.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.27x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Guardian Pharmacy Services, Inc. Forward Estimates of Revenue

GRDN · NYSE
Latest Revenue
1.45B
FY 2025
Avg Estimate
1.45B
FY 2026
Estimate Range
1.44B - 1.46B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Guardian Pharmacy Services, Inc. Forward Estimates of Net Income

GRDN · NYSE
Latest Net Income
49.22M
FY 2025
Avg Estimate
67.12M
FY 2026
Estimate Range
63.72M - 70.52M
Analyst Spread

Forward Growth Analysis

Projected Growth+36.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Guardian Pharmacy Services, Inc. Forward Estimates of EPS

GRDN · NYSE
Latest EPS
0.79
FY 2025
Avg Estimate
$1.08
FY 2026
Estimate Range
$1.03 - $1.14
Analyst Spread

Forward Growth Analysis

Projected Growth+36.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Guardian Pharmacy Services, Inc. Forward Estimates of EBIT

GRDN · NYSE
Latest EBIT
88.91M
FY 2025
Avg Estimate
36.35M
FY 2026
Estimate Range
36.10M - 36.52M
Analyst Spread

Forward Growth Analysis

Projected Growth-59.1%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Guardian Pharmacy Services, Inc. Forward Estimates of EBITDA

GRDN · NYSE
Latest EBITDA
111.25M
FY 2025
Avg Estimate
64.25M
FY 2026
Estimate Range
63.81M - 64.56M
Analyst Spread

Forward Growth Analysis

Projected Growth-42.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Guardian Pharmacy Services, Inc. Forward Estimates of SG&A Expense

GRDN · NYSE
Latest SG&A Expense
220.02M
FY 2025
Avg Estimate
250.44M
FY 2026
Estimate Range
248.71M - 251.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Guardian Pharmacy Services, Inc. Insider Positioning

GRDN · NYSE

During the last 12 months, insiders have purchased $100K and sold $305.09M worth of GRDN shares, resulting in $304.99M of net selling activity.

3 Months

Bought

0

0.00

Sold

10.3M

305.09M

Net Activity

-305.1M

-$305.09M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

3.4K

99.78K

Sold

0

0.00

Net Activity

+100K

+$100K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CSD

Cosler Steven D

Director

3.4K shares•1 transactions

$100K

Top Sellers

1
STJJ

Salentine Thomas J Jr

Director, 10 Percent Owner:

3.6M shares•1 transactions

$105.99M

2
BCPIL

Bindley Capital Partners I, Llc

10 Percent Owner

3.6M shares•1 transactions

$105.99M

3
PIL

Pharmacy Investors, Llc

Other: Member Of 10% Owner Group

827.6K shares•1 transactions

$24.57M

4
AJ

Ackerman John

Director

827.6K shares•1 transactions

$24.57M

5
BF

Burke Fred

Director, Officer: See Remarks

671.4K shares•1 transactions

$19.93M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $304.99M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$305.09M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.