PACS Group, Inc.

PACS Group, Inc.

PACS·NYSE

$36.50

-1.8%
Financial ServicesFinancial - Conglomerates

PACS Group, Inc. is a holding company, which engages in the provision of post-acute healthcare facilities, professionals, and ancillary services. It provides senior care, assisted living, and independent living options in some of the communities. The company was founded by Jason Murray and Mark Hancock in 2013 and is headquartered in Farmington, UT.

At a Glance

Live Snapshot
Market Cap$5.78B
EPS1.2300
P/E Ratio29.67
Earnings Date08/10/2026
pacs

PACS Group, Inc. Street Expectations Map

PACS · NYSE

Wall Street analysts project that PACS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 48.50, with estimates ranging from a low of 42.00 to a high of 52.00.

Lowest Target
42.00
15.07%
Consensus Target
48.50
32.88%
Highest Target
52.00
42.47%

The consensus 1-year price target stands at 48.50, with estimates ranging from a low of 42.00 to a high of 52.00.

Analyst Consensus Analysis

Upside Potential

+32.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

20.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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PACS Group, Inc. Forward Estimates of Revenue

PACS · NYSE
Latest Revenue
5.29B
FY 2025
Avg Estimate
5.67B
FY 2026
Estimate Range
5.35B - 5.97B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

pacs

PACS Group, Inc. Forward Estimates of Net Income

PACS · NYSE
Latest Net Income
191.54M
FY 2025
Avg Estimate
299.40M
FY 2026
Estimate Range
290.02M - 308.78M
Analyst Spread

Forward Growth Analysis

Projected Growth+56.3%

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 Spread6%

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

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.

pacs

PACS Group, Inc. Forward Estimates of EPS

PACS · NYSE
Latest EPS
1.23
FY 2025
Avg Estimate
$2.02
FY 2026
Estimate Range
$1.95 - $2.08
Analyst Spread

Forward Growth Analysis

Projected Growth+64.2%

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

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

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

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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PACS Group, Inc. Forward Estimates of EBIT

PACS · NYSE
Latest EBIT
309.90M
FY 2025
Avg Estimate
335.70M
FY 2026
Estimate Range
316.94M - 353.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

pacs

PACS Group, Inc. Forward Estimates of EBITDA

PACS · NYSE
Latest EBITDA
365.57M
FY 2025
Avg Estimate
383.24M
FY 2026
Estimate Range
361.83M - 403.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.8%

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 Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

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

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PACS Group, Inc. Forward Estimates of SG&A Expense

PACS · NYSE
Latest SG&A Expense
415.07M
FY 2025
Avg Estimate
421.14M
FY 2026
Estimate Range
397.61M - 443.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.5%

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 Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

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

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PACS Group, Inc. Insider Positioning

PACS · NYSE

During the last 12 months, insiders have purchased $500K and sold $7.76M worth of PACS shares, resulting in $7.26M of net selling activity.

3 Months

Bought

0

0.00

Sold

82.3K

2.99M

Net Activity

-3.0M

-$2.99M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

16.7K

500.00K

Sold

159.6K

4.77M

Net Activity

-4.3M

-$4.27M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
DES

Dilsaver Evelyn S

Director

16.7K shares1 transactions

$500K

Top Sellers

1
MJT

Mitchell John Todd

Officer: Chief Legal Officer & Sec.

205.5K shares2 transactions

$6.51M

2
JJ

Jergensen Joshua

Officer: President & Coo

36.3K shares1 transactions

$1.25M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.26M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.06:1

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

Recent Trend (3 Months)

$2.99M

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

Insider Participation

Moderate Selling

2 insider sellers vs. 1 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.