PACS Group (NYSE:PACS) Given New $64.00 Price Target at Stephens

PACS Group (NYSE:PACS) had its target price hoisted by equities researchers at Stephens from $60.00 to $64.00 in a research note issued to investors on Thursday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Stephens‘s target price suggests a potential upside of 26.38% from the stock’s current price.

PACS has been the topic of a number of other research reports. Truist Financial set a $62.00 target price on PACS Group in a research note on Wednesday, September 2nd. Royal Bank Of Canada lifted their price target on PACS Group from $52.00 to $57.00 and gave the stock an “outperform” rating in a research note on Thursday, August 6th. Oppenheimer upped their price objective on PACS Group from $48.00 to $57.00 and gave the stock an “outperform” rating in a report on Monday, August 10th. JPMorgan Chase & Co. increased their price objective on PACS Group from $47.00 to $58.00 and gave the company an “overweight” rating in a research report on Friday, September 4th. Finally, UBS Group raised their price objective on PACS Group from $57.00 to $60.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Six analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, PACS Group presently has an average rating of “Moderate Buy” and an average target price of $59.67.

PACS Group Price Performance

PACS stock opened at $50.64 on Thursday. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.91 and a quick ratio of 0.91. PACS Group has a one year low of $10.31 and a one year high of $51.68. The stock has a market cap of $8.02 billion, a PE ratio of 28.53, a P/E/G ratio of 1.46 and a beta of -0.14. The firm has a 50 day simple moving average of $44.42 and a two-hundred day simple moving average of $39.91.

PACS Group (NYSE:PACS) last posted its quarterly earnings data on Tuesday, November 3rd. The company reported $0.63 earnings per share for the quarter, beating the consensus estimate of $0.58 by $0.05. PACS Group had a net margin of 4.87% and a return on equity of 33.39%. The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.46 billion. On average, analysts predict that PACS Group will post 2.13 EPS for the current fiscal year.

Insider Buying and Selling at PACS Group

In related news, Director Mark Hancock sold 186,696 shares of the firm’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $50.45, for a total transaction of $9,418,813.20. Following the transaction, the director directly owned 53,318,884 shares in the company, valued at $2,689,937,697.80. This trade represents a 0.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jason Murray sold 167,434 shares of the firm’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $50.24, for a total transaction of $8,411,884.16. Following the completion of the transaction, the chief executive officer owned 53,954,101 shares in the company, valued at $2,710,654,034.24. This represents a 0.31% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 1,762,431 shares of company stock worth $80,686,053. 70.10% of the stock is owned by insiders.

Hedge Funds Weigh In On PACS Group

A number of hedge funds and other institutional investors have recently made changes to their positions in PACS. Financial Management Professionals Inc. lifted its position in shares of PACS Group by 54.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 663 shares of the company’s stock worth $28,000 after purchasing an additional 235 shares during the period. GK Wealth Management LLC bought a new stake in shares of PACS Group during the 3rd quarter valued at about $41,000. KBC Group NV bought a new stake in shares of PACS Group during the 1st quarter valued at about $42,000. USA Financial Formulas bought a new stake in shares of PACS Group during the 3rd quarter valued at about $46,000. Finally, Western Wealth Management LLC purchased a new position in shares of PACS Group during the first quarter valued at about $48,000.

PACS Group News Summary

Here are the key news stories impacting PACS Group this week:

• Positive Sentiment: PACS delivered a strong third quarter: earnings were $0.63 per share versus estimates of $0.56–$0.58, and revenue of $1.50 billion topped the $1.46 billion consensus. Adjusted EBITDA rose 33.6%, with the article attributing growth to maturing nursing facilities. PACS Group Q3 2026 earnings
• Positive Sentiment: The company raised its 2026 outlook to $5.95–$6.05 billion in revenue and $685–$695 million in adjusted EBITDA. The upgraded forecast supports expectations for continued operating growth. PACS raises 2026 outlook
• Positive Sentiment: PACS leaders highlighted acquisitions in Florida and Texas and occupancy near 90%, signaling expansion and healthy facility demand. An aging population and limited new senior-housing construction may also support the sector’s long-term demand backdrop. PACS acquisitions and occupancy
• Negative Sentiment: CEO Jason Murray, director Mark Hancock, and CAO Michelle Lewis disclosed stock sales. The transactions were made under pre-arranged Rule 10b5-1 plans, and the executives retained substantial holdings, which may limit the signal’s significance. PACS insider sales

PACS Group Company Profile

PACS Group, Inc is a U.S.-based healthcare services company that owns and operates post-acute care facilities. Its platform focuses primarily on skilled nursing and transitional care, serving patients who require rehabilitation, recovery support, long-term care, and other services following hospitalization or acute medical treatment.

The company’s operations also include assisted living, independent living, and behavioral health services in select locations. Through its facilities and related healthcare capabilities, PACS Group provides services such as nursing care, physical and occupational therapy, speech therapy, medical treatment, and support for patients with complex or extended care needs.

Founded in 2013 and headquartered in Farmington, Utah, PACS Group serves communities across multiple U.S.