PACS Group, Inc.
PACS · Services-Skilled Nursing Care Facilities · 158.3M shares · +0%/yr ↓ buyback · EDGAR filings ↗
Reference price $35.28 · est. market cap ~$5.6B — last insider sale, 2026-06-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70PACS Group — fast-growing skilled-nursing operator with high ROE.
Strengths
- ROE 20.2% (79th pct), ROA (79th); revenue +29%, net income up sharply
Risks
- Accounting-restatement and short-seller scrutiny; tight liquidity (current 1.07)
- Medicaid/Medicare reimbursement and labor exposure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Material weakness• We have identified material weaknesses in our internal control over financial reporting
- Strong balance sheetStrong balance sheet — $197M cash & investments
- Insider sellingInsider selling — 11 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$15M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
5.9%
Net margin
3.6%
Return on equity
20.2%
Return on assets
3.4%
ROIC
20.5%
Revenue growth (QoQ)
4.6%
Net-income growth
243.5%
Debt / equity
0.3×
Current ratio
1.1×
Tangible book value
$885M
Cash & investments
$197M
Stock comp / revenue
1.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | Hancock Mark | Sell | 3.3K | $35.75 |
| 2026-06-17 | Hancock Mark | Sell | 60K | $35.28 |
| 2026-06-16 | Hancock Mark | Sell | 83K | $35.90 |
| 2026-06-15 | Hancock Mark | Sell | 134K | $36.23 |
| 2026-06-15 | Hancock Mark | Sell | 19K | $37.05 |
| 2026-06-15 | Hancock Mark | Sell | 23 | $37.88 |
| 2026-06-10 | Millard Jacqueline | Grant | 4.7K | — |
| 2026-06-10 | Conway Patrick Hugh | Grant | 4.7K | — |
| 2026-06-10 | LEAVITT TAYLOR S. | Grant | 4.7K | — |
| 2026-06-10 | Dilsaver Evelyn S | Grant | 4.7K | — |
| 2026-05-18 | MITCHELL JOHN TODD | Sell | 24K | $37.04 |
| 2026-05-18 | MITCHELL JOHN TODD | Sell | 3.3K | $38.01 |
| 2026-05-15 | MITCHELL JOHN TODD | Sell | 46K | $37.91 |
| 2026-05-15 | MITCHELL JOHN TODD | Sell | 6.8K | $38.74 |
| 2026-05-14 | HENDRICKSON CAREY P | Grant | 48K | — |
| 2026-04-15 | Lewis Michelle Renee | Tax withheld | 25K | $33.14 |
| 2026-04-15 | Jergensen Joshua | Tax withheld | 198K | $33.14 |
| 2026-04-15 | MITCHELL JOHN TODD | Tax withheld | 66K | $33.14 |
| 2026-03-24 | Priegnitz Kelly | Grant | 8.2K | — |
| 2026-03-24 | Bingham Trent Dean | Grant | 15K | — |
| 2026-03-24 | Murray Jason Hulse | Grant | 234K | — |
| 2026-03-24 | Hancock Mark | Grant | 98K | — |
| 2026-03-24 | Lewis Michelle Renee | Grant | 35K | — |
| 2026-03-24 | Jergensen Joshua | Grant | 146K | — |
| 2026-03-24 | MITCHELL JOHN TODD | Grant | 82K | — |
| 2026-03-13 | Jergensen Joshua | Sell | 36K | $34.28 |
| 2026-03-05 | Hancock Mark | Gift | 300K | — |
| 2026-03-04 | Conway Patrick Hugh | Grant | 3.5K | — |
| 2026-03-03 | Priegnitz Kelly | Grant | 30K | — |
| 2026-03-03 | Bingham Trent Dean | Grant | 25K | — |
| 2026-01-15 | Jergensen Joshua | Tax withheld | 22K | $39.49 |
| 2026-01-15 | MITCHELL JOHN TODD | Tax withheld | 9.5K | $39.49 |
| 2026-01-15 | Hancock Mark | Tax withheld | 13K | $39.49 |
| 2026-01-15 | Murray Jason Hulse | Tax withheld | 20K | $39.49 |
| 2026-01-15 | Lewis Michelle Renee | Tax withheld | 3.3K | $39.49 |
| 2025-12-19 | Dilsaver Evelyn S | Grant | 4.4K | — |
| 2025-12-19 | Millard Jacqueline | Grant | 4.4K | — |
| 2025-12-19 | LEAVITT TAYLOR S. | Grant | 4.4K | — |
| 2025-12-17 | MITCHELL JOHN TODD | Grant | 100K | — |
| 2025-12-17 | MITCHELL JOHN TODD | Grant | 22K | — |
| 2025-12-17 | Jergensen Joshua | Grant | 41K | — |
| 2025-12-17 | Murray Jason Hulse | Grant | 200K | — |
| 2025-12-17 | Murray Jason Hulse | Grant | 41K | — |
| 2025-12-17 | Hancock Mark | Grant | 150K | — |
| 2025-12-17 | Hancock Mark | Grant | 41K | — |
| 2025-12-17 | Lewis Michelle Renee | Grant | 32K | — |
| 2025-12-17 | Lewis Michelle Renee | Grant | 19K | — |
| 2025-12-17 | Jergensen Joshua | Grant | 175K | — |
| 2025-11-24 | MITCHELL JOHN TODD | Sell | 160K | $29.89 |
| 2025-11-24 | Dilsaver Evelyn S | Buy | 17K | $29.90 |
| 2025-04-15 | Lewis Michelle Renee | Tax withheld | 17K | $9.35 |
| 2025-04-15 | Lee Joseph Robert | Tax withheld | 29K | $9.35 |
| 2025-04-15 | Sanford Peter | Tax withheld | 73K | $9.35 |
| 2025-04-15 | MITCHELL JOHN TODD | Tax withheld | 89K | $9.35 |
| 2025-04-15 | Apt Derick G | Tax withheld | 73K | $9.35 |
| 2025-04-15 | Jergensen Joshua | Tax withheld | 198K | $9.35 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | Shareholder vote | filing ↗ |
| 2026-05-11 | ResultsExhibits | filing ↗ |
| 2026-04-27 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-03-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2025-12-23 | Shareholder vote | filing ↗ |
| 2025-12-01 | Material agreementExhibits | filing ↗ |
| 2025-11-19 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-10 | 0002001184-26-000026 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0002001184-26-000024 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0002001184-26-000023 ↗ |
| 8-K | 2026-04-27 | 2026-04-24 | 0002001184-26-000011 ↗ |
| 8-K | 2026-03-05 | 2026-03-04 | 0002001184-26-000009 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0002001184-26-000005 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0002001184-26-000002 ↗ |
| 8-K | 2025-12-23 | 2025-12-19 | 0002001184-25-000084 ↗ |
| 8-K | 2025-12-01 | 2025-11-26 | 0002001184-25-000079 ↗ |
| 10-K | 2025-11-19 | 2024-12-31 | 0002001184-25-000068 ↗ |
| 10-Q | 2025-11-19 | 2025-03-31 | 0002001184-25-000069 ↗ |
| 10-Q | 2025-11-19 | 2025-06-30 | 0002001184-25-000070 ↗ |