PACS Group, Inc. (PACS) Q3 2026 Earnings Call Transcript
Seeking Alpha · 5 Nov 2026
PACSHealthcare · Medical Care FacilitiesPACS Stock Forecast: PACS Group, Inc. Price Predictions for 2026-2027
Last close, 4 Nov 2026
$50
+7.70% on the day
The 6 Wall Street analysts covering PACS Group, Inc. hold a median 12-month price target of $59 — +17.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 3 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Market cap
$7.2B
Ticker Nerd rank
73/ 100
Median analyst target
$59
Analysts covering
6
Revenue$1.4B+9.1% y/y
Operating income$109.3M
Net income$76.3M
Free cash flow$4.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.5%
1M
+17.3%
YTD
+31.0%
1Y
+303.5%
From 52W high
0.0%
From 52W low
+375.2%
$11
52-week range, adjusted closes · the dot is the last close$50
Ticker Nerd rank
PACS stock analysis: one number for the whole business
Consensus tells you what everyone already believes. The model scores PACS Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Where the model ranks itAs at 3 Nov 2026
73/ 100
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum
99
Growth
86
Issuance
84
Accruals
65
Value
60
Revisions
59
Quality
43
Size
18
Volatility
11
Momentum (99): The shares have been drifting up relative to others.
Volatility (11): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
Wall Street
PACS stock forecast 2026-2027: analyst price targets & predictions
The bullish and bearish analyst opinions on PACS, reported as data — targets and ratings, the market's view beside the model's.
Share price and the analyst range, 12 monthsAdjusted close, US dollars
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
What Wall Street says6 analysts
6 Buy0 Hold0 Sell
Low $57Median $59High $62
The green dot is the last close — the median target sits +17.4% from it.
Recent analyst actionsNewest first
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Sept 2026 | JP Morgan | Maintains | Overweight | $47 → $58 |
| 4 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 10 Aug 2026 | Oppenheimer | Maintains | Outperform | $48 → $57 |
| 10 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | $52 → $57 |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 6 Aug 2026 | Truist Securities | Maintains | Buy | $52 → $62 |
| 6 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 6 Aug 2026 | UBS | Maintains | Buy | — |
| 6 Aug 2026 | UBS | Maintains | Buy | $57 → $60 |
| 8 July 2026 | UBS | Maintains | Buy | — |
| 8 July 2026 | UBS | Maintains | Buy | $50 → $57 |
| 18 May 2026 | Truist Securities | Maintains | Buy | — |
| 13 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 4 Mar 2026 | Oppenheimer | Maintains | Outperform | — |
| 4 Mar 2026 | UBS | Maintains | Buy | — |
| 27 Feb 2026 | RBC Capital | Maintains | Outperform | — |
| 18 Dec 2025 | UBS | Reinstates | Buy | $50 → $42 |
| 17 Dec 2025 | JP Morgan | Reinstates | Overweight | $44 |
| 20 Nov 2025 | RBC Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Market Radar
This page is one stock. Monday covers all of them.
PACS appears in the Radar on the weeks it earns a place.
- Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
- The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.
The AI build-out map
PDFAI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Performance
PACS vs the S&P 500
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, PACS Group, Inc. returned +303.5% against +14.8% for the S&P 500, dividends included.
PACS vs S&P 500, last 12 monthsTotal return, rebased to 100
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Estimates
PACS analyst estimate revisions
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+7.8%
Analysts raising
4
Analysts cutting
0
Fundamentals
PACS Group, Inc. (PACS) financial data
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Valuation
- Trailing P/E
- 26.7×
- Price / sales
- 1.3×
- Price / book
- 6.5×
- EV / EBITDA
- 21.9×
Cheaper than 28% of US stocks
Cheaper than 62% of US stocks
Cheaper than 14% of US stocks
Cheaper than 13% of US stocks
Growth & margins
- Revenue growth (YoY)
- 9.1%
- Earnings growth (YoY)
- 49.9%
- Gross margin
- 17.1%
- Operating margin
- 7.7%
- Net margin
- 4.8%
Higher than 51% of US stocks
Higher than 75% of US stocks
Higher than 17% of US stocks
Higher than 60% of US stocks
Higher than 59% of US stocks
Returns & dividend
- Return on equity
- 27.9%
- Return on assets
- 4.6%
- Dividend yield
- 0.0%
Higher than 87% of US stocks
Higher than 74% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
Key statistics
PACS Group, Inc. (PACS) statistics: revenue, profit & scale
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
PACS Group, Inc. has a market value of $7.2B and an enterprise value of $10.5B.
Revenue in the twelve months to 30 June 2026: $5.6B. The latest quarter grew 9.1% year on year.
Net income over the same four quarters: $269.1M, a 4.8% net margin.
Free cash flow in the twelve months to 30 June 2026: $121.5M.
Trailing P/E: 26.7×; forward P/E: 16.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
PACS Group, Inc. employs 47,455 people — $117K of revenue per employee.
Data provided by Twelve Data
Peers
PACS vs competitors
The nearest names by industry and size, scored by the same model — like for like.
Its peer group, ranked by the same modelMedical Care Facilities
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own PACS Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
News
Latest PACS news & analysis
PACS Group, Inc. (PACS) Q3 Earnings and Revenues Beat Estimates
Zacks Investment Research · 3 Nov 2026positive
PACS Group reported quarterly earnings of $0.63 per share, above the Zacks Consensus Estimate of $0.56. Earnings were $0.32 per share a year earlier.
Why it matters — The results show PACS exceeded the consensus earnings estimate and reported higher per-share earnings than a year ago.
PACS Group, Inc. Reports Third Quarter 2026 Results
Business Wire · 3 Nov 2026positive
PACS Group reported third-quarter 2026 revenue of $1.50 billion, up 11.5% from the prior year. Net income was $60.8 million, an increase of $8.5 million, or 16.2%, compared with the year-earlier period.
Why it matters — The report provides PACS watchers with quarterly revenue and net income growth figures.
NYSE: PACS ALERT: Investors in PACS Group, Inc. (NYSE: PACS) Shares Should Contact the Shareholders Foundation Regarding Lawsuit
Business Wire · 29 Oct 2026negative
The Shareholders Foundation announced that a lawsuit on behalf of certain PACS Group investors is pending in the U.S. District Court for the Southern District of New York. It said investors who purchased shares before April 2024 and still hold any may have legal options and can contact the foundation.
Why it matters — The pending lawsuit and notice to eligible investors are relevant to PACS watchers following legal developments involving the company.
PACS Group Schedules Third Quarter 2026 Earnings Release and Conference Call
Business Wire · 27 Oct 2026neutral
PACS Group said it plans to report third-quarter 2026 financial results after market close on November 3, 2026. Management will discuss the results on a conference call scheduled for November 4 at 11:30 a.m. ET.
Why it matters — The announcement gives PACS watchers the dates and time for the company’s upcoming results release and management call.
FAQ
Frequently asked questions about PACS stock
What is the PACS stock price forecast for 2026-2027?
The 6 Wall Street analysts covering PACS Group, Inc. have a median 12-month price target of $59, with estimates ranging from $57 to $62. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Is PACS stock a buy right now?
Of the 6 analysts covering PACS Group, Inc., 6 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks PACS Group, Inc. 73 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
How does Ticker Nerd's model rank PACS?
As at 3 Nov 2026, PACS Group, Inc. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (99 of 100).
Will PACS stock go up?
No one can know that. What the data says: the median 12-month target from 6 analysts implies +17.4% from the last close, and Ticker Nerd's factor model ranks PACS Group, Inc. 73 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
What is the PACS stock forecast for 2030?
No analyst covering PACS Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PACS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $57 to $62 over the next 12 months.
How has PACS stock performed over the past year?
PACS Group, Inc. returned +303.5% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
What does PACS Group, Inc. do?
PACS Group, Inc. is a healthcare holding company focused on post-acute care services in the United States.
What is the latest news on PACS?
The most recent item we track (Seeking Alpha, 5 Nov 2026): "PACS Group, Inc. (PACS) Q3 2026 Earnings Call Transcript".
Company
About PACS Group, Inc.
PACS Group, Inc. is a healthcare holding company focused on post-acute care services in the United States. Through its subsidiaries, PACS Group operates skilled nursing facilities, assisted living communities, and independent living services, while also supporting care delivery with administrative, technology, training, and compliance functions. The company’s portfolio serves patients and residents who need rehabilitation, long-term support, or daily living assistance after hospital stays or as part of ongoing senior care. PACS Group also participates in the acquisition, ownership, and leasing of health care-related properties, giving it a role in both care operations and facility infrastructure. Based in Salt Lake City, Utah, PACS Group is positioned as a national platform in the post-acute and senior living markets.
CEO Mr. Jason Murray · 47,455 employees · United States · https://pacs.com