PACS Group (NYSE:PACS) Stock: Insider Michelle Renee Lewis Sells 3,172 Shares

PACS Group, Inc. (NYSE:PACS) CAO Michelle Lewis sold 3,172 shares of the firm’s stock in a transaction that occurred on Wednesday, November 4th. The shares were sold at an average price of $50.06, for a total transaction of $158,790.32. Following the completion of the sale, the chief accounting officer directly owned 340,338 shares of the company’s stock, valued at approximately $17,037,320.28. This represents a 0.92% decrease in their position. The sale was disclosed in a 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.

Michelle Renee Lewis also recently made the following trade(s):

• On Thursday, October 29th, Michelle Lewis sold 2,364 shares of PACS Group stock. The stock was sold at an average price of $50.04, for a total value of $118,294.56.
• On Wednesday, October 28th, Michelle Lewis sold 9,464 shares of PACS Group stock. The stock was sold at an average price of $50.12, for a total value of $474,335.68.

PACS Group Trading Down 0.5%

PACS opened at $50.03 on Friday. The firm has a 50 day simple moving average of $44.53 and a 200 day simple moving average of $39.96. The company has a market cap of $7.94 billion, a price-to-earnings ratio of 28.26, a price-to-earnings-growth ratio of 1.57 and a beta of -0.14. PACS Group, Inc. has a fifty-two week low of $10.31 and a fifty-two week high of $51.68. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.80 and a quick ratio of 0.91.

PACS Group (NYSE:PACS) last posted its quarterly earnings results on Tuesday, November 3rd. The company reported $0.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.05. PACS Group had a return on equity of 31.98% and a net margin of 4.87%. The business had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.46 billion. On average, sell-side analysts anticipate that PACS Group, Inc. will post 2.13 earnings per share for the current year.

Key Headlines Impacting PACS Group

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

• Positive Sentiment: Third-quarter EPS of $0.63 topped estimates of $0.58, while revenue of $1.50 billion exceeded the $1.46 billion consensus. Adjusted EBITDA reportedly rose 33.6%, reinforcing evidence of operating growth. PACS Group, Inc. Reports Third Quarter 2026 Results PACS Group Q3 2026: EBITDA Surges 33.6%
• Positive Sentiment: PACS raised its 2026 revenue outlook to $5.95 billion–$6.05 billion and adjusted EBITDA guidance to $685 million–$695 million. The company also highlighted acquisitions in Florida and Texas and facility occupancy around 90%, supporting its expansion story. PACS raises 2026 outlook PACS acquisitions and Q3 results
• Positive Sentiment: Truist reaffirmed its Buy rating and raised its target to $65 from $62; Stephens raised its target to $64 from $60 and assigned an Overweight rating. Higher targets signal continued analyst confidence in potential upside. Truist analyst ratings Stephens analyst ratings
• Negative Sentiment: The CEO, a director, and the chief accounting officer reported share sales. These could weigh slightly on sentiment, but the trades were made under pre-arranged Rule 10b5-1 plans, and the CEO and director retained large holdings. PACS insider transactions

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Wall Street Zen cut PACS Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings upgraded PACS Group from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. Oppenheimer lifted their price objective on shares of PACS Group from $48.00 to $57.00 and gave the company an “outperform” rating in a research report on Monday, August 10th. Zacks Research lowered PACS Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 9th. Finally, UBS Group upped their price target on shares of PACS Group from $60.00 to $67.00 and gave the company a “buy” rating in a research note on Thursday. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $61.33.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Fulcrum Asset Management LLP raised its position in PACS Group by 244.8% during the third quarter. Fulcrum Asset Management LLP now owns 11,014 shares of the company’s stock valued at $465,000 after purchasing an additional 7,820 shares in the last quarter. Vise Technologies Inc. raised its position in PACS Group by 40.6% in the third quarter. Vise Technologies Inc. now owns 7,209 shares of the company’s stock valued at $300,000 after purchasing an additional 2,081 shares during the last quarter. State of Wyoming raised its holdings in PACS Group by 11.9% in the 3rd quarter. State of Wyoming now owns 10,551 shares of the company’s stock valued at $438,000 after buying an additional 1,119 shares during the last quarter. Smith Group Asset Management LLC lifted its holdings in shares of PACS Group by 1.3% during the third quarter. Smith Group Asset Management LLC now owns 24,680 shares of the company’s stock worth $1,025,000 after purchasing an additional 320 shares during the period. Finally, Jacobsen Capital Management lifted its holdings in PACS Group by 3.4% during the 3rd quarter. Jacobsen Capital Management now owns 17,837 shares of the company’s stock worth $741,000 after buying an additional 579 shares during the period.

About PACS Group

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.