CSM Advisors LLC Boosts Stock Position in AdaptHealth Corp. $AHCO

CSM Advisors LLC increased its holdings in AdaptHealth Corp. (NASDAQ:AHCO) by 13.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 742,335 shares of the company’s stock after purchasing an additional 90,258 shares during the period. CSM Advisors LLC owned approximately 0.55% of AdaptHealth worth $6,645,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Deerfield Management Company L.P. lifted its position in AdaptHealth by 15.9% during the third quarter. Deerfield Management Company L.P. now owns 11,477,730 shares of the company’s stock valued at $102,726,000 after purchasing an additional 1,572,835 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of AdaptHealth by 15.6% in the 3rd quarter. Dimensional Fund Advisors LP now owns 5,982,070 shares of the company’s stock worth $53,537,000 after buying an additional 809,459 shares during the last quarter. Kennedy Capital Management LLC increased its holdings in shares of AdaptHealth by 48.8% in the 3rd quarter. Kennedy Capital Management LLC now owns 2,090,138 shares of the company’s stock worth $18,707,000 after buying an additional 685,554 shares during the last quarter. Lazard Asset Management LLC raised its position in shares of AdaptHealth by 1,246.3% during the 2nd quarter. Lazard Asset Management LLC now owns 686,720 shares of the company’s stock valued at $6,474,000 after buying an additional 635,713 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of AdaptHealth by 50.0% during the 2nd quarter. Invesco Ltd. now owns 1,906,074 shares of the company’s stock valued at $17,974,000 after buying an additional 634,973 shares in the last quarter. Hedge funds and other institutional investors own 82.67% of the company’s stock.

Key Headlines Impacting AdaptHealth

Here are the key news stories impacting AdaptHealth this week:

• Positive Sentiment: Major shareholder Richard M. Cashin Jr. executed multiple buys over March 10–12 totaling roughly 2.05 million shares (~$19.9M) at about $9.73/share, lifting his stake to ~15.86M shares — a strong insider vote of confidence that likely supported the rally. Investing.com article
• Positive Sentiment: Other filings and coverage show the same insider purchases (disclosed to the SEC) and note a multi-day, material increase in Cashin’s position — reinforcing the market interpretation of the buy as strategic accumulation rather than one-off trading. InsiderTrades article
• Positive Sentiment: Institutional activity shows selective buying (e.g., Goldman Sachs, UBS, new position from Woodline), which can add buying pressure and liquidity support. MarketBeat institutional note
• Neutral Sentiment: Analyst coverage is mixed — several “outperform”/buy ratings and raises to price targets offset by some downgrades and cuts; consensus is a moderate-buy with an average target ~ $13.25, so analyst views provide both support and caution. MarketBeat analyst summary
• Neutral Sentiment: Valuation write-ups are assessing the stock after recent weakness — useful for longer-term context but not an immediate catalyst. Yahoo Finance article
• Neutral Sentiment: Reported short-interest data in recent feeds appears inconsistent (shows 0 shares/NaN increases), so don’t read too much into those numbers until corrected filings are available.
• Negative Sentiment: Recent quarterly results (Feb. 24) included a large EPS miss (reported -$0.76 vs. consensus $0.34) and slight revenue decline year-over-year — fundamental weakness that has pressured valuation and explains earlier share-price weakness. SEC / MarketBeat filing

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on AHCO shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $13.00 price target on shares of AdaptHealth in a report on Wednesday, February 25th. Leerink Partners decreased their price objective on AdaptHealth from $13.00 to $12.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Wall Street Zen lowered AdaptHealth from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Weiss Ratings cut AdaptHealth from a “hold (c-)” rating to a “sell (d)” rating in a report on Wednesday, February 25th. Finally, Zacks Research upgraded AdaptHealth from a “strong sell” rating to a “hold” rating in a report on Thursday, January 1st. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $13.25.

AdaptHealth Price Performance

AdaptHealth stock opened at $10.60 on Friday. AdaptHealth Corp. has a 12-month low of $7.11 and a 12-month high of $11.17. The company has a current ratio of 1.02, a quick ratio of 0.81 and a debt-to-equity ratio of 1.15. The firm has a 50-day moving average price of $10.10 and a 200-day moving average price of $9.68. The firm has a market capitalization of $1.44 billion, a PE ratio of -19.27, a price-to-earnings-growth ratio of 1.22 and a beta of 1.76.

AdaptHealth (NASDAQ:AHCO) last issued its quarterly earnings results on Tuesday, February 24th. The company reported ($0.76) EPS for the quarter, missing the consensus estimate of $0.34 by ($1.10). The firm had revenue of $846.29 million for the quarter, compared to the consensus estimate of $832.51 million. AdaptHealth had a negative net margin of 2.18% and a positive return on equity of 3.42%. The business’s revenue for the quarter was down 1.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.34 earnings per share. As a group, equities research analysts forecast that AdaptHealth Corp. will post 0.88 EPS for the current year.

Insider Activity at AdaptHealth

In other AdaptHealth news, major shareholder Richard M. Cashin, Jr. bought 820,528 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were purchased at an average price of $9.73 per share, with a total value of $7,983,737.44. Following the completion of the purchase, the insider owned 14,638,708 shares in the company, valued at $142,434,628.84. This represents a 5.94% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Insiders purchased a total of 2,046,691 shares of company stock worth $19,914,303 over the last quarter. Corporate insiders own 1.55% of the company’s stock.

AdaptHealth Profile

AdaptHealth, Inc operates as a leading provider of home medical equipment (HME) and related services in the United States. The company focuses on delivering respiratory care, mobility solutions and bathroom safety products to patients with chronic and acute medical needs. Through its comprehensive service offerings, AdaptHealth aims to enhance quality of life and clinical outcomes for patients who require long-term support outside of a hospital setting.

The company’s respiratory portfolio includes products such as continuous positive airway pressure (CPAP) devices, oxygen concentrators, ventilators, and associated supplies for patients with sleep apnea, COPD and other pulmonary conditions.