PACS Group (NYSE:PACS) Stock: Insider Jason Hulse Murray Sells 26,504 Shares

PACS Group, Inc. (NYSE:PACS) CEO Jason Murray sold 26,504 shares of PACS Group stock in a transaction on Tuesday, November 3rd. The shares were sold at an average price of $46.50, for a total value of $1,232,436.00. Following the completion of the transaction, the chief executive officer owned 54,121,535 shares in the company, valued at $2,516,651,377.50. The trade was a 0.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jason Hulse Murray also recently made the following trade(s):

• On Wednesday, November 4th, Jason Murray sold 167,434 shares of PACS Group stock. The shares were sold at an average price of $50.24, for a total value of $8,411,884.16.
• On Monday, November 2nd, Jason Murray sold 31,358 shares of PACS Group stock. The stock was sold at an average price of $46.02, for a total value of $1,443,095.16.
• On Thursday, October 29th, Jason Murray sold 1,904 shares of PACS Group stock. The stock was sold at an average price of $50.05, for a total value of $95,295.20.
• On Wednesday, October 28th, Jason Murray sold 6,899 shares of PACS Group stock. The stock was sold at an average price of $50.10, for a total value of $345,639.90.
• On Friday, October 23rd, Jason Murray sold 68,917 shares of PACS Group stock. The shares were sold at an average price of $48.60, for a total value of $3,349,366.20.
• On Thursday, October 22nd, Jason Murray sold 13,696 shares of PACS Group stock. The stock was sold at an average price of $47.55, for a total value of $651,244.80.
• On Wednesday, October 21st, Jason Murray sold 6,610 shares of PACS Group stock. The stock was sold at an average price of $47.62, for a total value of $314,768.20.
• On Tuesday, October 20th, Jason Murray sold 37,477 shares of PACS Group stock. The stock was sold at an average price of $47.65, for a total transaction of $1,785,779.05.
• On Monday, October 19th, Jason Murray sold 1,620 shares of PACS Group stock. The stock was sold at an average price of $47.57, for a total transaction of $77,063.40.
• On Friday, October 16th, Jason Murray sold 8,462 shares of PACS Group stock. The shares were sold at an average price of $47.61, for a total transaction of $402,875.82.

PACS Group Trading Down 0.5%

Shares of PACS stock opened at $50.03 on Friday. The stock has a market cap of $7.94 billion, a price-to-earnings ratio of 22.95, a price-to-earnings-growth ratio of 1.57 and a beta of -0.14. The company has a quick ratio of 0.91, a current ratio of 0.80 and a debt-to-equity ratio of 0.22. PACS Group, Inc. has a fifty-two week low of $10.31 and a fifty-two week high of $51.68. The firm’s 50 day moving average price is $44.53 and its two-hundred day moving average price is $39.96.

PACS Group (NYSE:PACS) last released its quarterly earnings data 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 net margin of 4.87% and a return on equity of 31.98%. The company had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.46 billion. On average, analysts anticipate that PACS Group, Inc. will post 2.13 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on PACS. Truist Financial reaffirmed a “buy” rating and set a $65.00 price target (up from $62.00) on shares of PACS Group in a research report on Thursday. UBS Group raised their price objective on PACS Group from $60.00 to $67.00 and gave the company a “buy” rating in a research report on Thursday. Wall Street Zen lowered PACS Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Stephens boosted their price objective on PACS Group from $60.00 to $64.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, JPMorgan Chase & Co. upped their target price on PACS Group from $47.00 to $58.00 and gave the stock an “overweight” rating in a research report on Friday, September 4th. Six investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, PACS Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $61.33.

Institutional Trading of PACS Group

Several large investors have recently bought and sold shares of the company. Dimensional Fund Advisors LP lifted its position in shares of PACS Group by 370.2% during the first quarter. Dimensional Fund Advisors LP now owns 780,159 shares of the company’s stock worth $25,051,000 after purchasing an additional 614,250 shares in the last quarter. Sei Investments Co. boosted its stake in shares of PACS Group by 7.4% in the first quarter. Sei Investments Co. now owns 370,501 shares of the company’s stock valued at $11,900,000 after purchasing an additional 25,462 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of PACS Group by 44.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 288,718 shares of the company’s stock valued at $9,274,000 after purchasing an additional 89,067 shares during the period. Bank of New York Mellon Corp acquired a new stake in PACS Group during the 2nd quarter valued at $8,196,000. Finally, Corient Private Wealth LP grew its holdings in PACS Group by 1.8% during the 2nd quarter. Corient Private Wealth LP now owns 152,846 shares of the company’s stock valued at $6,517,000 after purchasing an additional 2,680 shares in the last quarter.

Key Stories 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

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.