$PACS

PACS Group, Inc.

PACS Group operates post-acute care facilities, primarily providing skilled nursing care to people recovering from acute conditions, illnesses or medical procedures after hospital discharge. Its communities also offer senior care, assisted living and independent living options. PACS Group operates 321 facilities across 17 states, serving over 31,700 patients daily. Its focus is short-term transitional skilled nursing care, and it acquires underperforming custodial-care facilities and works to improve their services and operations. Facilities operate independently under local administrators, with central support through PACS Services. The support includes accounting, finance, human resources, payroll, billing, legal, compliance, risk management and technology tools, including electronic health records and operational data systems. PACS Group’s routine revenue comes substantially from third-party payors, especially Medicare and Medicaid. As of December 31, 2025, it leases 219 facilities, directly owns the real estate at 53, and holds partial interests in 49 through partnerships. PACS Group is headquartered in Salt Lake City, Utah.

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$35.9M
Murray Jason Hulse
100%
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What PACS Group (PACS) Said on Its Q3 Earnings Call

PACS Group reported 196 mature, 90 ramping, and 35 new skilled nursing facilities with occupancy ranging from 76.2% to 93.1%. The company acquired 32 Florida and 10 Texas skilled nursing operations post-quarter. PACS raised its 2026 revenue outlook to $5.95B-$6.05B and adjusted EBITDA to $685M-$695M, citing strength in existing operations and new acquisitions. Operating cash flow was $583.1M for the first nine months of 2026, with $707.4M in available liquidity.

Wednesday’s top insider buys and sells: Intel CEO adds $9.7M stake

Intel CEO Tan acquired 150,000 shares for $9.7M at $64.73 per share. Stock has since dropped 36.6% to $58.92, but up 63.5% over a year. Lattice Semiconductor CEO Tamer bought 9,790 shares for $1M. Dutch Bros execs sold $106.4M in shares. PACS Group CEO sold $11.1M in shares. Samsara CTO sold $11.3M in shares. InvestingPro analysis provided fair value assessments and volatility insights.

Murray Jason Hulse sold $11.1M of PACS

Murray Jason Hulse (Co-Founder, CEO & Chairman) sold 225,296 shares of PACS Group, Inc. (PACS) at an average of $49.21 ($45.94–$51.35, $11.09M total) across 10 trades over 2026-11-02 to 2026-11-04 under a Rule 10b5-1 trading plan.

PACS sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 10 news stories mentioning PACS (PACS Group, Inc.). Coverage has skewed bullish: 9 bullish, 0 neutral, and 1 bearish.

Recent PACS coverage spans insider activity, earnings and financial news.

In the last 30 days, PACS insiders filed 32 SEC Form 4 transactions — no purchases and 32 sales ($35.9M). The most active reporter was Murray Jason Hulse, Co-Founder, CEO & Chairman, with 24 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving PACS

AlphAI scores every news story that mentions PACS with an AI model for sentiment and relevance, and aggregates insider trades from PACS Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PACS

Score

What PACS Group (PACS) Said on Its Q3 Earnings Call

PACS Group reported 196 mature, 90 ramping, and 35 new skilled nursing facilities with occupancy ranging from 76.2% to 93.1%. The company acquired 32 Florida and 10 Texas skilled nursing operations post-quarter. PACS raised its 2026 revenue outlook to $5.95B-$6.05B and adjusted EBITDA to $685M-$695M, citing strength in existing operations and new acquisitions. Operating cash flow was $583.1M for the first nine months of 2026, with $707.4M in available liquidity.

Wednesday’s top insider buys and sells: Intel CEO adds $9.7M stake

Intel CEO Tan acquired 150,000 shares for $9.7M at $64.73 per share. Stock has since dropped 36.6% to $58.92, but up 63.5% over a year. Lattice Semiconductor CEO Tamer bought 9,790 shares for $1M. Dutch Bros execs sold $106.4M in shares. PACS Group CEO sold $11.1M in shares. Samsara CTO sold $11.3M in shares. InvestingPro analysis provided fair value assessments and volatility insights.

Monday’s insider buys and sells: Group 1 Automotive leads activity

Group 1 Automotive (GPI) saw a $24.2M insider purchase by Conifer Management, while Corebridge Financial (CRBG) had an $8.7M buy by Nippon Life. Optimum Communications (OPTU) and Korro Bio (KRRO) also reported insider buys. Gentherm (THRM) had a $532.6K purchase. On the sell side, Intuitive Surgical (ISRG), Charles River Labs (CRL), Lam Research (LRCX), United Therapeutics (UTHR), and PACS Group (PACS) reported insider sales.

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