Pediatrix Medical Group (NYSE:MD) Posts Quarterly Earnings Results, Misses Estimates By $0.03 EPS

Pediatrix Medical Group (NYSE:MD) announced its quarterly earnings data on Thursday. The company reported $0.50 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.03), FiscalAI reports. Pediatrix Medical Group had a net margin of 8.44% and a return on equity of 20.45%. The business had revenue of $493.77 million during the quarter, compared to analyst estimates of $486.23 million. During the same period in the prior year, the firm earned $0.51 earnings per share. The firm’s revenue for the quarter was down 1.7% compared to the same quarter last year.

Here are the key takeaways from Pediatrix Medical Group’s conference call:

• Strong operating performance: Q4 adjusted EBITDA was $66 million and full-year 2025 adjusted EBITDA was $276 million, with 2026 guidance of $280–$300 million (midpoint about 5% above 2025) assuming steady metrics.
• Healthy balance sheet and cash generation: the company ended Q4 with $375 million cash, net debt just over $220 million (~<1.0x net leverage), generated $115 million operating cash flow in Q4 and repurchased 2.9 million shares for ~$64 million.
• Top-line outlook is conservative: Pediatrix expects full-year 2026 revenue of about $1.9 billion, essentially flat to 2025, and has not included any contribution from M&A in that outlook.
• Policy risk: management warned that a lapse or change in ACA subsidies could negatively affect payer mix and revenue, but said the impact is currently difficult to quantify.
• Strategic investments in clinicians and growth: new multi-year physician alignment bonuses and the inaugural “Pediatrix Partners” stock-tracking grants, plus focus on telemedicine and expanding OB hospitalist and NICU/MFM footprint, aim to boost quality, retention, and future growth.

Pediatrix Medical Group Stock Down 0.7%

Shares of Pediatrix Medical Group stock traded down $0.14 on Friday, hitting $19.17. The company had a trading volume of 635,750 shares, compared to its average volume of 654,201. Pediatrix Medical Group has a 1 year low of $11.84 and a 1 year high of $24.99. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.83 and a current ratio of 1.83. The stock has a 50 day moving average of $21.64 and a 200-day moving average of $19.51. The stock has a market capitalization of $1.65 billion, a price-to-earnings ratio of 10.09 and a beta of 0.76.

Insider Activity

In related news, CEO Mark S. Ordan sold 23,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $22.41, for a total value of $515,430.00. Following the completion of the sale, the chief executive officer directly owned 302,805 shares of the company’s stock, valued at approximately $6,785,860.05. This represents a 7.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.90% of the stock is currently owned by insiders.

Institutional Trading of Pediatrix Medical Group

Several institutional investors and hedge funds have recently made changes to their positions in MD. Dimensional Fund Advisors LP boosted its holdings in Pediatrix Medical Group by 5.0% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,569,219 shares of the company’s stock worth $76,349,000 after purchasing an additional 169,441 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Pediatrix Medical Group by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 2,181,712 shares of the company’s stock worth $46,674,000 after buying an additional 14,421 shares during the last quarter. Boston Partners grew its holdings in shares of Pediatrix Medical Group by 0.6% in the third quarter. Boston Partners now owns 1,427,953 shares of the company’s stock valued at $24,063,000 after acquiring an additional 8,335 shares in the last quarter. Renaissance Technologies LLC grew its holdings in shares of Pediatrix Medical Group by 4.0% in the fourth quarter. Renaissance Technologies LLC now owns 1,357,700 shares of the company’s stock valued at $29,041,000 after acquiring an additional 51,700 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased its position in shares of Pediatrix Medical Group by 55.4% during the third quarter. Qube Research & Technologies Ltd now owns 1,143,306 shares of the company’s stock valued at $19,150,000 after acquiring an additional 407,780 shares during the last quarter. Hedge funds and other institutional investors own 97.71% of the company’s stock.

Trending Headlines about Pediatrix Medical Group

Here are the key news stories impacting Pediatrix Medical Group this week:

• Positive Sentiment: Management raised its 2026 EBITDA outlook and highlighted declining costs and steady margin focus, which supports profitability improvement going forward. Pediatrix Medical Q4 Earnings Miss Estimates Despite Declining Costs
• Positive Sentiment: Top‑line beat: Q4 revenue of $493.8M topped consensus (~$486.2M), helped by pricing and a favorable payer mix that offset weaker patient volumes. Pediatrix (MD) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Same‑unit growth was reported (a sign of underlying business resilience), but consolidated revenue was down ~1.7% year‑over‑year—mixed operational signals to monitor. MD Q4 deep dive
• Neutral Sentiment: Earnings call/transcript and analyst write‑ups provide color on how much of the margin improvement is sustainable vs. one‑time or timing effects—important context for modeling future quarters. Earnings Call Transcript
• Negative Sentiment: Q4 EPS missed consensus ($0.50 reported vs. $0.53 expected), which pressured near‑term sentiment despite the revenue beat. Q4 Earnings Lag Estimates
• Negative Sentiment: Volume weakness and the year‑over‑year revenue decline create execution risk; combined with the stock trading below its 50‑day average, technical selling may amplify downside. Fourth Quarter Results

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. UBS Group raised their price objective on shares of Pediatrix Medical Group from $16.50 to $23.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 5th. Deutsche Bank Aktiengesellschaft set a $19.00 price target on shares of Pediatrix Medical Group in a report on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Pediatrix Medical Group in a report on Monday, December 29th. Truist Financial cut their price objective on shares of Pediatrix Medical Group from $24.00 to $21.00 and set a “hold” rating on the stock in a research report on Thursday. Finally, Zacks Research lowered Pediatrix Medical Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $20.00.

Pediatrix Medical Group Company Profile

Pediatrix Medical Group, Inc (NYSE:MD) is a national physician-led medical group specializing in high-acuity newborn, maternal-fetal and pediatric subspecialty care. Headquartered in Sunrise, Florida, the company delivers clinical services through hospital-based physician staffing, advanced practitioner support and telemedicine programs. Its core specialties include neonatology, maternal-fetal medicine, pediatric cardiology, pediatric critical care, pediatric emergency medicine and anesthesiology.

Founded in 1979 and formerly known as MEDNAX, the company rebranded as Pediatrix Medical Group in 2022 to align its corporate identity with its primary clinical offerings.