Fox Run Management L.L.C. Increases Holdings in PACS Group, Inc. $PACS

Fox Run Management L.L.C. increased its position in shares of PACS Group, Inc. (NYSE:PACS) by 216.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,502 shares of the company’s stock after purchasing an additional 24,971 shares during the quarter. Fox Run Management L.L.C.’s holdings in PACS Group were worth $501,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of PACS. Vanguard Group Inc. lifted its stake in PACS Group by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 3,939,725 shares of the company’s stock valued at $54,092,000 after acquiring an additional 85,183 shares during the period. Ameriprise Financial Inc. increased its stake in shares of PACS Group by 120.4% in the second quarter. Ameriprise Financial Inc. now owns 1,129,612 shares of the company’s stock worth $14,595,000 after acquiring an additional 617,124 shares during the period. Geode Capital Management LLC raised its holdings in shares of PACS Group by 11.5% during the second quarter. Geode Capital Management LLC now owns 952,358 shares of the company’s stock worth $12,306,000 after purchasing an additional 98,277 shares during the last quarter. Millennium Management LLC lifted its position in PACS Group by 68.3% during the first quarter. Millennium Management LLC now owns 859,295 shares of the company’s stock valued at $9,658,000 after purchasing an additional 348,743 shares during the period. Finally, Qube Research & Technologies Ltd boosted its holdings in PACS Group by 18.6% in the second quarter. Qube Research & Technologies Ltd now owns 435,184 shares of the company’s stock valued at $5,623,000 after purchasing an additional 68,142 shares during the last quarter.

PACS Group Trading Down 12.1%

Shares of PACS stock opened at $36.63 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.94 and a quick ratio of 0.94. The company has a market cap of $5.74 billion, a price-to-earnings ratio of 29.78, a PEG ratio of 1.22 and a beta of -0.65. The stock has a 50 day simple moving average of $38.16 and a 200-day simple moving average of $24.35. PACS Group, Inc. has a 1-year low of $7.50 and a 1-year high of $43.08.

Key Stories Impacting PACS Group

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

• Positive Sentiment: Analyst upgrade and higher price target: RBC raised its price target to $52 and kept an “outperform” rating, implying sizable upside vs. the current price — a catalyst that can support buying interest. Benzinga
• Positive Sentiment: Management outlined an 8% revenue growth target for 2026 and said integration activity is driving a record year — suggests revenue runway and margin improvement from recent acquisitions. PACS Group outlines 8% revenue growth target for 2026
• Positive Sentiment: Operational quality signals: company highlights zero-deficiency surveys, high occupancy and 73% of facilities with top-tier star ratings — supports sustained revenue and reimbursement stability. Skilled Nursing News
• Positive Sentiment: FY2026 revenue guidance was updated above consensus ($5.7–$5.8B vs. ~$5.6B consensus), which is constructive if sustained. (Company press release & slide deck provided.) Press Release / Slide Deck
• Neutral Sentiment: Company released full fiscal year and Q4 2025 results and hosted the earnings call; slides and transcript are available for detailed line-item review. Yahoo Finance Earnings Call Transcript
• Negative Sentiment: Mixed-to-weaker quarter headlines pressured the stock: some outlets reported EPS below expectations (Zacks noted $0.43 vs. $0.48 est.), and others highlighted revenue slightly under consensus — these reports triggered the technical break below the 50-day moving average and heavier selling. Investors.com Zacks
• Negative Sentiment: Technical and flow risk: share price decline through the 50-day MA and volume roughly triple average increase near-term downside risk as traders react to perceived earnings weakness. Investors.com technical note

Analyst Ratings Changes

A number of research firms have weighed in on PACS. JPMorgan Chase & Co. assumed coverage on PACS Group in a research note on Wednesday, December 17th. They set an “overweight” rating and a $44.00 price objective for the company. UBS Group reiterated a “buy” rating and set a $42.00 price target (down from $50.00) on shares of PACS Group in a research report on Thursday, December 18th. Wall Street Zen raised PACS Group from a “hold” rating to a “buy” rating in a report on Sunday, February 15th. Royal Bank Of Canada raised their price objective on shares of PACS Group from $47.00 to $52.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of PACS Group in a research note on Monday, December 22nd. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $44.50.

PACS Group Company Profile

PACS Group, Inc, through its subsidiaries, operates skilled nursing facilities and assisted living facilities in the United States. The company also provides senior care and independent facilities. It engages in the acquisition, ownership, and leasing of health care-related properties. The company was founded in 2013 and is based in Farmington, Utah.