Guardian Pharmacy Services
Dispenses and manages medications for assisted living, behavioral health, and other long-term care facilities.
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Profile
Dispenses prescription drugs and provides packaging, delivery, clinical review, administration support, and pharmacy technology to long-term care residents and facilities. Revenue comes primarily from sales of pharmaceuticals and medical products, while locally run pharmacies share centralized purchasing, analytics, technology, and regulatory support.
Dispenses and delivers resident-specific medications to assisted living, behavioral health, group-home, skilled-nursing, and other long-term care settings across the United States. Services include compliance packaging, electronic medication-administration-record integration, caregiver training, consulting-pharmacist regimen reviews, formulary coordination, and GuardianShield clinical and cost analytics. Revenue is generated primarily through sales of pharmaceuticals and medical products.
Combines locally managed pharmacies with centralized purchasing, payor contracting, data analytics, technology, regulatory support, and capital for acquisitions and new locations. This structure lets local teams adapt dispensing and service workflows to each market while sharing national infrastructure. Operations depend on access to long-term care residents, reimbursement from government programs and private health plans, and relationships with pharmaceutical wholesalers and manufacturers.
Company facts
Key statistics
Year to date +25.6% · Average volume (30d) 345.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $30 | $49 |
| Jun 17, 2026 | Truist Financial | Target | $38 | $47 | |
| Mar 12, 2026 | Raymond James | Target | $28 | $40 | |
| Mar 12, 2026 | Truist Financial | Target | $34 | $38 | |
| Jan 14, 2026 | Stephens | Target | $36 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.26 | $0.29 | +10.8% | $340.4M | $351.8M | +3.3% | +11.05% |
| May 6, 2026Q1 FY26 | $0.24 | $0.29 | +20.8% | $329.9M | $336.6M | +2.0% | −0.85% |
| Mar 11, 2026Q4 FY25 | $0.27 | $0.37 | +37.0% | $390.0M | $397.6M | +1.9% | −0.72% |
| Nov 10, 2025Q3 FY25 | $0.24 | $0.25 | +4.2% | $390.0M | $377.4M | −3.2% | +5.04% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $329.3M | $344.3M | $377.4M | $397.6M | $336.6M | $351.8M | |
| Gross profit | $64.3M | $68.1M | $74.7M | $85.5M | $76.3M | $80.0M | |
| Operating income | $13.0M | $12.6M | $16.8M | $36.6M | $17.7M | $20.6M | |
| Net income | $9.4M | $9.0M | $9.8M | $20.9M | $13.3M | $21.9M | |
| Diluted EPS | $0.15 | $0.14 | $0.15 | $0.33 | $0.21 | $0.34 | |
| Gross margin | 19.5% | 19.8% | 19.8% | 21.5% | 22.7% | 22.8% | |
| Operating margin | 3.9% | 3.7% | 4.5% | 9.2% | 5.3% | 5.9% |
Fiscal years (4-quarter sums)FY22 $908.9M · FY23 $1.05B · FY24 $1.23B · FY25 $1.45B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $89.8M · Total debt $35.2M · Total assets $443.6M · Shareholders' equity $245.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 63.32M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Bindley Capital Partners I, LLC · 10 percent owner | 16.67M | 26.33% | Form 4 | Mar 31, 2026 |
| Thomas J. Jr Salentine · director, 10 percent owner: | 10.61M | 16.75% | Form 4 | Mar 31, 2026 |
| Pharmacy Investors, LLC · other: Member of 10% owner group | 3.86M | 6.10% | Form 4 | Mar 31, 2026 |
| Fred Burke · director, officer: See Remarks | 3.44M | 5.43% | Form 4 | Mar 31, 2026 |
| FMR LLC | 2.36M | 6.50% | 13G | May 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 20, 2026 | William E. Bindley | director, 10 percent owner: | −3,570,677 | $29.68 |
| Mar 20, 2026 | John Ackerman | director | −1,103,364 | $29.68 |
| Mar 20, 2026 | Bindley Capital Partners I, LLC | 10 percent owner | −3,570,677 | $29.68 |
| Mar 20, 2026 | Thomas J. Jr Salentine | director, 10 percent owner: | −3,570,677 | $29.68 |
| Mar 20, 2026 | Cardinal Equity Fund, L.P. | other: Member of 10% owner group | −275,728 | $29.68 |
Peers
- BrightSpring Health Services
PharMerica is the closest public LTC pharmacy peer.
- CVS Health
Omnicare creates direct LTC pharmacy scale pressure.
- McKesson
Alternate-site pharmacy tools pressure service economics.
- Cardinal Health
PSAO and LTC contracts pressure pharmacy reimbursement.
- Option Care Health
Alternate-site infusion overlaps in complex medication care.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Guardian Pharmacy Services | $37.06 | −0.05% | $2.35B | 36.0 | 27.5 | 1.6 | +2.2% |
| BrightSpring Health Services | $60.31 | +2.01% | $11.60B | 44.1 | 28.9 | 0.8 | +23.0% |
| CVS Health | $93.07 | +0.02% | $118.74B | 24.6 | 11.5 | 0.3 | +7.3% |
| McKesson | $887.21 | −0.76% | $104.60B | 23.9 | 19.3 | 0.3 | +7.7% |
| Cardinal Health | $232.64 | −0.84% | $54.93B | 32.4 | 18.7 | 0.2 | +5.8% |
| Option Care Health | $23.90 | 0.00% | $3.58B | 18.0 | 12.2 | 0.6 | +1.9% |
| Median | 24.6 | 18.7 | 0.3 | +7.3% |