The Pennant Group
Runs decentralized home health, hospice, home care, and senior living operations.
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Profile
Provides home health, hospice, home care, geriatric primary and palliative care, and senior living services through local operating subsidiaries. Most revenue comes from home health and hospice, with growth tied to acquisitions, census and occupancy gains, reimbursement, and staffing.
Runs home health, hospice, home care, geriatric primary and palliative care, and senior living services across a U.S. operating footprint. Home health and hospice provide most revenue, while senior living adds assisted living, independent living, and memory care communities.
Operates as a holding company over independent local subsidiaries, with a central Service Center supporting accounting, payroll, human resources, IT, legal, risk, and compliance. The model relies on local leaders, cluster-level support, and acquisitions alongside census and occupancy growth.
Started public life as a 2019 Ensign Group spin-off. Medicare and Medicaid reimbursement, caregiver availability, acquisition competition, and senior-living occupancy shape the business.
Company facts
Key statistics
Year to date +33.2% · Average volume (30d) 261.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | RBC Capital | Reiterate | Outperform | $39 | $44 | |
| Aug 11, 2026 | Wells Fargo | Reiterate | Overweight | $45 | $46 | |
| Jul 14, 2026 | Truist Financial | Target | $34 | $48 | ||
| Jul 13, 2026 | Wells Fargo | Reiterate | Overweight | $38 | $45 | |
| May 8, 2026 | Oppenheimer | Target | $40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $0.33 | $0.36 | +8.6% | $288.7M | $298.0M | +3.2% | +0.64% |
| May 6, 2026Q1 FY26 | $0.31 | $0.32 | +3.2% | $280.7M | $285.4M | +1.6% | +9.84% |
| Feb 25, 2026Q4 FY25 | $0.31 | $0.34 | +9.7% | $275.2M | $289.3M | +5.1% | −7.86% |
| Nov 5, 2025Q3 FY25 | $0.29 | $0.30 | +3.4% | $275.2M | $229.0M | −16.8% | −5.64% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $209.8M | $219.5M | $229.0M | $289.3M | $285.4M | $298.0M | |
| Gross profit | $29.4M | $30.3M | $46.2M | $37.4M | $37.4M | $41.9M | |
| Operating income | $12.7M | $11.5M | $10.2M | $18.1M | $18.1M | $17.2M | |
| Net income | $7.8M | $7.1M | $6.1M | $8.6M | $8.5M | $9.1M | |
| Diluted EPS | $0.22 | $0.20 | $0.17 | $0.24 | $0.24 | $0.25 | |
| Gross margin | 14.0% | 13.8% | 20.2% | 12.9% | 13.1% | 14.1% | |
| Operating margin | 6.0% | 5.3% | 4.5% | 6.2% | 6.3% | 5.8% |
Fiscal years (4-quarter sums)FY21 $439.7M · FY22 $473.2M · FY23 $544.9M · FY24 $695.2M · FY25 $947.7M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $15.3M · Total debt $493.9M · Total assets $1.04B · Shareholders' equity $359.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 34.77M · Float 33.04M · 95.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.96M | 8.51% | 13F | Aug 7, 2026 |
| Van Berkom & Associates Inc. | 2.37M | 6.81% | 13F | Aug 5, 2026 |
| Wasatch Advisors LP | 1.87M | 5.40% | 13G | Jul 17, 2026 |
| Vanguard Capital Management | 1.74M | 5.01% | 13G | Jul 31, 2026 |
| Turtle Creek Asset Management Inc. | 1.71M | 4.93% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Jason Paul Steik | officer: Chief Clinical Officer | −1,394 | $38.52 |
| Aug 6, 2026 | Brent Guerisoli | officer: Chief Executive Officer | −4,285 | $38.52 |
| Aug 6, 2026 | Kirk Sterling Cheney | officer: EVP, GC and Corp Secy | −1,393 | $38.52 |
| Jul 10, 2026 | Brent Guerisoli | officer: Chief Executive Officer | −3,159 | $41.57 |
| Jul 7, 2026 | Brent Guerisoli | officer: Chief Executive Officer | −3,165 | $40.51 |
Peers
- Addus HomeCare
In-home care peer across personal care, hospice, and home health
- BrightSpring Health Services
Scaled home and community care platform with acquired HH&H branches
- National HealthCare
Diversified post-acute and senior-care operator in core overlap areas
- Chemed
VITAS creates a focused national hospice overlap
- Brookdale Senior Living
Large senior-living operator focused on assisted living and memory care
- The Ensign Group
Post-acute parent-origin peer in skilled nursing and senior living
- Aveanna Healthcare
Home-care platform overlapping in adult home health and hospice
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The Pennant Group | $37.08 | +0.05% | $1.29B | 41.2 | 25.6 | 1.2 | +35.8% |
| Addus HomeCare | $115.55 | +0.02% | $2.16B | 20.3 | 16.1 | 1.5 | +8.0% |
| BrightSpring Health Services | $60.31 | +2.01% | $11.60B | 44.1 | 28.9 | 0.8 | +23.0% |
| National HealthCare | $222.70 | +0.21% | $3.48B | 25.1 | — | 2.2 | +9.4% |
| Chemed | $523.38 | +0.06% | $6.84B | 26.3 | 20.2 | 2.6 | +8.8% |
| Brookdale Senior Living | $11.60 | −1.11% | $2.80B | — | 482.1 | 0.9 | −11.6% |
| The Ensign Group | $172.98 | +0.01% | $10.08B | 27.1 | 21.2 | 1.8 | +17.3% |
| Aveanna Healthcare | $13.67 | +2.70% | $2.90B | 10.5 | 16.2 | 1.1 | +13.7% |
| Median | 25.7 | 20.7 | 1.5 | +9.4% |