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Ardent Health Inc. (ARDT)

USD9.82 +0.02 (+0.20%)
US NYSE Healthcare Medical - Care Facilities
Address 340 Seven Springs Way 37027
Brentwood, TN, US
CEO Martin J. Bonick
Website ardenthealth.com
IPO 2024-07-18
CIK 1756655 ISIN US03980N1072

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Description

Ardent Health, Inc. owns and operates a network of hospitals and clinics that provides healthcare services in the United States. The company offers general and specialty services, including internal medicine, general surgery, cardiology, oncology, orthopedics, women’s services, neurology, urology, and emergency services within inpatient and ambulatory care settings. It also operates a network of ambulatory facilities and telehealth services, including primary care and specialty care clinics, ambulatory surgery centers, urgent care centers, free-standing emergency departments, and diagnostic imaging centers. The company operates acute care hospitals, including rehabilitation hospitals and surgical hospitals. Ardent Health, Inc. was formerly known as Ardent Health Partners, Inc. and changed its name to Ardent Health, Inc. in June 2025. The company was founded in 2001 and is based in Brentwood, Tennessee. Ardent Health, Inc. is a subsidiary of EGI-AM Investments, L.L.C.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD9.82 +0.02 (+0.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
490.6K
Beta
0.84
Float Shares
23.89M
Free Float %
16.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.21% +5.78% +7.13% +6.22% -28.33% +14.04% -32.10% -37.30% -37.30% -37.30% -37.30%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
9.82
Low 12.00 +22.2%
Consensus 13.33 +35.7%
Median 13.00 +32.4%
High 16.00 +62.9%
DCF (Unlevered) 44.46 +352.7%
DCF (Levered) 8.06 -17.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 58% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 6 -1
Hold 4 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter 1
13.00
+32.4%
Last Year 10
14.50
+47.7%
All Time 18
18.06
+83.9%
Quality scores
Altman Z-Score
2.07
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Medical - Care Facilities: +10.2%
    +6.0% Q1'26: +7.0% (vs Q1'25)
  • ✗
    EPS growth Medical - Care Facilities: +19.2%
    -39.2% Q1'26: -3.4% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Medical - Care Facilities: +32.0%
    +3.3% ★ Q1'26: -5.5% (vs Q1'25)
  • ✗
    EBIT margin Medical - Care Facilities: +11.3%
    +5.2% Q1'26: +5.1% (vs Q1'25)
  • ✗
    ROIC Medical - Care Facilities: +6.8%
    +8.1% ★ Q1'26: +10.9% (vs Q1'25)
  • ✗
    Share dilution Medical - Care Facilities: +0.0%
    +6.6% Q1'26: +0.8% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    4.71× Q1'26: 2.45× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.93) × ERP
WACC = 39% × Ke + 61% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 43.94 Current price: 9.82
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual 		Dec 2024
actual 		Dec 2025
actual 		Dec 2026
8 Rev. Ana.
6 EPS Ana. 		Dec 2027
8 Rev. Ana.
6 EPS Ana. 		Dec 2028
6 Rev. Ana.
6 EPS Ana.
Revenue
5.41B
est: 5.53B (-2.2%)
5.97B
est: 5.84B (+2.1%)
6.32B
est: 6.36B (-0.5%)
6.57B
6.55B – 6.61B
+3.4% YoY
6.86B
6.80B – 6.91B
+4.4% YoY
7.21B
7.21B – 7.21B
+5.1% YoY
EBITDA
350.00M
est: 496.74M (-29.5%)
574.93M
est: 524.71M (+9.6%)
481.29M
est: 570.74M (-15.7%)
590.03M
588.23M – 593.64M
+3.4% YoY
615.93M
610.54M – 620.42M
+4.4% YoY
647.33M
647.18M – 647.48M
+5.1% YoY
EBIT
209.15M
est: 352.61M (-40.7%)
428.64M
est: 372.46M (+15.1%)
325.58M
est: 405.13M (-19.6%)
418.83M
417.55M – 421.39M
+3.4% YoY
437.21M
433.39M – 440.40M
+4.4% YoY
459.51M
459.40M – 459.61M
+5.1% YoY
Net Income
50.29M
est: 22.39M (+124.6%)
210.34M
est: 166.59M (+26.3%)
135.81M
est: 134.28M (+1.1%)
161.52M
152.81M – 167.09M
+20.3% YoY
179.85M
166.40M – 196.66M
+11.3% YoY
195.81M
160.80M – 224.10M
+8.9% YoY
SGA
3.62B
est: 3.11B (+16.5%)
3.88B
est: 3.28B (+18.3%)
1.19B
est: 3.57B (-66.6%)
3.69B
3.68B – 3.71B
+3.4% YoY
3.85B
3.82B – 3.88B
+4.4% YoY
4.05B
4.05B – 4.05B
+5.1% YoY
EPS
0.35
est: 0.16 (+121.2%)
1.59
est: 1.21 (+31.1%)
0.96
est: 1.05 (-8.4%)
1.13
1.08 – 1.18
+7.9% YoY
1.29
1.18 – 1.39
+14.4% YoY
1.36
1.14 – 1.58
+5.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 UBS Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 4/5 3/5 4/5 1/5 3/5 5/5
2026-05-08 A- 4/5 4/5 3/5 4/5 1/5 3/5 5/5
2026-05-07 A- 4/5 4/5 3/5 4/5 1/5 3/5 5/5
2026-05-06 A- 4/5 4/5 3/5 4/5 1/5 3/5 5/5
2026-05-05 A- 4/5 3/5 3/5 4/5 1/5 4/5 5/5
2026-05-04 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-05-01 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-30 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-29 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-28 A- 4/5 4/5 3/5 4/5 1/5 4/5 5/5
2026-04-27 A- 4/5 4/5 3/5 4/5 1/5 4/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 1/5 3/5 4/5
2026-04-21 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-20 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-16 A- 4/5 5/5 3/5 5/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
325.44M
OE per share TTM
2.31
Owner's Yield
22.88%
Maintenance CapEx ratio
1.94%
Maint CapEx / Avg PPE
27.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
23
Total invested
3.28M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person ⇅ Amount owned ⇅ % of class ⇅ Sole voting ⇅ Shared voting ⇅ Sole dispositive ⇅ Shared dispositive ⇅ Type Citizenship Filing date ⇅ SEC filing
1 CHAI TRUST COMPANY, LLC 77.25M 54.10% — 77.25M — 77.25M OO Illinois 2024-11-14 ↗
2 EGI-AM Investments, L.L.C. 77.25M 54.10% — 77.25M — 77.25M OO Illinois 2024-11-14 ↗
3 EGI-AM Investor, L.L.C. 77.25M 54.10% — 77.25M — 77.25M OO Illinois 2024-11-14 ↗
4 Pure Health Capital Americas 1 SPV RSC LTD 30.26M 21.20% — 30.26M — 30.26M CO — 2024-11-14 ↗
5 Pure Health Capital LLC 30.26M 21.20% — 30.26M — 30.26M CO — 2024-11-14 ↗
6 Pure Health Holding PJSC 30.26M 21.20% — 30.26M — 30.26M CO — 2024-11-14 ↗
7 Pure Health Medical Supplies LLC 30.26M 21.20% — 30.26M — 30.26M CO — 2024-11-14 ↗
8 Ventas, Inc. 9.34M 6.55% 9.34M — 9.34M — CO Delaware 2024-11-14 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
23
-106 vs prev Q
New positions
8
Closed positions
111
Increased
16
Reduced
3
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 CHAI TRUST CO LLC 77.25M +— (+0.0%) 682.09M -341.4M (-33.4%) 54.95% -0.137 pp 58.78% -8.892 pp USD18.38 -52.0% 6 qtrs —
2 — 26.3K +26.3K (+100.0%) 232.48M +232.5M (+100.0%) 0.02% +0.019 pp 0.09% +0.092 pp USD8.83 +0.0% 1 qtrs NEW
3 VENTAS, INC. 9.34M +— (+0.0%) 82.49M -41.3M (-33.4%) 6.65% -0.017 pp 100.00% +0.000 pp USD13.25 -33.4% 2 qtrs —
4 GOLDENTREE ASSET MANAGEMENT LP 2.30M +1.2M (+99.7%) 20.30M +5.1M (+33.2%) 1.64% +0.816 pp 1.10% -0.160 pp USD13.56 -34.9% 6 qtrs —
5 BLACKROCK, INC. 1.71M -6.4K (-0.4%) 15.06M -7.6M (-33.6%) 1.21% -0.008 pp 0.00% 0.000 pp USD15.21 -41.9% 6 qtrs —
6 VANGUARD GROUP INC 1.50M +151.7K (+11.2%) 13.28M -4.6M (-25.9%) 1.07% +0.106 pp 0.00% 0.000 pp USD13.70 -35.5% 6 qtrs —
7 CASTLEKNIGHT MANAGEMENT LP 1.17M -571.0K (-32.8%) 10.31M -12.7M (-55.2%) 0.83% -0.409 pp 0.23% -0.226 pp USD15.85 -44.3% 6 qtrs —
8 AMERIPRISE FINANCIAL INC 1.12M -647.8K (-36.6%) 9.90M -13.5M (-57.8%) 0.80% -0.464 pp 0.00% -0.003 pp USD13.68 -35.5% 4 qtrs —
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 946.6K +492.0K (+108.2%) 8.36M +2.3M (+38.8%) 0.67% +0.349 pp 0.18% +0.047 pp USD10.95 -19.4% 2 qtrs —
10 MORGAN STANLEY 727.4K +145.9K (+25.1%) 6.42M -1.3M (-16.6%) 0.52% +0.103 pp 0.00% 0.000 pp USD14.33 -38.4% 6 qtrs —
11 WOODLINE PARTNERS LP 641.2K +— (+0.0%) 5.66M -2.8M (-33.4%) 0.46% -0.001 pp 0.02% -0.018 pp USD18.38 -52.0% 6 qtrs —
12 SAGEVIEW ADVISORY GROUP, LLC 640.6K -150.1K (-19.0%) 5.66M -4.8M (-46.0%) 0.46% -0.108 pp 0.19% -0.170 pp USD13.68 -35.5% 4 qtrs —
13 AQR CAPITAL MANAGEMENT LLC 573.9K +413.1K (+256.9%) 5.07M +2.9M (+137.8%) 0.41% +0.294 pp 0.00% +0.001 pp USD10.09 -12.5% 3 qtrs —
14 EMPOWERED FUNDS, LLC 551.7K +317.0K (+135.0%) 4.87M +1.8M (+56.6%) 0.39% +0.225 pp 0.04% +0.007 pp USD10.71 -17.6% 2 qtrs —
15 GEODE CAPITAL MANAGEMENT, LLC 544.7K -4.0K (-0.7%) 4.81M -2.5M (-33.8%) 0.39% -0.004 pp 0.00% 0.000 pp USD14.71 -40.0% 6 qtrs —
16 STATE STREET CORP 537.4K +44.0K (+8.9%) 4.75M -1.8M (-27.4%) 0.38% +0.030 pp 0.00% 0.000 pp USD14.79 -40.3% 6 qtrs —
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 475.8K -5.5K (-1.1%) 4.20M -2.2M (-34.1%) 0.34% -0.005 pp 0.01% -0.007 pp USD13.25 -33.4% 2 qtrs —
18 BANK OF AMERICA CORP /DE/ 323.4K +12.8K (+4.1%) 2.86M -1.3M (-30.6%) 0.23% +0.009 pp 0.00% 0.000 pp USD15.25 -42.1% 6 qtrs —
19 PEREGRINE CAPITAL MANAGEMENT LLC 297.4K -14.7K (-4.7%) 2.63M -1.5M (-36.5%) 0.21% -0.011 pp 0.08% -0.044 pp USD18.07 -51.1% 6 qtrs —
20 FIRST TRUST ADVISORS LP 280.2K +79.0K (+39.2%) 2.47M -192.4K (-7.2%) 0.20% +0.056 pp 0.00% 0.000 pp USD12.29 -28.2% 3 qtrs —
21 GOLDMAN SACHS GROUP INC 250.4K -239.6K (-48.9%) 2.21M -4.3M (-65.9%) 0.18% -0.171 pp 0.00% -0.001 pp USD13.97 -36.8% 6 qtrs —
22 DENALI ADVISORS LLC 249.5K +64.7K (+35.0%) 2.20M -246.0K (-10.0%) 0.18% +0.046 pp 0.24% -0.032 pp USD12.10 -27.0% 2 qtrs —
23 NORTHERN TRUST CORP 240.7K -4.5K (-1.9%) 2.13M -1.1M (-34.6%) 0.17% -0.004 pp 0.00% 0.000 pp USD15.02 -41.2% 6 qtrs —
24 CITADEL ADVISORS LLC 239.6K +239.6K (+100.0%) 2.12M +2.1M (+100.0%) 0.17% +0.171 pp 0.00% +0.000 pp USD8.83 +0.0% 6 qtrs —
25 JPMORGAN CHASE & CO 238.7K -44.3K (-15.7%) 2.11M -1.6M (-43.8%) 0.17% -0.032 pp 0.00% 0.000 pp USD13.87 -36.3% 6 qtrs —
26 BANK OF NEW YORK MELLON CORP 231.3K +169.1K (+272.0%) 2.04M +1.2M (+147.9%) 0.16% +0.120 pp 0.00% +0.000 pp USD10.64 -17.0% 6 qtrs —
27 MILLENNIUM MANAGEMENT LLC 221.0K +221.0K (+100.0%) 1.95M +2.0M (+100.0%) 0.16% +0.157 pp 0.00% +0.001 pp USD8.83 +0.0% 1 qtrs NEW
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 202.5K -105.0 (-0.1%) 1.79M -896.4K (-33.4%) 0.14% 0.000 pp 0.00% 0.000 pp USD14.05 -37.2% 6 qtrs —
29 MOORE CAPITAL MANAGEMENT, LP 191.0K +191.0K (+100.0%) 1.69M +1.7M (+100.0%) 0.14% +0.136 pp 0.02% +0.024 pp USD8.83 +0.0% 1 qtrs NEW
30 SEI INVESTMENTS CO 156.0K -24.5K (-13.6%) 1.38M -1.0M (-42.4%) 0.11% -0.018 pp 0.00% -0.001 pp USD17.84 -50.5% 6 qtrs —
31 STATE OF WISCONSIN INVESTMENT BOARD 137.1K +52.3K (+61.6%) 1.21M +86.8K (+7.7%) 0.10% +0.037 pp 0.00% +0.000 pp USD12.19 -27.6% 5 qtrs —
32 LIDO ADVISORS, LLC 91.0K +— (+0.0%) 1.21M +— (+0.0%) 0.06% 0.000 pp 0.00% 0.000 pp USD13.74 -35.7% 4 qtrs —
33 TWO SIGMA INVESTMENTS, LP 127.8K +127.8K (+100.0%) 1.13M +1.1M (+100.0%) 0.09% +0.091 pp 0.00% +0.002 pp USD8.83 +0.0% 6 qtrs —
34 LOS ANGELES CAPITAL MANAGEMENT LLC 77.2K -2.6K (-3.3%) 1.13M +68.1K (+6.4%) 0.05% -0.002 pp 0.00% +0.000 pp USD13.72 -35.6% 4 qtrs —
35 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 121.9K +121.9K (+100.0%) 1.08M +1.1M (+100.0%) 0.09% +0.087 pp 0.10% +0.100 pp USD8.83 +0.0% 1 qtrs NEW
36 UBS GROUP AG 116.7K -11.2K (-8.7%) 1.03M -663.5K (-39.2%) 0.08% -0.008 pp 0.00% 0.000 pp USD13.52 -34.7% 6 qtrs —
37 WEDGE CAPITAL MANAGEMENT L L P/NC 112.7K -1.8K (-1.6%) 995.5K -522.3K (-34.4%) 0.08% -0.002 pp 0.02% -0.008 pp USD13.61 -35.1% 3 qtrs —
38 LSV ASSET MANAGEMENT 109.1K +109.1K (+100.0%) 963.0K +963.0K (+100.0%) 0.08% +0.078 pp 0.00% +0.002 pp USD8.83 +0.0% 1 qtrs NEW
39 BNP PARIBAS ARBITRAGE, SNC 90.4K +7.2K (+8.7%) 798.6K -304.2K (-27.6%) 0.06% +0.005 pp 0.00% 0.000 pp USD13.38 -34.0% 6 qtrs —
40 D. E. SHAW & CO., INC. 75.0K +75.0K (+100.0%) 662.5K +662.5K (+100.0%) 0.05% +0.053 pp 0.00% +0.000 pp USD8.83 +0.0% 1 qtrs NEW
41 NEW YORK STATE COMMON RETIREMENT FUND 71.9K +15.2K (+26.8%) 634.9K -116.4K (-15.5%) 0.05% +0.011 pp 0.00% 0.000 pp USD12.48 -29.2% 5 qtrs —
42 TWO SIGMA ADVISERS, LP 71.4K +71.4K (+100.0%) 630.5K +630.5K (+100.0%) 0.05% +0.051 pp 0.00% +0.001 pp USD8.83 +0.0% 1 qtrs NEW
43 INVESCO LTD. 71.3K +14.0K (+24.4%) 629.6K -130.1K (-17.1%) 0.05% +0.010 pp 0.00% +0.000 pp USD12.58 -29.8% 4 qtrs —
44 NUMERAI GP LLC 69.8K +69.8K (+100.0%) 616.4K +616.4K (+100.0%) 0.05% +0.050 pp 0.07% +0.074 pp USD8.83 +0.0% 1 qtrs NEW
45 JANE STREET GROUP, LLC 64.8K -4.0K (-5.8%) 572.2K -339.1K (-37.2%) 0.05% -0.003 pp 0.00% 0.000 pp USD13.25 -33.4% 6 qtrs —
46 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 63.0K +31.8K (+101.8%) 555.9K +142.5K (+34.5%) 0.04% +0.023 pp 0.01% +0.002 pp USD11.02 -19.9% 2 qtrs —
47 VOLEON CAPITAL MANAGEMENT LP 62.8K +19.7K (+45.7%) 554.1K -16.7K (-2.9%) 0.04% +0.014 pp 0.01% -0.002 pp USD11.86 -25.5% 2 qtrs —
48 STRS OHIO 62.4K +20.0K (+47.2%) 551.0K -10.8K (-1.9%) 0.04% +0.014 pp 0.00% +0.000 pp USD13.97 -36.8% 6 qtrs —
49 CITIGROUP INC 56.9K -4.0K (-6.6%) 502.5K -305.0K (-37.8%) 0.04% -0.003 pp 0.00% 0.000 pp USD14.62 -39.6% 6 qtrs —
50 SWISS NATIONAL BANK 55.5K +— (+0.0%) 490.1K -245.3K (-33.4%) 0.04% 0.000 pp 0.00% 0.000 pp USD13.25 -33.4% 2 qtrs —
51 MANGROVE PARTNERS 47.3K +47.3K (+100.0%) 417.9K +417.9K (+100.0%) 0.03% +0.034 pp 0.03% +0.034 pp USD8.83 +0.0% 1 qtrs NEW
52 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 46.7K +46.7K (+100.0%) 412.4K +412.4K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD8.83 +0.0% 1 qtrs NEW
53 VERITION FUND MANAGEMENT LLC 44.7K -40.9K (-47.8%) 394.3K -739.4K (-65.2%) 0.03% -0.029 pp 0.00% -0.003 pp USD13.68 -35.5% 5 qtrs —
54 AMERICAN CENTURY COMPANIES INC 42.9K +2.7K (+6.7%) 378.6K -153.9K (-28.9%) 0.03% +0.002 pp 0.00% 0.000 pp USD13.26 -33.4% 3 qtrs —
55 VOYA INVESTMENT MANAGEMENT LLC 42.2K +749.0 (+1.8%) 372.5K -176.5K (-32.2%) 0.03% +0.001 pp 0.00% 0.000 pp USD15.06 -41.4% 6 qtrs —
56 BALYASNY ASSET MANAGEMENT L.P. 41.8K +41.8K (+100.0%) 369.4K +369.4K (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD8.83 +0.0% 1 qtrs NEW
57 ALGERT GLOBAL LLC 36.8K -93.0K (-71.7%) 325.0K -1.4M (-81.1%) 0.03% -0.066 pp 0.01% -0.024 pp USD13.25 -33.4% 2 qtrs —
58 BARCLAYS PLC 36.1K +15.1K (+72.1%) 319.1K -66.7K (-17.3%) 0.03% +0.011 pp 0.00% +0.000 pp USD13.37 -34.0% 6 qtrs —
59 ALPS ADVISORS INC 35.2K +389.0 (+1.1%) 311.2K -150.6K (-32.6%) 0.03% +0.000 pp 0.00% -0.001 pp USD13.20 -33.1% 2 qtrs —
60 PRELUDE CAPITAL MANAGEMENT, LLC 34.7K +16.4K (+89.4%) 306.0K +63.5K (+26.2%) 0.02% +0.012 pp 0.02% +0.004 pp USD11.37 -22.3% 4 qtrs —
61 OPTIMIZE FINANCIAL INC 32.7K +468.0 (+1.4%) 289.2K -138.5K (-32.4%) 0.02% +0.000 pp 0.15% -0.077 pp USD13.19 -33.1% 2 qtrs —
62 GSA CAPITAL PARTNERS LLP 32.7K +32.7K (+100.0%) 289.0K +289.0K (+100.0%) 0.02% +0.023 pp 0.02% +0.025 pp USD8.83 +0.0% 1 qtrs NEW
63 VICTORY CAPITAL MANAGEMENT INC 32.3K +32.3K (+100.0%) 285.1K +285.1K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD8.83 +0.0% 1 qtrs NEW
64 PRICE T ROWE ASSOCIATES INC /MD/ 31.5K +— (+0.0%) 279.0K -139.0K (-33.3%) 0.02% 0.000 pp 0.00% +0.000 pp USD13.43 -34.3% 4 qtrs —
65 QUANTBOT TECHNOLOGIES LP 31.4K +31.4K (+100.0%) 277.1K +277.1K (+100.0%) 0.02% +0.022 pp 0.01% +0.009 pp USD8.83 +0.0% 4 qtrs —
66 NUVEEN, LLC 30.7K -294.8K (-90.6%) 271.0K -4.0M (-93.7%) 0.02% -0.210 pp 0.00% -0.001 pp USD13.75 -35.8% 4 qtrs —
67 ACADIAN ASSET MANAGEMENT LLC 30.5K +5.8K (+23.3%) 269.0K -56.0K (-17.2%) 0.02% +0.004 pp 0.00% 0.000 pp USD13.01 -32.1% 5 qtrs —
68 STATE OF WYOMING 30.5K -2.1K (-6.5%) 268.9K -162.8K (-37.7%) 0.02% -0.002 pp 0.03% -0.020 pp USD16.33 -45.9% 6 qtrs —
69 VESTCOR INC 28.8K +28.8K (+100.0%) 255.0K +255.0K (+100.0%) 0.02% +0.021 pp 0.01% +0.007 pp USD8.83 +0.0% 1 qtrs NEW
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 28.7K -237.0 (-0.8%) 253.8K -130.2K (-33.9%) 0.02% 0.000 pp 0.00% 0.000 pp USD13.72 -35.6% 4 qtrs —
71 MARTINGALE ASSET MANAGEMENT L P 28.7K +168.0 (+0.6%) 253.2K -124.5K (-33.0%) 0.02% +0.000 pp 0.01% -0.003 pp USD13.63 -35.2% 3 qtrs —
72 RHUMBLINE ADVISERS 28.3K -4.3K (-13.2%) 250.2K -182.5K (-42.2%) 0.02% -0.003 pp 0.00% 0.000 pp USD15.96 -44.7% 6 qtrs —
73 BREVAN HOWARD CAPITAL MANAGEMENT LP 27.8K +27.8K (+100.0%) 245.8K +245.8K (+100.0%) 0.02% +0.020 pp 0.00% +0.003 pp USD8.83 +0.0% 1 qtrs NEW
74 LEGAL & GENERAL GROUP PLC 27.0K +3.8K (+16.1%) 238.6K -69.7K (-22.6%) 0.02% +0.003 pp 0.00% +0.000 pp USD12.86 -31.3% 6 qtrs —
75 COUNTERPOINT MUTUAL FUNDS LLC 27.0K +27.0K (+100.0%) 238.2K +238.2K (+100.0%) 0.02% +0.019 pp 0.02% +0.018 pp USD8.83 +0.0% 1 qtrs NEW
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 26.7K -21.0 (-0.1%) 235.5K -118.1K (-33.4%) 0.02% 0.000 pp 0.00% 0.000 pp USD13.43 -34.3% 6 qtrs —
77 WELLS FARGO & COMPANY/MN 26.0K +5.9K (+29.1%) 229.3K -37.1K (-13.9%) 0.02% +0.004 pp 0.00% +0.000 pp USD13.97 -36.8% 6 qtrs —
78 UBS ASSET MANAGEMENT AMERICAS INC 25.8K +25.8K (+100.0%) 228.0K +228.0K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD8.83 +0.0% 1 qtrs NEW
79 COMERICA BANK 23.6K +— (+0.0%) 208.2K -104.2K (-33.4%) 0.02% +0.000 pp 0.00% 0.000 pp USD13.58 -35.0% 3 qtrs —
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21.9K -3.7K (-14.5%) 193.4K -145.8K (-43.0%) 0.02% -0.003 pp 0.00% +0.000 pp USD13.25 -33.4% 2 qtrs —
81 ALPINE GLOBAL MANAGEMENT, LLC 19.5K +19.5K (+100.0%) 172.4K +172.4K (+100.0%) 0.01% +0.014 pp 0.03% +0.031 pp USD8.83 +0.0% 1 qtrs NEW
82 JACOBS LEVY EQUITY MANAGEMENT, INC 17.7K +17.7K (+100.0%) 156.7K +156.7K (+100.0%) 0.01% +0.013 pp 0.00% +0.001 pp USD8.83 +0.0% 1 qtrs NEW
83 Y-INTERCEPT (HONG KONG) LTD 17.6K +17.6K (+100.0%) 155.7K +155.7K (+100.0%) 0.01% +0.013 pp 0.00% +0.004 pp USD8.83 +0.0% 4 qtrs —
84 FOX RUN MANAGEMENT, L.L.C. 16.6K +16.6K (+100.0%) 146.8K +146.8K (+100.0%) 0.01% +0.012 pp 0.02% +0.023 pp USD8.83 +0.0% 1 qtrs NEW
85 DEUTSCHE BANK AG\ 15.2K +— (+0.0%) 134.3K -67.2K (-33.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD14.35 -38.5% 6 qtrs —
86 ALLIANCEBERNSTEIN L.P. 15.0K -1.5K (-8.9%) 132.5K -85.8K (-39.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD13.58 -35.0% 3 qtrs —
87 METLIFE INVESTMENT MANAGEMENT, LLC 14.0K -592.0 (-4.0%) 123.9K -69.9K (-36.1%) 0.01% 0.000 pp 0.00% 0.000 pp USD16.08 -45.1% 6 qtrs —
88 POINT72 ASSET MANAGEMENT, L.P. 13.2K -95.6K (-87.9%) 116.2K -1.3M (-91.9%) 0.01% -0.068 pp 0.00% -0.002 pp USD18.29 -51.7% 6 qtrs —
89 IEQ CAPITAL, LLC 12.9K -14.2K (-52.4%) 114.2K -245.7K (-68.3%) 0.01% -0.010 pp 0.00% -0.001 pp USD13.25 -33.4% 2 qtrs —
90 MARINER, LLC 11.1K -460.0 (-4.0%) 98.5K -54.7K (-35.7%) 0.01% 0.000 pp 0.00% 0.000 pp USD13.66 -35.4% 3 qtrs —
91 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 10.7K -122.0 (-1.1%) 94.9K -49.1K (-34.1%) 0.01% 0.000 pp 0.00% 0.000 pp USD15.99 -44.8% 6 qtrs —
92 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 10.4K +5.8K (+126.1%) 91.8K +30.9K (+50.7%) 0.01% +0.004 pp 0.00% +0.000 pp USD10.79 -18.2% 2 qtrs —
93 STATE OF ALASKA, DEPARTMENT OF REVENUE 8.3K +418.0 (+5.3%) 72.0K -31.0K (-30.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD13.03 -32.2% 2 qtrs —
94 CWM, LLC 6.7K -5.2K (-43.5%) 59.0K -98.0K (-62.4%) 0.00% -0.004 pp 0.00% 0.000 pp USD13.38 -34.0% 5 qtrs —
95 KLP KAPITALFORVALTNING AS 6.0K +— (+0.0%) 53.0K -26.5K (-33.4%) 0.00% +0.000 pp 0.00% 0.000 pp USD13.25 -33.4% 2 qtrs —
96 SIMPLEX TRADING, LLC 5.4K +5.4K (+100.0%) 47.7K +47.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD8.83 +0.0% 4 qtrs —
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 67 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Small Cap Core AlphaDEX Fund FYX 0.33% 4.44M 0.58%
2 WisdomTree U.S. SmallCap Fund EES 0.26% 1.89M 0.38%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.23% 3.99M 0.47%
4 Applied Finance IVS US SMID ETF IVSS 0.21% 27.2K 0.59%
5 Hartford Multifactor Small Cap ETF ROSC 0.14% 87.6K 0.34%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.14% 16.6K 0.29%
7 Optimize Strategy Index ETF OPTZ 0.13% 313.1K 0.25%
8 Vanguard Global Value Factor ETF VVL.TO 0.11% 615.6K 0.38%
9 Vanguard Global Value Equity Active ETF VVLU.AX 0.08% 740.5K 0.28%
10 BondBloxx B Rated USD High Yield Corporate Bond ETF XB 0.06% 35.2K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.00
Bullish
Ratio by volume
3.00
Bullish
Buys
15
Sells
5
Shares acquired
402.9K
Shares disposed
20.7K
Cash buys
—
Cash sales
—
Net activity
+382,137
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Webb Robert Thomas Director A-Award A Common Stock 14,231 0.00 — 78,215 D ↗
2026-04-01 Sotir Mark R Director A-Award A Common Stock 14,231 0.00 — 38,709 D ↗
2026-04-01 Sen Rahul Director A-Award A Common Stock 14,231 0.00 — 38,709 D ↗
2026-04-01 Robinson Edmondo Director A-Award A Common Stock 14,231 0.00 — 58,215 D ↗
2026-04-01 Petrovich Stephen C. Officer F-InKind D Common Stock 1,808 8.67 15.7K 749,803 D ↗
2026-04-01 LUMSDAINE ALFRED Officer F-InKind D Common Stock 4,381 8.67 38.0K 265,337 D ↗
2026-04-01 Havdala Ellen Director A-Award A Common Stock 14,231 0.00 — 115,367 D ↗
2026-04-01 GOODYEAR WILLIAM M Director A-Award A Common Stock 14,231 0.00 — 115,367 D ↗
2026-04-01 DeMichiei Robert Director A-Award A Common Stock 14,231 0.00 — 24,304 D ↗
2026-04-01 Caspers Dave Officer F-InKind D Common Stock 2,684 8.67 23.3K 35,604 D ↗
2026-04-01 Campion Suzanne Director A-Award A Common Stock 14,231 0.00 — 58,215 D ↗
2026-04-01 Byers David Raynor Officer F-InKind D Common Stock 924 8.67 8.0K 118,907 D ↗
2026-04-01 Bulgarelli Peter J. Director A-Award A Common Stock 14,231 0.00 — 14,231 D ↗
2026-04-01 Bonick Martin Director / Officer F-InKind D Common Stock 10,952 8.67 95.0K 1,303,322 D ↗
2026-04-01 BYNOE PETER C B Director A-Award A Common Stock 14,231 0.00 — 115,367 D ↗
2026-03-31 Petrovich Stephen C. Officer F-InKind D Common Stock 1,425 8.56 12.2K 751,611 D ↗
2026-03-31 LUMSDAINE ALFRED Officer F-InKind D Common Stock 2,510 8.56 21.5K 269,718 D ↗
2026-03-31 Byers David Raynor Officer F-InKind D Common Stock 819 8.56 7.0K 119,831 D ↗
2026-03-31 Bonick Martin Director / Officer F-InKind D Common Stock 8,026 8.56 68.7K 1,314,274 D ↗
2026-03-11 Petrovich Stephen C. Officer A-Award A Common Stock 34,733 0.00 — 753,036 D ↗
2026-03-11 LUMSDAINE ALFRED Officer A-Award A Common Stock 61,081 0.00 — 272,228 D ↗
2026-03-11 Chernin Ethan Officer A-Award A Common Stock 32,408 0.00 — 68,396 D ↗
2026-03-11 Byers David Raynor Officer A-Award A Common Stock 8,859 0.00 — 120,650 D ↗
2026-03-11 Bonick Martin Director / Officer A-Award A Common Stock 195,316 0.00 — 1,322,300 D ↗
2025-09-25 Petrovich Stephen C. Officer F-InKind D Common Stock 788 13.19 10.4K 718,303 D ↗
2025-09-25 LUMSDAINE ALFRED Officer F-InKind D Common Stock 3,389 13.19 44.7K 211,147 D ↗
2025-09-25 Byers David Raynor Officer F-InKind D Common Stock 524 13.19 6.9K 111,791 D ↗
2025-04-02 DeMichiei Robert Director — — — 0 0.00 — 0 — ↗
2025-04-01 Schultz David Officer A-Award A Common Stock 26,985 0.00 — 64,172 D ↗
2025-04-01 Petrovich Stephen C. Officer A-Award A Common Stock 22,263 0.00 — 719,091 D ↗
2025-04-01 LUMSDAINE ALFRED Officer A-Award A Common Stock 53,971 0.00 — 214,536 D ↗
2025-04-01 Chernin Ethan Officer A-Award A Common Stock 20,914 0.00 — 35,988 D ↗
2025-04-01 Caspers Dave Officer A-Award A Common Stock 33,057 0.00 — 38,288 D ↗
2025-04-01 Byers David Raynor Officer A-Award A Common Stock 11,565 0.00 — 112,315 D ↗
2025-04-01 Bonick Martin Director / Officer A-Award A Common Stock 134,927 0.00 — 1,126,984 D ↗
2025-03-31 Schultz David Officer F-InKind D Common Stock 1,825 13.75 25.1K 37,187 D ↗
2025-03-31 Petrovich Stephen C. Officer F-InKind D Common Stock 1,428 13.75 19.6K 696,828 D ↗
2025-03-31 LUMSDAINE ALFRED Officer F-InKind D Common Stock 2,510 13.75 34.5K 160,565 D ↗
2025-03-31 Chernin Ethan Officer F-InKind D Common Stock 1,332 13.75 18.3K 15,074 D ↗
2025-03-31 Caspers Dave Officer — — — 0 0.00 — 0 — ↗
2025-03-31 Byers David Raynor Officer F-InKind D Common Stock 676 13.75 9.3K 100,750 D ↗
2025-03-31 Bonick Martin Director / Officer F-InKind D Common Stock 12,970 13.75 178.3K 992,057 D ↗
2025-03-21 Webb Robert Thomas Director A-Award A Common Stock 12,916 0.00 — 63,984 D ↗
2025-03-21 Sotir Mark R Director A-Award A Common Stock 12,916 0.00 — 24,478 D ↗
2025-03-21 Sen Rahul Director A-Award A Common Stock 12,916 0.00 — 24,478 D ↗
2025-03-21 Robinson Edmondo Director A-Award A Common Stock 12,916 0.00 — 43,984 D ↗
2025-03-21 Havdala Ellen Director A-Award A Common Stock 12,916 0.00 — 101,136 D ↗
2025-03-21 GOODYEAR WILLIAM M Director A-Award A Common Stock 12,916 0.00 — 101,136 D ↗
2025-03-21 Campion Suzanne Director A-Award A Common Stock 12,916 0.00 — 43,984 D ↗
2025-03-21 BYNOE PETER C B Director A-Award A Common Stock 12,916 0.00 — 101,136 D ↗
2024-12-12 Webb Robert Thomas Director A-Award A Common Stock 10,793 0.00 — 51,068 D ↗
2024-12-12 Robinson Edmondo Director A-Award A Common Stock 10,793 0.00 — 31,068 D ↗
2024-12-12 Havdala Ellen Director A-Award A Common Stock 10,793 0.00 — 88,220 D ↗
2024-12-12 GOODYEAR WILLIAM M Director A-Award A Common Stock 10,793 0.00 — 88,220 D ↗
2024-12-12 Campion Suzanne Director A-Award A Common Stock 10,793 0.00 — 31,068 D ↗
2024-12-12 BYNOE PETER C B Director A-Award A Common Stock 10,793 0.00 — 88,220 D ↗
2024-11-08 Webb Robert Thomas Director P-Purchase A Common Stock 10,000 16.49 164.9K 40,275 D ↗
2024-09-25 Schultz David Officer A-Award A Common Stock 16,535 0.00 — 39,012 D ↗
2024-09-25 Petrovich Stephen C. Officer A-Award A Common Stock 9,699 0.00 — 698,256 D ↗
2024-09-25 LUMSDAINE ALFRED Officer A-Award A Common Stock 41,742 0.00 — 163,075 D ↗
2024-09-25 Byers David Raynor Officer A-Award A Common Stock 6,447 0.00 — 101,426 D ↗

Executive team

Top executives
EBIT / Employee
14.1K
Shares Outstanding
143.10M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Marty Bonick President and Chief Executive Officer 1.08M — 5.00M — — 14.0K 6.09M 82.10% ↗
2 2025 Alfred Lumsdaine Chief Financial Officer 650.2K 50.0K 2.00M — — 14.0K 2.71M 73.69% ↗
3 2025 David Caspers Chief Operating Officer 511.5K 551.4K 1.33M — — 59.6K 2.45M 54.14% ↗
4 2025 David Schultz Former President, Hospital Operations 389.9K — 1.00M — — 674.2K 2.06M 48.45% ↗
5 2025 Ethan Chernin Former President, Health Services 612.5K 23.2K 775.0K — — 73.7K 1.48M 52.21% ↗
6 2025 Stephen C. Petrovich Executive Vice President and General Counsel 547.1K 35.2K 825.0K — — 14.0K 1.42M 58.05% ↗
7 2024 Marty Bonick President and Chief Executive Officer 1.06M — 4.52M — 1.35M 13.2K 6.94M 65.14% ↗
8 2024 David Schultz President, Hospital Operations 652.1K 5.38M — — — — 6.03M 0.00% ↗
9 2024 Alfred Lumsdaine Chief Financial Officer 622.6K — 2.22M — 571.2K 13.2K 3.43M 64.79% ↗
10 2024 David Schultz Former President, Hospital Operations 652.1K — 1.35M — 554.9K 461.6K 3.02M 44.67% ↗
11 2024 Ethan Chernin President, Health Services 343.9K 2.64M — — — — 2.99M 0.00% ↗
12 2024 Stephen C. Petrovich Executive Vice President and General Counsel 531.1K — 991.4K — 501.9K 13.2K 2.04M 48.66% ↗
13 2024 Ethan Chernin Former President, Health Services 343.9K 50.0K 750.0K — 268.0K 80.6K 1.49M 50.25% ↗
14 2023 Marty Bonick President and Chief Executive Officer 988.6K — — — 1.21M 13.2K 2.21M 0.00% ↗
15 2023 David Schultz President, Hospital Operations 342.9K 1.11M — — — — 1.45M 0.00% ↗
16 2023 Alfred Lumsdaine Chief Financial Officer 594.3K — 278.8K — 431.1K 13.2K 1.32M 21.16% ↗
17 2023 Stephen C. Petrovich Executive Vice President and General Counsel 508.6K — 64.8K — 371.6K 13.2K 958.2K 6.76% ↗
18 2023 David Schultz Former President, Hospital Operations 342.9K 225.0K 98.4K — — 59.3K 725.6K 13.56% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A ↗
2026-04-08 DEF 14A ↗
2025-04-08 DEFA14A ↗
2025-04-08 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K ↗
2026-04-08 DEFA14A ↗
2026-04-08 DEF 14A ↗
2026-04-08 ARS ↗
2026-04-02 4 ↗
2026-04-02 4 ↗
2026-04-02 4 ↗
2026-04-02 4 ↗
2026-04-02 4 ↗
2026-04-02 4 ↗

Executive team

NameTitleCompensationGender
David Caspers Chief Operating Officer 1M male
Martin J. Bonick FACHE President, Chief Executive Officer & Director 1M male
Ethan Chernin President of Health Services 742.5K male
Alfred Lumsdaine Chief Financial Officer 714.2K male
Stephen Christopher Petrovich Executive Vice President, Chief Legal Officer & Secretary 596.2K male
Donald Baker Regional President of Lone Star Region — male
Frank J. Campbell Chief Medical Officer — —
Jason Ehrlinspiel Chief Compliance Officer — male
Kevin J. Gross FACHE Regional President of Oklahoma Region — male
Lonnie Garrison Chief Technology Officer — male
David Byers Senior Vice President & Chief Accounting Officer — male
Robert Coscione Senior Vice President of Payor Strategies — male
ESG Rating
B
MEDICAL - CARE FACILITIES
2026
E (Environmental)
52.8 / 65.7
Company / Sector avg.
S (Social)
62.6 / 69.6
Company / Sector avg.
G (Governance)
48.6 / 68.9
Company / Sector avg.
ESG Total
54.7 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

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