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PACS Group, Inc. (PACS)

USD43.99 +0.72 (+1.66%)
US NYSE Financial Services Financial - Conglomerates
Address 262 N University Ave 84025
Farmington, UT, US
CEO Jason Murray
Website pacs.com
IPO 2024-04-11
CIK 2001184 ISIN US69380Q1076

Explore sections of this company profile

Description

PACS Group, Inc. operates as a holding company, primarily focused on delivering post-acute healthcare services. This encompasses operating various facilities, providing skilled professionals, and offering essential ancillary support. The company further specializes in providing a spectrum of senior living options, encompassing dedicated senior care, assisted living, and independent living residences in select communities. Founded in 2013 by Jason Murray and Mark Hancock, its corporate headquarters are located in Farmington, Utah.

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
USD43.99 +0.72 (+1.66%)
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Volume Profile
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Liquidity & share structure
Average Volume
898.3K
Beta
-0.08
Float Shares
46.23M
Free Float %
29.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+28.56% +21.87% +21.51% +5.40% +257.85% +6.82% +268.13% +78.30% +78.30% +78.30% +78.30%
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 (8 ratings, all time) Buy
Price Targets & DCF
Current price
43.99
Low 40.00 -9.1%
Consensus 44.67 +1.5%
Median 42.00 -4.5%
High 52.00 +18.2%
DCF (Levered) 150.72 +242.6%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
52.00
+18.2%
Last Year 5
42.80
-2.7%
All Time 12
38.17
-13.2%
Quality scores
Altman Z-Score
1.92
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Conglomerates: +32.7%
    +29.3% Q1'26: +11.2% (vs Q1'25)
  • EPS growth Financial - Conglomerates: +16.6%
    +221.1% Q1'26: +194.1% (vs Q1'25)
  • FCF margin FCF growth · Financial - Conglomerates: +2.3%
    +4.9% Q1'26: +15.1% (vs Q1'25)
  • EBIT margin Financial - Conglomerates: +36.2%
    +5.9% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Conglomerates: +2.2%
    +5.3% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Conglomerates: +0.0%
    +5.5% Q1'26: -2.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Conglomerates: 2.57×
    8.75× Q1'26: 6.17× (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 (-0.03) × ERP
WACC = 61% × Ke + 39% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 43.99
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 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Revenue
4.09B
est: 3.97B (+3.0%)
5.29B
est: 5.31B (-0.5%)
5.72B
5.71B – 5.73B
+7.5% YoY
6.21B
6.18B – 6.24B
+8.6% YoY
6.68B
6.68B – 6.68B
+7.5% YoY
EBITDA
186.70M
est: 298.06M (-37.4%)
365.57M
est: 398.88M (-8.4%)
428.98M
428.23M – 429.73M
+7.5% YoY
466.01M
464.01M – 468.36M
+8.6% YoY
501.05M
501.05M – 501.05M
+7.5% YoY
EBIT
145.90M
est: 263.05M (-44.5%)
309.91M
est: 352.03M (-12.0%)
378.59M
377.93M – 379.26M
+7.5% YoY
411.27M
409.51M – 413.35M
+8.6% YoY
442.20M
442.20M – 442.20M
+7.5% YoY
Net Income
55.76M
est: 231.23M (-75.9%)
191.54M
est: 272.45M (-29.7%)
324.76M
322.95M – 326.57M
+19.2% YoY
364.13M
361.15M – 367.12M
+12.1% YoY
400.76M
351.01M – 406.09M
+10.1% YoY
SGA
343.81M
est: 298.40M (+15.2%)
415.07M
est: 399.34M (+3.9%)
429.48M
428.73M – 430.23M
+7.5% YoY
466.54M
464.54M – 468.90M
+8.6% YoY
501.63M
501.63M – 501.63M
+7.5% YoY
EPS
0.38
est: 1.48 (-74.4%)
1.23
est: 1.74 (-29.3%)
2.07
2.06 – 2.08
+19.1% YoY
2.32
2.30 – 2.34
+12.2% YoY
2.47
2.24 – 2.59
+6.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-04 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-05-01 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-28 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-27 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-24 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-23 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-22 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-20 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-17 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-16 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5
2026-04-15 B 3/5 4/5 5/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
951.81M
OE per share TTM
5.77
Owner's Yield
19.00%
Maintenance CapEx ratio
111.22%
Maint CapEx / Avg PPE
77.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
56
Total invested
40.45M
Insider transactions (90d)
1
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Jason Hulse Murray 54.63M 35.20% 54.63M 54.63M IN United States 2024-11-14
2 Mark Hancock 54.63M 35.20% 54.63M 54.63M IN United States 2024-11-14
3 Cohen & Steers, Inc. 14-1904657 9.64M 6.21% 8.42M 9.64M HC, CO 2024-11-14
4 Cohen & Steers Capital Management, Inc.     13-3353336 9.61M 6.19% 8.40M 9.61M IA, CO 2024-11-14
5 Cohen & Steers UK Limited 20.2K 0.01% 20.2K 20.2K IA, CO 2024-11-14
6 Cohen & Steers Ireland Limited 6.8K 0.00% 6.8K 6.8K FI, CO 2024-11-14
7 Cohen & Steers Asia Limited 0.00% IA, CO 2024-11-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
56
-141 vs prev Q
New positions
22
Closed positions
157
Increased
38
Reduced
7
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 1.15M +1.1M (+100.0%) 43.98B +44.0B (+100.0%) 0.73% +0.732 pp 5.96% +5.961 pp USD38.39 +0.0% 1 qtrs NEW
2 CASPIAN CAPITAL LP 381.2K +381.2K (+100.0%) 14.63B +14.6B (+100.0%) 0.24% +0.244 pp 9.68% +9.678 pp USD38.39 +0.0% 1 qtrs NEW
3 COHEN & STEERS, INC. 9.50M -108.8K (-1.1%) 364.67M +232.8M (+176.5%) 6.07% -0.361 pp 0.66% +0.421 pp USD33.71 +13.9% 7 qtrs
4 FMR LLC 4.79M -165.2K (-3.3%) 183.72M +115.7M (+170.3%) 3.06% -0.256 pp 0.01% +0.006 pp USD19.63 +95.6% 7 qtrs
5 VANGUARD GROUP INC 4.51M +566.5K (+14.4%) 172.99M +118.9M (+219.8%) 2.88% +0.242 pp 0.00% +0.002 pp USD32.91 +16.7% 7 qtrs
6 BLACKROCK, INC. 3.89M -1.2M (-23.1%) 149.26M +79.8M (+114.9%) 2.48% -0.901 pp 0.00% +0.001 pp USD29.88 +28.5% 6 qtrs
7 ALYESKA INVESTMENT GROUP, L.P. 2.25M +1.4M (+159.5%) 86.38M +74.5M (+625.6%) 1.44% +0.857 pp 0.24% +0.208 pp USD28.89 +32.9% 2 qtrs
8 CREWE ADVISORS LLC 2.15M +1.0M (+93.1%) 82.45M +67.2M (+440.0%) 1.37% +0.628 pp 7.30% +5.847 pp USD25.32 +51.6% 6 qtrs
9 AMERICAN CENTURY COMPANIES INC 1.19M +1.2M (+100.0%) 45.84M +45.8M (+100.0%) 0.76% +0.763 pp 0.02% +0.023 pp USD38.39 +0.0% 1 qtrs NEW
10 AMERIPRISE FINANCIAL INC 1.12M -230.0K (-17.0%) 43.02M +24.5M (+132.0%) 0.72% -0.188 pp 0.01% +0.006 pp USD13.89 +176.4% 7 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 1.02M +24.1K (+2.4%) 39.19M +25.5M (+186.4%) 0.65% -0.015 pp 0.00% +0.002 pp USD30.02 +27.9% 7 qtrs
12 STATE STREET CORP 988.1K +4.0K (+0.4%) 37.93M +24.4M (+180.7%) 0.63% -0.027 pp 0.00% +0.001 pp USD29.91 +28.4% 7 qtrs
13 WELLINGTON MANAGEMENT GROUP LLP 821.5K -714.7K (-46.5%) 31.54M +10.4M (+49.5%) 0.52% -0.503 pp 0.01% +0.002 pp USD29.19 +31.5% 7 qtrs
14 ROYCE & ASSOCIATES LP 746.2K -1.1M (-59.9%) 28.65M +3.1M (+12.2%) 0.48% -0.767 pp 0.29% +0.036 pp USD17.46 +119.9% 7 qtrs
15 MORGAN STANLEY 645.6K +147.7K (+29.7%) 24.78M +17.9M (+262.6%) 0.41% +0.079 pp 0.00% +0.001 pp USD26.52 +44.8% 7 qtrs
16 8 KNOTS MANAGEMENT, LLC 610.1K +610.1K (+100.0%) 23.42M +23.4M (+100.0%) 0.39% +0.390 pp 2.70% +2.698 pp USD38.39 +0.0% 1 qtrs NEW
17 NUVEEN, LLC 579.2K +428.7K (+284.7%) 22.24M +20.2M (+975.7%) 0.37% +0.269 pp 0.01% +0.005 pp USD31.47 +22.0% 4 qtrs
18 BANK OF AMERICA CORP /DE/ 526.7K +404.6K (+331.2%) 20.22M +18.5M (+1,105.8%) 0.34% +0.255 pp 0.00% +0.001 pp USD38.01 +1.0% 7 qtrs
19 MARSHALL WACE, LLP 457.9K -553.0K (-54.7%) 17.58M +3.7M (+26.6%) 0.29% -0.384 pp 0.02% +0.002 pp USD13.19 +191.1% 7 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 377.4K -2.5K (-0.6%) 14.49M +9.3M (+177.8%) 0.24% -0.013 pp 0.00% +0.001 pp USD30.20 +27.1% 7 qtrs
21 NORTHERN TRUST CORP 362.3K -5.3K (-1.4%) 13.91M +8.9M (+175.6%) 0.23% -0.015 pp 0.00% +0.001 pp USD34.99 +9.7% 7 qtrs
22 SEI INVESTMENTS CO 345.0K -756.0 (-0.2%) 13.25M +8.5M (+179.0%) 0.22% -0.011 pp 0.01% +0.008 pp USD34.68 +10.7% 7 qtrs
23 RUSSELL INVESTMENTS GROUP, LTD. 330.9K -155.4K (-31.9%) 12.70M +6.0M (+90.3%) 0.21% -0.114 pp 0.01% +0.006 pp USD25.54 +50.3% 7 qtrs
24 GOLDMAN SACHS GROUP INC 320.7K +10.4K (+3.3%) 12.31M +8.1M (+189.0%) 0.20% -0.003 pp 0.00% +0.001 pp USD22.38 +71.5% 6 qtrs
25 ZIMMER PARTNERS, LP 302.5K +— (+0.0%) 11.61M +7.5M (+179.6%) 0.19% -0.009 pp 0.31% +0.216 pp USD29.96 +28.1% 7 qtrs
26 TWO SIGMA INVESTMENTS, LP 300.9K +57.8K (+23.8%) 11.55M +8.2M (+246.1%) 0.19% +0.030 pp 0.02% +0.011 pp USD19.74 +94.5% 7 qtrs
27 SCHONFELD STRATEGIC ADVISORS LLC 227.3K +227.3K (+100.0%) 8.73M +8.7M (+100.0%) 0.15% +0.145 pp 0.04% +0.039 pp USD38.39 +0.0% 6 qtrs
28 JANUS HENDERSON GROUP PLC 214.1K +193.0K (+914.5%) 8.22M +7.9M (+2,735.9%) 0.14% +0.123 pp 0.00% +0.004 pp USD35.96 +6.8% 6 qtrs
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 199.7K +172.7K (+640.1%) 7.66M +7.3M (+1,969.3%) 0.13% +0.110 pp 0.00% +0.004 pp USD34.97 +9.8% 5 qtrs
30 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 189.7K -143.7K (-43.1%) 7.45M +2.9M (+62.7%) 0.12% -0.102 pp 0.01% +0.005 pp USD11.24 +241.5% 4 qtrs
31 INVESCO LTD. 191.8K +167.4K (+685.4%) 7.36M +7.0M (+2,096.0%) 0.12% +0.106 pp 0.00% +0.001 pp USD35.22 +9.0% 7 qtrs
32 CITADEL ADVISORS LLC 175.1K +98.2K (+127.7%) 6.72M +5.7M (+536.7%) 0.11% +0.060 pp 0.00% +0.001 pp USD27.55 +39.3% 7 qtrs
33 CI PRIVATE WEALTH, LLC 170.1K +39.0K (+29.7%) 6.53M +4.7M (+262.7%) 0.11% +0.021 pp 0.01% +0.006 pp USD19.18 +100.2% 3 qtrs
34 DIMENSIONAL FUND ADVISORS LP 165.9K +165.9K (+100.0%) 6.37M +6.4M (+100.0%) 0.11% +0.106 pp 0.00% +0.001 pp USD38.39 +0.0% 1 qtrs NEW
35 CRAWFORD FUND MANAGEMENT, LLC 165.0K -81.0K (-32.9%) 6.33M +3.0M (+87.5%) 0.11% -0.059 pp 0.83% +0.294 pp USD13.73 +179.6% 2 qtrs
36 BANK OF NEW YORK MELLON CORP 162.6K -16.1K (-9.0%) 6.24M +3.8M (+154.4%) 0.10% -0.016 pp 0.00% +0.001 pp USD24.80 +54.8% 7 qtrs
37 ALGERT GLOBAL LLC 153.2K +73.7K (+92.8%) 5.88M +4.8M (+439.0%) 0.10% +0.045 pp 0.09% +0.073 pp USD25.18 +52.5% 3 qtrs
38 UBS GROUP AG 145.6K -175.8K (-54.7%) 5.59M +1.2M (+26.6%) 0.09% -0.122 pp 0.00% +0.000 pp USD15.24 +151.9% 7 qtrs
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 137.1K +17.6K (+14.7%) 5.26M +3.6M (+220.8%) 0.09% +0.008 pp 0.00% +0.000 pp USD16.33 +135.1% 5 qtrs
40 JANE STREET GROUP, LLC 132.2K -86.9K (-39.7%) 5.07M +2.1M (+68.7%) 0.08% -0.062 pp 0.00% +0.000 pp USD13.73 +179.6% 2 qtrs
41 GROUP ONE TRADING, L.P. 129.2K +105.9K (+455.0%) 4.96M +4.6M (+1,451.9%) 0.08% +0.067 pp 0.01% +0.008 pp USD33.95 +13.1% 2 qtrs
42 PDT PARTNERS, LLC 121.1K -74.3K (-38.0%) 4.65M +2.0M (+73.3%) 0.08% -0.053 pp 0.30% +0.132 pp USD12.77 +200.6% 5 qtrs
43 AQR CAPITAL MANAGEMENT LLC 111.6K -10.9K (-8.9%) 4.28M +2.6M (+154.6%) 0.07% -0.011 pp 0.00% +0.001 pp USD12.92 +197.1% 3 qtrs
44 SQUAREPOINT OPS LLC 101.0K -5.6K (-5.2%) 3.88M +2.4M (+165.0%) 0.06% -0.007 pp 0.00% +0.003 pp USD27.85 +37.8% 7 qtrs
45 SWISS NATIONAL BANK 91.8K +1.6K (+1.8%) 3.52M +2.3M (+184.6%) 0.06% -0.002 pp 0.00% +0.001 pp USD33.57 +14.4% 6 qtrs
46 QUANTBOT TECHNOLOGIES LP 89.2K +87.5K (+5,037.8%) 3.42M +3.4M (+14,265.8%) 0.06% +0.056 pp 0.11% +0.113 pp USD37.91 +1.3% 6 qtrs
47 EXODUSPOINT CAPITAL MANAGEMENT, LP 87.1K +87.1K (+100.0%) 3.34M +3.3M (+100.0%) 0.06% +0.056 pp 0.03% +0.026 pp USD38.39 +0.0% 5 qtrs
48 WELLS FARGO & COMPANY/MN 86.6K +43.6K (+101.7%) 3.32M +2.7M (+463.8%) 0.06% +0.027 pp 0.00% +0.001 pp USD34.58 +11.0% 7 qtrs
49 PENSERRA CAPITAL MANAGEMENT LLC 75.7K +75.7K (+100.0%) 2.91M +2.9M (+100.0%) 0.05% +0.048 pp 0.03% +0.035 pp USD38.39 +0.0% 1 qtrs NEW
50 BARCLAYS PLC 70.1K +6.7K (+10.6%) 2.69M +158.5K (+6.3%) 0.04% +0.002 pp 0.00% +0.000 pp USD27.68 +38.7% 7 qtrs
51 UBS ASSET MANAGEMENT AMERICAS INC 54.7K +6.1K (+12.6%) 2.10M +1.4M (+214.8%) 0.04% +0.002 pp 0.00% +0.000 pp USD22.91 +67.6% 6 qtrs
52 ALLIANCEBERNSTEIN L.P. 53.8K -2.3K (-4.1%) 2.06M +1.3M (+168.1%) 0.03% -0.003 pp 0.00% +0.000 pp USD30.90 +24.2% 7 qtrs
53 RHUMBLINE ADVISERS 52.9K -7.6K (-12.6%) 2.03M +1.2M (+144.4%) 0.03% -0.007 pp 0.00% +0.001 pp USD29.39 +30.6% 7 qtrs
54 PETERSON WEALTH SERVICES 52.8K -31.2K (-37.1%) 2.03M +1.2M (+159.3%) 0.03% -0.023 pp 0.52% +0.325 pp USD13.02 +194.9% 5 qtrs
55 JPMORGAN CHASE & CO 51.6K +14.9K (+40.4%) 1.98M +1.5M (+292.6%) 0.03% +0.008 pp 0.00% +0.000 pp USD31.62 +21.4% 7 qtrs
56 D. E. SHAW & CO., INC. 46.1K -49.8K (-51.9%) 1.77M +453.2K (+34.4%) 0.03% -0.035 pp 0.00% +0.000 pp USD13.73 +179.6% 5 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 46.1K +3.1K (+7.2%) 1.77M +1.2M (+199.9%) 0.03% +0.001 pp 0.00% +0.001 pp USD31.57 +21.6% 7 qtrs
58 CAPTION MANAGEMENT, LLC 45.4K -78.0K (-63.2%) 1.74M +48.6K (+2.9%) 0.03% -0.054 pp 0.01% -0.001 pp USD13.73 +179.6% 2 qtrs
59 BNP PARIBAS ARBITRAGE, SNC 42.9K -63.8K (-59.8%) 1.65M +182.4K (+12.4%) 0.03% -0.044 pp 0.00% +0.000 pp USD16.46 +133.2% 7 qtrs
60 QUANTINNO CAPITAL MANAGEMENT LP 41.8K +10.0K (+31.3%) 1.60M +1.2M (+267.0%) 0.03% +0.005 pp 0.00% +0.002 pp USD19.06 +101.4% 3 qtrs
61 FIRST TRUST ADVISORS LP 41.5K +41.5K (+100.0%) 1.59M +1.6M (+100.0%) 0.03% +0.027 pp 0.00% +0.001 pp USD38.39 +0.0% 1 qtrs NEW
62 STATE OF WISCONSIN INVESTMENT BOARD 38.2K +38.2K (+100.0%) 1.47M +1.5M (+100.0%) 0.02% +0.024 pp 0.00% +0.003 pp USD38.39 +0.0% 1 qtrs NEW
63 ROYAL BANK OF CANADA 36.0K -444.0 (-1.2%) 1.38M +881.0K (+175.8%) 0.02% -0.001 pp 0.00% +0.000 pp USD19.27 +99.2% 7 qtrs
64 DEUTSCHE BANK AG\ 35.2K +1.6K (+4.9%) 1.35M +890.5K (+193.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD18.46 +108.0% 7 qtrs
65 GREENLAND CAPITAL MANAGEMENT LP 35.0K +35.0K (+100.0%) 1.34M +1.3M (+100.0%) 0.02% +0.022 pp 0.14% +0.142 pp USD38.39 +0.0% 1 qtrs NEW
66 ASSENAGON ASSET MANAGEMENT S.A. 33.7K -6.5K (-16.1%) 1.29M +741.9K (+134.5%) 0.02% -0.005 pp 0.00% +0.001 pp USD12.24 +213.6% 5 qtrs
67 LEGAL & GENERAL GROUP PLC 33.2K -12.3K (-26.9%) 1.28M +650.8K (+104.3%) 0.02% -0.009 pp 0.00% +0.000 pp USD29.77 +29.0% 7 qtrs
68 ENVESTNET ASSET MANAGEMENT INC 32.7K +6.5K (+25.0%) 1.26M +896.4K (+249.6%) 0.02% +0.003 pp 0.00% +0.000 pp USD38.70 -0.8% 6 qtrs
69 EDGESTREAM PARTNERS, L.P. 32.1K -418.0 (-1.3%) 1.23M +784.9K (+176.0%) 0.02% -0.001 pp 0.03% +0.022 pp USD13.42 +186.1% 3 qtrs
70 VERITION FUND MANAGEMENT LLC 31.0K -8.8K (-22.2%) 1.19M +642.3K (+117.6%) 0.02% -0.007 pp 0.00% +0.002 pp USD19.09 +101.1% 7 qtrs
71 SIG BROKERAGE, LP 30.0K +30.0K (+100.0%) 1.15M +1.2M (+100.0%) 0.02% +0.019 pp 0.04% +0.036 pp USD38.39 +0.0% 1 qtrs NEW
72 TREK FINANCIAL, LLC 29.5K +— (+0.0%) 1.13M +726.6K (+179.6%) 0.02% -0.001 pp 0.07% +0.041 pp USD13.11 +192.8% 5 qtrs
73 MILLENNIUM MANAGEMENT LLC 28.8K -177.9K (-86.1%) 1.11M -1.7M (-61.0%) 0.02% -0.120 pp 0.00% -0.001 pp USD24.66 +55.7% 7 qtrs
74 MACKENZIE FINANCIAL CORP 28.0K -36.0K (-56.3%) 1.10M +218.3K (+24.8%) 0.02% -0.025 pp 0.00% +0.000 pp USD13.22 +190.4% 5 qtrs
75 PERSISTENT ASSET PARTNERS LTD 26.9K +26.9K (+100.0%) 1.03M +1.0M (+100.0%) 0.02% +0.017 pp 0.46% +0.465 pp USD38.39 +0.0% 1 qtrs NEW
76 MARINER, LLC 26.3K +1.4K (+5.5%) 1.01M +669.2K (+195.4%) 0.02% +0.000 pp 0.00% +0.001 pp USD14.32 +168.1% 5 qtrs
77 TEACHER RETIREMENT SYSTEM OF TEXAS 25.5K -9.0K (-26.1%) 980.0K +505.6K (+106.6%) 0.02% -0.007 pp 0.00% +0.002 pp USD15.69 +144.7% 7 qtrs
78 PRICE T ROWE ASSOCIATES INC /MD/ 25.2K +1.8K (+7.8%) 967.0K +646.0K (+201.2%) 0.02% +0.001 pp 0.00% +0.000 pp USD28.61 +34.2% 6 qtrs
79 MAVEN SECURITIES LTD 25.0K +25.0K (+100.0%) 959.8K +959.8K (+100.0%) 0.02% +0.016 pp 0.02% +0.021 pp USD38.39 +0.0% 1 qtrs NEW
80 CREATIVE PLANNING 25.0K +6.2K (+33.0%) 958.3K +700.6K (+271.9%) 0.02% +0.003 pp 0.00% +0.001 pp USD19.24 +99.5% 5 qtrs
81 FRANKLIN RESOURCES INC 24.9K -37.5K (-60.1%) 956.3K +99.5K (+11.6%) 0.02% -0.026 pp 0.00% +0.000 pp USD12.10 +217.3% 5 qtrs
82 METLIFE INVESTMENT MANAGEMENT, LLC 24.6K -1.5K (-5.9%) 946.1K +586.5K (+163.1%) 0.02% -0.002 pp 0.00% +0.003 pp USD33.66 +14.1% 7 qtrs
83 IEQ CAPITAL, LLC 24.5K -10.1K (-29.3%) 939.6K +464.6K (+97.8%) 0.02% -0.008 pp 0.00% +0.001 pp USD12.92 +197.1% 3 qtrs
84 LPL FINANCIAL LLC 23.8K +23.8K (+100.0%) 914.2K +914.2K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD38.39 +0.0% 1 qtrs NEW
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 23.5K -1.9K (-7.6%) 902.8K +553.4K (+158.4%) 0.02% -0.002 pp 0.00% +0.001 pp USD23.59 +62.7% 7 qtrs
86 PACIFIC CAPITAL WEALTH ADVISORS, INC 20.6K +— (+0.0%) 789.3K +507.0K (+179.6%) 0.01% -0.001 pp 0.14% +0.086 pp USD29.25 +31.2% 7 qtrs
87 INTECH INVESTMENT MANAGEMENT LLC 20.5K +3.3K (+19.0%) 785.4K +549.4K (+232.8%) 0.01% +0.002 pp 0.01% +0.005 pp USD24.81 +54.7% 6 qtrs
88 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.4K -235.0 (-1.1%) 784.7K +500.8K (+176.4%) 0.01% -0.001 pp 0.00% +0.001 pp USD37.04 +3.6% 6 qtrs
89 IMC-CHICAGO, LLC 19.0K -22.2K (-53.9%) 729.9K +163.5K (+28.9%) 0.01% -0.016 pp 0.00% +0.000 pp USD13.73 +179.6% 2 qtrs
90 JACOBSEN CAPITAL MANAGEMENT 17.8K +— (+0.0%) 684.6K +439.8K (+179.6%) 0.01% -0.001 pp 0.22% +0.141 pp USD13.06 +194.0% 3 qtrs
91 SAND HILL GLOBAL ADVISORS, LLC 16.7K +16.7K (+100.0%) 642.0K +642.0K (+100.0%) 0.01% +0.011 pp 0.02% +0.022 pp USD38.39 +0.0% 1 qtrs NEW
92 LOS ANGELES CAPITAL MANAGEMENT LLC 50.7K -23.8K (-32.0%) 621.1K -402.8K (-39.3%) 0.03% -0.018 pp 0.00% -0.001 pp USD12.92 +197.1% 3 qtrs
93 RAYMOND JAMES FINANCIAL INC 16.1K -31.6K (-66.3%) 617.5K -37.3K (-5.7%) 0.01% -0.022 pp 0.00% +0.000 pp USD13.28 +189.1% 3 qtrs
94 SG AMERICAS SECURITIES, LLC 14.3K +3.8K (+36.7%) 548.0K +405.0K (+283.2%) 0.01% +0.002 pp 0.00% +0.000 pp USD20.36 +88.6% 6 qtrs
95 VERSOR INVESTMENTS LP 14.1K +14.1K (+100.0%) 542.3K +542.3K (+100.0%) 0.01% +0.009 pp 0.08% +0.085 pp USD38.39 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
288.7K
Cash buys
Cash sales
Net activity
-288,687
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
2026-04-27 HENDRICKSON CAREY P Officer 0 0.00 0
2026-04-15 MITCHELL JOHN TODD Officer F-InKind D Common Stock 66,471 33.14 2.20M 883,718 D
2026-04-15 Lewis Michelle Renee Officer F-InKind D Common Stock 24,691 33.14 818.3K 385,338 D
2026-04-15 Jergensen Joshua Officer F-InKind D Common Stock 197,525 33.14 6.55M 2,616,320 D
2026-03-24 Priegnitz Kelly Officer A-Award A Common Stock 8,203 0.00 38,203 D
2026-03-24 Murray Jason Hulse Director / Officer / 10% Owner A-Award A Common Stock 234,397 0.00 55,081,532 D
2026-03-24 MITCHELL JOHN TODD Officer A-Award A Common Stock 82,039 0.00 950,189 D
2026-03-24 Lewis Michelle Renee Officer A-Award A Common Stock 35,159 0.00 410,029 D
2026-03-24 Jergensen Joshua Officer A-Award A Common Stock 146,498 0.00 2,813,845 D
2026-03-24 Hancock Mark Director / Officer / 10% Owner A-Award A Common Stock 98,154 0.00 54,602,597 D
2026-03-24 Bingham Trent Dean Officer A-Award A Common Stock 14,649 0.00 39,649 D
2026-03-13 Jergensen Joshua Officer S-Sale D Common Stock 36,335 34.28 1.25M 2,667,347 D
2026-03-05 Hancock Mark Director / Officer / 10% Owner G-Gift D Common Stock 300,000 0.00 54,504,443 D
2026-03-04 Conway Patrick Hugh Director A-Award A Common Stock 3,497 0.00 3,497 D
2026-03-03 Priegnitz Kelly Officer A-Award A Common Stock 30,000 0.00 30,000 D
2026-03-03 Bingham Trent Dean Officer A-Award A Common Stock 25,000 0.00 25,000 D
2026-02-24 Priegnitz Kelly Officer 0 0.00 0
2026-02-24 Bingham Trent Dean Officer 0 0.00 0
2026-01-15 Murray Jason Hulse Director / Officer / 10% Owner F-InKind D Common Stock 20,082 39.49 793.0K 54,847,135 D
2026-01-15 MITCHELL JOHN TODD Officer F-InKind D Common Stock 9,541 39.49 376.8K 868,150 D
2026-01-15 Lewis Michelle Renee Officer F-InKind D Common Stock 3,348 39.49 132.2K 374,870 D
2026-01-15 Jergensen Joshua Officer F-InKind D Common Stock 21,998 39.49 868.7K 2,703,682 D
2026-01-15 Hancock Mark Director / Officer / 10% Owner F-InKind D Common Stock 12,774 39.49 504.4K 54,804,443 D
2025-12-19 Millard Jacqueline Director A-Award A Common Stock 4,399 0.00 11,270 D
2025-12-19 LEAVITT TAYLOR S. Director A-Award A Common Stock 4,399 0.00 10,837 D
2025-12-19 Dilsaver Evelyn S Director A-Award A Common Stock 4,399 0.00 27,138 D
2025-12-17 Murray Jason Hulse Director / Officer / 10% Owner A-Award A Common Stock 200,000 0.00 54,826,199 D
2025-12-17 MITCHELL JOHN TODD Officer A-Award A Common Stock 100,000 0.00 855,836 D
2025-12-17 Lewis Michelle Renee Officer A-Award A Common Stock 32,500 0.00 359,091 D
2025-12-17 Jergensen Joshua Officer A-Award A Common Stock 41,018 0.00 2,725,680 D
2025-12-17 Hancock Mark Director / Officer / 10% Owner A-Award A Common Stock 150,000 0.00 54,776,199 D
2025-11-24 MITCHELL JOHN TODD Officer S-Sale D Common Stock 159,556 29.89 4.77M 755,836 D
2025-11-24 Dilsaver Evelyn S Director P-Purchase A Common Stock 16,724 29.90 500.0K 22,739 D
2025-04-15 Sanford Peter Officer F-InKind D Common Stock 72,924 9.35 681.8K 1,280,872 D
2025-04-15 MITCHELL JOHN TODD Officer F-InKind D Common Stock 88,769 9.35 830.0K 915,392 D
2025-04-15 Lewis Michelle Renee Officer F-InKind D Common Stock 16,777 9.35 156.9K 326,591 D
2025-04-15 Lee Joseph Robert Officer F-InKind D Common Stock 28,763 9.35 268.9K 648,122 D
2025-04-15 Jergensen Joshua Officer F-InKind D Common Stock 197,936 9.35 1.85M 2,509,662 D
2025-04-15 Apt Derick G Officer F-InKind D Common Stock 72,953 9.35 682.1K 1,111,628 D
2024-09-09 Murray Jason Hulse Director / Officer / 10% Owner S-Sale D Common Stock 8,128,352 36.25 294.65M 45,126,199
2024-09-09 Hancock Mark Director / Officer / 10% Owner S-Sale D Common Stock 8,128,352 36.25 294.65M 45,126,199

Executive team

Top executives
EBIT / Employee
9.6K
Shares Outstanding
157.17M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jason Murray Director, Co-Founder, Chief Executive Officer and Chairman 500.0K 914.5K 8.36M 7.27M 25.8K 17.07M 48.96%
2 2025 Josh Jergensen President and Chief Operating Officer 524.6K 914.5K 7.49M 7.27M 172.6K 16.38M 45.75%
3 2025 Mark Hancock Director, Co-Founder, Executive Vice Chairman and former interim Chief Financial Officer 500.0K 914.5K 6.62M 7.27M 25.8K 15.34M 43.19%
4 2025 John Mitchell Chief Legal Officer and Secretary 424.6K 987.7K 4.23M 3.88M 128.7K 9.65M 43.81%
5 2025 Michelle Lewis Chief Accounting Officer 446.6K 926.8K 1.79M 3.39M 36.6K 6.59M 27.15%
6 2025 Derick Apt Former Chief Financial Officer 404.9K 3.70M 142.9K 4.25M 0.00%
7 2024 Josh Jergensen President and Chief Operating Officer 419.2K 63.06M 5.27M 132.6K 68.89M 91.55%
8 2024 PJ Sanford Former President of Providence Administrative Consulting Services, Inc. and former Chief Administrative Officer 346.2K 31.53M 4.15M 36.0K 36.09M 87.36%
9 2024 Derick Apt Former Chief Financial Officer 396.2K 27.59M 4.15M 100.4K 32.23M 85.60%
10 2024 John Mitchell Chief Legal Officer and Secretary 352.9K 23.65M 2.51M 110.9K 26.63M 88.82%
11 2024 Jason Murray Co-Founder, Chief Executive Officer and Chairman 1.67M 3.32M 41.4K 5.04M 0.00%
12 2024 Mark Hancock Co-Founder, Executive Vice Chairman, and interim Chief Financial Officer 1.67M 3.32M 41.4K 5.04M 0.00%
13 2024 Jason Murray Director, Co-Founder, Chief Executive Officer and Chairman 1.67M 2.71M 41.4K 4.43M 0.00%
14 2024 Mark Hancock Director, Co-Founder, Executive Vice Chairman and former interim Chief Financial Officer 1.67M 2.71M 41.4K 4.43M 0.00%
15 2023 Josh Jergensen President and Chief Operating Officer 200.0K 8.06M 93.0K 8.36M 0.00%
16 2023 Derick Apt Former Chief Financial Officer 200.0K 5.63M 71.0K 5.90M 0.00%
17 2023 PJ Sanford Former President of Providence Administrative Consulting Services, Inc. and former Chief Administrative Officer 200.0K 5.38M 32.3K 5.63M 0.00%
18 2023 Jason Murray Director, Co-Founder, Chief Executive Officer and Chairman 3.00M 2.06M 5.06M 0.00%
19 2023 Mark Hancock Co-Founder, Executive Vice Chairman, and interim Chief Financial Officer 3.00M 2.06M 5.06M 0.00%
20 2023 Mark Hancock Director, Co-Founder, Executive Vice Chairman and former interim Chief Financial Officer 3.00M 2.06M 5.06M 0.00%
21 2023 Jason Murray Co-Founder, Chief Executive Officer and Chairman 3.00M 2.06M 5.06M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-11-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-27 8-K
2026-04-27 3
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-03-26 4

Executive team

NameTitleCompensationGender
Joshua Jergensen President & Chief Operating Officer 9M male
Mark Hancock Co-Founder & Executive Vice Chairman 9M male
Jason Murray Co-Founder, Chief Executive Officer & Chairman 9M male
Carey Hendrickson Chief Financial Officer 6M male
John Todd Mitchell Chief Legal Officer & Secretary 5M male
Michelle Lewis Chief Accounting Officer 5M female
Trent Bingham Chief Human Resources Officer male
Kathy Lauer Executive Officer female
Kelly Priegnitz Chief Compliance Officer female
ESG Rating
A-
FINANCIAL - CONGLOMERATES
Rank: 2 out of 64
2026
E (Environmental)
56.3 / 66.3
Company / Sector avg.
S (Social)
61.0 / 76.2
Company / Sector avg.
G (Governance)
56.8 / 71.4
Company / Sector avg.
ESG Total
58.0 / 71.3
Company / Sector avg.
ESG Score History FINANCIAL - CONGLOMERATES
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)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits