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PNPNTG

The Pennant Group, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$PNTG·$1.3B·Medical - Care Facilities·Healthcare
$39.06+0.6%
Mentions · last 7 days
2026-07-30: 1 posts2026-07-31: 3 posts2026-08-01: 0 posts2026-08-02: 1 posts2026-08-03: 7 posts2026-08-04: 9 posts2026-08-05: 3 posts24
Price updated 12m ago·X counts updated 22h ago
PNPNTG
$PNTGThe Pennant Group, Inc.
$39.06+0.64%24 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PNTG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-06

The move is getting stronger, with heavier trading behind it.

Pennant Group Q2 revenue grew 36% YoY — the home-health and senior-living operator acquired River Centre Assisted Living Aug 4, tape at 81% of 52-week range.

The Pennant Group operates home-health, hospice, and senior-living facilities — a real-business healthcare services compounder with a decisive revenue acceleration and expanding portfolio.

Where the tape stands:

  • Growth is real and accelerating: Q2 revenue $298M grew 36% year over year, consistent with the 27-53% zone of the last four quarters.
  • Margins are thin: gross margin dispersed, operating margin 5.8% — services-facility economics.
  • Beat cadence has been consistent: last four EPS surprises 9%, 3%, 10%, 3% — steady above.
  • The Aug 5 Q2 print supported the growth trajectory.
  • The Aug 4 River Centre Assisted Living acquisition (Tucson, AZ) extends the portfolio — bolt-on M&A signal.
  • Positioning is coiling near highs: 81% of the 52-week range, +5.3% above the 50-day, +23% above the 200-day on 2.14x volume — decisive breakout on real distribution.
  • Insider signal is broad A-Awards Jul 15 (multiple insiders at 1,900 shares each) — inducement grants, not signal.
  • PE 41 is stretched but reflects the compounding-plus-M&A profile.
  • Debt-to-equity 1.36 is manageable for the services-facility model.

Nov Q3 earnings decides whether the tape reclaims $70+ — clean revenue growth staying above 30% and continued M&A execution keeps this working; a hospice-reimbursement cycle change or M&A integration wobble cools this back to $50.

Differs from X sentimentNo meaningful X sentiment sample exists for PNTG — home-health and senior-living is a low-attention healthcare-services name that doesn't attract retail-fintwit chatter. The 2.14x volume day and consistent 30%+ revenue growth are the fundamental-plus-institutional signals — this is an operational-execution compounder.

What to watch: Nov Q3 earnings — clean revenue growth staying above 30% and continued M&A execution reclaims $70+; a hospice-reimbursement cycle change or M&A integration wobble cools this back to $50.

On the calendar: 2026-11-05 — Q3 2026 earnings (window)

Read the AI verdict + X sentiment for $PNTG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

The Pennant Group, Inc. is a U.S.-based healthcare provider, delivering a diverse range of services through two core divisions: Home Health and Hospice Services, and Senior Living Services. The company's Home Health segment offers in-home clinical support, encompassing nursing, speech, occupational, and physical therapy, as well as medical social work and home health aide assistance. Its Hospice services focus on providing comprehensive clinical care, education, and counseling to meet the physical, spiritual, and psychosocial needs of terminally ill patients and their families. In its Senior Living division, Pennant provides residential accommodations, organized activities, meals, housekeeping, and aid with daily living tasks for seniors who are either independent or require some support. As of December 31, 2021, the company's extensive operational footprint included 88 home health and hospice agencies and 54 senior living communities, collectively featuring 4,127 senior living units. These facilities are located across Arizona, California, Colorado, Idaho, Iowa, Montana, Nevada, Oklahoma, Oregon, Texas, Utah, Washington, Wisconsin, and Wyoming. The Pennant Group, Inc. was established in 2019 and maintains its corporate headquarters in Eagle, Idaho.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $PNTG.

Medical - Care Facilities · Healthcare

No material change from last week — hospital systems continue to rely on travel nursing and locum physician staffing to fill permanent workforce gaps that training pipelines cannot replenish at..

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.6%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.36$0.33+8.6%
Q1 2026May 6, 2026$0.32$0.31+3.2%
Q4 2025Feb 25, 2026$0.34$0.31+9.7%
Q3 2025Nov 5, 2025$0.30$0.29+3.4%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$298.0M+35.8%0.0%5.8%$0.26$15.5M
Q1 FY26$285.4M+36.0%13.1%6.3%$0.25$-8.7M
Q4 FY25$289.3M+53.2%12.9%6.2%$0.25$14.0M
Q3 FY25$229.0M+26.8%20.2%4.5%$0.18$10.5M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B$1.35$1.34 – $1.385
FY27$1.3B$1.2B – $1.3B$1.60$1.56 – $1.635
FY28$1.3B$1.3B – $1.3B$1.85$1.84 – $1.863

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 10Brent GuerisoliCEO3.2K sh$131KSellJul 7Brent GuerisoliCEO3.2K sh$128KSellMay 22Brent GuerisoliCEO4.5K sh$158K
+ 30 other (27 awards · 3 exempts) in window

See when $PNTG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 258-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (4 13Gs · 2 10-Qs · 1 proxy · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Pennant Reports Second Quarter 2026 Resultsglobenewswire.com·1d agoPennant Acquires River Centre Assisted Living in Tucson, Arizonaglobenewswire.com·2d agoPennant Announces Second Quarter 2026 Earnings Release and Callglobenewswire.com·9d agoThe Pennant Group, Inc. (PNTG) Soars to 52-Week High, Time to Cash Out?zacks.com·35d agoDaVita Stock Benefits From Expanding Community-Based Kidney Carezacks.com·43d ago

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Voices on X · last 7 days

No standout posts about $PNTG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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