Crewe Advisors Acquires Over 1 Million PACS Shares for $22.72 Million
- Share Acquisition: Crewe Advisors acquired 1,035,747 shares of PACS Group in Q4 for an estimated $22.72 million, indicating strong confidence in the company's future growth prospects.
- Position Value Increase: As of December 31, the total value of PACS holdings reached $82.45 million, reflecting a $67.19 million increase from the previous quarter due to both new purchases and stock price appreciation.
- Outstanding Market Performance: PACS shares surged 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its competitive strength in the post-acute healthcare sector.
- Financial Health: PACS reported Q3 revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, demonstrating its sustained cash generation capability in a defensive growth industry.
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- Network Expansion: PACS Group's acquisition of three post-acute care facilities in Alaska and Idaho adds 230 beds, significantly enhancing its market share and service capabilities in the post-acute care sector.
- Real Estate Acquisition: The deal includes the acquisition of real estate for two facilities in Alaska, while the Idaho facility will operate under a lease with a third-party landlord, demonstrating PACS's flexibility in asset management.
- Strategic Growth Focus: CEO Jason Murray stated that these acquisitions align with the company's core platform, aiming to achieve long-term performance growth by expanding high-acuity care services in strong markets.
- National Impact Enhancement: This expansion brings PACS's total community count to 324 across 17 states, serving over 31,000 patients, further solidifying its leadership position in the national post-acute care industry.
- Share Acquisition: Crewe Advisors disclosed in an SEC filing on January 16 that it acquired 1,035,747 shares of PACS Group for an estimated $22.72 million, indicating strong confidence in the company.
- Asset Growth: Following this transaction, Crewe Advisors' total holdings in PACS Group reached $82.45 million, a net increase of $67.19 million from the previous quarter, reflecting both new purchases and price appreciation.
- Market Performance: As of January 15, PACS shares were priced at $39.37, up 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its robust growth potential in the post-acute healthcare sector.
- Financial Health: PACS Group reported third-quarter revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, indicating its sustained cash generation capability in a defensive growth industry.
- Share Acquisition: Crewe Advisors acquired 1,035,747 shares of PACS Group in Q4 for an estimated $22.72 million, indicating strong confidence in the company's future growth prospects.
- Position Value Increase: As of December 31, the total value of PACS holdings reached $82.45 million, reflecting a $67.19 million increase from the previous quarter due to both new purchases and stock price appreciation.
- Outstanding Market Performance: PACS shares surged 184.9% over the past year, significantly outperforming the S&P 500 by 168.16 percentage points, showcasing its competitive strength in the post-acute healthcare sector.
- Financial Health: PACS reported Q3 revenue of $1.34 billion, a 31% year-over-year increase, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million, demonstrating its sustained cash generation capability in a defensive growth industry.

- Executive Presentation: PACS Group's CEO Jason Murray and Interim CFO Mark Hancock will present at the J.P. Morgan Healthcare Conference in San Francisco on January 13, 2026, at 5:15 PM PT, highlighting the company's strategic initiatives in the post-acute healthcare sector.
- Live Webcast Details: The presentation will be webcast live via the Investor Relations section of PACS's website, allowing investors to access the event, with an archived version available for at least 30 days post-presentation to ensure information accessibility.
- Company Overview: Founded in 2013, PACS Group is one of the largest post-acute healthcare platforms in the U.S., operating 321 facilities across 17 states and serving over 31,000 patients daily, underscoring its significant role in the industry.
- Industry Recognition: PACS has been recognized as one of Utah's Best Companies to Work For for two consecutive years and ranked #25 and #9 among Utah's Fastest Growing Companies in 2022 and 2023, respectively, reflecting its rapid growth and strong reputation in the market.
Healthcare Sector Performance: The S&P healthcare index (XLV) achieved a YTD increase of 12.2% by mid-December 2025, ranking as the sixth-highest performing sector among the S&P 500 indexes.
Top Performing Stocks: PACS Group leads the healthcare facilities stocks with a YTD performance of +177.57% and a Strong Buy rating, followed by Brookdale Senior Living (+114.51%) and HCA Healthcare (+57.58%).
Underperforming Stocks: Concentra Group and Surgery Partners are the only stocks with negative YTD performance at -1.77% and -25.84%, respectively, with most stocks on the list holding a Hold Quant Rating.
Healthcare ETFs: Various healthcare ETFs, including XLV, VHT, and IHI, are mentioned as options for investors looking to gain exposure to the healthcare sector.

Market Performance: Hospital and medical practitioners' shares are down approximately 1% on Wednesday, with Acadia Healthcare and PACS Group leading the decline.
Notable Declines: Acadia Healthcare's shares fell by about 12.3%, while PACS Group's shares decreased by around 5.6%.








