PACS Group Management
Management criteria checks 2/4
PACS Group's CEO is Jason Murray, appointed in Jan 2013, has a tenure of 13.5 years. total yearly compensation is $17.07M, comprised of 2.9% salary and 97.1% bonuses, including company stock and options. directly owns 34.54% of the company’s shares, worth $2.57B. The average tenure of the management team and the board of directors is 3.5 years and 3 years respectively.
Key information
Jason Murray
Chief executive officer
US$17.1m
Total compensation
| CEO salary percentage | 2.93% |
| CEO tenure | 13.5yrs |
| CEO ownership | 34.5% |
| Management average tenure | 3.5yrs |
| Board average tenure | 3yrs |
Recent management updates
Recent updates
PACS: Q1 Execution And Eduro Deal Will Drive Repricing Potential
The analyst price target for PACS Group in this update shifts higher to $52.67 from $49.67, reflecting analysts' refreshed models following recent earnings, updated 2026 guidance, and a series of upward target revisions from firms covering the stock. Analyst Commentary Recent research updates on PACS Group highlight how analysts are recalibrating their views after the latest earnings and 2026 guidance, with several price targets now above the current consensus level used in this report.PACS Group: The Facility Maturation Playbook Works, But It's Already Priced In
Summary PACS Group demonstrates strong operational momentum, with gross and operating margins reaching 18.3% and 9.7%, respectively. PACS is expanding aggressively, acquiring 34 new facilities and projecting 8% revenue growth in 2026, but faces material governance and regulatory risks. My discounted cash flow analysis values PACS at $43.07 per share, closely matching its current price, supporting a neutral Hold rating. Any resolution of legal and compliance overhangs could unlock significant upside, but current risk-reward appears balanced. Read the full article on Seeking AlphaPACS: Q1 Execution And 2026 Outlook Will Drive Repricing Potential
Analysts have raised their average price target on PACS Group from about $35 to roughly $49.67, citing updated models following the company's recent Q1 results and refreshed 2026 guidance, along with what they describe as a strong quarter that has helped the stock regain traction with the Street. Analyst Commentary Recent research updates on PACS Group focus heavily on how the latest Q1 results and refreshed 2026 guidance feed into valuation, execution risk, and the stock's growth profile.PACS Group, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
PACS Group, Inc. ( NYSE:PACS ) investors will be delighted, with the company turning in some strong numbers with its...PACS Group: Under The Radar Healthcare Stock To Buy On Corrections
Summary PACS Group is a hidden gem stock with strong growth potential in the skilled nursing and assisted living facility industry. The company has shown aggressive growth through acquisitions, and as SNF facilities mature, growth is likely to remain healthy. Despite limited analyst coverage, PACS stock has shown an uptrend and is expected to outperform index and healthcare sector returns in the next three to five years. Read the full article on Seeking AlphaPACS Group: A Healthy Debut For This Acute Care Provider
Summary PACS Group shares rose 10% on the first day of trading after its IPO. The company operates 208 facilities across 9 states, providing post-acute care to 20,000 patients on a daily basis. Concerns about leverage, earnings power, and risks such as reimbursement policies and competition make investors cautious. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$244m |
| Dec 31 2025 | US$17m | US$500k | US$192m |
| Sep 30 2025 | n/a | n/a | US$169m |
| Jun 30 2025 | n/a | n/a | US$132m |
| Mar 31 2025 | n/a | n/a | US$49m |
| Dec 31 2024 | US$4m | US$2m | US$56m |
| Sep 30 2024 | n/a | n/a | US$53m |
| Jun 30 2024 | n/a | n/a | US$57m |
| Mar 31 2024 | n/a | n/a | US$110m |
| Dec 31 2023 | US$5m | US$3m | US$113m |
Compensation vs Market: Jason's total compensation ($USD17.07M) is above average for companies of similar size in the US market ($USD8.29M).
Compensation vs Earnings: Jason's compensation has increased by more than 20% in the past year.
CEO
Jason Murray (46 yo)
Mr. Jason Murray is Co-Founder of PACS Group, Inc. serves as its Chief Executive Officer & Director since January 2013 and serves as its Chairman since January 2024. He serves as the Chief Executive Office...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 13.5yrs | US$17.07m | 34.54% $ 2.6b | |
| President & COO | 3.5yrs | US$16.38m | 0.58% $ 43.3m | |
| Chief Accounting Officer | 3.5yrs | US$6.59m | 0.070% $ 5.2m | |
| Chief Legal Officer & Secretary | 3.5yrs | US$9.65m | 0.080% $ 5.9m | |
| Chief Financial Officer | less than a year | no data | no data | |
| Chief Compliance Officer | less than a year | no data | no data | |
| Chief Human Resources Officer | less than a year | no data | no data | |
| Director of Corporate Finance | no data | no data | no data |
Experienced Management: PACS's management team is considered experienced (3.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 13.5yrs | US$17.07m | 34.54% $ 2.6b | |
| Independent Director | 2.2yrs | US$276.24k | 0.017% $ 1.3m | |
| Lead Independent Director | 3yrs | US$277.49k | 0.0069% $ 510.4k | |
| Independent Director | less than a year | no data | 0.0022% $ 164.7k | |
| Vice Chairman | 13.5yrs | US$15.34m | 33.91% $ 2.5b | |
| Independent Director | 3yrs | US$281.24k | 0.0043% $ 323.4k |
Experienced Board: PACS's board of directors are considered experienced (3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/28 21:33 |
| End of Day Share Price | 2026/07/28 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
PACS Group, Inc. is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jason Cassorla | Citigroup Inc |
| Lisa Gill | J.P. Morgan |
| Calvin Sternick | J.P. Morgan |