Acadia Healthcare

ACHC

Market cap $2.08B

Canyon Capital sold 521,774 shares of Acadia Healthcare in the fourth quarter. The quarter-end position value fell by approximately $12.92 million as a result.

Acadia Healthcare Company, Inc. (ACHC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Acadia Healthcare Company, Inc. maintains a Buy rating as new CEO Debbie Osteen focuses on operational stability and disciplined capital allocation amid ongoing industry headwinds. ACHC 2025 revenues reached $3.3bn with adjusted EBITDA of $609m, but a net loss of $1.1bn was driven by a non-cash goodwill impairment. 2026 guidance projects modest revenue growth to $3.37–$3.45bn, adjusted EBITDA of $575–$610m, and EPS decline, reflecting a reset year with limited organic volume growth.

Acadia Healthcare Company, Inc. (ACHC) Q4 2025 Earnings Call Transcript

ACHC tops Q4 estimates as admissions and patient days rise, lifting revenues, but profit plunges 89% year over year.

Acadia Healthcare (ACHC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.64 per share a year ago.

The stock is moving higher as the broader market is experiencing gains, with the Nasdaq up 1.23%.

FRANKLIN, Tenn.--(BUSINESS WIRE)--Acadia Healthcare Company, Inc. (“Acadia” or the “Company”) (NASDAQ: ACHC) today announced financial results for the fourth quarter and year ended December 31, 2025. Fourth Quarter 2025 Results Revenue totaled $821.5 million, a 6.1% increase compared with the fourth quarter of 2024, supporting full-year revenue results above the Company's previously issued guidance range Same facility revenue increased 4.4% compared with the fourth quarter of 2024, including an.

Acadia Healthcare is rated Buy, driven by a record-low valuation post-2011 merger and a massive 29% short interest poised for a potential squeeze. ACHC trades at 6.5x EV/EBITDA and 1.2x EV/sales, far below its 10-year medians and current peer ratios, with steady earnings projected during 2026-27. Management slashed CapEx by $300M for 2026, aiming to stabilize cash flows and address debt concerns, while a new CEO and activist investors add confidence in a turnaround.

Engine Capital sold 2,256,741 shares of Acadia Healthcare, with an estimated transaction value of $42.70 million based on quarterly average prices. The quarter-end value of the ACHC stake decreased by $59.35 million, reflecting both trading and stock price movement.