PACS - Quick Take - Nice Pickup As PACS Announces Agreement To Acquire 34 Facilities From Eduro Healthcare

研报英文原文证据摘录

PACS - Quick Take - Nice Pickup As PACS Announces Agreement To Acquire 34 Facilities From Eduro Healthcare

Truist Securities

Equity Research Report June 30, 2026

HEALTHCARE: Post-Acute PACS Group, Inc. (PACS)

PACS - Quick Take - Nice Pickup As PACS Announces Agreement David S. MacDonald

617-646-5033 To Acquire 34 Facilities From Eduro Healthcare

David.Macdonald@truist.com

Clarke Murphy PACS Announces Acquisition Of Eduro Facilities. Monday post close, PACS announced

617-646-5032 the acquisition of 34 skilled nursing facilities representing 3,633 skilled nursing beds from

Clarke.Murphy@truist.com Eduro Healthcare (Private). The deal, which is the company's largest transaction since 2024

(by number of facilities; PACS ended 1Q with 323 facilities and 35,516 beds), provides further

Grayson McAlister diversification of the footprint, primarily furthering PACS' presence in the large/growing TX

404-836-4742 market (22 facilities concentrated around Dallas/Forth Worth and San Antonio with facilities

Grayson.McAlister@truist.com also in both the Houston and Austin area - PACS currently has five locations in the state)

while also enhancing reach in MT (six facilities - PACS currently has one) and expanding into

four new states (SD - 3 facilities, one facility in each of NM, ND, UT). The release points to

Eduro's strong clinical care and local model, and we expect PACS' robust leadership pipeline

Current Price (Jun. 29, $39.94 and technology/support resources to aid in the integration process/drive improvement. The 2026)

deal is expected to close in multiple tranches with the majority expected to close in 3Q:26,

Stock Rating BUY and PACS' strong balance sheet and attractive cash flow generation provide meaningful