Acadia Healthcare Company, Inc. $ACHC is P2 Capital Partners LLC’s 3rd Largest Position

P2 Capital Partners LLC boosted its position in shares of Acadia Healthcare Company, Inc. (NASDAQ:ACHC) by 9.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,337,188 shares of the company’s stock after purchasing an additional 195,000 shares during the period. Acadia Healthcare comprises 11.1% of P2 Capital Partners LLC’s holdings, making the stock its 3rd biggest holding. P2 Capital Partners LLC owned approximately 2.53% of Acadia Healthcare worth $57,869,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of Acadia Healthcare in the first quarter worth approximately $1,600,000. Goldman Sachs Group Inc. grew its position in Acadia Healthcare by 21.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 698,225 shares of the company’s stock valued at $21,170,000 after acquiring an additional 121,444 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Acadia Healthcare by 8.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 340,916 shares of the company’s stock worth $10,337,000 after purchasing an additional 27,207 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of Acadia Healthcare by 54.2% during the second quarter. Envestnet Asset Management Inc. now owns 166,880 shares of the company’s stock worth $3,786,000 after purchasing an additional 58,642 shares during the last quarter. Finally, Allworth Financial LP boosted its stake in shares of Acadia Healthcare by 676.4% during the second quarter. Allworth Financial LP now owns 1,351 shares of the company’s stock valued at $31,000 after purchasing an additional 1,177 shares during the period.

Key Acadia Healthcare News

Here are the key news stories impacting Acadia Healthcare this week:

• Positive Sentiment: Acadia added Daniel Cancelmi to its Board of Directors, a governance move that can be viewed positively as expanding board expertise and oversight. Article Title
• Neutral Sentiment: Reported short-interest data shows zero shares and days-to-cover of 0.0 — the release appears to contain anomalous or missing data (NaN/0) and therefore provides no clear signal about bearish positioning.
• Negative Sentiment: Zacks Research cut multiple near-term and multi-year EPS estimates and keeps a “Hold” rating. Key changes include Q2 2026 EPS cut to $0.49 (from $0.66), FY2026 to $1.48 (from $1.85), and FY2027 to $1.55 (from $1.96), plus several quarter-by-quarter reductions across 2026–2027. These downward revisions lower investor expectations and are the main reason for today’s downward pressure on the stock.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Guggenheim reduced their price target on shares of Acadia Healthcare from $27.00 to $22.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. UBS Group upped their target price on shares of Acadia Healthcare from $24.00 to $27.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Acadia Healthcare in a research note on Wednesday, January 21st. KeyCorp lowered their price target on Acadia Healthcare from $30.00 to $25.00 and set an “overweight” rating for the company in a report on Wednesday, December 3rd. Finally, Bank of America cut Acadia Healthcare from a “neutral” rating to an “underperform” rating and dropped their price objective for the stock from $21.50 to $13.00 in a research note on Wednesday, December 3rd. Seven research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $21.15.

Acadia Healthcare Trading Down 2.6%

NASDAQ:ACHC opened at $23.52 on Friday. The firm has a 50-day simple moving average of $16.80 and a 200-day simple moving average of $18.78. Acadia Healthcare Company, Inc. has a one year low of $11.43 and a one year high of $31.04. The firm has a market cap of $2.17 billion, a P/E ratio of -1.93, a P/E/G ratio of 8.16 and a beta of 0.74. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.55 and a current ratio of 1.55.

Acadia Healthcare (NASDAQ:ACHC) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.03 by $0.04. The firm had revenue of $821.46 million for the quarter, compared to the consensus estimate of $800.10 million. Acadia Healthcare had a negative net margin of 33.29% and a positive return on equity of 6.53%. The company’s quarterly revenue was up 6.1% on a year-over-year basis. During the same period last year, the firm earned $0.64 earnings per share. Acadia Healthcare has set its FY 2026 guidance at 1.300-1.550 EPS and its Q1 2026 guidance at 0.250-0.300 EPS. Equities analysts anticipate that Acadia Healthcare Company, Inc. will post 3.38 EPS for the current fiscal year.

About Acadia Healthcare

Acadia Healthcare Company, Inc (NASDAQ: ACHC) is a publicly traded provider of behavioral healthcare services headquartered in Franklin, Tennessee. Founded in 2005, the company has grown through organic expansion and strategic acquisitions to establish itself as a leading specialist in mental health and addiction treatment across the United States.

Acadia operates a diversified network of inpatient psychiatric hospitals, residential treatment centers, outpatient clinics and intensive outpatient programs.