PNTGNasdaqServices-Health ServicesFiscal year ends December 31
Pennant Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$40.66−1.21 (-2.89%)
Close on Oct 19, 2026
- Market cap
- $1.46B
- P/E (TTM)
- 45.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.7%
32M of 35M shares
Institutional holders
203
39 new, 22 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $690.09K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Van Berkom & Associates Inc. | 3,112,812 | 9.00% | 13G (passive) amendment | Sep 30, 2025 |
| 8 Knots Management, LLC | 2,652,806 | 7.70% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 2,184,974 | 7.30% | 13G (passive) amendment | Dec 31, 2023 |
| Wasatch Advisors LP | 1,870,178 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 1,742,207 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PNTG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,959,141 | 8.47% | $109.34M | +243,076 | 0.00% |
| Van Berkom & Associates Inc. | 2,369,269 | 6.78% | $87.54K | −2,969,599 | 2.82% |
| Wasatch Advisors LP | 1,870,178 | 5.35% | $69.10M | +451,491 | 0.45% |
| Turtle Creek Asset Management Inc. | 1,714,462 | 4.91% | $63.35M | +131,639 | 2.47% |
| Vanguard Capital Management LLC | 1,480,881 | 4.24% | $54.72M | +29,913 | 0.00% |
| Paradigm Capital Management Inc/Ny | 1,402,800 | 4.02% | $51.83M | −6,000 | 1.41% |
| FMR LLC | 1,182,138 | 3.38% | $43.68M | +79,514 | 0.00% |
| First Eagle Investment Management, LLC | 1,141,000 | 3.27% | $42.16M | +710,000 | 0.03% |
| Provident Investment Management, Inc. | 939,208 | 2.69% | $34.70M | −43,807 | 3.37% |
| Goldman Sachs Group Inc | 891,426 | 2.55% | $32.94M | +260,035 | 0.00% |
| Geode Capital Management, LLC | 886,783 | 2.54% | $32.77M | +44,645 | 0.00% |
| Ameriprise Financial Inc | 874,745 | 2.50% | $32.32M | +2,560 | 0.01% |
| State Street Corp | 873,014 | 2.50% | $32.26M | +69,234 | 0.00% |
| Dimensional Fund Advisors LP | 868,516 | 2.49% | $32.09M | +52,856 | 0.01% |
| Wellington Management Group Llp | 757,608 | 2.17% | $27.99M | −190 | 0.00% |
| Nuveen, LLC | 699,830 | 2.00% | $25.86M | +4,924 | 0.01% |
| Morgan Stanley | 544,936 | 1.56% | $20.14M | +12,653 | 0.00% |
| Boone Capital Management LLC | 515,818 | 1.48% | $19.06M | New | 4.46% |
| De Lisle Partners LLP | 507,977 | 1.45% | $18.75M | – | 2.05% |
| Eversept Partners, LP | 460,272 | 1.32% | $17.01M | +148,094 | 0.88% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 203 | 32M | 92.7% | 39 / 62 | 68 / 22 | 4M | 6M |
| Q1 2026 | 189 | 34M | 96.7% | 31 / 62 | 67 / 25 | 9M | 4M |
| Q4 2025 | 187 | 31M | 88.3% | 26 / 62 | 66 / 22 | 4M | 4M |
| Q3 2025 | 190 | 31M | 89.6% | 44 / 58 | 60 / 27 | 7M | 6M |
| Q2 2025 | 174 | 31M | 88.7% | 24 / 59 | 58 / 29 | 3M | 3M |
| Q1 2025 | 181 | 30M | 86.9% | 24 / 61 | 62 / 23 | 4M | 3M |
| Q4 2024 | 181 | 30M | 87.0% | 37 / 71 | 51 / 24 | 7M | 3M |
| Q3 2024 | 171 | 26M | 75.4% | 38 / 50 | 55 / 15 | 5M | 2M |
| Q2 2024 | 151 | 26M | 74.6% | 24 / 54 | 50 / 18 | 3M | 3M |
| Q1 2024 | 147 | 26M | 75.8% | 19 / 46 | 62 / 14 | 3M | 3M |
| Q4 2023 | 143 | 26M | 74.1% | 26 / 44 | 49 / 9 | 4M | 3M |
| Q3 2023 | 126 | 24M | 69.2% | 7 / 46 | 48 / 14 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PNTG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,049,539 | 3.00% | $38.78M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 880,412 | 2.52% | $32.53M | 0.04% | Jun 30, 2026 |
| Columbia Acorn Fund | 699,307 | 2.00% | $25.84M | 0.93% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 648,180 | 1.86% | $23.95M | 2.03% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 517,208 | 1.48% | $20.85M | 0.72% | Jul 31, 2026 |
| Wasatch Micro Cap Fund | 484,039 | 1.39% | $17.89M | 2.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 396,035 | 1.13% | $14.63M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 372,792 | 1.07% | $15.03M | 0.04% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 358,473 | 1.03% | $13.25M | 0.01% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 353,420 | 1.01% | $12.10M | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 320,466 | 0.92% | $11.84M | 0.08% | Jun 30, 2026 |
| Victory RS Partners Fund | 276,070 | 0.79% | $10.20M | 1.50% | Jun 30, 2026 |
| Fidelity Small Cap Discovery Fund | 268,668 | 0.77% | $10.83M | 0.48% | Jul 31, 2026 |
| Fidelity Series Small Cap Discovery Fund | 241,080 | 0.69% | $9.72M | 0.50% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 197,780 | 0.57% | $7.97M | 0.20% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brent Guerisoli | Chief Executive Officer | 99,544 | 0.28% | Aug 10, 2026 |
| Jason Paul Steik | Chief Clinical Officer | 15,106 | 0.04% | Aug 10, 2026 |
| Kirk Sterling Cheney | EVP, GC and Corp Secy | 18,401 | 0.05% | Aug 10, 2026 |
| John J. Gochnour | Chief Operating Officer | 145,464 | 0.42% | Apr 17, 2026 |
| Lynette Walbom | Chief Financial Officer | 10,688 | 0.03% | Apr 17, 2026 |
| Christopher R. Christensen | Director | 769,338 | 2.20% | Jul 17, 2026 |
| Stephen M. R. Covey | Director | 44,050 | 0.13% | Jul 17, 2026 |
| Gregory K. Morris Sr. | Director | 37,300 | 0.11% | Jul 17, 2026 |
| Barry M. Smith | Director | 102,499 | 0.29% | Jul 17, 2026 |
| John G. Nackel | Director | 177,265 | 0.51% | Jul 17, 2026 |
| Scott E. Lamb | Director | 58,935 | 0.17% | Jul 17, 2026 |
| Suzanne D. Snapper | Director | 230,364 | 0.66% | Jul 17, 2026 |
| JoAnne Stringfield | Director | 30,275 | 0.09% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brent Guerisoli Chief Executive Officer | Aug 6, 2026 | Sale(10b5-1 plan) | −4,285 | $38.52 | $165.06K | 99,544 |
| Kirk Sterling Cheney EVP, GC and Corp Secy | Aug 6, 2026 | Sale(10b5-1 plan) | −1,393 | $38.52 | $53.66K | 18,401 |
| Jason Paul Steik Chief Clinical Officer | Aug 6, 2026 | Sale(10b5-1 plan) | −1,394 | $38.52 | $53.70K | 15,106 |
| Barry M. Smith Director | Jul 15, 2026 | Award | +1,900 | – | – | 102,499 |
| Gregory K. Morris Sr. Director | Jul 15, 2026 | Award | +1,900 | – | – | 37,300 |
| Christopher R. Christensen Director | Jul 15, 2026 | Award | +1,900 | – | – | 145,991 |
| Suzanne D. Snapper Director | Jul 15, 2026 | Award | +1,900 | – | – | 230,364 |
| Scott E. Lamb Director | Jul 15, 2026 | Award | +2,400 | – | – | 58,935 |
| John G. Nackel Director | Jul 15, 2026 | Award | +1,900 | – | – | 174,565 |
| Stephen M. R. Covey Director | Jul 15, 2026 | Award | +1,900 | – | – | 44,050 |
| Brent Guerisoli Chief Executive Officer | Jul 10, 2026 | Sale(10b5-1 plan) | −3,159 | $41.57 | $131.32K | 103,829 |
| Brent Guerisoli Chief Executive Officer | Jul 10, 2026 | Option exercise | +6,248 | $4.54 | $28.37K | 106,988 |
| Brent Guerisoli Chief Executive Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −3,165 | $40.51 | $128.21K | 100,740 |
| Brent Guerisoli Chief Executive Officer | Jul 7, 2026 | Option exercise | +6,249 | $4.54 | $28.37K | 103,905 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Sale(10b5-1 plan) | −2,032 | $35.08 | $71.28K | 95,647 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Sale(10b5-1 plan) | −22 | $34.86 | $767 | 97,679 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Sale(10b5-1 plan) | −2,254 | $35.08 | $79.07K | 97,656 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Option exercise | +4,463 | $3.84 | $17.14K | 97,701 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Option exercise | +4,463 | $3.84 | $17.14K | 99,910 |
| Brent Guerisoli Chief Executive Officer | May 22, 2026 | Sale(10b5-1 plan) | −200 | $35.10 | $7.02K | 95,447 |
| Christopher R. Christensen Director | Apr 15, 2026 | Award | +1,900 | – | – | 144,091 |
| Stephen M. R. Covey Director | Apr 15, 2026 | Award | +1,900 | – | – | 42,150 |
| Barry M. Smith Director | Apr 15, 2026 | Award | +1,900 | – | – | 100,599 |
| Gregory K. Morris Sr. Director | Apr 15, 2026 | Award | +1,900 | – | – | 35,400 |
| Suzanne D. Snapper Director | Apr 15, 2026 | Award | +1,900 | – | – | 228,464 |
| John G. Nackel Director | Apr 15, 2026 | Award | +1,900 | – | – | 172,665 |
| Scott E. Lamb Director | Apr 15, 2026 | Award | +2,400 | – | – | 56,535 |
| John J. Gochnour Chief Operating Officer | Mar 3, 2026 | Award | +11,214 | – | – | 145,464 |
| Kirk Sterling Cheney EVP, GC and Corp Secy | Mar 3, 2026 | Award | +2,874 | – | – | 19,794 |
| Lynette Walbom Chief Financial Officer | Mar 3, 2026 | Award | +8,025 | – | – | 10,688 |
| Brent Guerisoli Chief Executive Officer | Mar 3, 2026 | Award | +11,260 | – | – | 93,238 |
| John J. Gochnour Chief Operating Officer | Mar 3, 2026 | Award | +18,565 | – | – | 152,815 |
| Lynette Walbom Chief Financial Officer | Mar 3, 2026 | Award | +14,292 | – | – | 16,955 |
| Kirk Sterling Cheney EVP, GC and Corp Secy | Mar 3, 2026 | Award | +4,085 | – | – | 21,005 |
| Brent Guerisoli Chief Executive Officer | Mar 3, 2026 | Award | +20,052 | – | – | 102,030 |
| Gregory K. Morris Sr. Director | Jan 15, 2026 | Award | +1,900 | – | – | 33,500 |
| Stephen M. R. Covey Director | Jan 15, 2026 | Award | +1,900 | – | – | 40,250 |
| John G. Nackel Director | Jan 15, 2026 | Award | +1,900 | – | – | 170,765 |
| Suzanne D. Snapper Director | Jan 15, 2026 | Award | +1,900 | – | – | 226,564 |
| Christopher R. Christensen Director | Jan 15, 2026 | Award | +1,900 | – | – | 142,191 |
| Scott E. Lamb Director | Jan 15, 2026 | Award | +2,400 | – | – | 54,135 |
| Barry M. Smith Director | Jan 15, 2026 | Award | +1,900 | – | – | 98,699 |
| Kirk Sterling Cheney EVP, GC and Corp Secy | Nov 11, 2025 | Option exercise | +3,800 | $15.09 | $57.34K | 16,920 |
| Suzanne D. Snapper Director | Oct 15, 2025 | Award | +1,900 | – | – | 224,664 |
| John G. Nackel Director | Oct 15, 2025 | Award | +1,900 | – | – | 168,865 |
| Stephen M. R. Covey Director | Oct 15, 2025 | Award | +1,900 | – | – | 38,350 |
| Scott E. Lamb Director | Oct 15, 2025 | Award | +2,400 | – | – | 51,735 |
| Gregory K. Morris Sr. Director | Oct 15, 2025 | Award | +1,900 | – | – | 31,600 |
| Christopher R. Christensen Director | Oct 15, 2025 | Award | +1,900 | – | – | 140,291 |
| Barry M. Smith Director | Oct 15, 2025 | Award | +1,900 | – | – | 96,799 |
| Barry M. Smith Director | Oct 9, 2025 | Option exercise | +10,000 | $11.35 | $113.50K | 94,899 |
| Kirk Sterling Cheney EVP, GC and Corp Secy | Jul 28, 2025 | Sale(10b5-1 plan) | −880 | $23.34 | $20.54K | 13,120 |
| Brent Guerisoli Chief Executive Officer | Jul 28, 2025 | Sale(10b5-1 plan) | −3,995 | $23.34 | $93.24K | 81,978 |
| Christopher R. Christensen Director | Jul 15, 2025 | Award | +1,900 | – | – | 138,391 |
| Gregory K. Morris Sr. Director | Jul 15, 2025 | Award | +1,900 | – | – | 29,700 |
| John G. Nackel Director | Jul 15, 2025 | Award | +1,900 | – | – | 166,965 |
| Stephen M. R. Covey Director | Jul 15, 2025 | Award | +1,900 | – | – | 36,450 |
| Suzanne D. Snapper Director | Jul 15, 2025 | Award | +1,900 | – | – | 222,764 |
| Scott E. Lamb Director | Jul 15, 2025 | Award | +2,400 | – | – | 49,335 |
| Barry M. Smith Director | Jul 15, 2025 | Award | +1,900 | – | – | 84,899 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kirk Sterling Cheney Officer | Aug 6, 2026 | 1,393 | $53.66K | Aug 6, 2026 | Restricted Stock Vesting |
| Brent Guerisoli Officer, Director | Aug 6, 2026 | 4,285 | $165.07K | Aug 6, 2026 | Restricted Stock Vesting |
| Jason Paul Steik Officer | Aug 6, 2026 | 1,394 | $53.70K | Aug 6, 2026 | Restricted Stock Vesting |
| Brent Guerisoli Officer, Director | Jul 10, 2026 | 3,159 | $131.30K | Jul 10, 2026 | Stock Option Exercise |
| Brent Guerisoli Officer, Director | Jul 7, 2026 | 3,165 | $128.21K | Jul 7, 2026 | Stock Option Exercise |
| Brent Guerisoli Officer, Director | May 22, 2026 | 4,508 | $158.14K | May 22, 2026 | Options Granted - 05/26/2016 |
| John J. Gochnour Officer | May 14, 2026 | 4,639 | $170.68K | May 14, 2026 | Options Granted - 05/26/2016 |
| Brent Guerisoli Officer, Director | Jul 28, 2025 | 3,995 | $93.23K | Jul 28, 2025 | Restricted Stock Vesting |
| Brent Guerisoli Officer, Director | Jul 28, 2025 | 3,995 | $93.23K | Jul 28, 2025 | Restricted Stock Vesting |
| JoAnne Stringfield Director | May 20, 2025 | 11,954 | $351.79K | May 20, 2025 | Restricted Stock Vesting |
| JoAnne Stringfield Director | May 1, 2025 | 665 | $17.04K | May 1, 2025 | Restricted Stock Vesting |
| JoAnne Stringfield Director | Jan 30, 2025 | 665 | $18.54K | Jan 30, 2025 | Restricted Stock Vesting |
| JoAnne Stringfield Director | Oct 23, 2024 | 380 | $12.75K | Oct 23, 2024 | Restricted Stock Vesting |
| Brent Guerisoli Officer, Director | Aug 27, 2024 | 1,418 | $49.26K | Aug 27, 2024 | Option Granted- 05/27/2015 |
| Brent Guerisoli Officer, Director | Jul 29, 2024 | 3,901 | $116.50K | Jul 29, 2024 | Restricted Stock Vesting |