Addus HomeCare

Addus HomeCare will acquire AccentCare’s personal care services unit for $275 million; the deal has a revenue run rate of $280 million and is expected to close in Q1 2027. Management views the acquisition as a key growth step, expects gradual margin improvements in the AccentCare business within 12–18 months, and plans phased system integrations through end‑2027/early 2028. Consolidated personal-care utilization improves company‑wide (84–85%), and Addus targets same‑store revenue growth of 3–5%; after closing the company expects a pro‑forma leverage ratio just above 1.0x and remains open to further acquisitions. » More on de.investing.com

Addus HomeCare said the federal moratorium on certain home health licenses does not apply to personal care services (PCS), which have driven its recent acquisitions, and therefore should not slow revenue growth. Management reported improving PCS census trends and higher caregiver fill rates after deploying a caregiver app in key states like Illinois and Texas. The company highlighted acquisition opportunities—including expansion in Indiana—saying deal valuations have declined and its balance sheet and credit line allow rapid execution. Addus also continues clinical and hospice integrations while converting PCS to a unified EMR to better identify referrals and care transitions. » More on finance.yahoo.com

Shares of Addus HomeCare hit a 52-week low of $90.80 and have fallen about 16% over the past year. Key metrics: P/E 17, PEG 0.78 and a market capitalization of roughly $1.68 billion, suggesting potential undervaluation. The company reported Q1 2026 EPS of $1.62 (expected $1.55) on revenue of $363.6 million, which missed the consensus but rose 7.7% year over year. In response to the revenue miss, a financial services firm cut its price target from $150 to $142 and kept its rating at "Market Outperform." » More on de.investing.com