AMN Healthcare Services (NYSE:AMN) Posts Earnings Results, Hits Expectations

AMN Healthcare Services (NYSE:AMN) posted its earnings results on Thursday. The company reported $0.22 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.22, FiscalAI reports. The business had revenue of $748.23 million for the quarter, compared to analysts’ expectations of $723.11 million. AMN Healthcare Services had a negative net margin of 10.14% and a positive return on equity of 10.89%.

Here are the key takeaways from AMN Healthcare Services’ conference call:

• The company reported an outsized impact from labor disruptions, with Q4 labor disruption revenue of $124 million and is assuming roughly $600 million of strike-related revenue in Q1, which materially boosted near-term revenue, cash flow, and operating leverage while the events also reduced consolidated gross margin.
• AMN strengthened its balance sheet in 2025, reducing debt by $285 million, ending the year with net leverage ~3.3x and saying it expects to be below 3.0x on an LTM basis in Q1, improving financial flexibility.
• Management emphasized investments in technology and AI enablement (recruiting, credentialing, event management and VMS enhancements) and said its event management system proved effective in high-demand strike events, which the company views as a durable competitive advantage and margin-scaling opportunity.
• Operational headwinds persist in parts of the business—Technology & Workforce Solutions revenue fell 18% YoY (language services and VMS pressured), Nurse & Allied revenue excluding disruption was down YoY (though sequentially improving), and consolidated gross margin has declined materially year-over-year.
• For the longer term AMN reiterates a path to sustainable organic growth of 4%–6% (ex-disruption) and 10%–15% adjusted EBITDA growth via market recovery, share gains and cost leverage, but these are forward-looking company targets subject to change.

AMN Healthcare Services Stock Up 1.2%

Shares of AMN stock traded up $0.21 on Thursday, hitting $17.29. The stock had a trading volume of 2,717,381 shares, compared to its average volume of 1,474,621. The company has a market cap of $664.11 million, a PE ratio of -2.40 and a beta of 0.22. The business has a 50 day moving average price of $17.71 and a 200 day moving average price of $18.34. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.31. AMN Healthcare Services has a one year low of $14.86 and a one year high of $30.49.

Hedge Funds Weigh In On AMN Healthcare Services

Hedge funds have recently modified their holdings of the stock. Tower Research Capital LLC TRC increased its holdings in AMN Healthcare Services by 49.2% in the second quarter. Tower Research Capital LLC TRC now owns 3,093 shares of the company’s stock valued at $64,000 after buying an additional 1,020 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of AMN Healthcare Services by 2.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 42,938 shares of the company’s stock valued at $1,050,000 after acquiring an additional 1,153 shares in the last quarter. Swiss National Bank raised its holdings in shares of AMN Healthcare Services by 1.9% in the 4th quarter. Swiss National Bank now owns 75,600 shares of the company’s stock valued at $1,191,000 after purchasing an additional 1,400 shares in the last quarter. Creative Planning boosted its holdings in AMN Healthcare Services by 11.0% in the third quarter. Creative Planning now owns 14,664 shares of the company’s stock valued at $284,000 after purchasing an additional 1,451 shares in the last quarter. Finally, Orion Porfolio Solutions LLC lifted its stake in AMN Healthcare Services by 6.1% in the second quarter. Orion Porfolio Solutions LLC now owns 29,339 shares of the company’s stock valued at $606,000 after buying an additional 1,679 shares during the last quarter. Institutional investors and hedge funds own 99.23% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on AMN shares. UBS Group increased their target price on AMN Healthcare Services from $18.00 to $20.50 and gave the company a “neutral” rating in a report on Friday, November 7th. Citizens Jmp cut their target price on AMN Healthcare Services from $24.00 to $22.00 and set a “market outperform” rating on the stock in a research note on Friday, December 19th. Wall Street Zen upgraded shares of AMN Healthcare Services from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AMN Healthcare Services in a research note on Wednesday, January 21st. Finally, JPMorgan Chase & Co. set a $25.00 target price on AMN Healthcare Services in a research report on Thursday, January 15th. Four investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, AMN Healthcare Services has an average rating of “Hold” and an average price target of $22.42.

AMN Healthcare Services Company Profile

AMN Healthcare Services, Inc (NYSE: AMN) is a leading provider of healthcare workforce solutions in the United States. The company specializes in staffing and recruitment services for a broad range of clinical and allied health professionals, including travel nurses, permanent placement of nursing staff, locum tenens physicians, and allied health personnel. In addition to direct staffing, AMN Healthcare offers comprehensive workforce management solutions such as vendor management systems (VMS), recruitment process outsourcing (RPO), and compliance and credentialing services through its technology platforms.

Founded in 1985 as American Mobile Nurses, the company rebranded to AMN Healthcare in 2010 to reflect its expanding portfolio of services.