Acadia Healthcare (NASDAQ:ACHC) Issues FY 2026 Earnings Guidance

Acadia Healthcare (NASDAQ:ACHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.300-1.550 for the period, compared to the consensus EPS estimate of 1.750. The company issued revenue guidance of $3.4 billion-$3.5 billion, compared to the consensus revenue estimate of $3.4 billion.

Acadia Healthcare Stock Performance

Shares of NASDAQ ACHC traded up $4.43 during mid-day trading on Wednesday, reaching $21.60. 4,507,925 shares of the company were exchanged, compared to its average volume of 3,759,926. Acadia Healthcare has a twelve month low of $11.43 and a twelve month high of $42.85. The stock has a market capitalization of $1.99 billion, a P/E ratio of 18.45, a P/E/G ratio of 4.94 and a beta of 0.89. The company’s 50-day simple moving average is $14.35 and its 200-day simple moving average is $18.50. The company has a quick ratio of 1.44, a current ratio of 1.44 and a debt-to-equity ratio of 0.73.

Acadia Healthcare (NASDAQ:ACHC) last issued its quarterly earnings data on Wednesday, February 25th. The company reported $0.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.03 by $0.04. Acadia Healthcare had a net margin of 3.29% and a return on equity of 7.66%. The firm had revenue of $821.46 million during the quarter, compared to the consensus estimate of $800.10 million. During the same period last year, the business posted $0.64 earnings per share. The business’s revenue for the quarter was up 6.1% compared to the same quarter last year. Acadia Healthcare has set its FY 2026 guidance at 1.300-1.550 EPS. As a group, research analysts predict that Acadia Healthcare will post 3.38 earnings per share for the current year.

Wall Street Analyst Weigh In

ACHC has been the topic of several research reports. Bank of America downgraded shares of Acadia Healthcare from a “neutral” rating to an “underperform” rating and decreased their price target for the company from $21.50 to $13.00 in a research note on Wednesday, December 3rd. Barclays reduced their target price on shares of Acadia Healthcare from $17.00 to $14.00 and set an “equal weight” rating for the company in a research report on Thursday, December 4th. Guggenheim cut their price target on Acadia Healthcare from $27.00 to $22.00 and set a “buy” rating for the company in a research note on Monday. Royal Bank Of Canada decreased their price objective on shares of Acadia Healthcare from $19.00 to $17.00 and set an “outperform” rating for the company in a report on Wednesday, January 14th. Finally, Raymond James Financial set a $17.00 price objective on shares of Acadia Healthcare in a report on Wednesday, December 3rd. Six research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, Acadia Healthcare presently has a consensus rating of “Hold” and an average target price of $18.23.

Key Acadia Healthcare News

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

• Positive Sentiment: Q4 beat on both EPS and revenue — Acadia reported $0.07 EPS vs. $0.03 consensus and revenue of $821.5M (up 6.1% YoY), signaling operating recovery and top‑line momentum. Press Release PDF Acadia Healthcare Announces Fourth Quarter and 2025 Results
• Neutral Sentiment: Revenue guidance roughly in line with expectations — Company reiterated revenue range around $3.4–$3.5B, which largely matches consensus, making top‑line risk limited. Acadia Healthcare Announces Fourth Quarter and 2025 Results
• Neutral Sentiment: Market commentary about short‑squeeze potential is circulating (speculative); treat as sentiment‑driven, not fundamentals. The Bottom Fishing Club – Acadia Healthcare: Huge Short Squeeze Potential, Reversing Momentum
• Neutral Sentiment: Reported short‑interest data appears inconsistent/erroneous in public feeds (zeros/NaN); don’t rely on that print for positioning decisions.
• Negative Sentiment: FY‑2026 EPS guidance was lowered to $1.30–$1.55 vs. consensus ~ $1.75, which is a clear negative catalyst that explains downward pressure on forward valuation and investor concern about near‑term earnings growth. Acadia Healthcare Announces Fourth Quarter and 2025 Results
• Negative Sentiment: Recent headline that a large investor sharply cut its stake (reported as triggering a large sell‑off) is a separate negative technical catalyst and likely amplified volatility. Acadia Healthcare Stock Down 60% as One Investor Slashes Stake to Less Than 1% of Assets

Hedge Funds Weigh In On Acadia Healthcare

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Goldman Sachs Group Inc. lifted its position in shares of Acadia Healthcare by 417.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 4,728,613 shares of the company’s stock worth $67,099,000 after purchasing an additional 3,815,471 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of Acadia Healthcare by 24.9% during the 4th quarter. Wellington Management Group LLP now owns 11,774,308 shares of the company’s stock worth $167,077,000 after purchasing an additional 2,350,760 shares during the last quarter. Deerfield Management Company L.P. purchased a new position in Acadia Healthcare in the 3rd quarter valued at $29,440,000. Rubric Capital Management LP purchased a new stake in shares of Acadia Healthcare in the third quarter valued at $27,236,000. Finally, Capitolis Liquid Global Markets LLC purchased a new position in Acadia Healthcare during the fourth quarter worth about $8,954,000.

Acadia Healthcare Company Profile

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.