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

Acadia Healthcare (NASDAQ:ACHC) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.450-1.600 for the period, compared to the consensus earnings per share estimate of 1.510. The company issued revenue guidance of $3.4 billion-$3.5 billion, compared to the consensus revenue estimate of $3.4 billion.

Acadia Healthcare Trading Down 14.3%

Shares of ACHC stock traded down $4.69 during trading hours on Wednesday, reaching $28.00. The company had a trading volume of 2,713,270 shares, compared to its average volume of 3,336,482. Acadia Healthcare has a 1-year low of $11.43 and a 1-year high of $35.83. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.71 and a quick ratio of 1.71. The firm has a market cap of $2.58 billion, a price-to-earnings ratio of -2.28, a P/E/G ratio of 10.84 and a beta of 0.64. The company has a 50 day moving average of $27.94 and a 200 day moving average of $23.50.

Acadia Healthcare (NASDAQ:ACHC) last issued its earnings results on Tuesday, July 28th. The company reported $0.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.35 by $0.03. Acadia Healthcare had a negative net margin of 32.84% and a positive return on equity of 7.09%. The company had revenue of $865.84 million for the quarter, compared to analysts’ expectations of $844.19 million. During the same period in the prior year, the firm earned $0.83 EPS. Acadia Healthcare’s quarterly revenue was down .4% compared to the same quarter last year. Acadia Healthcare has set its FY 2026 guidance at 1.450-1.600 EPS. On average, equities research analysts anticipate that Acadia Healthcare will post 1.5 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have issued reports on ACHC shares. Guggenheim upped their price objective on Acadia Healthcare from $26.00 to $31.00 and gave the company a “buy” rating in a research note on Monday, May 4th. Raymond James Financial upgraded Acadia Healthcare from an “outperform” rating to a “strong-buy” rating and set a $39.00 price target on the stock in a research note on Monday, May 4th. Cantor Fitzgerald restated a “neutral” rating on shares of Acadia Healthcare in a research report on Wednesday. TD Cowen boosted their target price on shares of Acadia Healthcare from $30.00 to $36.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada boosted their price objective on shares of Acadia Healthcare from $28.00 to $31.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $28.69.

Key Headlines Impacting Acadia Healthcare

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

• Positive Sentiment: Acadia reported second-quarter adjusted earnings of $0.38 per share, ahead of the approximately $0.33–$0.35 analyst consensus, while revenue of $865.8 million also exceeded expectations. Higher admissions and growth in residential treatment supported the results. Acadia Healthcare Q2 Earnings Beat Estimates on Higher Admissions
• Positive Sentiment: Management raised or updated its full-year 2026 outlook, targeting EPS of $1.45 to $1.60 and revenue of $3.4 billion to $3.5 billion. The improved outlook reflects solid operating trends and continued admissions momentum. Acadia Healthcare Announces Second Quarter 2026 Results and Updates Full Year 2026 Financial and Cash Flow Guidance
• Positive Sentiment: UBS analyst A.J. Rice reiterated a Buy rating and maintained a $39 price target, citing Acadia’s operating performance and higher guidance. Acadia Healthcare: Solid Operating Trends, Raised 2026 Guidance, and Buy Rating Reiterated
• Neutral Sentiment: Although revenue was better than expected, it was approximately flat year over year; normalized growth was reported at 2.8%. EPS fell from $0.83 in the prior-year quarter, highlighting continued profitability pressure. Acadia Healthcare Surpasses Q2 Earnings and Revenue Estimates
• Negative Sentiment: A securities lawsuit against Acadia will proceed after a court denied the company’s motion to dismiss. The ruling does not establish liability, but it prolongs legal uncertainty and could create financial and reputational risks. Court Denies Motion to Dismiss in Acadia Healthcare Litigation

Institutional Trading of Acadia Healthcare

A number of hedge funds have recently modified their holdings of the stock. Wellington Management Group LLP lifted its holdings in Acadia Healthcare by 24.9% in the fourth quarter. Wellington Management Group LLP now owns 11,774,308 shares of the company’s stock valued at $167,077,000 after acquiring an additional 2,350,760 shares during the period. Goldman Sachs Group Inc. increased its position in shares of Acadia Healthcare by 417.8% in the fourth quarter. Goldman Sachs Group Inc. now owns 4,728,613 shares of the company’s stock valued at $67,099,000 after buying an additional 3,815,471 shares in the last quarter. UBS Group AG raised its position in Acadia Healthcare by 8.8% during the third quarter. UBS Group AG now owns 4,336,698 shares of the company’s stock worth $107,377,000 after acquiring an additional 350,484 shares during the period. State Street Corp grew its position in shares of Acadia Healthcare by 3.3% in the fourth quarter. State Street Corp now owns 3,293,951 shares of the company’s stock valued at $46,741,000 after purchasing an additional 104,715 shares during the period. Finally, Geode Capital Management LLC raised its holdings in shares of Acadia Healthcare by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 1,633,192 shares of the company’s stock valued at $23,181,000 after acquiring an additional 7,453 shares during the last quarter.

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.