AdaptHealthAHCO
About: AdaptHealth Corp is engaged in providing patient-centered, healthcare-at-home solutions including home medical equipment (HME), medical supplies, and related services. It focuses on providing; sleep therapy equipment, supplies, and related services (including CPAP and bi-PAP services) to individuals suffering from obstructive sleep apnea (OSA), medical devices and supplies to patients for the treatment of diabetes (including continuous glucose monitors (CGM and insulin pumps), home medical equipment to patients discharged from acute care and other facilities, oxygen and related chronic therapy services in the home, and other HME devices and supplies on behalf of chronically ill patients with wound care, urological, incontinence, ostomy and nutritional supply needs.
Employees: 10,500
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 60
24% more call options, than puts
Call options by funds: $79.5M | Put options by funds: $63.9M
5.36% more ownership
Funds ownership: 92.06% [Q3] → 97.43% (+5.36%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
8% less funds holding
Funds holding: 216 [Q3] → 199 (-17) [Q4]
10% less capital invested
Capital invested by funds: $1.39B [Q3] → $1.25B (-$142M) [Q4]
48% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 31
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Baird Eric Coldwell 42% 1-year accuracy 14 / 33 met price target | 48%upside $16 | Outperform Maintained | 27 Feb 2025 |
Canaccord Genuity Richard Close 41% 1-year accuracy 11 / 27 met price target | 29%upside $14 | Buy Maintained | 26 Feb 2025 |
RBC Capital Ben Hendrix 41% 1-year accuracy 27 / 66 met price target | 29%upside $14 | Outperform Maintained | 26 Feb 2025 |
Truist Securities David Macdonald 62% 1-year accuracy 58 / 93 met price target | 29%upside $14 | Buy Maintained | 26 Feb 2025 |
UBS Whit Mayo 43% 1-year accuracy 6 / 14 met price target | 2%upside $11 | Buy Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 5 articles about AHCO published over the past 30 days
