AHCO AdaptHealth Corp.

bullish · high conviction track record → $10.66 -0.08 (-0.7%)
Mkt Cap $1B 52wk $8.06 - $13.43 2h ago
Insider buying: $48,818,382 bought by 19 insiders (30d)
Factor divergence: DIVERGENCE: insider_activity, options_sentiment bullish vs estimate_revisions, analyst_revisions bea
Est. revisions: -26.7% (1 up, 4 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -2.2)

Factor Model

net -2.2
Est. Revisions
-0.9
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
-0.8
Narrative Gap
+0.0

Insiders Buy $49M as Kaiser Spurs 9% Growth

Watch: Monitor Q2 earnings for margin recovery as labor cost pressures ease and revenues from the Kaiser contract scale.

Insiders including Cashin Richard M Jr and OEP VII GP, L.L.C. bought $49 million worth of AHCO shares at prices around $9.73 to $9.94. AdaptHealth posted strong Q1 organic growth above 9% aided by a new capitated contract with Kaiser covering over 12 million members. Adjusted EBITDA missed forecasts due to labor costs related to contract transition, but all segments grew between 2% and 4% year-over-year.

Heavy insider buying alongside strong multi-segment revenue growth signals confidence in AdaptHealth's ability to expand its Kaiser contract and recover profitability despite temporary labor cost pressures.

Evidence

Updated Thursday Insider buy by OEP VII GP, L.L.C. (AHCO): $4,438,928
Updated Thursday Insider buy by CASHIN RICHARD M JR (AHCO): $4,438,928
Updated Thursday Insider buy by REW RICHARD W. II (AHCO): $44,550
Updated Thursday Insider buy by WOLF DALE B (AHCO): $71,680
Updated Thursday Insider buy by OEP VII GP, L.L.C. (AHCO): $19,912,148
Updated Thursday Insider buy by CASHIN RICHARD M JR (AHCO): $19,912,148
Updated Thursday AdaptHealth Conference: Kaiser Deal Drives Growth, Labor Costs Dent EBITDA yahoo-finance
80d ago ADAPTHEALTH ($AHCO) Releases Q4 2025 Earnings - Quiver Quantitative google-news-insider
Fundamentals & Data ▾
AdaptHealth Corp. Healthcare · Medical Devices
Mkt Cap
$1B
Beta
1.57
52w Range
$8.06 - $13.43
Short Interest
8.0M 7.74%
Days to Cover
6.3 -4%
Technicals downtrend
from 52w Hi
-9.1%
1w return
-5.7%
Insiders
selling 0B / 4S
EPS Estimate
$0.16 -26.7% 30d 1up / 4dn
Est. Dispersion
138% 6 analysts
Analyst Target
$14 $11 - $18
Options P/C
2.89
Insider Cluster
strong buy 4B / 4S
Fund Convergence
moderate Citadel, Renaissance
Financials
Revenue
$1.5B -0% YoY
FCF
$79M
Gross Margin
54%
Op Margin
2%
Momentum: accelerating
Top Holders
Citadel $5M
Renaissance $3M
Recent Filings & Data
insider trade 49
net buying · $900,564 sold · $48,818,382 bought
19 insiders · 49 transactions (30d)
Recent transactions
CASHIN RICHARD M JR · buy · $4,438,928
OEP VII GP, L.L.C. · buy · $4,438,928
PRAST ALBERT A. · exercise · $391,795
CASHIN RICHARD M JR · buy · $19,912,148
OEP VII GP, L.L.C. · buy · $19,912,148
WEAVER SUSAN T. · other
WOLF DALE B · buy · $71,680
REW RICHARD W. II · buy · $44,550
PRAST ALBERT A. · award
BARNHART TOBY SCOTT · award
SCHUSTER RUSSELL E. III · award
MCFADDEN DANIEL EDWARD · award
REW RICHARD W. II · award
FOSTER SUZANNE · award
CLEMENS JASON A · award
ARCHBOLD CHRISTINE E. · award
LUNDBERG THEODORE B. · award
BELINFANTI GREGORY A · award
WILLIAMS DAVID SOLOMON III · sell · $47,150
WILLIAMS DAVID SOLOMON III · sell · $79,786
LUNDBERG THEODORE B. · award
WOLF DALE B · award
BELINFANTI GREGORY A · award
COPPENS BRADLEY J · award
WEAVER SUSAN T. · award
CONNORS TERENCE J. · award
WILLIAMS DAVID SOLOMON III · award
NOLE DIANA L · award
PRAST ALBERT A. · award
BARNHART TOBY SCOTT · award
SCHUSTER RUSSELL E. III · award
REW RICHARD W. II · award
FOSTER SUZANNE · award
CLEMENS JASON A · award
ARCHBOLD CHRISTINE E. · award
CLEMENS JASON A · sell · $327,250
WOLF DALE B · sell · $75,600
NOLE DIANA L · award
BARNHART TOBY SCOTT · award
RIETKERK SHAW · sell · $281,000
WILLIAMS DAVID SOLOMON III · sell · $89,778
LUNDBERG THEODORE B. · award
WOLF DALE B · award
BELINFANTI GREGORY A · award
COPPENS BRADLEY J · award
WEAVER SUSAN T. · award
CONNORS TERENCE J. · award
WILLIAMS DAVID SOLOMON III · award
FOSTER SUZANNE · award
8 signals · latest Updated Thursday

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