Guardian Pharmacy Services (GRDN)
Dispenses and manages medications for assisted living, behavioral health, and other long-term care facilities.
Something off on this page? Send us feedback.
Dispenses prescription drugs and provides packaging, delivery, clinical review, administration support, and pharmacy technology to long-term care residents and facilities. Revenue comes primarily from sales of pharmaceuticals and medical products, while locally run pharmacies share centralized purchasing, analytics, technology, and regulatory support.
Dispenses and delivers resident-specific medications to assisted living, behavioral health, group-home, skilled-nursing, and other long-term care settings across the United States. Services include compliance packaging, electronic medication-administration-record integration, caregiver training, consulting-pharmacist regimen reviews, formulary coordination, and GuardianShield clinical and cost analytics. Revenue is generated primarily through sales of pharmaceuticals and medical products.
Combines locally managed pharmacies with centralized purchasing, payor contracting, data analytics, technology, regulatory support, and capital for acquisitions and new locations. This structure lets local teams adapt dispensing and service workflows to each market while sharing national infrastructure. Operations depend on access to long-term care residents, reimbursement from government programs and private health plans, and relationships with pharmaceutical wholesalers and manufacturers.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | KeyBanc | Initiate | Rating: —Target: — | Target: $52 |
| Sep 21, 2026 | Truist Financial | Target | Target: $47 | Target: $51 |
| Aug 7, 2026 | Oppenheimer | Reiterate | Rating: —Target: $30 | Target: $49 |
| Jun 17, 2026 | Truist Financial | Target | Target: $38 | Target: $47 |
| Mar 12, 2026 | Raymond James | Target | Target: $28 | Target: $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $89.8M · Total debt $35.2M · Total assets $443.6M · Shareholders' equity $245.6M
- Revenue
- $351.8M
- Operating income
- $20.6M
- Net income
- $21.9M
No dividends on record.
| Institutions | ≈ 45.92% | 29.09M shares | |
|---|---|---|---|
| 195 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 38.99% | 24.70M shares | |
| 15 holders · as of May 7, 2026 | |||
| Strategic holders | 5.90% | 3.74M shares | |
| 2 holders · as of Mar 31, 2026 | |||
| Other | ≈ 9.19% | 5.82M shares | |
| remainder | |||
63.34M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Thomas J. Jr SalentineInsiderdirector, 10 percent owner | 26.37% | 10.61M A · 6.10M B | filed Mar 31, 2026 |
FMR LLCInstitution | 5.12% | 3.24M A | as of Jun 30, 2026 |
Pharmacy Investors, LLC1Strategicother: Member of 10% owner group | 3.87% | 2.45M A | filed Mar 31, 2026 |
Fred Burke2Insiderdirector, officer: See Remarks | 3.38% | 2.14M A | filed Mar 31, 2026 |
John Ackerman3Insiderdirector | 2.98% | 1.88M B | filed Mar 31, 2026 |
- Pharmacy Investors, LLC reports a block also reported by Vanguard Capital Management LLC; it is counted once, under Vanguard Capital Management LLC.
- Fred Burke reports a block also reported by Woodline Partners LP; it is counted once, under Woodline Partners LP.
- John Ackerman reports a block also reported by FMR LLC; it is counted once, under FMR LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 20, 2026 | William E. Bindley | director, 10 percent owner: | −3,570,677 | $29.68 |
| Mar 20, 2026 | John Ackerman | director | −1,103,364 | $29.68 |
| Mar 20, 2026 | Bindley Capital Partners I, LLC | 10 percent owner | −3,570,677 | $29.68 |
| Mar 20, 2026 | Thomas J. Jr Salentine | director, 10 percent owner: | −3,570,677 | $29.68 |
| Mar 20, 2026 | Cardinal Equity Fund, L.P. | other: Member of 10% owner group | −275,728 | $29.68 |
- BrightSpring Health Services
PharMerica is the closest public LTC pharmacy peer.
- CVS Health
Omnicare creates direct LTC pharmacy scale pressure.
- McKesson
Alternate-site pharmacy tools pressure service economics.
- Cardinal Health
PSAO and LTC contracts pressure pharmacy reimbursement.
- Option Care Health
Alternate-site infusion overlaps in complex medication care.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Guardian Pharmacy Services | $44.94 | +0.60% | $2.83B | 43.4 | 33.3 | 1.9 | +2.2% |
| BrightSpring Health Services | $56.00 | −0.98% | $11.10B | 42.2 | 27.4 | 0.8 | +23.0% |
| CVS Health | $86.22 | −1.02% | $111.13B | 23.0 | 10.7 | 0.3 | +7.3% |
| McKesson | $897.46 | +0.70% | $104.34B | 23.8 | 19.4 | 0.3 | +7.7% |
| Cardinal Health | $224.61 | +1.16% | $52.00B | 30.7 | 17.9 | 0.2 | +5.8% |
| Option Care Health | $23.81 | −0.38% | $3.58B | 18.0 | 12.1 | 0.6 | +1.9% |
| Median | 23.8 | 17.9 | 0.3 | +7.3% |