Healthcare Services Group (HCSG)
Manages housekeeping, laundry, facility maintenance, and dietary services for healthcare facilities.
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Runs two outsourced service segments for long-term and post-acute healthcare facilities: Environmental Services and Dietary Services. Revenue comes from recurring facility contracts across the continental United States, with customer payment capacity tied to long-term-care operators and reimbursement flows.
Manages environmental services and dietary departments for nursing homes, retirement complexes, rehabilitation centers, hospitals, and other healthcare facilities. Environmental Services covers housekeeping, cleaning, laundry, linen, and facility maintenance; Dietary Services covers food purchasing, meal preparation, menu development, dietitian services, on-site management, and clinical consulting.
Operations are concentrated in the continental United States and span thousands of facilities. The model depends on recurring facility contracts, local field management, and consistent labor execution rather than owned healthcare facilities or direct participation in reimbursement programs.
Customer payments are linked to the financial health of long-term-care operators, many of which rely on Medicare, Medicaid, and third-party reimbursement. Recent Genesis-related allowances show that client credit can directly affect receivables.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | Oppenheimer | Initiate | Rating: —Target: — | Target: $28 |
| Jul 8, 2026 | UBS | Reiterate | Rating: —Target: $27 | Target: $30 |
| Apr 23, 2026 | RBC Capital | Reiterate | Rating: —Target: $20 | Target: $24 |
| Apr 23, 2026 | UBS | Reiterate | Rating: —Target: $25 | Target: $27 |
| Apr 23, 2026 | BMO Capital | Reiterate | Rating: —Target: $22 | Target: $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $200.9M · Total debt $17.7M · Total assets $820.9M · Shareholders' equity $518.8M
- Revenue
- $470.8M
- Operating income
- $22.2M
- Net income
- $22.7M
HistoryDividendAnnual yield
| Institutions | ≈ 104.76% | 71.90M shares | |
|---|---|---|---|
| 277 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.19% | 816.8K shares | |
| 17 holders · as of Aug 5, 2026 | |||
| Strategic holders | 6.20% | 4.26M shares | |
| 1 holder · as of Feb 12, 2019 | |||
| Adds to | 112.15% | ||
68.63M 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.
These groups come from separate filings that can overlap, so they add to 112.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.57% | 11.38M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.40% | 5.08M | as of Jun 30, 2026 |
Wasatch Advisors, Inc.Institution | 6.78% | 4.66M | filed Feb 10, 2020 |
Janus Henderson Group plcStrategic | 6.20% | 4.26M | filed Feb 12, 2019 |
Riverbridge Partners LLCInstitution | 5.02% | 3.45M | filed Jan 21, 2022 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Andrew Kush | officer: EVP & Chief Operating Officer | −15,598 | $23.24 |
| Feb 26, 2026 | Andrew M. Brophy | officer: SVP & Chief Accounting Officer | −2,490 | $21.75 |
| Feb 18, 2026 | Patrick J. Orr | officer: EVP & Chief Revenue Officer | −90,115 | $20.53 |
| Feb 18, 2026 | John Christopher Shea | officer: EVP & Chief Admin. Officer | −54,357 | $20.41 |
- Aramark
Food, nutrition, EVS, procurement, and facilities overlap
- ABM Industries
Healthcare EVS, maintenance, and linen support competitor
- Cintas
Healthcare textile care, workwear, and facility-services overlap
- UniFirst
Healthcare uniform rental, laundering, and facility supplies peer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Healthcare Services Group | $21.20 | −1.71% | $1.48B | 12.6 | 20.0 | 0.8 | +2.7% |
| Aramark | $55.76 | −1.48% | $14.88B | 39.6 | 21.1 | 0.7 | +8.6% |
| ABM Industries | $49.97 | +0.06% | $2.93B | 18.0 | 11.8 | 0.3 | +4.2% |
| Cintas | $197.18 | −0.81% | $79.55B | 40.5 | 34.8 | 7.1 | +10.9% |
| UniFirst | $262.93 | −0.79% | $4.82B | 41.8 | 33.1 | 1.9 | +3.9% |
| Median | 40.0 | 27.1 | 1.3 | +6.4% |