Pediatrix Medical Group (MD) PT Lowered by Truist Securities | M
Truist Securities has maintained a 'Hold' rating for Pediatrix Medical Group (MD) but lowered its price target from $24.00 to $21.00, representing a 12.50% decrease. This adjustment reflects the analyst's updated outlook on the stock, while the consensus of 6 analysts projects an average target price of $21.83 with an "Outperform" status, yet GuruFocus estimates a potential downside based on its GF Value.
MD Q4 Deep Dive: Pricing and Payer Mix Resilience Offset Volume Weakness
Pediatrix Medical Group (NYSE:MD) reported Q4 CY2025 results with revenue topping expectations but non-GAAP profit missing consensus estimates, leading to a negative market reaction. Despite a year-on-year revenue decline and decreased net patient volumes across all service lines, the company managed to offset the impact through favorable payer mix, improved revenue cycle management, and higher patient acuity, resulting in an increased operating margin. Looking ahead, Pediatrix’s guidance for 2026 assumes flat volumes and stable pricing, with management emphasizing cost controls and operational discipline.
Pediatrix Medical Q4 Earnings Miss Estimates Despite Declining Costs
Pediatrix Medical Group (MD) reported fourth-quarter 2025 adjusted earnings per share of 50 cents, falling short of the Zacks Consensus Estimate by 4.9%, despite a 2% year-over-year decline in the bottom line. Net revenues increased 0.5% year over year to $493.8 million, exceeding estimates. The company's results were negatively impacted by higher variable practice incentive compensation and lower-than-expected same-unit revenues, though these were partially offset by improved collection activity and lower operating expenses.
Pediatrix Medical Group, Inc. (NYSE:MD) Q4 2025 Earnings Call Transcript
Pediatrix Medical Group, Inc. reported strong Q4 and full-year 2025 results, with adjusted EBITDA of $66 million and $276 million respectively, exceeding guidance. The company anticipates 2026 adjusted EBITDA to be between $280 million and $300 million, driven by stable metrics and operational initiatives. Pediatrix also introduced new physician alignment programs and plans for opportunistic growth leveraging its strong balance sheet in core pediatric and obstetric areas, as well as potential M&A.
Truist Securities Adjusts Pediatrix Medical Price Target to $21 From $24, Maintains Hold Rating
Truist Securities has revised its price target for Pediatrix Medical Group (NYSE: MD) shares down to $21 from $24, while keeping a "Hold" rating on the stock. This adjustment follows the company's recent Q4 2025 earnings report. Pediatrix Medical Group is a provider of physician services specializing in newborn, maternal-fetal, pediatric cardiology, and other pediatric subspecialty care.
Pediatrix Medical Group (NYSE:MD) Shares Gap Down After Earnings Miss
Pediatrix Medical Group (NYSE:MD) experienced a share price gap down after missing analyst earnings estimates for the quarter, reporting $0.50 EPS against an expected $0.53. Despite revenue slightly exceeding estimates at $493.77 million, it represented a 1.7% year-over-year decrease. The stock opened significantly lower at $18.84 from its previous close of $21.97, reflecting investor reaction to the disappointing earnings announcement.
Earnings call transcript: Pediatrix Medical misses Q4 2025 EPS, stock tumbles
Pediatrix Medical Group reported missing its Q4 2025 EPS forecast by 7.41% ($0.50 vs. $0.54 expected), causing its stock to tumble 14.43% pre-market despite exceeding revenue expectations with $494 million. The company projects 2026 adjusted EBITDA of $280-$300 million and flat revenue around $1.9 billion, while focusing on physician alignment programs, telemedicine, and OB hospital medicine expansion. Risks include potential impacts from ACA subsidy changes and declining operating cash flow.
Pediatrix Medical Group Reports Fourth Quarter Results
Pediatrix Medical Group reported its financial results for the fourth quarter ending December 31, 2025, with earnings of $0.40 per share and adjusted EPS of $0.50. The company saw net revenue of $494 million, a slight decrease from the prior year, though same-unit revenue grew by 4.0%. For 2026, Pediatrix anticipates an Adjusted EBITDA in the range of $280 million to $300 million.
Pediatrix Medical Group: Q4 Earnings Snapshot
Pediatrix Medical Group (MD) reported fourth-quarter earnings of $33.7 million, equating to 40 cents per share, or 50 cents adjusted for one-time items. These adjusted earnings fell short of analyst expectations of 53 cents per share. However, the company's revenue of $493.8 million for the quarter surpassed Wall Street forecasts, and for the full year, Pediatrix reported a profit of $165.4 million on revenue of $1.91 billion.
Pediatrix Medical Group Earnings: What To Look For From MD
Pediatrix Medical Group (NYSE:MD) is set to announce its earnings results this Thursday, with analysts expecting a 3% year-on-year revenue decline to $487.3 million and adjusted earnings of $0.54 per share. Despite beating revenue expectations last quarter, the company has missed Wall Street's revenue estimates three times in the past two years. The stock's performance has been flat over the last month, contrasting with some peers in the healthcare sector.
Pediatrix Medical Group, Inc. (NYSE:MD) Given Consensus Recommendation of "Hold" by Analysts
Pediatrix Medical Group, Inc. (NYSE:MD) has received a consensus "Hold" rating from analysts, with five recommending a hold and one a buy. The average 12-month target price for the stock is $21.00. Recent insider selling by Director Michael Rucker and CEO Mark Ordan was noted, while institutional investors like Royal Bank of Canada and UBS AM have adjusted their positions in the company.
Allianz Asset Management GmbH Grows Position in Pediatrix Medical Group, Inc. $MD
Allianz Asset Management GmbH significantly increased its stake in Pediatrix Medical Group, Inc. by 158.5% in the third quarter, bringing its total holdings to 158,777 shares valued at $2.66 million. Other institutional investors like Ameriprise Financial Inc. and American Century Companies Inc. also raised their positions, with insider selling noted from Director Michael A. Rucker and CEO Mark S. Ordan. The company currently holds an average analyst rating of "Hold" with an average target price of $21.00.
Pediatrix Medical Group 2025 Fourth Quarter Conference Call/Webcast Scheduled for Thursday, February 19, 2026
Pediatrix Medical Group (NYSE: MD) will host an investor conference call and webcast on Thursday, February 19, 2026, at 9:00 a.m. ET to discuss its fourth-quarter 2025 financial results. A detailed press release will precede the call on the same day. The webcast will be accessible through the company's investor relations website.
Pediatrix Medical Group to Host Investor Conference Call
Pediatrix Medical Group (MD) will host an investor conference call on February 19, 2026, at 9:00 a.m. ET to discuss its operational results for the quarter ended December 31, 2025. The call will be webcasted via the company's website and will provide crucial financial and operational insights. Analysts currently forecast a 1-year average price target of $23.50 for MD, with a "Moderate Buy" consensus based on recent upgrades.
New York State Common Retirement Fund Acquires 54,705 Shares of Pediatrix Medical Group, Inc. $MD
New York State Common Retirement Fund significantly increased its stake in Pediatrix Medical Group, Inc. by 87.9%, purchasing an additional 54,705 shares to bring its total holdings to 116,950 shares, valued at approximately $1.96 million. This move represents 0.13% ownership of the company, even as company insiders, including CEO Mark S. Ordan and Director Michael A. Rucker, have been selling shares. Analysts currently have an average "Hold" rating on Pediatrix Medical Group, with a consensus price target of $21.00.
Pediatrix Medical Group 2025 Fourth Quarter Conference Call/Webcast Scheduled for Thursday, February 19, 2026
Pediatrix Medical Group (NYSE: MD) will host an investor conference call and webcast on February 19, 2026, at 9:00 a.m. ET to discuss its fourth-quarter 2025 financial results. A detailed press release will be issued that morning before market open. The webcast will be accessible via the company's investor relations website, www.pediatrix.com/investors.
Pediatrix Medical Group 2025 Fourth Quarter Conference Call/Webcast Scheduled for Thursday, February 19, 2026
Pediatrix Medical Group, Inc. (NYSE: MD) announced it will host an investor conference call and webcast on Thursday, February 19, 2026, at 9:00 a.m. ET to discuss its financial results for the quarter ended December 31, 2025. A detailed press release with the results will be issued the morning of the same day. The webcast will be accessible through the company's investor relations website.
Pediatrix Medical Group 2025 Fourth Quarter Conference Call/Webcast Scheduled for Thursday, February 19, 2026
Pediatrix Medical Group, Inc. (NYSE: MD) announced it will host an investor conference call and webcast on Thursday, February 19, 2026, at 9:00 a.m. ET. The call will discuss the company's operational results for the quarter ended December 31, 2025, with a detailed press release preceding it on the same morning. Interested parties can access the webcast and additional investment information on Pediatrix's website.
A Look At Pediatrix Medical Group (MD) Valuation After Recent Share Price Pullback
Pediatrix Medical Group (MD) has seen a recent share price pullback, with a 4.74% decline over the past 30 days, despite a 53.26% shareholder return over the past year. The stock is currently trading at $20.89, which is considered undervalued with an estimated 46% intrinsic discount compared to a fair value of $22.67. This valuation is supported by ongoing operational improvements, a strong balance sheet, and controlled expenses, though potential risks exist if revenue restructuring or hospital partner fees weigh on future performance.
Pediatrix Medical Group, Inc. (NYSE:MD) Receives Consensus Recommendation of "Hold" from Brokerages
Pediatrix Medical Group, Inc. (NYSE:MD) has received a consensus "Hold" recommendation from six brokerage firms, with an average 1-year price target of $21.00. The company recently reported adjusted EPS of $0.67, surpassing analyst expectations, and revenue of $492.9 million, despite a year-over-year decline. Insider transactions show CEO and a director selling shares, while institutional ownership remains high at approximately 97.7%.
Pediatrix Medical Group Inc (NYSE:MD) Presents a Compelling Value Investment Case
Pediatrix Medical Group Inc (NYSE:MD) is presented as a compelling value investment due to its low price-to-earnings and cash flow ratios compared to its peers and the broader market. Despite mixed past growth, the company demonstrates strong profitability and acceptable financial health, making it an attractive option for value investors seeking enterprises priced below their intrinsic worth. The analysis suggests that while growth prospects are modest, the company's operational efficiency and solid earnings justify further examination for patient investors.
Great Lakes Advisors LLC Decreases Stock Holdings in Pediatrix Medical Group, Inc. $MD
Great Lakes Advisors LLC significantly reduced its stake in Pediatrix Medical Group (NYSE:MD) by 49.5% in the third quarter of 2025, selling 164,723 shares and ending with 168,123 shares valued at approximately $2.82 million. Concurrently, other institutional investors either increased or decreased their holdings, with overall institutional ownership at 97.71%. Insider selling also occurred, with Director Michael A. Rucker and CEO Mark S. Ordan selling shares totaling roughly $972,924, reducing insider ownership to 0.90%.
A Look At Pediatrix Medical Group (MD) Valuation After Recent Mixed Share Price Performance
Pediatrix Medical Group (MD) has seen mixed share price performance recently, with a 19% gain over three months but softer short-term results. Despite this, the company is considered 8.8% undervalued with a fair value of $22.67, driven by operational improvements and a strong balance sheet. However, revenue declines and hospital fee negotiation pressures could challenge this valuation.
Pediatrix Medical Group, Inc. $MD Stock Holdings Lifted by Teacher Retirement System of Texas
Teacher Retirement System of Texas significantly increased its holdings in Pediatrix Medical Group (NYSE:MD) by 58.8%, now owning 244,269 shares worth approximately $4.09 million. Other institutional investors also raised their stakes, leading to institutional ownership of about 97.71% of the stock. Pediatrix outperformed Q3 earnings expectations, reporting an EPS of $0.67 against an anticipated $0.46, with revenues reaching $492.9 million.
SummerHaven Investment Management LLC Cuts Stock Position in Pediatrix Medical Group, Inc. $MD
SummerHaven Investment Management LLC significantly reduced its stake in Pediatrix Medical Group (NYSE:MD) by 44.6% in the third quarter, selling 50,640 shares and holding 62,840 shares valued at $1.05 million. This makes MD its 27th largest position. Recent insider selling has also occurred, with directors and executives selling a combined 43,478 shares totaling approximately $972,924 over the last three months. Despite a 3.6% year-over-year revenue decline, Pediatrix beat Q3 earnings estimates.
Is Pediatrix Medical Group (MD) Pricing Look Compelling After Recent Share Price Pullback
This article analyzes Pediatrix Medical Group (MD) stock valuation after a recent price pullback, using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios. The DCF model suggests the stock is undervalued by 45.1%, with an intrinsic value of $37.38 per share compared to the current $20.53. The P/E ratio of 10.66x is also significantly lower than the industry average, further indicating undervaluation.
Pediatrix Medical Group (NYSE:MD) Stock Crosses Above 200 Day Moving Average - Should You Sell?
Pediatrix Medical Group (NYSE:MD) stock has recently crossed above its 200-day moving average, signaling potential bullish momentum. The company reported a strong quarterly beat with EPS of $0.67 against an estimated $0.46 and revenue of $492.9M, exceeding expectations despite a slight year-over-year revenue decrease. While institutional ownership is high at 97.7%, key insiders, including the CEO, have recently sold a significant number of shares.
Assessing Pediatrix Medical Group (MD) Valuation As It Refocuses On Core Women’s And Children’s Care
Pediatrix Medical Group (MD) is gaining investor attention due to its refocus on core women’s and children’s healthcare services, coupled with strong recent share price performance. Despite this, the stock is currently trading only modestly below analysts' price targets, even though its estimated intrinsic value suggests a significant discount. The company's strong balance sheet offers future optionality, but continued revenue pressure from restructuring or tightening negotiations could impact its margins.
Has The Market Rerated Pediatrix Medical Group (MD) Too Cautiously After Its 57.9% Surge?
Pediatrix Medical Group (MD) has seen a 57.9% return over the last year, prompting a valuation review. Despite recent short-term pullbacks, a Discounted Cash Flow (DCF) analysis and Price/Earnings (P/E) ratio comparison suggest the stock is currently undervalued. Simply Wall St's analysis indicates a potential 41.5% discount to its intrinsic value and a P/E significantly lower than industry averages.
3 Reasons to Avoid MD and 1 Stock to Buy Instead
Adam Hejl suggests avoiding Pediatrix Medical Group (MD) despite its recent stock rally, citing three main concerns: lagging same-store sales growth compared to peers, slim projected revenue growth for the next year, and a decline in return on invested capital (ROIC) which indicates a lack of profitable growth opportunities. The article concludes that while the valuation is reasonable, the fundamental weaknesses present too much downside risk and recommends alternative software and edge computing picks.
Pediatrix Medical Group, Inc. (NYSE:MD) Receives Average Rating of "Moderate Buy" from Brokerages
Pediatrix Medical Group, Inc. (NYSE:MD) has received an average rating of "Moderate Buy" from six analysts, with an average 12-month price target of $21.00. The company recently reported strong quarterly results, beating EPS and revenue estimates, though revenue was down 3.6% year-over-year. Insider trading activity shows sales of 43,478 shares by directors, while institutional investors hold a significant 97.71% stake.
Pediatrix Medical Group (NYSE:MD) Shares Cross Above Two Hundred Day Moving Average - What's Next?
Pediatrix Medical Group (NYSE:MD) saw its shares cross above their 200-day moving average, trading at $21.9010 on Monday. This comes after the company beat Q3 earnings estimates with $0.67 EPS and $492.9 million in revenue, leading analysts to raise price targets. However, insiders, including CEO Mark S. Ordan, have been selling shares, while institutional investors hold approximately 97.7% of the stock.
Pediatrix Medical Group (NYSE:MD) Is Doing The Right Things To Multiply Its Share Price
Pediatrix Medical Group (NYSE:MD) demonstrates strong capital allocation skills and promising trends in its Return On Capital Employed (ROCE). The company's ROCE has increased by 95% over the past five years, achieving higher returns with less capital. This positive trend suggests potential for future share price growth, warranting further investigation by investors despite the stock remaining flat over the last five years.
Here's Why Pediatrix Medical Can Be a Smart Addition to Your Portfolio
Pediatrix Medical Group (MD) is positioned for growth due to increased collection activity, improved patient acuity, higher contract administrative fees, a favorable payor mix, and strategic acquisitions. The company has a Zacks Rank #1 (Strong Buy) and has surpassed earnings estimates in the past four quarters. Despite significant debt, MD is expanding telehealth services, pursuing M&A opportunities, and repurchasing shares.
Here's Why Pediatrix Medical Can Be a Smart Addition to Your Portfolio
Pediatrix Medical Group, Inc. (MD) is presented as a strong investment opportunity due to its robust growth drivers, including higher collection activity, improved patient acuity, and strategic acquisitions. The company has outperformed its industry, shows strong earnings growth, and is actively expanding telehealth services and pursuing M&A opportunities in core service lines. While facing the risk of significant debt, its strategic initiatives and positive financial outlook make it a potential smart addition to an investment portfolio.
Here's Why Pediatrix Medical Can Be a Smart Addition to Your Portfolio
Pediatrix Medical Group (MD) is positioned for strong growth due to increased collection activity, improved patient acuity, favorable payor mix, and strategic acquisitions. The company has outperformed its industry and boasts a Zacks Rank #1 (Strong Buy). Despite high debt levels, Pediatrix Medical is expected to see significant earnings and revenue growth, driven by telehealth expansion, M&A opportunities, and operational efficiency.
Here's Why Pediatrix Medical Can Be a Smart Addition to Your Portfolio
Pediatrix Medical Group, Inc. (MD) is positioned for growth due to factors such as increased collection activity, improved patient acuity, favorable payor mix, and strategic acquisitions. The company's strong prospects and recent performance, including beating earnings estimates for four consecutive quarters, have earned it a Zacks Rank #1 (Strong Buy). While Pediatrix Medical faces risks from its significant debt, its growth drivers, including telehealth expansion and M&A activities, contribute to a positive outlook.
Pediatrix Medical Group, Inc. $MD
Pacer Advisors Inc. has decreased its stake in Pediatrix Medical Group, Inc. (NYSE:MD) by 21%, selling 161,982 shares and now holding 610,911 shares valued at approximately $10.23 million. Insider sales, including those by CEO Mark S. Ordan and Director Michael A. Rucker, total 43,478 shares over the last three months, bringing insider ownership to around 0.90%. Despite these sales, analysts generally maintain a "Moderate Buy" rating with a consensus price target of $21.00, following the company's strong Q3 EPS beat.
Exchange Traded Concepts LLC Acquires Shares of 70,831 Pediatrix Medical Group, Inc. $MD
Exchange Traded Concepts LLC acquired 70,831 shares of Pediatrix Medical Group (NYSE:MD) in Q3, valued at approximately $1.19 million, increasing institutional ownership to 97.71%. Despite insider selling by two directors totaling 43,478 shares ($972,924) over three months, Pediatrix Medical Group reported strong Q3 earnings, beating analyst estimates for EPS and revenue. Several analysts have raised price targets and ratings for MD, resulting in a "Moderate Buy" average rating with a $21.00 price target.
Pediatrix Medical Group (NYSE:MD) - Stock Analysis
Pediatrix Medical Group (NYSE:MD) is trading at US$21.87 with a market cap of US$1.8 billion. The company, which provides newborn, maternal-fetal, and pediatric subspecialty care services, became profitable this year and is considered to be trading below its estimated fair value. The stock has seen significant insider selling recently, but analyst consensus suggests it is undervalued with potential for growth driven by specialized pediatric and neonatal care demand and operational efficiencies.
Wedge Capital Management L L P NC Purchases New Shares in Pediatrix Medical Group, Inc. $MD
Wedge Capital Management L L P NC has acquired a new stake of 138,228 shares (worth approximately $2.3 million) in Pediatrix Medical Group, Inc. This move increases institutional ownership to roughly 97.7%, despite recent insider selling by the CEO and a director. Pediatrix also surpassed Q3 estimates with earnings per share of $0.67 and revenues of $492.9 million, leading to a "Moderate Buy" consensus among analysts with an average price target of $21.00.
Assessing Pediatrix Medical Group’s Valuation After a 53% One-Year Share Price Rebound
Pediatrix Medical Group (MD) has seen a significant share price rebound of 53% over the past year, prompting an assessment of its current valuation. Despite the impressive recovery, the company is still considered modestly undervalued at $21.64 against a fair value of $22.67, supported by a strong balance sheet. However, potential challenges like portfolio restructuring and rising physician compensation could impact future margin expansion.
Assessing Pediatrix Medical Group’s Valuation After a 53% One-Year Share Price Rebound
Pediatrix Medical Group (MD) has seen a significant 53% share price rebound over the past year, currently trading at $21.64. Despite this strong performance, Simply Wall St suggests the stock is still modestly undervalued with a fair value of about $22.67, driven by improving earnings and a strong balance sheet. However, potential risks like portfolio restructuring and rising physician compensation could challenge this positive outlook.
Pediatrix Medical Group (NYSE:MD) Stock Price Down 3.5% After Insider Selling
Pediatrix Medical Group (NYSE:MD) saw its stock price drop 3.5% after CEO Mark S. Ordan sold 23,000 shares, reducing his holdings by 7.06%. This insider selling occurred with unusually low trading volume, though the company recently beat quarterly earnings and revenue estimates. Analysts currently hold a "Moderate Buy" consensus rating with an average target price of $21.00.
MARK ORDAN Executes Sell Order: Offloads $515K In Pediatrix Medical Group Stock
MARK ORDAN, Chief Executive Officer of Pediatrix Medical Group (NYSE: MD), sold 23,000 shares of the company's stock for a total value of $515,430, as reported in a recent SEC filing. The article details Pediatrix Medical Group's financial insights, including revenue challenges, strong profitability metrics like gross margin and EPS, and sound debt management. It also discusses the importance of insider activity for investors, emphasizing that such transactions should be part of a broader analysis.
Insider Sell: Mark Ordan Sells 23,000 Shares of Pediatrix Medica
Mark Ordan, CEO of Pediatrix Medical Group Inc (MD), sold 23,000 shares of the company on December 15, 2025, reducing his ownership to 302,805 shares. This sale follows two insider sells over the past year with no insider buys. The stock is considered significantly overvalued with a price-to-GF-Value ratio of 1.75.
Pediatrix Medical Group (NYSE:MD) CEO Mark Ordan Sells 23,000 Shares
Pediatrix Medical Group (NYSE:MD) CEO Mark Ordan sold 23,000 shares of the company's stock on December 15th, reducing his stake by 7.06%. The sale, totaling $515,430.00, was disclosed in an SEC filing and leaves him with 302,805 shares. The stock traded up after the news, with the company boasting strong Q3 results and significant institutional ownership.
Pediatrix Medical Group, Inc. (NYSE:MD) Given Consensus Recommendation of "Moderate Buy" by Analysts
Analysts have issued a consensus "Moderate Buy" rating for Pediatrix Medical Group (NYSE:MD), with an average one-year price target of $21.00. The company recently surpassed earnings expectations, reporting an EPS of $0.67 on $492.9 million in revenue, despite a year-over-year revenue decrease. Insider transactions show two directors selling significant portions of their shares, while institutional investors maintain a 97.71% ownership.
Does Pediatrix Medical Group (NYSE:MD) Have A Healthy Balance Sheet?
Pediatrix Medical Group (NYSE:MD) appears to have a healthy balance sheet, managing its debt effectively. The company's net debt to EBITDA ratio is low, and its EBIT comfortably covers interest expenses, indicating strong debt servicing capacity. Furthermore, Pediatrix Medical Group's EBIT has grown significantly, and it generates a robust free cash flow, further strengthening its financial position.
Nomura Holdings Inc. Acquires 316,274 Shares of Pediatrix Medical Group, Inc. $MD
Nomura Holdings Inc. significantly increased its stake in Pediatrix Medical Group, Inc. (NYSE:MD) by 121.4% in the second quarter, acquiring an additional 316,274 shares to own a total of 576,730 shares valued at approximately $8.28 million. Pediatrix reported strong earnings, beating analyst expectations with $0.67 EPS and $492.9 million in revenue, and currently holds a "Moderate Buy" consensus rating from analysts, with an average target price of $21.00. However, insiders have been net sellers of the stock, decreasing their ownership.
