Acadia Healthcar Stock Price, News & Analysis

Acadia (NASDAQ: ACHC) appointed Todd Young as Chief Financial Officer, effective October 27, 2025. Young brings roughly 25 years of financial and healthcare experience, most recently serving as CFO at Elanco where he helped build the finance organization after the company separated from Eli Lilly. He previously served as CFO of ACADIA Pharmaceuticals and holds a bachelor’s in economics and a law degree. Tim Sides, interim CFO since August 2025, will return to Senior Vice President, Operations Finance. Leadership says Young will focus on capital allocation, treasury, operational efficiency, and supporting disciplined growth in behavioral healthcare access and outcomes.

Khrom Capital Management LLC, owning 5.5% of Acadia Healthcare (NASDAQ: ACHC), has sent a critical letter to the company's Board of Directors demanding immediate strategic actions to address severe underperformance. The activist investor highlights ACHC's significant shareholder value destruction, with Total Shareholder Return (TSR) showing concerning metrics: -71.1% (1-year) and -70.7% (10-year).

The letter criticizes multiple strategic missteps, including the UK market exit, leadership changes, and aggressive capital expenditure amid DOJ investigations. Khrom Capital demands an immediate formal strategic review, including potential company sale, accelerated governance reforms, and Board restructuring, noting that current directors have served up to 20 years while collectively owning only 1.3% of company stock.

Acadia Healthcare (NASDAQ: ACHC) has issued a statement reaffirming its commitment to enhancing long-term shareholder value. The company outlined its strategic focus on disciplined growth in behavioral health and substance use disorder treatment services.

The company's strategy includes expanding access to behavioral healthcare, improving clinical outcomes, and driving operational efficiency across its network. Acadia is also working to optimize its portfolio to enhance cash flow and strengthen its financial position. The company has retained Goldman Sachs and J.P. Morgan as financial advisors and Kirkland & Ellis LLP as legal advisor.

Engine Capital LP, owning approximately 3% of Acadia Healthcare (NASDAQ: ACHC), has sent a critical letter to the company's Board of Directors highlighting significant concerns about the company's performance and management. The activist investor points to negative returns and underperformance compared to other healthcare facility operators.

Engine Capital criticizes several aspects of Acadia's operations, including poor execution, flawed reorganization under CEO Christopher Hunter, increasing costs, inadequate capital allocation, and insufficient board oversight. The investor demands immediate actions, including halting growth capital projects, improving operations and cost structure, considering asset sales, and implementing share repurchases.

Acadia Healthcare (NASDAQ: ACHC) announced its participation in the upcoming Jefferies 2025 Healthcare Services Conference, scheduled for September 29-30, 2025, in Nashville, Tennessee. The company will participate in a fireside chat, which will be available via webcast starting at 9:35 AM ET on September 29, 2025.

Investors can access the live presentation through the "Investors" section of Acadia's website. A replay will remain available for 30 days following the event.

ECU Health and Acadia Healthcare (NASDAQ:ACHC) celebrated the ribbon-cutting of their new 144-bed behavioral health hospital in Greenville, North Carolina. The state-of-the-art facility, opening in September 2025, is a joint venture between the two organizations aimed at expanding mental health services in eastern North Carolina.

The hospital will provide inpatient and intensive outpatient programs for adults, seniors, children, and adolescents dealing with mental health conditions. Located near ECU Health Medical Center, it will also serve as a training site for students and residents through partnerships with ECU's Brody School of Medicine, addressing the region's shortage of behavioral health professionals.

Acadia Healthcare (NASDAQ: ACHC) reported strong Q2 2025 financial results with revenue of $869.2 million, up 9.2% year-over-year. The company achieved same facility revenue growth of 9.5%, driven by a 7.5% increase in revenue per patient day and 1.8% growth in patient days.

Key highlights include net income of $30.1 million ($0.33 per diluted share), adjusted EBITDA of $201.8 million (up 7.6%), and the addition of 101 new licensed beds. The company recognized a $51.8 million pre-tax benefit from Tennessee's supplemental program and updated its 2025 guidance with revenue projected at $3.3-3.35 billion.

Additionally, Acadia announced CFO Heather Dixon will step down effective August 15, 2025, with Tim Sides serving as interim CFO.

Acadia Healthcare (NASDAQ: ACHC) has scheduled its second quarter 2025 earnings release for Tuesday, August 5, 2025, after market close. The company will host a conference call with institutional investors and analysts on Wednesday, August 6, 2025, at 9:00 a.m. ET.

The conference call will be accessible via live webcast on the company's website at www.acadiahealthcare.com in the "Investors" section, with the recording remaining available for 30 days following the event.

Acadia Healthcare (NASDAQ: ACHC) reported its Q1 2025 financial results with revenue of $770.5 million, a slight increase from $768.1 million in Q1 2024. The company's same-facility revenue grew 2.1%, with patient days up 2.2%. Net income was $8.4 million ($0.09 per diluted share), while adjusted income reached $36.9 million ($0.40 per diluted share). Adjusted EBITDA totaled $134.2 million. Key operational highlights include the addition of 378 newly licensed beds and seven new comprehensive treatment centers (CTCs), expanding to 170 CTCs across 33 states. The company launched two new facilities in Florida and Michigan. Acadia initiated a $300 million share repurchase program, buying back 1.6 million shares for $47.3 million in Q1. The company affirmed its 2025 guidance, projecting revenue of $3.3-3.4 billion, Adjusted EBITDA of $675-725 million, and plans to add 800-1,000 beds.