STOCK TITAN

InnovAge Announces Pricing of Secondary Offering of Common Stock by Selling Stockholders

Private equity–backed holders sell up to 11.5 million InnovAge shares in a secondary offering, with no primary proceeds to the company.

(Moderate)
(Neutral)
Tags

InnovAge Holding Corp. (INNV) priced a secondary public offering of 10,000,000 shares of common stock by selling stockholders at $9.25 per share. The transaction, by funds affiliated with Apax Partners and Welsh, Carson, Anderson & Stowe, is expected to close on September 24, 2026, subject to customary closing conditions.

The selling stockholders granted underwriters a 30-day option to buy up to an additional 1,500,000 shares at the public offering price, less underwriting discounts and commissions. InnovAge is not selling shares and will not receive proceeds, but will bear offering costs other than underwriting discounts and commissions. Barclays, Goldman Sachs & Co. LLC and Wells Fargo Securities lead the underwriting syndicate.

Loading...
Loading translation...

Positive

  • No share dilution for existing holders as company is not issuing new stock
  • Underwriters granted 30-day option for up to 1.5 million additional shares
  • Offering size of 10,000,000 shares priced at $9.25 provides valuation reference

Negative

  • InnovAge receives no proceeds from sale of up to 11.5 million shares
  • Company will bear offering costs other than underwriting discounts and commissions

News Explained

The September 22 transaction is the first recorded use of InnovAge’s effective shelf, which permits selling holders to resell up to 112,988,070 existing shares; that ceiling represents potential resale supply, not additional shares issued by the company.

Market Context

The effective July 31 S-3 shelf enabled resales of existing shares, and the September 22 filing docu...
Analysis

The effective July 31 S-3 shelf enabled resales of existing shares, and the September 22 filing documented this offering; InnovAge receives no proceeds from the selling stockholders’ transaction.

Key Figures

Secondary shares offered: 10,000,000 shares Offering price: $9.25 per share Expected closing: September 24, 2026 +2 more
Secondary shares offered
10,000,000 shares
Existing common stock sold by selling stockholders
Offering price
$9.25 per share
Public offering price
Expected closing
September 24, 2026
Subject to customary closing conditions
Underwriter option
Up to 1,500,000 shares
30-day option held by underwriters
Option period
30 days
Additional shares purchasable from selling stockholders

Key Terms

pace, underwritten public offering, form s-3, prospectus supplement
4 terms
pace medical
"through the Program of All-inclusive Care for the Elderly (PACE)"
Pace is the speed or rate at which a measurable business activity changes over time — for example sales, hiring, production or regulatory approvals. Investors watch pace like a speedometer: faster or accelerating pace can signal growing momentum and higher future earnings, while a slowing pace can warn of weakening demand or missed targets, affecting revenue forecasts, stock price expectations and risk assessments.
underwritten public offering financial
"announced the pricing of an underwritten public offering"
An underwritten public offering is when a company sells new shares of its stock to the public with the help of a financial firm, called an underwriter. The underwriter agrees to buy all the shares upfront, reducing the company's risk, and then sells them to investors. This process helps companies raise money quickly and confidently from a wide range of buyers.
form s-3 regulatory
"Registration Statement on Form S-3 relating to these securities"
Form S-3 is a legal document companies use to register their stock sales with the government, making it easier and faster for them to raise money by selling shares to investors. It’s like having a pre-approved shopping list that lets a company quickly sell new shares when they need funds, without going through a lengthy approval process each time.
prospectus supplement regulatory
"a prospectus and an accompanying prospectus supplement"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

DENVER, Sept. 22, 2026 (GLOBE NEWSWIRE) -- InnovAge Holding Corp. (“InnovAge” or the “Company”) (Nasdaq: INNV), an industry leader in providing comprehensive healthcare programs to frail, predominantly dual-eligible seniors through the Program of All-inclusive Care for the Elderly (PACE), today announced the pricing of an underwritten public offering of 10,000,000 shares of its common stock by investment funds affiliated with Apax Partners and Welsh, Carson, Anderson & Stowe (together, the “Selling Stockholders”) at a price to the public of $9.25 per share. The offering is expected to close on September 24, 2026, subject to the satisfaction of customary closing conditions. The Selling Stockholders have also granted the underwriters a 30-day option to purchase up to an additional 1,500,000 shares of InnovAge’s common stock from the Selling Stockholders at the public offering price, less underwriting discounts and commissions.

InnovAge is not selling any shares of common stock in this offering and will not receive any proceeds from the sale of shares by the Selling Stockholders, but will bear the costs associated with the sale of such shares, other than any underwriting discounts and commissions.

Barclays, Goldman Sachs & Co. LLC and Wells Fargo Securities are acting as lead book-running managers and representatives of the underwriters for the proposed offering. UBS Investment Bank, William Blair and KeyBanc Capital Markets are acting as book-running managers for the proposed offering. Academy Securities and Ramirez & Co., Inc. are acting as co-managers for the proposed offering.

The Registration Statement on Form S-3 relating to these securities has been filed with the Securities and Exchange Commission (the “SEC”) and declared effective. The offering will be made only by means of a prospectus and an accompanying prospectus supplement. Before investing, prospective investors should read the prospectus, any accompanying prospectus supplement and the documents incorporated by reference therein for more complete information. A copy of the prospectus and any prospectus supplement relating to this offering may be obtained, when available, by visiting the SEC’s website at www.sec.gov. Alternatively, copies of the prospectus and prospectus supplement relating to the offering may be obtained if you request it by contacting: Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at 1-888-603-5847, or by email at barclaysprospectus@broadridge.com; Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at 866-471-2526, or by email at prospectus-ny@ny.email.gs.com; or Wells Fargo Securities, 90 South 7th Street, 5th Floor, Minneapolis, MN 55402, at 800-645-3751 (option #5), or email a request to WFScustomerservice@wellsfargo.com.

This press release shall not constitute an offer to sell or a solicitation of an offer to buy these securities, nor shall there be any offer or sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or jurisdiction.

About InnovAge

InnovAge is an industry leader in providing comprehensive healthcare programs to frail, predominantly dual-eligible seniors through the Program of All-inclusive Care for the Elderly (PACE). With a mission of enabling older adults to age independently in their own homes for as long as safely possible, InnovAge’s patient-centered care model is designed to improve the quality of care participants receive while reducing over-utilization of high-cost care settings. InnovAge believes its PACE healthcare model is one in which all constituencies — participants, their families, providers and government payors — “win.” As of June 30, 2026, InnovAge served approximately 8,230 participants across 20 centers in six states.

Forward-Looking Statements – Safe Harbor

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, including statements related to the offering and expected settlement date and about our beliefs and expectations, are based on InnovAge’s management’s beliefs, as well as assumptions made by, and information currently available to, them. Forward-looking statements can be identified by words such as: “anticipate,” “continue,” “intend,” “forward,” “focus,” “plan,” “believe,” “project,” “estimate,” “expect,” “may,” “should,” “will” and other words and terms of similar meaning that do not relate strictly to historical or current facts. Because forward-looking statements are based on expectations as to future events and are not statements of fact, actual results may differ materially from those projected. Important factors that could cause actual results to differ materially from those indicated in the forward-looking statements related to the offering include risks and uncertainties related to the satisfaction of customary closing conditions; and other risk factors identified in our SEC reports, including, our most recent Annual Report on Form 10-K and any subsequent Quarterly Report on Form 10-Q or Current Report on Form 8-K, in each case, as filed with the SEC.

The forward-looking statements in this press release are made by the Company as of the date hereof and are based on information currently available to us. Except as required by law, we undertake no obligation to publicly update any forward-looking statement, whether written or oral, whether as a result of new information, future developments or otherwise.

Investor Contact:
Ryan Kubota
RKubota@InnovAge.com

Media Contact:
press@InnovAge.com

This press release was published by a CLEAR® Verified individual.


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is selling the InnovAge shares in this secondary offering?

The shares are being sold by investment funds affiliated with Apax Partners and Welsh, Carson, Anderson & Stowe, which are described as the selling stockholders.

When is the secondary offering of InnovAge shares expected to close?

The offering is expected to close on September 24, 2026, subject to the satisfaction of customary closing conditions.

What is the size and potential additional allotment of the InnovAge offering?

The base offering consists of 10,000,000 shares of common stock. The selling stockholders have granted the underwriters a 30-day option to purchase up to an additional 1,500,000 shares at the public offering price, less underwriting discounts and commissions.

Does InnovAge receive any proceeds from this offering and who pays the costs?

InnovAge is not selling any shares in this offering and will not receive any proceeds from the sale of shares by the selling stockholders. The company will bear the costs associated with the sale of these shares, other than any underwriting discounts and commissions.

Which banks are managing the InnovAge secondary offering?

Barclays, Goldman Sachs & Co. LLC and Wells Fargo Securities are acting as lead book-running managers and representatives of the underwriters. UBS Investment Bank, William Blair and KeyBanc Capital Markets are book-running managers, while Academy Securities and Ramirez & Co., Inc. are co-managers.

How can investors obtain the InnovAge prospectus for this offering?

Investors may obtain the prospectus and any prospectus supplement by visiting the SEC’s website at www.sec.gov. Alternatively, they can request copies from Barclays Capital Inc., Goldman Sachs & Co. LLC, or Wells Fargo Securities using the specified mailing addresses, phone numbers, or email contacts provided in the announcement.

Keep reading