Allianz Asset Management GmbH Has $2.77 Million Position in Healthcare Services Group, Inc. $HCSG

Allianz Asset Management GmbH raised its stake in Healthcare Services Group, Inc. (NASDAQ:HCSG) by 229.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 164,380 shares of the business services provider’s stock after acquiring an additional 114,482 shares during the quarter. Allianz Asset Management GmbH owned about 0.23% of Healthcare Services Group worth $2,767,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Royal Bank of Canada lifted its position in Healthcare Services Group by 3.7% during the first quarter. Royal Bank of Canada now owns 139,126 shares of the business services provider’s stock worth $1,402,000 after purchasing an additional 4,917 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Healthcare Services Group by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 43,704 shares of the business services provider’s stock valued at $441,000 after acquiring an additional 1,824 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in Healthcare Services Group during the first quarter valued at approximately $242,000. Jane Street Group LLC lifted its stake in Healthcare Services Group by 962.0% during the first quarter. Jane Street Group LLC now owns 200,082 shares of the business services provider’s stock worth $2,017,000 after purchasing an additional 181,242 shares during the last quarter. Finally, KLP Kapitalforvaltning AS boosted its holdings in shares of Healthcare Services Group by 138.9% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 34,400 shares of the business services provider’s stock valued at $517,000 after purchasing an additional 20,000 shares in the last quarter. 97.97% of the stock is owned by institutional investors.

Key Healthcare Services Group News

Here are the key news stories impacting Healthcare Services Group this week:

• Positive Sentiment: Q4 EPS beat and improving profitability — HCSG reported $0.44 EPS versus a $0.23 consensus (FYI: revenue was roughly in line and up 6.6% YoY), evidence of margin recovery and stronger earnings power. MarketBeat Earnings Release
• Positive Sentiment: $75M share repurchase + 2026 growth target — Management authorized a $75 million buyback and guided to mid-single-digit revenue growth for 2026, both supportive of EPS upside and valuation re-rating. Buyback & Guidance Article
• Positive Sentiment: Earnings call detail and positive investor writeups — Analysts and transcripts highlight sustained demand trends and management commentary that reinforced the beat and buyback, helping lift sentiment. Earnings Call Transcript
• Neutral Sentiment: Revenue roughly in line with estimates — Q4 revenue was $466.7M vs. consensus $467.2M (up 6.6% YoY), so top-line acceleration is modest and not the primary beat driver. Earnings Highlights
• Neutral Sentiment: Conflicting short-interest data — Recent entries show a large January drop in short interest (~1.53M shares, ~2.2% of float) but other reported counts show 0 shares/NaN (data error). The January decline suggests some short covering, but the conflicting reports add uncertainty.
• Negative Sentiment: Valuation and margin remain considerations — The stock trades at a high P/E (~41x) and reported a low net margin (~2.2%), which leaves the name sensitive to any slowdown in revenue or margin pressure and could limit upside absent continued execution. Valuation Discussion

Healthcare Services Group Price Performance

HCSG stock opened at $22.28 on Thursday. The stock has a market capitalization of $1.57 billion, a P/E ratio of 41.26 and a beta of 0.74. The business has a fifty day moving average price of $19.15 and a 200-day moving average price of $17.35. Healthcare Services Group, Inc. has a 1-year low of $9.13 and a 1-year high of $22.49.

Healthcare Services Group (NASDAQ:HCSG) last released its quarterly earnings data on Wednesday, February 11th. The business services provider reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.21. The firm had revenue of $466.68 million during the quarter, compared to analysts’ expectations of $467.24 million. Healthcare Services Group had a net margin of 2.20% and a return on equity of 12.23%. The firm’s quarterly revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.16 earnings per share. As a group, analysts anticipate that Healthcare Services Group, Inc. will post 0.74 earnings per share for the current year.

Analyst Upgrades and Downgrades

HCSG has been the topic of several research analyst reports. UBS Group reaffirmed a “buy” rating on shares of Healthcare Services Group in a research note on Monday, November 24th. Wall Street Zen lowered Healthcare Services Group from a “strong-buy” rating to a “buy” rating in a research report on Friday, January 23rd. Macquarie Infrastructure restated a “buy” rating on shares of Healthcare Services Group in a research report on Wednesday, November 26th. Benchmark raised their target price on Healthcare Services Group from $19.00 to $24.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Finally, BMO Capital Markets assumed coverage on shares of Healthcare Services Group in a report on Thursday, November 13th. They set a “market perform” rating and a $20.00 price objective on the stock. Three equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $19.40.

Healthcare Services Group Company Profile

Healthcare Services Group, Inc (NASDAQ: HCSG) is a leading provider of support services to healthcare facilities across the United States. The company specializes in environmental services, including housekeeping and sanitation, as well as linen and laundry management. In addition, Healthcare Services Group offers dietary and nutrition services, catering to hospitals, skilled nursing facilities, assisted living communities and other long-term care providers.

Founded as a family-owned business in the late 1970s, the company completed its initial public offering in 1997.