Guardian Pharmacy Services, Inc. Class A (GRDN)

Guardian Pharmacy Services, Inc. went public in October 2024, with its shares experiencing a 20% rally after being priced at $14 per share. In October 2025, the company announced the filing of an S-3 shelf registration statement and lock-up agreements with pre-IPO holders of Class A Common Stock. Analysts are bullish on GRDN's prospects, with three buy ratings and a target price range of $28.00 to $30.00. The stock has shown stable price performance in the past three months and its weekly volatility has been stable over the past year.

The provided search results do not contain specific information regarding the demand seasonality for Guardian Pharmacy Services, Inc.'s products and services. As a provider of long-term care pharmacy services, demand is generally driven by the consistent and ongoing needs of residents in assisted living, behavioral health, and skilled nursing facilities. These needs are typically less subject to seasonal fluctuations compared to retail pharmacy services, suggesting a steady demand for its services throughout the year.

Guardian Pharmacy Services, Inc. (GRDN) is a long-term care pharmacy services company providing technology-enabled services to residents of long-term healthcare facilities across the U.S. The company aims to help residents adhere to drug regimens, reduce care costs, and improve clinical outcomes. Guardian Pharmacy Services operates within the Medical Care Facilities industry and the Retail-drug Stores and Proprietary Stores sector. The company emphasizes individualized clinical, drug dispensing, and administration capabilities for residents in lower acuity LTCFs. Its services include prescription intake, adjudication management, compliance packaging, medication management, and integration with electronic medication administration records. Key technological products and services include Guardian Compass, GuardianShield Programs, Order Entry QA Analyzer, and Medication Spend Analyzer. The company's business model is characterized by a "Local Autonomy" concept.

As of March 31, 2025, Guardian Pharmacy Services operated 51 pharmacies, serving approximately 189,000 residents in about 7,000 LTCFs across 38 states. By June 30, 2025, this expanded to 52 pharmacies serving over 195,000 residents. The company uses organic expansion, greenfield startups, and acquisitions to fuel its growth. In June 2025, Guardian acquired Mercury Pharmacy Services, a leading LTC pharmacy in Mountlake Terrace, Washington, marking its entry into the Pacific Northwest.

Guardian Pharmacy Services has maintained a positive brand reputation, driven by its successful IPO and strategic expansions. The company is recognized as a market leader in institutional pharmacy services for assisted living, holding a 13% market share. Its business model, which emphasizes local autonomy and employee ownership, is seen as a differentiating factor. The acquisition of Mercury Pharmacy Services further solidified its reputation for strategic growth. The Inflation Reduction Act (IRA) is projected to impact revenue and EBITDA in 2026, but Guardian is confident in mitigating this through commercial negotiations and legislative efforts.

Guardian Pharmacy Services, Inc. has a significant level of institutional ownership, accounting for 83.31% of the company. Insider ownership stands at 15.09%. The company also emphasizes an employee ownership model, with 230 employee owners at the time of its IPO.