Pediatrix Medical Group, Inc. (MD)

In October 2025, analysis indicated weakening demand, leading to an 8.6% stock price drop. The company scheduled its 2025 Third Quarter Conference Call/Webcast for November 3, 2025. On August 18, 2025, a $250 million share repurchase program was announced. Second Quarter Results were reported on August 5, 2025, showing a sales drop but net profitability recovery. The company's stock price has risen by 42.63% over the last six months. First-quarter 2024 earnings met market expectations, with a 2.5% rise in NICU days. The company is actively executing a portfolio restructuring strategy, aiming to exit underperforming practices and reduce costs to stabilize margins, with the impact expected to be more apparent in the latter half of 2024 and into 2025.

Pediatrix Medical Group's revenue is primarily derived from long-term service contracts with hospitals and medical institutions. Historically, service demand has remained steady across regional networks. Recent analysis in October 2025 has indicated weakening demand with projected sales declines. The company's strategic shift away from primary and urgent care clinics towards hospital-based and maternal-fetal medicine services aims to focus on areas with more consistent need. No explicit information detailing specific seasonal peaks or troughs for their core neonatal, maternal-fetal, and pediatric subspecialty services was found.

Pediatrix Medical Group, Inc. specializes in physician services for women's and children's care within the healthcare services sector. Its services include neonatology, maternal-fetal medicine, pediatric cardiology, pediatric critical care, and other pediatric subspecialties. Founded in 1979, it has grown into a nationwide network. The company is restructuring its portfolio to focus on core hospital-based services like neonatology, pediatric intensive care, and maternal-fetal medicine, aiming for 80% of its revenue from hospital-based business by divesting primary and urgent care clinics and other pediatric subspecialty office-based practices.

Pediatrix Medical Group, Inc. operates primarily within the United States and Puerto Rico, providing services across 37 states through partnerships with hospitals, health systems, and healthcare facilities nationwide. The company's principal executive offices are located in Sunrise, Florida.

In the past year, Pediatrix Medical Group faced 122 complaints reported to the Better Business Bureau, with 36 closed in the last 12 months, primarily related to service or repair issues. In June 2025, Pediatrix clinicians were featured in news articles, sharing their expertise on women's and children's health, which positively contributed to their brand reputation. Recent analysis in October 2025 indicating weakening demand and disappointing comparable store sales could indirectly impact brand perception. A historical event includes a 2018 lawsuit where Pediatrix Medical Group sued Aetna, alleging improper interference with medical care, and Aetna subsequently sued Mednax (Pediatrix's former name) and Pediatrix for alleged overbilling.

Pediatrix Medical Group, Inc. has a diverse ownership structure. Approximately 59.60% of the company's stock is owned by Institutional Investors, 1.26% by Insiders, and 39.14% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, State Street Corp, Dimensional Fund Advisors Lp, Victory Capital Management Inc, Fmr Llc, and iShares.