Stock Fundamentals

Company Information

Company Name
InnovAge Holding Corp
Sector
Healthcare
Industry
Medical Care Facilities
Exchange
NASDAQ
ISIN: US45784A1043
CIK: 0001834376
CUSIP: 45778V205
Currency: USD
Full Time Employees: 2,440
Phone: 844 803 8745
Fiscal Year End: June
IPO Date: Mar 04, 2021
Description:

InnovAge Holding Corp. manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in its homes and communities. It manages its business through Program of All-Inclusive Care for the Elderly (PACE) approach. The company also offers in-home care services consisting of skilled, unskilled, and personal care; in-center services, such as primary care, physical therapy, occupational therapy, speech therapy, dental services, mental health and psychiatric services, meals, and activities; transportation to and from the PACE center and third-party medical appointments; and care management. It serves participants in the United States; and operates PACE centers in Colorado, California, New Mexico, Pennsylvania, Florida, and Virginia. The company was formerly known as TCO Group Holdings, Inc. and changed its name to InnovAge Holding Corp. in January 2021. InnovAge Holding Corp. was founded in 1989 and is headquartered in Denver, Colorado.

Address:

8950 E. Lowry Boulevard, Denver, CO, United States, 80230

Directors & Officers

Name Title Year Born
Mr. Patrick Blair Chief Executive Officer 1971
Ms. Nicole D'Amato Chief Legal Officer & Corporate Secretary 1979
Mr. Edward Moore Kennedy Jr., J.D. Independent Director 1961
Hon. Marilyn Barbour Tavenner M.H.A., R.N. Independent Director 1952
Mr. Benjamin Crowninshield Adams Chief Financial Officer 1964
Ms. Cara Babachicos Chief Information Officer NA
Ms. Meredith Delk M.S.W., Ph.D. Executive VP & Chief Administrative Officer 1973
Mr. Ryan Kubota Director of Investor Relations NA
Ms. Olivia Patton Chief Compliance Officer NA
Mr. Dustin Lee Chief People Officer NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
T. Rowe Price Investment Management,Inc. 5.59M Sep 30, 2025 4.12% $0.02 6.31%
Coliseum Capital Management LLC 2.97M Dec 31, 2025 2.19% $1.26 -23.30%
Kent Lake PR LLC 1.74M Sep 30, 2025 1.28% $4.53 2.51%
BlackRock Inc 1.28M Sep 30, 2025 0.94% $0.00 2.81%
Vanguard Group Inc 1.14M Dec 31, 2025 0.84% $0.00 1.41%
Geode Capital Management, LLC 553.48K Sep 30, 2025 0.41% $0.00 -0.25%
WELCH CAPITAL PARTNERS LLC 404.10K Dec 31, 2025 0.30% $0.42 -9.59%
State Street Corp 343.27K Sep 30, 2025 0.25% $0.00 0.28%
Northern Trust Corp 282.43K Sep 30, 2025 0.21% $0.00 -3.24%
Renaissance Technologies Corp 184.70K Dec 31, 2025 0.14% $0.00 22.40%
Charles Schwab Investment Management Inc 171.49K Dec 31, 2025 0.13% $0.00 -0.08%
Comprehensive Portfolio Management, LLC 165.07K Dec 31, 2025 0.12% $0.02 0.00%
STRS OHIO 97.40K Dec 31, 2025 0.07% $0.00 55.84%
Citadel Advisors Llc 65.89K Sep 30, 2025 0.05% $0.00 -31.60%
Dimensional Fund Advisors, Inc. 48.92K Dec 31, 2025 0.04% $0.00 0.00%
Bank of New York Mellon Corp 46.51K Sep 30, 2025 0.03% $0.00 -6.52%
Nuveen, LLC 43.24K Sep 30, 2025 0.03% $0.00 0.00%
The Goldman Sachs Group Inc 42.89K Sep 30, 2025 0.03% $0.00 103.99%
Jane Street Group LLC 42.70K Sep 30, 2025 0.03% $0.00 133.01%
AllianceBernstein L.P. 38.90K Sep 30, 2025 0.03% $0.00 1.57%

Shares Statistics

Shares Outstanding: 135.70M
Shares Float: 21.43M
% Insiders: 8,440.80%
% Institutions: 1,266.00%
Short % Float: 1.21%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 T. Rowe Price Investment Management,Inc. 5.59M 4.12% ▲ 6.31% Sep 30, 2025
2 Coliseum Capital Management LLC 2.97M 2.19% ▼ 23.30% Dec 31, 2025
3 Kent Lake PR LLC 1.74M 1.28% ▲ 2.51% Sep 30, 2025
4 BlackRock Inc 1.28M 0.94% ▲ 2.81% Sep 30, 2025
5 Vanguard Group Inc 1.14M 0.84% ▲ 1.41% Dec 31, 2025
6 Geode Capital Management, LLC 553.48K 0.41% ▼ 0.25% Sep 30, 2025
7 WELCH CAPITAL PARTNERS LLC 404.10K 0.30% ▼ 9.59% Dec 31, 2025
8 State Street Corp 343.27K 0.25% ▲ 0.28% Sep 30, 2025
9 Northern Trust Corp 282.43K 0.21% ▼ 3.24% Sep 30, 2025
10 Renaissance Technologies Corp 184.70K 0.14% ▲ 22.40% Dec 31, 2025

Valuation Metrics

Enterprise Value: $1.19B
Trailing P/E: 179.20
Forward P/E: 13.66

Financial Highlights

Market Cap: $1.22B
EBITDA: $43.31M
P/E Ratio: $179.20
PEG Ratio: $0.00
Book Value: $1.89
Earnings/Share: $0.05
Profit Margin: 0.71%
Operating Margin: 5.53%
ROA (TTM): 2.92%
ROE (TTM): 1.18%
Revenue (TTM): $915.37M
Revenue/Share (TTM): $6.76
Earnings Growth (YOY): -87.80%
Revenue Growth (YOY): 14.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-06-30 1.07x 0.30x 0.53x -6.45x 20.70x
2024-06-30 1.25x 0.27x 0.48x -5.76x 64.14x
2023-06-30 1.25x 0.29x 0.45x -32.45x -2.29x
2022-06-30 2.29x 0.22x 0.37x -1.74x 7.82x
2021-06-30 3.19x 0.22x 0.34x 4.46x -12.58x
2020-06-30 2.18x 2.12x 0.74x 3.48x 3.48x
2019-06-30 1.43x 2.57x 0.78x 4.14x 4.15x
2018-06-30 0.72x 1.44x 0.90x N/A -0.26x
2017-06-30 0.58x 1.28x 0.87x N/A -0.24x
2016-06-30 0.17x -0.93x 1.07x N/A -0.12x
2015-06-30 0.69x -3.19x 1.20x N/A -0.36x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 14, 2025 Michael Anthony Scarbrough N/A Sale 33.00K $4.90 $161.70K
May 30, 2025 Richard C Zoretic N/A Purchase 8.45K $4.08 $34.48K
May 29, 2025 Richard C Zoretic N/A Purchase 14.27K $4.04 $57.63K
May 28, 2025 Richard C Zoretic N/A Purchase 20.00K $4.06 $81.20K
May 23, 2025 Richard C Zoretic N/A Purchase 1.20K $3.93 $4.71K
May 22, 2025 Richard C Zoretic N/A Purchase 700.00 $4.09 $2.86K
May 21, 2025 Richard C Zoretic N/A Purchase 1.15K $4.13 $4.74K
May 20, 2025 Richard C Zoretic N/A Purchase 807.00 $4.20 $3.39K
May 16, 2025 Richard C Zoretic N/A Purchase 2.09K $4.28 $8.93K
May 12, 2025 Michael Anthony Scarbrough N/A Purchase 13.00K $3.73 $48.49K
May 09, 2025 Michael Anthony Scarbrough N/A Purchase 10.00K $3.55 $35.50K

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