Inside the research

Privia Health Group, Inc.

PRVA Research profile · latest available data

Price overview

$19.71

▲ +0.32 (+1.7%)

52w hi$28.10
52w lo$19.10
Vol1.39M
As of25 Sep 2026

The Verdict

Hold

Our score -0.19

Short-0.47
Medium-0.13
Long+0.24

computed 2026-09-27

Key fundamentals

Privia Health Group, Inc.

Healthcare · Health Information Services

Market cap$2.52B
Enterprise value$2.17B
Trailing P/E89.59x
Forward P/E18.58x
EV / EBITDA38.11x
P / S (ttm)1.07x
Profit margin1.2%
Return on equity4.3%
Revenue growth+21.4%
Earnings growth+250.0%
Debt / equity1.04

Layer Breakdown

LayerRawContribution
Fundamental+0.30
Sector+0.08
Technical-0.39
Earnings+0.00
Sentiment+0.12

macro × 1.00 · 2026-09-27

Business overview

Privia Health Group, Inc. operates as a national physician-enablement company in the United States. The company collaborates with physician practices, health plans, and health systems. It also offers technology and population health tools to enhance providers' workflows; management services organization that enable providers to focus on their patients by reducing administrative work; and single-TIN medical group that facilitates negotiating power, clinical integration, and alignment of financial incentives. In addition, the company operates accountable care organization, which engages patients, reduce inappropriate utilization, and enhance coordination and patient quality metrics to drive value-based care; and network for purchasers and payers that enable providers to connect across platform to better understand the holistic needs of each patient and connect with other providers to address individual medical needs. The company was founded in 2007 and is headquartered in Arlington, Virginia.

United States · www.priviahealth.com

Risk Metrics

Beta vs SPX0.64
Corr SPX0.30
Annual vol33.9%
Annual ret+8.2%
Sharpe0.24
Max DD-32.0%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-07-07Officer / Director Changeread
2026-05-22Shareholder Voteread
2026-05-07Earnings Release, Exhibitsread
2026-02-26Earnings Release, Exhibitsread
2025-12-08Other Material Eventread
2025-11-06Earnings Release, Exhibitsread
2025-10-28Other Material Eventread
2025-09-23Other Material Eventread
2025-08-29Reg FD Disclosure, Exhibitsread
2025-08-07Earnings Release, Exhibitsread
2025-07-08Officer / Director Change, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-09Mountcastle DavidEVP & Chief Financial OffSell21.27K$588.68K
2026-07-07Mountcastle DavidEVP & Chief Financial OffSell600$16.54K
2026-07-06Morris Matthew ShawnSell53.72K$1.46M
2026-07-06Morris Matthew ShawnOption exercise53.72K$107.44K
2026-07-02Mountcastle DavidEVP & Chief Financial OffSell24.73K$680.18K
2026-07-02Morris Matthew ShawnOption exercise59.04K$118.07K
2026-07-02Morris Matthew ShawnSell59.04K$1.61M
2026-07-01Morris Matthew ShawnOption exercise82.67K$165.35K
2026-07-01Morris Matthew ShawnSell45.63K$1.21M
2026-07-01Morris Matthew ShawnSell37.04K$997.51K

Flow & Concentration

Insider 180d net-$12.19M
Insider buys / sells0 / 11
Insider biasSellers
13F holders8
Top-5 share98.3%
HHI5,108 (concentrated)

Top Holders

HolderValueShares
Fidelity / FMR LLC$330.59M12.85M
State Street Corp$126.23M4.91M
Renaissance Technologies$16.28M632.70K
Capital Research / Capital World$7.34M285.21K
Millennium Management$6.90M268.32K
AQR Capital Management$6.58M255.61K
Citadel Advisors$1.98M77.14K
T. Rowe Price Group$4.42K171.90K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-068-Kview
2026-08-0610-Qview
2026-07-134view
2026-07-094view
2026-07-074view
2026-07-074view
2026-07-078-Kview
2026-07-024view
2026-06-304view
2026-06-304view
2026-05-224view
2026-05-224view
2026-05-224view
2026-05-224view
2026-05-224view

The Long Run

FY 2021–2025 · 5 years

LineLatestCAGRTrend
Operating income$16.98M-18.2%
Net income$14.38M+74.5%
Cash from ops$163.40M+31.3%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$19.36$19.88$19.28$19.711.39M
Sep 24$19.10$19.40$18.92$19.391.48M
Sep 23$19.39$19.53$18.98$19.10980.10K
Sep 22$19.53$19.90$19.42$19.461.09M
Sep 21$19.86$20.45$19.42$19.54980.20K

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