Aveanna Healthcare Holdings (NASDAQ: AVAH) disclosed a set of insider transactions in a Form 4 filing that show Deborah Stewart, the companys Senior Vice President and Chief Accounting Officer, sold a total of 29,815 shares of common stock in multiple trades between Feb. 17 and Feb. 19, 2026. The aggregate proceeds from those sales amounted to $220,196.
The stock was trading near $7.42 at the time of the filings and had declined roughly 6.4% over the prior week. Separate analysis from InvestingPro cited in the public filings indicates the healthcare services company appeared undervalued versus its Fair Value estimate.
Transaction breakdown
- Feb. 17, 2026 - Stewart sold 7,738 shares at a weighted average price of $7.6451; the reported price range for those trades was $7.47 to $7.97.
- Feb. 18, 2026 - She sold 10,896 shares at a weighted average price of $7.3829, with trade prices ranging from $7.175 to $7.53.
- Feb. 19, 2026 - The final block comprised 11,181 shares sold at a weighted average price of $7.2082; prices ranged from $7.06 to $7.29.
Company filings state the dispositions were executed to cover tax liabilities arising from the vesting of equity awards. After completing the sales, Stewart retains direct ownership of 301,807 shares of Aveanna Healthcare Holdings common stock.
Guidance update and analyst responses
In separate corporate disclosures, Aveanna revised its fiscal 2025 guidance and released a set of projections for fiscal 2026. For 2025, the company now forecasts revenue in a range of $2.425 billion to $2.445 billion, up from a prior projection of more than $2.375 billion. The company also lifted its adjusted EBITDA outlook to a range of $318 million to $322 million.
Following the guidance revision, several sell-side analysts adjusted price targets and ratings. UBS increased its price target to $10 while keeping a Neutral rating. RBC Capital raised its target to $11 and maintained a Sector Perform rating. Raymond James moved its target to $13, citing the better-than-expected Home Health Final Rule and changes in the timing of debt paydown. William Blair initiated coverage with an Outperform rating, calling out the companys private duty nursing services.
Context and implications
The insider sales were disclosed as tax-related actions tied to equity vesting rather than discretionary portfolio exits. The guidance upgrade and analyst responses indicate a favorable reception from some market participants, but the Form 4 filing documents the precise timing, volumes, and price ranges of the transactions without attributing further strategic motives.