Guardian Pharmacy Services enters new lock-up agreements with major shareholders

Published 14/10/2025, 22:04
Guardian Pharmacy Services enters new lock-up agreements with major shareholders

Guardian Pharmacy Services, Inc. (NYSE:GRDN), a pharmacy services provider with a market capitalization of $1.52 billion and strong revenue growth of 18.5% year-over-year, announced Tuesday that it has entered into lock-up agreements with holders of approximately 93% of its outstanding Class A and Class B common stock held by founders, executive officers, employees, and other pre-IPO shareholders. According to InvestingPro analysis, the company’s stock appears overvalued at its current price of $24.42, despite maintaining healthy liquidity ratios.

According to the company’s statement, the new agreements take effect October 19, 2025, immediately following the expiration of existing lock-up agreements, and will remain in force through June 30, 2026. During this period, the shareholders covered by the agreements have agreed not to offer, sell, distribute, or otherwise transfer any shares of Guardian Pharmacy Services common stock without prior written consent from the company. InvestingPro subscribers can access detailed financial health metrics and 8 additional key insights about GRDN’s performance and outlook in the comprehensive Pro Research Report.

The lock-up agreements cover 17,188,059 outstanding shares of Class A common stock held by the signatories, as well as 12,759,054 additional shares of Class A common stock issuable to them on March 28, 2026, upon the automatic conversion of an equal number of Class B shares. The company stated that the lock-up period for individual holders may be extended by mutual written agreement.

As of September 30, 2025, Guardian Pharmacy Services reported 36,253,744 shares of Class A common stock and 27,066,890 shares of Class B common stock outstanding. Under the company’s amended and restated certificate of incorporation, Class B shares convert automatically into Class A shares in designated amounts and at specified times. Class B shares are generally non-transferable, except under limited circumstances.

This information is based on a statement released Tuesday through a filing with the U.S. Securities and Exchange Commission.

In other recent news, Guardian Pharmacy Services reported a 15% increase in revenue for the second quarter of 2025, totaling $344.3 million. The company’s earnings per share matched forecasts at $0.23. Additionally, Guardian Pharmacy Services filed a shelf registration statement with the SEC, covering the potential issuance of up to 1,020,000 shares of Class A common stock and the possible resale of up to 4,980,000 outstanding shares. On the analyst front, Oppenheimer initiated coverage of the company with an Outperform rating and set a price target of $30. Meanwhile, Truist Securities raised its price target for Guardian Pharmacy Services to $30 from $28, maintaining a Buy rating. Truist cited the company’s strong market positioning and robust demand in its core business as reasons for the increased target. These recent developments reflect Guardian Pharmacy Services’ continued growth and strategic market positioning.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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