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TickerARDT
SectorMedical - Care Facilities
Mkt cap$1.4B
EV / EBITDA4.1×
PostureHigh Velocity
Composite61/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1756655

Ardent Health, Inc.

ARDTHIGH VELOCITYFILING INTENSITY

Ardent Health, Inc. reads as an High Velocity (composite 61/100); Programmatic Roll-Up deploying $38M across 18 disclosed transactions, newly disclosed vs the prior cycle · primary market Healthcare.

Lens

Disclosed M&A capital (2023–2025)

$38M

new

vs N/A in 2020–2022

Disclosed transactions

18

new

2/3 active fiscal years in window

Buyer archetype

Programmatic Roll-Up

High recurring acquisition cadence, usually with many smaller targets.

Composite score

61

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$6.4B
EBITDA$501M
Enterprise value$2.1B
EV / Revenue0.3×
EV / EBITDA4.1×
P/EN/A
Cash$610M
Total debt$38M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

19/100

Companies actively deploying disclosed capital into M&A

  • $38M disclosed buyer spend

Buyer Cadence

40/100

Buyer-side companies with recent filing activity

  • Filed within 34d
  • 16 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

0/100

Issuers showing financial-distress filing patterns

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
61/100

Issuers with the highest filing-activity intensity

  • 16 8-Ks
  • 4 form types

Quiet Power

41/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $2.1B
  • 10-Q 34d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $36M · Peak count: 18

FYDisclosed buysDisclosed spendAvg ticketAudited tier
202518$3M$139KN/A
2024N/A$36MN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Horizontal Consolidation
    50%
  • Geographic Expansion
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • horizontal_consolidation
  • geographic_expansion
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The hospital services and physician and clinical services sectors are highly fragmented, with significant opportunity for continued consolidation across markets and state lines.

10-KFY2025

We believe consolidation will provide the synergies to help improve the financial performance of integrated systems.

10-KFY2025
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Healthcare

Market spend (2023–2025)
$195B
Market spend (2020–2022)
$253.6B
Recent vs prior
−23%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

4.1×EV / EBITDA

ARDT trades at a -8.8-turn discount to the Healthcare peer median of 12.9×.

EV / Revenue
0.3×
Net debt / EBITDA
-1.1×
Peer median EV / EBITDA
12.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.4×6.7×3.1×$62.8B$18B
17.2×0.9×1.9×$449.7B$28.1B
12.9×6.0×2.6×$37.2B$26.7B
11.7×0.5×2.5×$200.4B$6.4B
9.3×1.9×2.8×$76.4B$1.3B
Ardent Health, Inc.ARDT
4.1×0.3×-1.1×$6.4B$38M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Healthcare. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)22026-03-16
  • 10-Q (quarterly)62026-05-06
  • 8-K (event)162026-05-05
  • Proxy / DEF 14A42026-04-08
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.