Braidwell LP Makes New $14.40 Million Investment in Encompass Health Corporation $EHC

Key Points

• Braidwell LP bought a new stake in Encompass Health worth about $14.40 million (113,335 shares), representing roughly 0.11% of the company.
• Encompass Health beat Q4 estimates, reporting $1.46 EPS vs. $1.29 expected and $3.09 billion in revenue; the company provided FY2026 guidance of $5.81–$6.10 EPS and has a market cap of about $9.99 billion (PE ~18.1).
• Significant insider selling occurred—CEO Mark J. Tarr sold 150,000 shares (~$16.7M) and the treasurer sold 11,937 shares—yet analysts maintain a consensus "Buy" rating with an average target of $143.29 (Barclays raised its target to $153).

Braidwell LP bought a new stake in Encompass Health Corporation (NYSE:EHC - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 113,335 shares of the company's stock, valued at approximately $14,396,000. Braidwell LP owned about 0.11% of Encompass Health as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in EHC. Aquatic Capital Management LLC grew its stake in Encompass Health by 725.5% during the 3rd quarter. Aquatic Capital Management LLC now owns 32,294 shares of the company's stock worth $4,102,000 after buying an additional 28,382 shares during the last quarter. Algert Global LLC lifted its stake in Encompass Health by 53.7% in the third quarter. Algert Global LLC now owns 62,985 shares of the company's stock valued at $8,000,000 after buying an additional 22,010 shares during the last quarter. Alliancebernstein L.P. lifted its stake in Encompass Health by 23.4% in the third quarter. Alliancebernstein L.P. now owns 2,515,878 shares of the company's stock valued at $319,567,000 after buying an additional 476,564 shares during the last quarter. Schonfeld Strategic Advisors LLC boosted its holdings in shares of Encompass Health by 43.0% in the third quarter. Schonfeld Strategic Advisors LLC now owns 60,513 shares of the company's stock valued at $7,686,000 after acquiring an additional 18,200 shares during the period. Finally, Creative Planning grew its position in shares of Encompass Health by 43.6% during the third quarter. Creative Planning now owns 40,672 shares of the company's stock worth $5,166,000 after acquiring an additional 12,344 shares during the last quarter. 97.25% of the stock is owned by institutional investors and hedge funds.

Encompass Health Price Performance

Encompass Health stock opened at $100.52 on Friday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.08 and a quick ratio of 1.08. The business has a 50 day simple moving average of $103.58 and a 200-day simple moving average of $112.98. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $127.99. The stock has a market capitalization of $9.99 billion, a PE ratio of 18.14, a price-to-earnings-growth ratio of 1.92 and a beta of 0.71.

Encompass Health (NYSE:EHC - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The company reported $1.46 earnings per share for the quarter, beating analysts' consensus estimates of $1.29 by $0.17. The firm had revenue of $3.09 billion for the quarter, compared to analyst estimates of $1.54 billion. Encompass Health had a net margin of 9.54% and a return on equity of 18.20%. Encompass Health's quarterly revenue was up 9.9% on a year-over-year basis. During the same period last year, the firm posted $1.17 EPS. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. Equities analysts predict that Encompass Health Corporation will post 4.8 earnings per share for the current year.

Encompass Health Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st will be paid a dividend of $0.19 per share. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Wednesday, April 1st. Encompass Health's payout ratio is 13.72%.

Insider Activity

In other Encompass Health news, Treasurer Edmund Fay sold 11,937 shares of Encompass Health stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $107.00, for a total value of $1,277,259.00. Following the sale, the treasurer owned 89,325 shares of the company's stock, valued at approximately $9,557,775. The trade was a 11.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Mark J. Tarr sold 150,000 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $111.64, for a total value of $16,746,000.00. Following the transaction, the chief executive officer owned 377,070 shares in the company, valued at $42,096,094.80. The trade was a 28.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.00% of the company's stock.

Analyst Ratings Changes

Several research firms recently commented on EHC. Barclays upped their price target on shares of Encompass Health from $150.00 to $153.00 and gave the company an "overweight" rating in a research report on Friday, February 6th. Wall Street Zen raised shares of Encompass Health from a "hold" rating to a "buy" rating in a research report on Sunday, January 18th. Finally, Zacks Research cut shares of Encompass Health from a "strong-buy" rating to a "hold" rating in a report on Wednesday, November 19th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Encompass Health currently has a consensus rating of "Buy" and an average target price of $143.29.

Encompass Health Profile

Encompass Health Corporation is a leading provider of post‐acute healthcare services in the United States, operating a comprehensive network of inpatient rehabilitation hospitals and home health and hospice agencies. Its inpatient rehabilitation hospitals offer intensive therapy programs for patients recovering from conditions such as stroke, brain injury, spinal cord injury, cardiac and pulmonary disorders, and orthopedic procedures. Through its home health segment, Encompass Health delivers skilled nursing, physical therapy, occupational therapy and speech therapy to patients in the comfort of their homes, while its hospice services provide end‐of‐life care focused on symptom management and emotional support for patients and families.

Founded in 1984 as HealthSouth Corporation and rebranded as Encompass Health in 2018, the company has grown organically and through acquisitions to serve patients across more than 30 states.

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