Encompass Health Corporation $EHC Shares Acquired by Sivik Global Healthcare LLC

Key Points

• Sivik Global Healthcare LLC increased its stake in Encompass Health by 42.9%, buying 15,000 shares to hold 50,000 shares worth $5.307 million (about 1.5% of the fund's portfolio).
• Insider selling: CEO Mark J. Tarr sold 150,000 shares for roughly $16.75 million (reducing his holding by 28.46%), and the treasurer also sold 11,937 shares, leaving insiders with about 2.10% ownership.
• Operational and analyst outlook: Encompass Health beat quarterly EPS estimates (reported $1.46 vs. $1.29 expected), set FY2026 guidance of $5.81–$6.10 EPS, and carries an average analyst rating of "Buy" with a $143.29 price target.

Sivik Global Healthcare LLC raised its holdings in Encompass Health Corporation (NYSE:EHC - Free Report) by 42.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 50,000 shares of the company's stock after purchasing an additional 15,000 shares during the quarter. Encompass Health accounts for approximately 1.5% of Sivik Global Healthcare LLC's investment portfolio, making the stock its 13th biggest holding. Sivik Global Healthcare LLC's holdings in Encompass Health were worth $5,307,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in EHC. Royal Bank of Canada boosted its holdings in Encompass Health by 21.5% in the first quarter. Royal Bank of Canada now owns 88,470 shares of the company's stock valued at $8,960,000 after purchasing an additional 15,677 shares during the last quarter. Millennium Management LLC lifted its stake in shares of Encompass Health by 38.4% in the 1st quarter. Millennium Management LLC now owns 92,197 shares of the company's stock valued at $9,338,000 after purchasing an additional 25,574 shares during the period. Caxton Associates LLP acquired a new position in shares of Encompass Health in the 1st quarter valued at $259,000. Walleye Trading LLC acquired a new position in shares of Encompass Health in the 2nd quarter valued at $318,000. Finally, Walleye Capital LLC lifted its stake in shares of Encompass Health by 667.6% in the 2nd quarter. Walleye Capital LLC now owns 6,522 shares of the company's stock valued at $800,000 after purchasing an additional 7,671 shares during the period. 97.25% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Mark J. Tarr sold 150,000 shares of the company's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $111.64, for a total transaction of $16,746,000.00. Following the completion of the transaction, the chief executive officer directly owned 377,070 shares of the company's stock, valued at approximately $42,096,094.80. This represents a 28.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Treasurer Edmund Fay sold 11,937 shares of the company's stock in a transaction dated 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 transaction, the treasurer directly owned 89,325 shares of the company's stock, valued at approximately $9,557,775. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 2.10% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Barclays boosted their price objective on 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 upgraded Encompass Health from a "hold" rating to a "buy" rating in a report on Sunday, January 18th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the company's stock. According to MarketBeat, Encompass Health currently has an average rating of "Buy" and an average price target of $143.29.

Encompass Health Stock Up 0.5%

Shares of NYSE:EHC opened at $105.72 on Wednesday. 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 firm has a market capitalization of $10.51 billion, a PE ratio of 19.08, a price-to-earnings-growth ratio of 1.87 and a beta of 0.75. The firm's 50-day moving average is $102.74 and its two-hundred day moving average is $109.86. Encompass Health Corporation has a 1 year low of $92.77 and a 1 year high of $127.99.

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

Encompass Health Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st will be paid a dividend of $0.19 per share. The ex-dividend date is Wednesday, April 1st. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.7%. Encompass Health's payout ratio is presently 13.72%.

Encompass Health Company 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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