Encompass Health Corporation $EHC Shares Sold by Strs Ohio

Key Points

• Strs Ohio cut its stake in Encompass Health by 50%, selling 121,696 shares and leaving 121,590 shares worth about $12.9 million at the end of the quarter, while institutional investors collectively own 97.25% of the stock.
• Q1 results beat expectations: Encompass Health reported $1.60 EPS vs. $1.51 expected and $1.59 billion in revenue (up 9% YoY), and set FY2026 guidance of $5.890–$6.110 per share (consensus ~$5.99).
• Significant insider selling: CEO Mark J. Tarr sold 150,000 shares (~$16.7M) and Treasurer Edmund Fay sold 11,937 shares (~$1.28M), leaving insiders with about 1.80% ownership.

Strs Ohio cut its holdings in Encompass Health Corporation (NYSE:EHC - Free Report) by 50.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 121,590 shares of the company's stock after selling 121,696 shares during the period. Strs Ohio owned 0.12% of Encompass Health worth $12,906,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in EHC. Precision Wealth Strategies LLC increased its position in Encompass Health by 9.1% during the fourth quarter. Precision Wealth Strategies LLC now owns 6,084 shares of the company's stock worth $646,000 after purchasing an additional 510 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp acquired a new stake in shares of Encompass Health during the 4th quarter worth $573,000. M&T Bank Corp raised its position in shares of Encompass Health by 143.8% in the 4th quarter. M&T Bank Corp now owns 4,801 shares of the company's stock worth $510,000 after buying an additional 2,832 shares during the period. Nippon Life Global Investors Americas Inc. acquired a new position in Encompass Health in the fourth quarter valued at $304,000. Finally, Pictet Asset Management Holding SA increased its stake in Encompass Health by 6.1% during the fourth quarter. Pictet Asset Management Holding SA now owns 15,136 shares of the company's stock worth $1,607,000 after acquiring an additional 876 shares during the last quarter. Institutional investors and hedge funds own 97.25% of the company's stock.

Encompass Health Stock Down 0.8%

Shares of Encompass Health stock opened at $106.67 on Tuesday. The business has a 50-day moving average price of $103.05 and a 200 day moving average price of $107.45. Encompass Health Corporation has a fifty-two week low of $92.77 and a fifty-two week high of $127.99. The firm has a market cap of $10.60 billion, a P/E ratio of 17.81, a P/E/G ratio of 2.03 and a beta of 0.72. The company has a quick ratio of 1.08, a current ratio of 1.17 and a debt-to-equity ratio of 0.76.

Encompass Health (NYSE:EHC - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $1.60 EPS for the quarter, topping the consensus estimate of $1.51 by $0.09. Encompass Health had a return on equity of 18.28% and a net margin of 10.04%.The company had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.57 billion. During the same quarter last year, the firm earned $1.37 EPS. The business's revenue was up 9.0% on a year-over-year basis. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. On average, sell-side analysts forecast that Encompass Health Corporation will post 5.99 earnings per share for the current fiscal year.

Encompass Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st were paid a dividend of $0.19 per share. The ex-dividend date was Wednesday, April 1st. This represents a $0.76 annualized dividend and a yield of 0.7%. Encompass Health's payout ratio is presently 12.69%.

Analyst Ratings Changes

Several research analysts recently commented on EHC shares. Wall Street Zen upgraded shares of Encompass Health from a "hold" rating to a "buy" rating in a report on Saturday. Barclays increased their price objective on shares of Encompass Health from $150.00 to $153.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat, Encompass Health has an average rating of "Buy" and a consensus target price of $146.33.

Insider Buying and Selling at Encompass Health

In related news, Treasurer Edmund Fay sold 11,937 shares of the business's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $107.00, for a total transaction of $1,277,259.00. Following the completion of the sale, the treasurer owned 89,325 shares of the company's stock, valued at $9,557,775. This represents a 11.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Mark J. Tarr sold 150,000 shares of the 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 sale, the chief executive officer owned 377,070 shares in the company, valued at approximately $42,096,094.80. This trade represents a 28.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.80% of the stock is owned by insiders.

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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