Encompass Health Corporation $EHC Stock Holdings Lessened by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. cut its stake in Encompass Health by 10.6% in Q4, selling 9,735 shares and holding 81,762 shares valued at about $8.68 million at period end.
• Encompass Health beat Q1 expectations with $1.59B in revenue (+9% YoY) and $1.60 EPS, and raised FY‑2026 guidance to an EPS range of 5.890–6.110 and revenue roughly $6.4–6.5B.
• Analysts are broadly bullish (consensus "Buy" and $146.33 target) even as insiders have sold stock—CEO Mark J. Tarr sold 150,000 shares for about $16.7M—while institutional ownership remains high at 97.25%.

Oppenheimer & Co. Inc. lowered its position in Encompass Health Corporation (NYSE:EHC - Free Report) by 10.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 81,762 shares of the company's stock after selling 9,735 shares during the period. Oppenheimer & Co. Inc. owned 0.08% of Encompass Health worth $8,678,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in EHC. Millennium Management LLC increased its holdings in Encompass Health by 140.0% in the third quarter. Millennium Management LLC now owns 1,223,665 shares of the company's stock worth $155,430,000 after buying an additional 713,738 shares during the last quarter. 8 Knots Management LLC acquired a new position in Encompass Health in the second quarter worth approximately $78,644,000. Alliancebernstein L.P. increased its holdings in Encompass Health by 23.4% in the third quarter. Alliancebernstein L.P. now owns 2,515,878 shares of the company's stock worth $319,567,000 after buying an additional 476,564 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in Encompass Health by 57.8% in the third quarter. Thrivent Financial for Lutherans now owns 1,194,859 shares of the company's stock worth $151,544,000 after buying an additional 437,464 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in Encompass Health by 34.8% in the third quarter. Raymond James Financial Inc. now owns 1,541,336 shares of the company's stock worth $195,780,000 after buying an additional 397,694 shares during the last quarter. Institutional investors and hedge funds own 97.25% of the company's stock.

Encompass Health News Summary

Here are the key news stories impacting Encompass Health this week:

• Positive Sentiment: Q1 results beat expectations — Encompass reported revenue of about $1.59B (+9% YoY) and EPS of $1.60, topping consensus and showing solid margin and profitability improvements. Encompass Health (EHC) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Company raised FY‑2026 outlook — management updated full‑year EPS guidance to a range of 5.890–6.110 and increased revenue guidance (roughly $6.4–6.5B), signaling confidence in the recovery/hospital business. Encompass Health reports results for first quarter 2026
• Positive Sentiment: Underlying operating strength — company metrics cited in releases include healthy ROE (~18.2%), improved net margins and solid operating cash flow, supporting the earnings beat and guidance lift. Encompass Health reports results for first quarter 2026 (Finanznachrichten)
• Neutral Sentiment: Management commentary and detail — the Q1 earnings call transcript provides additional color on volumes, payor dynamics and capital allocation that investors may parse for sustainability of growth. EHC Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Wide media coverage — outlets summarized the beat + guidance and amplified the stock move; useful for understanding market momentum but not new fundamental data. Encompass Health (EHC) shares skyrocket, what you need to know
• Negative Sentiment: Insider selling highlighted — filings and coverage show multiple insider sales (including sales by senior executives) in recent months, which can be perceived as a governance/headwind signal by some investors. Encompass Health Corporation (EHC) Stock Falls on Q1 2026 Earnings

Analysts Set New Price Targets

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

Encompass Health Trading Up 7.5%

Shares of EHC stock opened at $107.48 on Friday. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $127.99. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.76. The business's 50 day moving average is $103.05 and its two-hundred day moving average is $107.65. The company has a market cap of $10.69 billion, a PE ratio of 19.40, a price-to-earnings-growth ratio of 1.92 and a beta of 0.72.

Encompass Health (NYSE:EHC - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $1.60 EPS for the quarter, beating the consensus estimate of $1.51 by $0.09. Encompass Health had a return on equity of 18.54% and a net margin of 10.04%.The company had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.57 billion. During the same quarter last year, the company posted $1.37 earnings per share. The company's revenue for the quarter was up 9.0% compared to the same quarter last year. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. Equities analysts predict that Encompass Health Corporation will post 5.91 EPS for the current year.

Encompass Health Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st were paid a $0.19 dividend. The ex-dividend date was Wednesday, April 1st. This represents a $0.76 annualized dividend and a dividend yield of 0.7%. Encompass Health's dividend payout ratio (DPR) is presently 13.72%.

Insider Buying and Selling at Encompass Health

In other news, CEO Mark J. Tarr sold 150,000 shares of the firm's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $111.64, for a total value 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Treasurer Edmund Fay sold 11,937 shares of the firm's stock in a transaction on Monday, March 9th. The stock was 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 in the company, valued at approximately $9,557,775. The trade was a 11.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.80% of the company's stock.

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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