M&T Bank Corp Has $3.93 Million Stock Holdings in Encompass Health Corporation $EHC

Key Points

• M&T Bank Corp boosted its stake in Encompass Health by 1,781.8% to 37,052 shares, valued at about $3.93 million at the end of the quarter.
• Encompass Health posted a quarterly beat with EPS of $1.46 versus $1.29 expected and revenue of $3.09 billion, and set FY2026 guidance of $5.81–$6.10 EPS (sell‑side consensus ~5.91).
• Significant insider selling occurred recently—CEO Mark J. Tarr sold 150,000 shares (~$16.7M) and the treasurer sold 11,937 shares—while institutional investors own roughly 97.25% of the stock and insiders about 1.80%.

M&T Bank Corp boosted its stake in shares of Encompass Health Corporation (NYSE:EHC - Free Report) by 1,781.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,052 shares of the company's stock after purchasing an additional 35,083 shares during the quarter. M&T Bank Corp's holdings in Encompass Health were worth $3,933,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of EHC. Citizens National Bank Trust Department acquired a new stake in shares of Encompass Health during the 3rd quarter worth about $26,000. First Horizon Corp bought a new stake in shares of Encompass Health during the 3rd quarter worth about $34,000. Westside Investment Management Inc. grew its stake in Encompass Health by 56.7% in the 3rd quarter. Westside Investment Management Inc. now owns 279 shares of the company's stock valued at $35,000 after buying an additional 101 shares during the last quarter. Assetmark Inc. raised its holdings in Encompass Health by 88.1% in the 3rd quarter. Assetmark Inc. now owns 299 shares of the company's stock valued at $38,000 after acquiring an additional 140 shares during the period. Finally, Root Financial Partners LLC bought a new position in Encompass Health in the 3rd quarter valued at about $39,000. 97.25% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on EHC. Barclays boosted 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 cut Encompass Health from a "buy" rating to a "hold" rating in a report on Saturday, April 11th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $143.29.

Encompass Health Price Performance

NYSE:EHC opened at $101.96 on Monday. Encompass Health Corporation has a 52 week low of $92.77 and a 52 week high of $127.99. The firm has a market cap of $10.14 billion, a price-to-earnings ratio of 18.40, a P/E/G ratio of 1.95 and a beta of 0.75. The firm's 50-day simple moving average is $103.66 and its 200 day simple moving average is $108.04. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.08 and a current ratio of 1.08.

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 (EPS) for the quarter, beating analysts' consensus estimates of $1.29 by $0.17. Encompass Health had a net margin of 9.54% and a return on equity of 18.20%. The firm had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the previous year, the firm posted $1.17 EPS. The business's revenue for the quarter was up 9.9% compared to the same quarter last year. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. As a group, sell-side analysts predict that Encompass Health Corporation will post 5.91 earnings per share for the current year.

Encompass Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st were given a dividend of $0.19 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $0.76 dividend on an annualized basis and a yield of 0.7%. Encompass Health's dividend payout ratio is currently 13.72%.

Insider Buying and Selling

In other Encompass Health news, 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 transaction, the treasurer owned 89,325 shares in the company, valued at $9,557,775. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Mark J. Tarr sold 150,000 shares of Encompass Health 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 completion of the transaction, the chief executive officer directly owned 377,070 shares of the company's stock, valued at $42,096,094.80. This represents a 28.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.80% of the company's stock.

About Encompass Health

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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