Tudor Investment Corp ET AL Has $26.77 Million Stock Holdings in Encompass Health Corporation $EHC

Key Points

• Tudor Investment Corp ET AL boosted its stake in Encompass Health by 155.3% in Q3 to 210,712 shares, worth about $26.77 million (roughly 0.21% of the company).
• Several large institutions — including AllianceBernstein, Raymond James and Millennium Management — also significantly increased positions, leaving institutional investors with about 97.25% ownership of EHC.
• Insiders have been selling: CEO Mark J. Tarr sold 150,000 shares for roughly $16.75 million (a 28.5% reduction in his holdings) and the treasurer sold ~11,937 shares, while the company reported an earnings beat and set FY2026 guidance of $5.81–$6.10 EPS.

Tudor Investment Corp ET AL lifted its holdings in shares of Encompass Health Corporation (NYSE:EHC - Free Report) by 155.3% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 210,712 shares of the company's stock after buying an additional 128,191 shares during the period. Tudor Investment Corp ET AL owned about 0.21% of Encompass Health worth $26,765,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of EHC. Alliancebernstein L.P. raised its stake in Encompass Health by 23.4% during the third quarter. Alliancebernstein L.P. now owns 2,515,878 shares of the company's stock worth $319,567,000 after acquiring an additional 476,564 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Encompass Health by 0.5% during the third quarter. Dimensional Fund Advisors LP now owns 1,616,178 shares of the company's stock worth $205,279,000 after buying an additional 7,349 shares during the last quarter. Raymond James Financial Inc. increased its holdings in shares of Encompass Health by 34.8% during 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 in the last quarter. JPMorgan Chase & Co. lifted its stake in shares of Encompass Health by 5.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,410,335 shares of the company's stock valued at $179,141,000 after acquiring an additional 70,387 shares during the last quarter. Finally, Millennium Management LLC grew its position in Encompass Health by 140.0% during the 3rd quarter. Millennium Management LLC now owns 1,223,665 shares of the company's stock worth $155,430,000 after acquiring an additional 713,738 shares during the last quarter. 97.25% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on EHC. Barclays lifted their price target on Encompass Health from $150.00 to $153.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Wall Street Zen upgraded shares of Encompass Health from a "hold" rating to a "buy" rating in a research report on Sunday, January 18th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat.com, Encompass Health presently has an average rating of "Buy" and an average price target of $143.29.

Insider Buying and Selling

In other news, 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 transaction of $16,746,000.00. Following the completion of the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Treasurer Edmund Fay sold 11,937 shares of the company's 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 transaction, the treasurer directly owned 89,325 shares in the company, valued at $9,557,775. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 2.00% of the company's stock.

Encompass Health Stock Down 1.8%

Encompass Health stock opened at $97.90 on Friday. The company has a market capitalization of $9.73 billion, a PE ratio of 17.67, a PEG ratio of 1.91 and a beta of 0.71. Encompass Health Corporation has a 12-month low of $92.77 and a 12-month high of $127.99. The firm's fifty day moving average is $103.05 and its 200 day moving average is $112.41. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.76.

Encompass Health (NYSE:EHC - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $1.46 EPS for the quarter, topping 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 business had revenue of $3.09 billion during the quarter, compared to analysts' expectations of $1.54 billion. During the same period last year, the company posted $1.17 earnings per share. The business's quarterly revenue was up 9.9% on a year-over-year basis. 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 4.8 EPS for the current fiscal year.

Encompass Health Dividend Announcement

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

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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