Encompass Health
About: Encompass Health Corp provides post-acute healthcare services in the United States through a network of inpatient rehabilitation hospitals. Inpatient rehabilitation contributes the majority of the firm's revenue and provides specialized rehabilitative treatment through a network of inpatient hospitals. These hospitals are concentrated in the eastern half of the United States and Texas.
Employees: 27,297
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
147% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 30
50% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $9.45M
10% more funds holding
Funds holding: 431 [Q1] → 475 (+44) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 164
4% more capital invested
Capital invested by funds: $7.92B [Q1] → $8.21B (+$289M) [Q2]
0.76% less ownership
Funds ownership: 95.91% [Q1] → 95.15% (-0.76%) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Truist Securities David Macdonald 78% 1-year accuracy 25 / 32 met price target | 13%upside $108 | Buy Maintained | 14 Oct 2024 |
Keybanc Matthew Gillmor 63% 1-year accuracy 5 / 8 met price target | 20%upside $115 | Overweight Initiated | 11 Oct 2024 |
RBC Capital Ben Hendrix 65% 1-year accuracy 39 / 60 met price target | 10%upside $105 | Outperform Maintained | 26 Sept 2024 |
UBS Andrew Mok 50% 1-year accuracy 20 / 40 met price target | 15%upside $110 | Buy Maintained | 25 Sept 2024 |
Truist Securities David Macdonald 78% 1-year accuracy 25 / 32 met price target | 9%upside $104 | Buy Maintained | 15 Aug 2024 |
Financial journalist opinion
Based on 16 articles about EHC published over the past 30 days
