Encompass Health (EHC)

• Market cap: $11.8B
• 1 day: 0.93%
• 5 days: 15.84%
• 1 month: 15.51%
• 3 months: 18.88%
• 6 months: 15.44%
• Year to date: 27.37%
• 1 year: 40.31%
• 5 years: 76.59%
• 10 years: 158.71%
• Sector: Healthcare
• Industry: Medical Care Facilities

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: 40,075

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

161% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.86M

31% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 158

13% more funds holding

Funds holding: 478 [Q3] → 538 (+60) [Q4]

0.73% more ownership

Funds ownership: 93.97% [Q3] → 94.7% (+0.73%) [Q4]

3% less capital invested

Capital invested by funds: $9.13B [Q3] → $8.81B (-$316M) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $122 4% upside
• Avg. target: $128 10% upside
• High target: $135 15% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

UBS Andrew Mok 37% 1-year accuracy 22 / 60 met price target	11% upside $130	Buy Maintained	28 Apr 2025
RBC Capital Ben Hendrix 35% 1-year accuracy 25 / 71 met price target	7% upside $125	Outperform Maintained	28 Apr 2025
Truist Securities David Macdonald 54% 1-year accuracy 55 / 101 met price target	15% upside $135	Buy Reiterated	28 Apr 2025
Keybanc Matthew Gillmor 33% 1-year accuracy 5 / 15 met price target	4% upside $122	Overweight Maintained	25 Apr 2025
Barclays Andrew Mok 37% 1-year accuracy 22 / 60 met price target	10% upside $129	Overweight Maintained	25 Apr 2025