Encompass Health Corporation $EHC Stock: Leeward Investments LLC MA Lowers Position

Leeward Investments LLC MA decreased its position in shares of Encompass Health Corporation (NYSE:EHC) by 4.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 312,855 shares of the company’s stock after selling 14,422 shares during the period. Encompass Health makes up approximately 1.9% of Leeward Investments LLC MA’s holdings, making the stock its 4th largest holding. Leeward Investments LLC MA’s holdings in Encompass Health were worth $38,009,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of Encompass Health in the 2nd quarter worth about $1,059,762,000. Dimensional Fund Advisors LP increased its position in shares of Encompass Health by 3.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,674,784 shares of the company’s stock valued at $162,013,000 after purchasing an additional 50,647 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Encompass Health by 1.6% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,182,574 shares of the company’s stock valued at $114,390,000 after buying an additional 18,740 shares in the last quarter. William Blair Investment Management LLC purchased a new position in shares of Encompass Health during the 2nd quarter valued at about $116,352,000. Finally, Copeland Capital Management LLC lifted its position in Encompass Health by 16.8% in the 1st quarter. Copeland Capital Management LLC now owns 892,823 shares of the company’s stock worth $86,363,000 after buying an additional 128,120 shares during the last quarter. Institutional investors own 97.25% of the company’s stock.

Insider Activity

In other news, EVP John Darby sold 8,906 shares of the stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $125.95, for a total transaction of $1,121,710.70. Following the completion of the sale, the executive vice president directly owned 75,041 shares in the company, valued at approximately $9,451,413.95. This represents a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Mark Tarr sold 173,148 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $125.47, for a total value of $21,724,879.56. Following the completion of the sale, the chief executive officer directly owned 267,814 shares in the company, valued at $33,602,622.58. The trade was a 39.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 186,912 shares of company stock valued at $23,434,845. Insiders own 1.80% of the company’s stock.

Encompass Health Stock Up 0.1%

EHC opened at $124.23 on Monday. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $129.96. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.76. The business’s 50-day moving average price is $122.35 and its 200-day moving average price is $112.51. The company has a market cap of $12.26 billion, a P/E ratio of 20.23, a P/E/G ratio of 2.51 and a beta of 0.74.

Encompass Health (NYSE:EHC) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $1.55 EPS for the quarter, beating analysts’ consensus estimates of $1.48 by $0.07. The company had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.57 billion. Encompass Health had a net margin of 10.01% and a return on equity of 18.08%. The firm’s revenue was up 9.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.40 EPS. Encompass Health has set its FY 2026 guidance at 6.020-6.250 EPS. On average, equities analysts expect that Encompass Health Corporation will post 6.08 EPS for the current year.

Encompass Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 15th. Stockholders of record on Monday, January 4th will be paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, January 4th. Encompass Health’s dividend payout ratio is 13.68%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Wall Street Zen lowered Encompass Health from a “buy” rating to a “hold” rating in a research note on Saturday, October 17th. TD Cowen increased their price target on shares of Encompass Health from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Monday, August 10th. UBS Group upped their price objective on shares of Encompass Health from $150.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Raymond James Financial set a $150.00 target price on shares of Encompass Health in a report on Monday, September 28th. Finally, Barclays lifted their target price on shares of Encompass Health from $140.00 to $144.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $148.50.

Encompass Health Profile

Encompass Health Corporation (NYSE:EHC) is a healthcare services company that operates inpatient rehabilitation hospitals in the United States and Puerto Rico. Its hospitals provide intensive rehabilitation to patients recovering from conditions such as stroke, brain and spinal cord injuries, neurological disorders, amputations, hip fractures and other serious illnesses or injuries.

The company’s services typically include nursing care, physical therapy, occupational therapy, speech and language therapy, respiratory therapy and medical management.