Select Medical Holdings Corporation $SEM Shares Bought by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC grew its stake in Select Medical Holdings Corporation (NYSE:SEM) by 22.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 170,618 shares of the health services provider’s stock after purchasing an additional 31,183 shares during the quarter. Segall Bryant & Hamill LLC owned approximately 0.14% of Select Medical worth $2,191,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. 8 Knots Management LLC acquired a new stake in Select Medical in the 2nd quarter worth about $26,568,000. Western Standard LLC purchased a new position in shares of Select Medical in the third quarter valued at approximately $13,551,000. Jane Street Group LLC purchased a new position in shares of Select Medical in the first quarter valued at approximately $4,635,000. CSM Advisors LLC acquired a new stake in shares of Select Medical in the second quarter worth approximately $3,439,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Select Medical during the second quarter worth approximately $3,330,000. Institutional investors and hedge funds own 89.48% of the company’s stock.

Select Medical Price Performance

Select Medical stock opened at $16.24 on Friday. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.89. The company has a 50-day moving average price of $15.37 and a 200 day moving average price of $14.26. Select Medical Holdings Corporation has a 12-month low of $11.65 and a 12-month high of $18.60. The stock has a market cap of $2.01 billion, a P/E ratio of 14.12, a PEG ratio of 0.92 and a beta of 1.22.

Select Medical (NYSE:SEM) last posted its quarterly earnings results on Thursday, February 19th. The health services provider reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.23 by ($0.07). The firm had revenue of $1.40 billion during the quarter, compared to analysts’ expectations of $1.36 billion. Select Medical had a net margin of 2.68% and a return on equity of 7.26%. The business’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period last year, the company earned $0.18 EPS. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS. Sell-side analysts anticipate that Select Medical Holdings Corporation will post 1.17 earnings per share for the current year.

Select Medical declared that its board has authorized a share buyback program on Thursday, February 19th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the health services provider to buy up to 49.5% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board believes its stock is undervalued.

Select Medical Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Monday, March 2nd will be given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, March 2nd. Select Medical’s dividend payout ratio (DPR) is presently 21.74%.

Select Medical News Roundup

Here are the key news stories impacting Select Medical this week:

• Positive Sentiment: The March 4 trading reaction — shares jumped ~8.4% as traders bought ahead of expected delisting, signaling short‑term demand and liquidity around the deal. Select Medical (SEM) Soars 8.4%, Traders Snap up Shares Ahead of Delisting
• Positive Sentiment: Zacks notes the $16.50 take‑private price may be undervalued relative to some analyst targets, implying potential upside for shareholders who think bids or outcomes could improve. SEM’s $16.50 Take-Private Moment: Undervalued or Perfectly Timed?
• Neutral Sentiment: Royal Bank of Canada gave SEM a Sector Perform rating — a reiteration that suggests no near‑term conviction for outsized moves from the street. Select Medical (NYSE:SEM) Earns Sector Perform Rating from Royal Bank Of Canada
• Neutral Sentiment: Benchmark reaffirmed a “hold” on SEM, reflecting cautious analyst posture amid the pending transaction and mixed fundamentals. Benchmark Reaffirms Hold
• Neutral Sentiment: Recent quarterly results showed a modest EPS miss (Feb 19) but revenue beat and FY‑2026 guidance of $1.22–1.32 — investors should weigh fundamentals vs. takeover dynamics when valuing the $16.50 offer. Select Medical Stock & Earnings Summary
• Negative Sentiment: Kahn Swick & Foti announced an investigation into whether the sale price and process are adequate; such suits can delay closing, increase deal costs, or lead to renegotiation. Select Medical Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process
• Negative Sentiment: Kaskela Law launched a separate probe into whether $16.50 is fair, increasing the chance of litigation or shareholder pushback that could affect timing and final consideration. SELECT MEDICAL STOCK ALERT: Kaskela Law Announces Investigation

Analyst Ratings Changes

A number of brokerages have weighed in on SEM. Wall Street Zen upgraded Select Medical from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. Zacks Research downgraded shares of Select Medical from a “hold” rating to a “strong sell” rating in a research note on Thursday, February 26th. Royal Bank Of Canada restated a “sector perform” rating and set a $16.50 price target (down from $19.00) on shares of Select Medical in a research report on Tuesday. Weiss Ratings upgraded shares of Select Medical from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 20th. Finally, Benchmark reissued a “hold” rating on shares of Select Medical in a research note on Wednesday. Two analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $15.63.

Select Medical Profile

Select Medical is a leading provider of specialized healthcare services in the United States, operating through two primary business segments: Hospital Division and Outpatient Rehabilitation Division. The Hospital Division offers long-term acute care (LTAC) hospitals and inpatient rehabilitation facilities (IRFs) that serve patients recovering from complex illnesses, trauma or surgery. The Outpatient Rehabilitation Division delivers physical, occupational and speech therapy services through a network of clinic locations and home-based care programs.

Headquartered in Mechanicsburg, Pennsylvania, Select Medical was founded in 1996 and has grown through strategic partnerships, joint ventures and acquisitions.