Encompass Health Corp Stock (EHC) Moved Up by 7.51% on Apr 6: What Signal Does It Send?
Encompass Health Corp (EHC) saw its stock rise by 7.51% on April 6, driven by a proposed increase in payment rates for rehabilitation hospitals by CMS and positive "Overweight" ratings from analysts like KeyBanc and Barclays. This upward movement occurred despite a recent securities fraud investigation, suggesting the market prioritized the favorable regulatory and analyst news. The company's strong Q4 2025 results also provided a positive financial foundation.
Encompass Health Corp (EHC) Shares Up 6.14% on Apr 6
Shares of Encompass Health Corp (EHC) surged 6.14% on April 6, reaching an intraday high of $103.90 and closing at $103.37. Wall Street analysts provide an average one-year price target of $141.25, indicating a potential upside of 36.65%, with a consensus "Buy" recommendation. GuruFocus estimates the GF Value for EHC at $115.29, suggesting an 11.54% upside.
KeyBanc reiterates Encompass Health stock rating on benign Medicare proposal
KeyBanc has reiterated an Overweight rating and a $145.00 price target for Encompass Health Corp (NYSE:EHC) after the Centers for Medicare and Medicaid Services proposed a modest 2.4% increase in Medicare payments for inpatient rehabilitation facilities in fiscal year 2027. This proposal is seen as benign and aligns with expectations, removing an overhang on the stock. Encompass Health's stock is currently trading near its 52-week low, and the company recently surpassed analyst expectations in its Q4 2025 earnings.
KeyBanc reiterates Encompass Health stock rating on benign Medicare proposal
KeyBanc has reiterated an Overweight rating and a $145.00 price target for Encompass Health Corp (NYSE:EHC) after the Centers for Medicare and Medicaid Services proposed a modest 2.4% increase in Medicare payments for inpatient rehabilitation facilities in fiscal year 2027. This proposal, considered benign and in line with expectations, alleviates concerns that had previously weighed on EHC's stock, which is currently trading near its 52-week low. Analysts anticipate that resolving this uncertainty could lead to outperformance in the latter half of the year, further supported by the company's recent strong Q4 2025 earnings which surpassed expectations.
Encompass Health Expands Delaware Operations with New Rehabilitation Hospital
Encompass Health Corporation is expanding its Delaware operations with a new 40-bed inpatient rehabilitation hospital in Bear, Delaware, marking its second facility in the state. This strategic move aims to enhance patient care for complex medical cases, such as stroke and orthopedic injuries, reinforcing EHC's national presence in post-acute rehabilitation services. The expansion, coupled with strong financial health including $5.94 billion in revenue and a 115% gross margin, reflects investor confidence and a commitment to long-term sustainability.
Aberdeen Group plc Cuts Stake in Encompass Health Corporation $EHC
Aberdeen Group plc reduced its stake in Encompass Health Corporation (NYSE:EHC) by 4.0% in the fourth quarter, now holding 337,839 shares valued at $35.86 million, representing about 0.34% of the company. The article also notes significant insider selling by CEO Mark J. Tarr and Treasurer Edmund Fay. Encompass Health reported strong Q4 earnings, exceeding estimates, and provided positive FY2026 guidance, maintaining a "Buy" rating among analysts.
Analysts Offer Insights on Healthcare Companies: Henry Schein (HSIC), Encompass Health (EHC) and Merck & Company (MRK)
Three analysts recently issued bullish ratings for several healthcare companies. Barclays maintained a Buy rating for Henry Schein (HSIC) with an $86.00 price target, and KeyBanc also maintained a Buy rating for Encompass Health (EHC) with a $145.00 price target. Finally, Barclays reiterated a Buy rating for Merck & Company (MRK) with a $140.00 price target.
KeyBanc reiterates Encompass Health stock rating on policy outlook
KeyBanc has reiterated an Overweight rating and a $145.00 price target for Encompass Health Corp (NYSE:EHC), based on optimism concerning the upcoming Medicare inpatient rehabilitation facility payment rule. The firm anticipates a benign rate proposal in the 2.5% to 3.0% range, with low policy risks, which could serve as a positive catalyst for the company. This follows strong Q4 2025 earnings which exceeded analyst expectations, leading other firms like Raymond James and Truist Securities to also maintain positive ratings.
Encompass Health Corporation $EHC Stake Cut by Nordea Investment Management AB
Nordea Investment Management AB reduced its stake in Encompass Health Corporation by 11.7% in Q4, selling 11,556 shares. This follows significant insider sales by CEO Mark J. Tarr and Treasurer Edmund Fay. Despite the stake cuts, Encompass Health exceeded quarterly EPS expectations, reported strong revenue growth, and received a consensus "Buy" rating from analysts with an average price target of $143.29.
Vanguard affiliates to report separately for Encompass Health (EHC) after realignment
The Vanguard Group has filed an amended Schedule 13G form for Encompass Health Corp (EHC), stating they now beneficially own 0 shares and 0% of the common stock. This change is due to an internal realignment effective January 12, 2026, which requires certain Vanguard subsidiaries and divisions to report their beneficial ownership separately under SEC Release No. 34-39538. The filing clarifies that this is an administrative change and does not signify a sale of EHC shares by Vanguard.
Encompass Health Corp. Experiences Revision in Stock Evaluation Amid Market Dynamics
Encompass Health Corp., a small-cap company in the Pharmaceuticals & Biotechnology sector, has had its stock evaluation revised due to market dynamics. The stock has shown volatility, mixed technical indicators, and a long-term performance that lags behind the S&P 500, despite a significant 171.64% return over the past decade. This revision reflects ongoing shifts in market sentiment and performance metrics for the company.
How Encompass Health’s New High-Acuity Bear Hospital Plan (EHC) Has Changed Its Investment Story
Encompass Health Corp. (EHC) plans to build a new 40-bed inpatient rehabilitation hospital in Bear, Delaware, focusing on high-acuity, medically complex care. This expansion aligns with the company's existing de novo growth strategy, emphasizing capital-intensive bed expansion. While this could increase profitable volumes, investors should consider the risks associated with construction, ramp-up costs, and potential labor shortages impacting margins.
How Encompass Health’s New High-Acuity Bear Hospital Plan (EHC) Has Changed Its Investment Story
Encompass Health (EHC) plans to build a new 40-bed inpatient rehabilitation hospital in Bear, Delaware, expanding its focus on high-acuity, medically complex care. This move reinforces its capital-intensive, bed expansion growth model but also highlights ongoing exposure to labor and reimbursement risks. Investors should consider the execution risk and capital efficiency, with analysts' fair value estimates ranging widely from US$99 to US$154 per share.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Encompass Health Corporation - EHC
Pomerantz LLP is investigating claims against Encompass Health Corporation (NYSE: EHC) on behalf of its investors. This investigation follows a July 15, 2025, New York Times article alleging that Encompass-run for-profit hospitals perform below average on key safety measures and have worse rates of preventable readmissions and alarming mistakes. The article's publication led to a significant drop in Encompass's stock price.
Congress Asset Management Co. Sells 71,221 Shares of Encompass Health Corporation $EHC
Congress Asset Management Co. significantly reduced its stake in Encompass Health Corporation by 11.5% in Q4, selling 71,221 shares, though it still holds a substantial position. This comes alongside insider selling from the CEO and Treasurer, while Encompass Health reported strong quarterly earnings, beating estimates and providing a positive FY2026 outlook. Analysts maintain a "Buy" consensus rating for the company with an average target price of $143.29.
Do You Believe in the Growth Prospects of Encompass Health (EHC)?
Carillon Tower Advisers, in its Q4 2025 investor letter, highlighted Encompass Health Corporation (NYSE: EHC) as a key holding. Despite a recent market lag due to capital rotation and conservative management outlooks, the fund believes EHC is well-positioned for future growth. The company is actively expanding its inpatient rehabilitation facilities (IRFs) amid healthy demand, suggesting it can continue to compound value over time.
Tudor Investment Corp ET AL Has $26.77 Million Stock Holdings in Encompass Health Corporation $EHC
Tudor Investment Corp ET AL significantly increased its holdings in Encompass Health Corporation (NYSE:EHC) in the third quarter, boosting its stake by 155.3% to 210,712 shares valued at $26.77 million. Other major institutions also increased their positions, totaling 97.25% institutional ownership while company insiders, including CEO Mark J. Tarr and Treasurer Edmund Fay, sold substantial amounts of their shares. Encompass Health recently reported an earnings beat, set its FY2026 guidance, and declared a quarterly dividend.
Encompass Health announces plans to build a 40-bed inpatient rehabilitation hospital in Bear, Delaware
Encompass Health Corp. plans to build a new 40-bed inpatient rehabilitation hospital in Bear, Delaware, expanding its presence in the state. This facility will provide specialized care for patients recovering from various debilitating conditions, offering services like physical, occupational, and speech therapies. The hospital aims to increase access to high-quality rehabilitation services for residents in New Castle county and surrounding areas.
Bear, Del., slated for 40-bed rehab hospital for stroke, injury care
Encompass Health (NYSE: EHC) announced plans to build a freestanding 40-bed inpatient rehabilitation hospital in Bear, Delaware. This facility will be the company's second Delaware location and will provide specialized care for patients recovering from strokes, neurological disorders, spinal cord and brain injuries, amputations, and complex orthopedic conditions. It will feature private rooms, a therapy gym, an in-house dialysis suite, and 24-hour nursing care.
Encompass Health Corp. (EHC) declined in Q4 despite strong fundamentals
This article analyzes why Encompass Health Corp. (EHC) stock declined in Q4 despite the company demonstrating strong fundamentals. It likely discusses factors that could have influenced this unexpected market behavior and examines the disconnect between financial health and stock performance during that period.
Encompass Health Corp. Experiences Revision in Stock Evaluation Amid Market Dynamics
Encompass Health Corp., a small-cap pharmaceuticals and biotechnology company, has had its stock evaluation revised, reflecting current market dynamics. While the stock has underperformed the S&P 500 year-to-date, it has shown strong returns over three and five years. Technical indicators present mixed signals, with some bullish and some bearish trends.
Aquatic Capital Management LLC Grows Stock Position in Encompass Health Corporation $EHC
Aquatic Capital Management LLC significantly increased its stake in Encompass Health Corporation by 725.5% in Q3, now owning 32,294 shares valued at $4.10 million. This increase in institutional ownership comes despite notable insider sales by CEO Mark J. Tarr and Treasurer Edmund Fay. Encompass Health reported strong quarterly earnings, beating estimates, and announced a quarterly dividend, while analysts maintain a "Buy" consensus rating on the stock.
Algert Global LLC Acquires 22,010 Shares of Encompass Health Corporation $EHC
Algert Global LLC increased its stake in Encompass Health Corporation (NYSE:EHC) by 53.7%, acquiring an additional 22,010 shares now valued at $8 million. Other institutional investors also adjusted their positions, while company insiders, including the Treasurer and CEO, sold significant portions of their shares. Encompass Health reported strong quarterly earnings, topping analyst estimates, and maintains a "Buy" rating from analysts with an average target price of $143.29.
EHC Stock: Do Valuation and Expansion Trends Support a Hold Strategy?
Encompass Health Corporation (EHC) is recommended as a "Hold" due to its attractive valuation and strategic expansion plans in inpatient rehabilitation services. Despite underperforming the industry slightly in stock gains, EHC shows strong revenue growth, efficient capital use, and consistent earnings beats. However, potential risks include changes in Medicaid reimbursement policies and a slightly higher net debt-to-capitalization ratio.
Encompass Health Corporation $EHC Shares Acquired by Cinctive Capital Management LP
Cinctive Capital Management LP significantly increased its stake in Encompass Health Corporation (NYSE:EHC) by 48.6%, acquiring an additional 21,887 shares to total 66,898 shares, valued at approximately $8.50 million. This comes amidst insider selling by CEO Mark J. Tarr and Treasurer Edmund Fay, reducing their combined holdings, while other institutional investors also adjusted their positions. Encompass Health reported strong quarterly earnings, beating analyst estimates, and provided positive FY2026 guidance, maintaining a consensus "Buy" rating from analysts with a target price of $143.29.
Pomerantz LLP Investigates Encompass Health Securities Fraud Claims
Pomerantz LLP is investigating Encompass Health Corporation for potential securities fraud and unlawful business practices, following a New York Times report that highlighted below-average safety measures and high preventable readmission rates at Encompass-operated for-profit hospitals. This report led to a 10.35% drop in Encompass's stock price on July 15, 2025. The firm may file a class action lawsuit, potentially impacting the company's financial health and reputation.
KeyBanc reiterates Encompass Health stock rating on demand outlook
KeyBanc has reiterated its Overweight rating and $145.00 price target for Encompass Health Corp (NYSE:EHC), citing strong demand for inpatient rehabilitation facility services, market share gains, and attractive EBITDA growth. Despite minor adjustments to its financial model, KeyBanc's EBITDA estimates for 2026 and 2027 remain unchanged. This positive outlook is supported by Encompass Health's recent strong fourth-quarter 2025 earnings, which surpassed analyst expectations, and positive sentiments from other firms like Truist Securities and Raymond James.
Encompass Health (NYSE:EHC) Stock Price
This article provides an overview of Encompass Health (NYSE:EHC) stock performance, analyst valuations, and company details. It highlights two community narratives on the stock, discussing its long-term recovery models as a competitive advantage and the impact of its expanding hospital footprint on its outlook. The company is currently considered undervalued by both community analysts.
Encompass Health (EHC) SVP sells 11,937 shares, gifts 3,000
Encompass Health Corp's SVP and Treasurer, Edmund Fay, sold 11,937 shares of company common stock at $107 per share and gifted 3,000 shares to a donor-advised fund. Following these transactions, Fay directly holds 86,325 shares, maintaining a substantial equity stake. The transactions were reported in a Form 4 filing on March 10, 2026.
Encompass Health Refinances With $1 Billion Revolver From Truist; Retires Barclays Facilities
Encompass Health (EHC) has refinanced its credit facilities by entering into a new $1.0 billion secured revolving credit agreement with Truist, extending its maturity to March 9, 2031. This new agreement offers improved pricing and covenants and includes a letter of credit subfacility and a swingline. Concurrently, the company terminated its previous 2022 Barclays-led credit agreement and a 2019 collateral pact, replacing them with a new agreement with Truist.
Encompass Health (NYSE: EHC) secures new $1B revolver to 2031
Encompass Health Corporation has secured a new $1 billion revolving credit facility maturing on March 9, 2031, replacing its previous 2022 agreement. This new facility, which includes a $260 million letter of credit subfacility and an increased $40 million swingline loan sublimit, offers more favorable terms such as lower undrawn commitment fees and relaxed certain financial limits. The company utilized $250 million of borrowings and $53.6 million of letters of credit from this new facility to repay and terminate its prior credit obligations.
Encompass Health SVP Fay sells $1.27 million in stock
Edmund Fay, SVP and Treasurer at Encompass Health Corp (NYSE:EHC), sold shares worth $1.27 million and donated an additional 3,000 shares to a donor advised fund on March 9, 2026. Following these transactions, Fay directly owns 86,325 shares. This news follows Encompass Health's strong Q4 2025 earnings, which surpassed analyst expectations, and positive reiterations of "Buy" or "Strong Buy" ratings from Raymond James and Truist Securities.
Elo Mutual Pension Insurance Co Takes $1.53 Million Position in Encompass Health Corporation $EHC
Elo Mutual Pension Insurance Co has acquired a new position in Encompass Health Corporation (NYSE:EHC), purchasing 12,057 shares worth approximately $1.53 million during the third quarter. This comes as Encompass Health reported strong quarterly results, beating EPS and revenue estimates, and provided positive FY2026 guidance. The company holds a consensus "Buy" rating from analysts, despite a recent insider sale by CEO Mark J. Tarr.
New Irmo rehab hospital gives stroke and injury patients care close to home
Encompass Health (NYSE: EHC) has opened its 11th location in South Carolina, the 49-bed Encompass Health Rehabilitation Hospital of Irmo, on March 3, 2026. The 53,000-square-foot facility offers inpatient rehabilitation for various conditions including stroke and spinal cord injury, providing intensive therapy and 24-hour nursing care. Patients will receive a minimum of three hours of therapy five days a week, with customized treatment plans from an interdisciplinary team.
Segall Bryant & Hamill LLC Trims Stock Holdings in Encompass Health Corporation $EHC
Segall Bryant & Hamill LLC reduced its stake in Encompass Health Corporation (NYSE:EHC) by 28.2% in the third quarter, selling 50,200 shares. Despite this, the company still holds 127,903 shares valued at approximately $16.25 million. CEO Mark J. Tarr also sold 150,000 shares, decreasing his position, although Encompass Health's financial outlook remains strong with a consensus "Buy" rating and anticipated FY2026 EPS of $5.81–$6.10.
Encompass Health (NYSE: EHC) CFO reports option grant and tax share withholding
Encompass Health Corp's CFO, Douglas E. Coltharp, received a non-qualified stock option grant for 12,275 shares. Concurrently, 776 common shares were withheld to cover tax obligations stemming from restricted stock vesting. Following these transactions, Coltharp directly holds 69,377 common shares, with additional indirect holdings also reported.
EHC Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Encompass Health Corp (EHC) for fiscal year 2025, including income statements, balance sheets, and cash flow statements, along with key financial ratios and historical trends. EHC demonstrates strong profitability, robust growth, and efficient capital use, earning a solid Piotroski F-Score and cash-backed earnings quality, despite having tight liquidity. The company's financials highlight its performance across various growth, leverage, liquidity, cash flow, and returns metrics.
[Form 4] Encompass Health Corp Insider Trading Activity
Encompass Health Corp's Chief Accounting Officer, Andrew L. Price, has reported a tax-withholding disposition of 307 shares of company stock, valued at $107.88 per share. This transaction was to cover tax obligations from vesting restricted stock and was not an open-market sale. Following this activity, Mr. Price directly holds 74,694 shares of Encompass Health common stock.
Encompass Health (NYSE: EHC) EVP gets options, shares withheld
John Patrick Darby, EVP of Encompass Health (NYSE: EHC), reported equity compensation activity, including the grant of 5,967 non-qualified stock options at $108.06 per share. These options will become exercisable in equal installments over three years starting March 2, 2027. Additionally, 416 shares of common stock were disposed of to cover tax withholding obligations related to restricted stock vesting, rather than through a market sale.
Encompass Health (EHC) CEO gets 35,461 options, withholds shares for tax
Encompass Health Corp's President & CEO, Mark J. Tarr, was granted 35,461 non-qualified stock options at an exercise price of $108.06 per share, which will vest over three years starting March 2, 2027. Additionally, 2,187 shares were withheld to cover tax obligations related to restricted stock vesting. Following these transactions, Tarr directly holds 440,962 shares of common stock.
Encompass Health (EHC) COO gets 10,502 options, 545 shares withheld for tax
Encompass Health Corp's EVP and COO, Patrick William Tuer, received a grant of 10,502 non-qualified stock options with an exercise price of $108.06 per share, vesting in three annual installments starting March 2, 2027. Additionally, 545 shares of common stock were withheld at $107.88 per share to cover tax obligations arising from the vesting of restricted stock. After these transactions, Mr. Tuer directly holds 25,437 shares.
Encompass Health Rehabilitation Hospital of Irmo now open in South Carolina
Encompass Health has opened its 11th location in South Carolina, the Encompass Health Rehabilitation Hospital of Irmo. This 49-bed facility offers intensive inpatient rehabilitation services, including physical, occupational, and speech therapy, for patients recovering from various serious conditions. The hospital aims to help patients regain independence and improve their quality of life with its advanced amenities and specialized care team.
Encompass Health (NYSE:EHC) - Stock Analysis
This Simply Wall St analysis indicates Encompass Health (NYSE:EHC) is trading at a fair value, with earnings projected to grow by 10.06% annually and having grown by 24.1% over the past year. Analysts generally agree the stock price will rise by 32.1%, though the company holds a high level of debt and has seen significant insider selling recently. The report highlights strong demand driven by demographic shifts, strategic expansions, and investments in technology and partnerships as key drivers for future growth and financial resilience.
Encompass Health Corporation (NYSE:EHC) Given Average Rating of "Buy" by Brokerages
Encompass Health Corporation (NYSE:EHC) has received an average "Buy" rating from ten brokerages, with an average one-year target price of $143.29. The company recently reported strong quarterly earnings, surpassing EPS estimates and achieving a 9.9% year-over-year revenue increase. Despite a significant insider stock sale by CEO Mark J. Tarr, institutional investors have increased their holdings, and the company announced a quarterly dividend.
Encompass Health to participate in Barclays Global Healthcare Conference
Encompass Health Corp. announced its participation in the Barclays Global Healthcare Conference from March 10-12, 2026. The company's President and CEO Mark Tarr, and Executive Vice President and CFO Doug Coltharp, will host a fireside chat on March 11, 2026, which will be broadcast live. Encompass Health is a leading owner and operator of inpatient rehabilitation hospitals in the U.S.
Encompass Health to participate in Barclays Global Healthcare Conference
Encompass Health (NYSE: EHC) announced its participation in the Barclays Global Healthcare Conference, scheduled for March 10-12, 2026. President and CEO Mark Tarr and CFO Doug Coltharp will host a fireside chat on March 11, 2026, which will be broadcast live. The company, a leading operator of inpatient rehabilitation hospitals, will share insights at this event.
Encompass Health to participate in Barclays Global Healthcare Conference
Encompass Health Corp. (NYSE: EHC) announced its participation in the Barclays Global Healthcare Conference, scheduled for March 10-12, 2026. President and CEO Mark Tarr and EVP and CFO Doug Coltharp will host a fireside chat on March 11, 2026, which will be broadcast live. Encompass Health is the largest owner and operator of inpatient rehabilitation hospitals in the U.S.
Encompass Health to participate in Barclays Global Healthcare Conference
Encompass Health (NYSE: EHC) announced its participation in the Barclays Global Healthcare Conference from March 10-12, 2026. The company's President and CEO, Mark Tarr, and EVP and CFO, Doug Coltharp, will host a fireside chat on March 11, 2026, which will be broadcast live online. Encompass Health is recognized as the largest owner and operator of inpatient rehabilitation hospitals in the U.S.
TD Asset Management Inc Decreases Position in Encompass Health Corporation $EHC
TD Asset Management Inc. reduced its stake in Encompass Health Corporation (NYSE:EHC) by 10.0% in the third quarter, now holding 923,183 shares valued at approximately $117.26 million. Concurrently, Encompass Health CEO Mark J. Tarr sold 150,000 shares for about $16.75 million, decreasing his position by 28.46%. Despite these sales, the company reported strong Q4 results, beating EPS and revenue estimates, and analysts maintain a "Buy" rating with an average target price of $143.29.
CFO of Encompass Health (EHC) surrenders 14,818 shares for tax withholding
Encompass Health's EVP & CFO, Douglas E. Coltharp, reported a Form 4 transaction involving the disposition of 14,818 shares on February 23, 2026, at $106.15 per share. This was a tax-withholding event to cover tax obligations from vesting restricted stock, not an open-market sale. Following this, Coltharp directly holds 70,153 shares and has additional indirect holdings through various trusts and his spouse.
