Select Medical Holdings (NYSE: SEM) declassification vote and director elections
Select Medical Holdings (NYSE: SEM) is holding its 2026 Annual Meeting on April 23, 2026, where shareholders will vote on the election of three Class II directors and a proposal to declassify the Board of Directors. The Board recommends voting for the declassification proposal, which would phase out the classified structure over three years, leading to annual director elections by 2028. Additionally, shareholders will vote on an advisory proposal from the Company recommending a 25% ownership threshold for calling special meetings, while the Board recommends against a separate stockholder proposal for a 10% threshold.
Select Medical (NYSE:SEM) Facing Market Pressure After Sector Weakness Hits Healthcare
Select Medical (NYSE:SEM) is reportedly facing market pressure due to weakness within the healthcare services sector. The article highlights that the healthcare services industry is crucial for patient recovery from complex illnesses and injuries, with companies in this space often managing specialized hospitals. The full article content is behind a paywall, but snippets suggest recent declines in shares might be linked to quarterly EPS falling below expectations, despite revenue increases and maintained dividends.
Why Select Medical (SEM) Shares Are Falling Today
Select Medical (SEM) shares dropped 6.8% after the company reported mixed fourth-quarter 2025 results and issued a disappointing earnings outlook for 2026. While revenue beat expectations, profitability fell short, with earnings per share missing analyst consensus and adjusted EBITDA coming in significantly below forecasts. The stock's performance reflects investor concern over continued profitability challenges, despite its relatively low volatility in the past year.
Select Medical anticipates up to $5.8B revenue in 2026 while advancing inpatient rehab expansion
Select Medical projects revenues between $5.6 billion and $5.8 billion for 2026, driven by continued expansion in inpatient rehabilitation facilities and long-term care hospitals. The company is actively pursuing new joint venture opportunities and hospital expansions to meet strategic growth objectives. Despite a mixed performance in Q4 2025, with revenues up but earnings per share down, the company's long-term outlook remains positive with planned capacity additions.
Select Medical Reports Mixed Q4 2025 Results as Revenue Growth Offsets Profit Pressures
Select Medical Holdings Corporation reported mixed Q4 2025 results with strong revenue growth of $1.40 billion, exceeding estimates, but earnings per share fell short of forecasts at $0.16 due to increased costs and lower profitability. Adjusted EBITDA also declined. The company's core divisions contributed to revenue growth, and Select Medical plans to expand its inpatient rehabilitation footprint, projecting continued revenue and EBITDA growth for 2026 despite ongoing cost pressures.
Select Medical Q4 Earnings Miss Estimates on Increasing Expenses
Select Medical Holdings Corporation reported fourth-quarter 2025 adjusted earnings per share of 16 cents, missing the Zacks Consensus Estimate by 31.6% and declining 11.1% year over year. Despite a 6.4% increase in net operating revenues to $1.4 billion, which beat estimates, the company's profitability was hit by rising expenses, decreased patient days in Critical Illness Recovery Hospital segment, and lower revenue per visit in Outpatient Rehabilitation. The Rehabilitation Hospital segment showed strong revenue growth, partially offsetting these negatives, with the company also announcing a dividend and share buybacks.
Select Medical Holdings Corporation (NYSE:SEM) Announces $0.06 Quarterly Dividend
Select Medical Holdings Corporation (NYSE:SEM) declared a quarterly dividend of $0.0625 per share, representing an annualized dividend of $0.25 and a yield of 1.7%. The dividend is scheduled to be paid on March 12th to shareholders of record as of March 2nd. The company also reported Q4 earnings per share of $0.16, missing consensus estimates, but revenue exceeded expectations at $1.40 billion, and its board authorized a $1.00 billion share repurchase program.
Select Medical Holdings Corporation Announces Results For Its Fourth Quarter and Year Ended December 31, 2025, Its 2026 Business Outlook, and Cash Dividend
Select Medical Holdings Corporation (NYSE: SEM) announced results for its fourth quarter and year ended December 31, 2025, revealing significant increases in revenue and income from continuing operations for the quarter. The company also provided its 2026 business outlook, projecting revenues between $5.6 billion and $5.8 billion, and declared a cash dividend of $0.0625 per share. Additionally, the company is evaluating a non-binding acquisition proposal from its Executive Chairman, Robert A. Ortenzio, to take the company private at $16.00 to $16.20 per share.
Earnings Flash (SEM) Select Medical Holdings Corporation Posts Q4 Adjusted EPS $0.16 per Share, vs. FactSet Est of $0.23
Select Medical Holdings Corporation (SEM) reported Q4 adjusted earnings per share of $0.16, falling short of the FactSet estimate of $0.23. Despite the lower-than-expected EPS, the company's Q4 revenue rose to $1.40 billion, surpassing the FactSet estimate of $1.36 billion. This earnings flash provides key financial figures for the healthcare facilities and services operator.
Select Medical co-founder floats $16 buyout after earnings surge
Select Medical (NYSE: SEM) announced strong Q4 2025 results with revenue of $1,396.6M and a significant increase in income from continuing operations. The company also declared a cash dividend of $0.0625 per share, authorized a $1.0B stock repurchase program, and provided a positive 2026 outlook. Additionally, the article highlights a non-binding take-private proposal from Executive Chairman Robert Ortenzio to acquire all outstanding shares for $16.00-$16.20 per share, which is currently under review by a Special Committee.
Select Medical (SEM) Reports Earnings Tomorrow: What To Expect
Select Medical (SEM) is set to report earnings, with analysts expecting a 4.1% year-on-year revenue growth to $1.37 billion and adjusted earnings of $0.23 per share. The company beat revenue expectations by 2.7% last quarter, and its stock has performed well among peers, rising 7.8% over the last month. Investors will be watching closely to see if the company continues its positive momentum.
Select Medical (SEM) Extends Partnership with Philadelphia Eagles
Select Medical Holdings Corp (SEM) has renewed its long-standing partnership with the Philadelphia Eagles, making NovaCare Rehabilitation the team's Official Physical Therapy Partner for another multi-year term. While this strengthens the company's brand, a financial analysis reveals challenges in revenue growth and profitability, alongside a high debt-to-equity ratio and an Altman Z-Score indicating potential financial distress. Investors are advised to consider these financial challenges despite the positive brand visibility from the partnership.
Wall Street Is Suddenly Obsessed With Select Medical Holdings – Should You Get In Now Or Bounce?
The article discusses Select Medical Holdings (SEM), a healthcare company operating rehabilitation hospitals and outpatient centers. It highlights growing interest from finance creators and investors looking for defensive, steady growth plays in healthcare, rather than volatile tech or meme stocks. The piece evaluates SEM's business model, market position against competitors, and its potential as a long-term investment, concluding it's a "cop" for serious investors seeking portfolio balance, but a "drop" for those chasing short-term gains.
Discipline and Rules-Based Execution in SEM Response
This article provides actionable insights for Select Medical Holdings Corporation (NYSE: SEM) based on AI-generated analysis. It covers near, mid, and long-term outlooks, identifying strong sentiment in the short and mid-term but a weak long-term outlook with elevated downside risk. The analysis includes three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis for support and resistance levels.
SELECT MEDICAL INVESTIGATION ALERT: Kaskela Law Firm is Investigating Select Medical Holdings Corporation (NYSE:SEM) and Encourages SEM Shareholders to Contact The Firm
Kaskela Law LLC has initiated an investigation into Select Medical Holdings Corporation (NYSE:SEM) on behalf of its shareholders. The firm is examining whether the company's officers and directors violated securities laws or breached fiduciary duties in connection with recent corporate actions. Shareholders of Select Medical are encouraged to contact Kaskela Law LLC for further information regarding this investigation.
Select Medical Holdings Receives $17.80 Consensus Price Target
Select Medical Holdings Corporation (NYSE:SEM) has received a consensus 'Moderate Buy' rating from six research firms, with an average 12-month price target of $17.80 per share, indicating a positive outlook from the investment community. This price target suggests a potential upside of approximately 9% from its current trading price of $16.30. The company, a major provider of specialized healthcare services, is seen as potentially undervalued given its P/E ratio of 18.95 and PEG ratio of 0.57.
Select Medical (SEM) to Release Quarterly Earnings on Thursday
Select Medical (SEM) is expected to release its Q4 2025 earnings on Thursday, February 19th, with analysts forecasting earnings of $0.23 per share and revenue of $1.364 billion. The healthcare provider currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $17.80. Institutional investors own a significant portion of the company's stock, about 89.48%.
Select Medical Holdings Corporation (NYSE:SEM) Given Average Rating of "Moderate Buy" by Analysts
Select Medical Holdings Corporation (NYSE:SEM) has received a consensus "Moderate Buy" rating from six analysts, with an average 12-month price target of $17.80. The company's shares opened at $15.67 and have a market capitalization of $1.94 billion. Institutional investors hold a significant 89.48% stake in the company, with recent increases in holdings by firms like Millennium Management LLC.
Is It Time To Reassess Select Medical Holdings (SEM) After Recent Share Price Weakness
Select Medical Holdings (SEM) has experienced share price weakness, with a 15.2% decline over the past year despite longer-term returns. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly overvalued at $15.69, estimating its intrinsic value at $5.03 per share, while a Price-to-Earnings (P/E) ratio reveals it trades at a discount compared to industry averages and its proprietary "Fair Ratio," indicating it might be undervalued by this metric. Investors are encouraged to use "Narratives" to apply their own assumptions for a more personalized valuation.
3 Reasons to Sell SEM and 1 Stock to Buy Instead
This article recommends selling Select Medical Holdings (SEM) despite its recent stock gains, citing three core reasons: stalled sales volumes indicating waning demand, a continuous decline in EPS over the last five years, and a decrease in Return on Invested Capital (ROIC) suggesting fewer profitable growth opportunities. The author suggests looking into "the Amazon and PayPal of Latin America" as better investment alternatives and mentions other high-quality growth stocks that have outperformed the market.
Select Medical Holdings Corp (SEM) Stock Analysis: Potential Upside of 22% with Strong Buy Ratings
Select Medical Holdings Corp (SEM) is a significant player in the U.S. healthcare sector, trading at $15.08 with a market capitalization of $1.87 billion, and analysts project a potential upside of 22% to an average target price of $18.40. The company exhibits strong financial health with 7.20% revenue growth, $0.82 EPS, and a sustainable dividend yield of 1.66%, supported by overwhelmingly positive analyst sentiment with four buy ratings. Technical indicators suggest continued upward momentum, making SEM an attractive investment for growth and income in the healthcare industry.
(SEM) Movement Within Algorithmic Entry Frameworks
This article analyzes Select Medical Holdings Corporation (NYSE: SEM) using AI-driven algorithmic entry frameworks. It identifies a positive near-term sentiment for SEM, but notes a broader weak alignment and elevated downside risk due to a lack of long-term support signals. The analysis provides key price signals and outlines three distinct trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) tailored for different risk profiles, along with a multi-timeframe signal analysis.
Select Medical Holdings Corporation to Announce Fourth Quarter and Full Year 2025 Results on Thursday, February 19, 2026
Select Medical Holdings Corporation (NYSE: SEM) announced it will release its financial results for the fourth quarter and full year ended December 31, 2025, on Thursday, February 19, 2026, after market close. The company will host a conference call and live webcast on Friday, February 20, 2026, at 9:00 AM ET to discuss these results. Interested parties can access the webcast or pre-register for the dial-in call to participate in a Q&A session.
Operator of 1,917 rehab clinics to reveal 2025 results Feb. 19
Select Medical Holdings Corporation (NYSE: SEM) will release its financial results for the fourth quarter and full year ended December 31, 2025, on Thursday, February 19, 2026, after market close. The company will also host a conference call and webcast on Friday, February 20, 2026, at 9:00 AM ET. Select Medical operates a large network of critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics across the United States.
Kaskela Law Firm Announces Stockholder Investigation of Select Medical Holdings Corporation (NYSE: SEM) and Encourages SEM Shareholders to Contact the Firm
Kaskela Law LLC has initiated a stockholder investigation into Select Medical Holdings Corporation (NYSE: SEM) regarding potential violations of securities laws or breaches of fiduciary duties by the company's officers and directors. The firm encourages Select Medical shareholders to contact them for more information on their legal rights and options. Kaskela Law specializes in representing investors in securities fraud, corporate governance, and merger & acquisition litigation.
Kaskela Law Firm Announces Stockholder Investigation of Select Medical Holdings Corporation (NYSE: SEM) and Encourages SEM Shareholders to Contact the Firm
Kaskela Law LLC has initiated an investigation into Select Medical Holdings Corporation (NYSE: SEM) to determine if the company's officers and directors violated securities laws or breached their fiduciary duties. Shareholders of Select Medical are encouraged to contact Kaskela Law for more information regarding their legal rights and options. The firm specializes in representing investors in securities fraud and corporate governance litigation.
Does Select Medical’s Medicare Lobbying Push Change The Bull Case For Select Medical Holdings (SEM)?
Select Medical Holdings recently disclosed significant lobbying expenditure on Medicare-related regulations, coinciding with positive analyst ratings and raised 2025 guidance. This highlights the company's reliance on regulatory decisions for its post-acute and rehabilitation business. Investors need to consider the impact of Medicare payment policies, despite the optimistic outlook.
Does Select Medical’s Medicare Lobbying Push Change The Bull Case For Select Medical Holdings (SEM)?
Select Medical Holdings Corporation (SEM) spent US$630,000 on Medicare-related lobbying in Q4 2025, primarily focusing on payment issues for long-term acute care hospitals and rehabilitation facilities. This lobbying effort, alongside raised 2025 guidance, highlights the company's reliance on regulatory decisions and its commitment to navigating reimbursement pressures. Despite mixed investor positioning and varying fair value estimates, analysts have issued positive ratings, underscoring how regulatory influence and market perceptions shape expectations for Select Medical’s post-acute care business.
Does Select Medical’s Medicare Lobbying Push Change The Bull Case For Select Medical Holdings (SEM)?
Select Medical Holdings (SEM) spent $630,000 on Medicare-related lobbying in Q4 2025, focusing on payment issues for its long-term care and rehabilitation facilities. While analysts have issued positive ratings and the company raised 2025 guidance, the lobbying underscores the business's exposure to regulatory changes and potential reimbursement pressures. Investors should consider these factors alongside the projected revenue and earnings growth when evaluating the company's investment narrative and fair value.
Select Medical Holdings Corporation (NYSE:SEM) Given Average Recommendation of "Moderate Buy" by Brokerages
Select Medical Holdings Corporation (NYSE:SEM) has received an average recommendation of "Moderate Buy" from six brokerages, with an average 12-month target price of $17.80. The company recently reported strong earnings, beating analyst expectations with $0.23 EPS and $1.36 billion in revenue, and issued positive FY2025 guidance. Several hedge funds have also adjusted their positions in SEM, indicating institutional interest.
Lobbying Update: $630,000 of SELECT MEDICAL HOLDINGS CORPORATION lobbying was just disclosed
SELECT MEDICAL HOLDINGS CORPORATION (SEM) recently disclosed $630,000 in lobbying expenditures for Q4 2025, focusing on issues related to the regulation and Medicare payment for long-term acute care hospitals and rehabilitation facilities. The report also highlights institutional investor activity in SEM stock, with 141 firms adding and 125 decreasing shares, alongside recent analyst "Buy" and "Outperform" ratings and price targets medianอยู่ที่ $15.0 for the stock.
CX Institutional Sells 87,668 Shares of Select Medical Holdings Corporation $SEM
CX Institutional significantly reduced its stake in Select Medical Holdings Corporation (NYSE:SEM), selling 87,668 shares, which represents a 92% cut in its position. Despite this sale, institutional ownership of Select Medical remains high at 89.48%, and analysts maintain a "Moderate Buy" rating with a $17.80 consensus target price. The company recently beat Q3 EPS expectations, reported a 7.2% year-over-year revenue increase, and announced a quarterly dividend.
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Has $329,000 Stake in Select Medical Holdings Corporation $SEM
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA significantly reduced its stake in Select Medical Holdings Corporation (NYSE:SEM) by 90.7% in Q3, selling 250,000 shares but still retaining 25,620 shares valued at $329,000. Other institutional investors like 8 Knots Management and Voya Investment Management increased their holdings, leading to 89.48% institutional ownership. Select Medical reported strong Q3 earnings, surpassing estimates, and provided positive FY2025 guidance.
Select Medical Expands Rehab Footprint Through Vibra Healthcare JV
Select Medical Holdings Corporation (SEM) has formed a joint venture with Vibra Healthcare to operate the Southern Kentucky Rehabilitation Hospital, enhancing access to inpatient rehabilitation services in Southern Kentucky. This collaboration expands SEM's post-acute care network and leverages its operational expertise and capital resources for Vibra Healthcare. The move aligns with Select Medical's growth strategy for its rehabilitation hospital portfolio, with further expansion plans including new facilities in Arizona, Missouri, and New Jersey.
Sivik Global Healthcare LLC Trims Position in Select Medical Holdings Corporation $SEM
Sivik Global Healthcare LLC reduced its stake in Select Medical Holdings Corporation (NYSE:SEM) by 41.7% in Q3, selling 125,000 shares but still owning 175,000 shares valued at $2,247,000. While some institutional investors increased their positions, analyst opinions are mixed with a consensus "Moderate Buy" rating and an average price target of $17.80. Select Medical exceeded Q3 earnings expectations, reporting an EPS of $0.23 against an estimate of $0.18, and set FY2025 guidance at $1.14–$1.24 EPS.
Select Medical Expands Rehab Footprint Through Vibra Healthcare JV
Select Medical Holdings Corporation (SEM) has formed a joint venture with Vibra Healthcare to expand inpatient rehabilitation services in Southern Kentucky, focusing on a 76-bed facility in Bowling Green. This partnership allows SEM to enhance its post-acute care network and aligns with its strategy of capital-efficient growth through joint ventures. SEM anticipates opening three new inpatient rehab facilities in 2026 as part of its ongoing expansion plans.
Select Medical Holdings (SEM): Quiet Stock, Loud Moves – Are You Sleeping on This Play?
Select Medical Holdings (SEM) is presented as an underrated healthcare stock worth considering for long-term investors. The article highlights its stable business model focused on necessary healthcare services, noting that while it isn't a "meme stock," its predictability and steady performance make it attractive. Investors are encouraged to look past flashy trends and investigate SEM's potential as a "quiet compounder" in a crucial sector.
The Truth About Select Medical Holdings: Is This ‘Boring’ Stock a Secret Money Machine?
This article scrutinizes Select Medical Holdings (SEM), a healthcare company focused on post-acute care, rehabilitation, and long-term care facilities. It explores whether SEM, despite its "boring" nature and lack of meme stock appeal, represents a sound, long-term investment opportunity for those seeking stable returns in the healthcare sector. The analysis covers its business model, financial performance potential, and competitive landscape.
PA-based Select Medical buys Georgia hospital
Select Medical Corporation, based in Mechanicsburg, Pa., has acquired Landmark Hospital of Savannah, Ga., a 50-bed long-term acute care hospital. This acquisition allows Select Medical to expand its post-ICU services in a market where they already operate a critical illness recovery hospital. The services of their existing Select Specialty Hospital-Savannah will be relocated to the newly acquired facility, which will also adopt the Select Specialty Hospital name.
SHAREHOLDER ALERT: Kaskela Law Firm Announces Investigation of Select Medical Holdings Corporation (SEM) and Encourages Current SEM Shareholders to Contact the Firm
Kaskela Law LLC has launched an investigation into Select Medical Holdings Corporation (NYSE: SEM) on behalf of its shareholders. The firm is examining whether the company's officers and directors breached securities laws or fiduciary duties through recent corporate actions. Shareholders are encouraged to contact Kaskela Law LLC for more information regarding their legal rights and options.
Squarepoint Ops LLC Sells 147,232 Shares of Select Medical Holdings Corporation $SEM
Squarepoint Ops LLC significantly reduced its stake in Select Medical Holdings Corporation by selling 147,232 shares, bringing their total holdings to 61,295 shares valued at $930,000. Despite this, other institutions like Bank of America Corp DE increased their positions, and institutional ownership for Select Medical (NYSE:SEM) stands at 89.48%. The company has a "Moderate Buy" consensus rating from analysts with an average price target of $17.80, and it recently announced a quarterly dividend of $0.0625 per share.
Select Medical Holdings Corporation (NYSE:SEM) Given Average Recommendation of "Moderate Buy" by Analysts
Select Medical Holdings Corporation (NYSE:SEM) has received an average "Moderate Buy" rating from six analysts, with a consensus one-year price target of $17.80. The company exceeded Q3 earnings and revenue estimates and provided positive FY2025 guidance. Institutional investors have significantly increased their holdings in Select Medical.
Is Select Medical (SEM) Undervalued After Recent Share Price Rebound?
Select Medical Holdings (SEM) has seen a recent rebound in share price, leading to questions about whether it is undervalued. While a narrative valuation suggests it is 15.8% undervalued with a fair value near $18.33, a Discounted Cash Flow model by Simply Wall St indicates overvaluation with a fair value around $4.74. Investors are encouraged to consider both perspectives and conduct their own research, taking into account potential challenges like Medicare reimbursement pressure and debt.
Select Medical renews CEO Mullin under new agreement
Select Medical Corporation has renewed CEO Thomas P. Mullin’s employment agreement, effective January 1, 2026. The new contract sets an annual base salary of $700,000 and includes non-competition and non-solicitation clauses, along with severance terms for termination without cause. TipRanks' AI Analyst, Spark, rates SEM as "Outperform," citing strong earnings and technical indicators despite financial concerns.
Bridgeway Capital Management LLC Lowers Stake in Select Medical Holdings Corporation $SEM
Bridgeway Capital Management LLC reduced its stake in Select Medical Holdings Corporation (NYSE:SEM) by 15.5% in the second quarter of 2025, now holding 903,416 shares valued at $13.7 million. Despite this, other major institutional investors like Price T Rowe, Vanguard, State Street, and Geode Capital Management increased their positions, with institutional ownership nearing 90%. Analysts generally maintain a "Moderate Buy" rating for Select Medical, anticipating future growth.
Expanded Buyback and Broad Revenue Gains Could Be A Game Changer For Select Medical (SEM)
Select Medical Holdings Corporation (SEM) has extended its share repurchase program to US$1 billion through 2027 and reported strong revenue growth across all segments. This move, combined with positive financial performance, reinforces investor confidence despite potential challenges like reimbursement pressures and rising interest costs. The company's forecasts project significant revenue and earnings growth by 2028, suggesting a fair value of $17.83 per share.
Revisiting Select Medical (SEM) Valuation After Its Recent Short-Term Share Price Rebound
Select Medical (SEM) has seen a recent short-term share price rebound, outperforming the broader market despite weaker year-to-date returns. The stock appears undervalued with a fair value near $18.33 due to projected fundamentals and favorable policy shifts toward cost-effective care. However, persistent Medicare reimbursement pressure and a significant debt load could challenge its margin and free cash flow.
Wall Street Sees a 41% Upside to Select Medical Holdings (SEM)
Select Medical Holdings Corporation (NYSE:SEM) is highlighted as a dividend stock with a potential 41% upside according to Wall Street estimates, despite an average price target suggesting 34%. The company recently reported strong Q3 2025 results with revenue growth across its segments and announced a common share repurchase initiative. Analysts, like Ben Hendrix from RBC Capital, maintain a "Buy" rating on SEM with a $20 price target.
Select Medical acquires Landmark Hospital of Savannah By Investing.com
Select Medical Corporation has acquired the 50-bed Landmark Hospital of Savannah from Landmark Holdings of Florida, expanding its critical illness recovery services in Georgia and replacing its previous 40-bed facility. The acquisition increases Select Medical's capacity in the region and follows a strong Q3 2025 earnings report. The move aligns with the company's continuous growth strategy across its extensive network of hospitals and rehabilitation clinics.
Select Medical acquires Landmark Hospital of Savannah By Investing.com
Select Medical Corporation has acquired the 50-bed Landmark Hospital of Savannah, expanding its critical illness recovery services in Georgia and increasing its capacity by 10 beds. The newly acquired facility will operate as Select Specialty Hospital. This acquisition follows recent positive Q3 2025 earnings for Select Medical, although Mizuho lowered its price target due to mixed performance across business segments.
