3 Reasons to Sell USPH and 1 Stock to Buy Instead
The article suggests selling U.S. Physical Therapy (USPH) stock due to concerns about its small scale, slow EPS growth, and declining free cash flow margin. Despite a recent price drop, the company's valuation at 25.8x forward P/E is considered high for its business quality, leading StockStory analysts to recommend looking for more attractive investment opportunities, such as a dominant Aerospace business or high-momentum stocks identified by their AI platform.
JPMorgan Chase & Co. Purchases 56,752 Shares of U.S. Physical Therapy, Inc. $USPH
JPMorgan Chase & Co. significantly increased its stake in U.S. Physical Therapy, Inc. by 106.9% in the third quarter, acquiring 56,752 additional shares. This brings their total holdings to 109,837 shares, representing approximately 0.72% of the company, valued at $9.33 million. The article also details other institutional investments, recent earnings, dividend increases, and analyst ratings for U.S. Physical Therapy.
Top U.S. Physical Therapy (USPH) Competitors 2026
This article compares U.S. Physical Therapy (USPH) with five of its main competitors in the healthcare facilities industry: Brookdale Senior Living (BKD), Acadia Healthcare (ACHC), Select Medical (SEM), Petco Health and Wellness (WOOF), and Community Health Systems (CYH). The comparisons are based on various financial metrics, analyst ratings, media sentiment, and profitability. While USPH generally outperforms many of its rivals in profitability and analyst sentiment, some competitors offer better value or higher upside potential in specific areas.
Vanguard (NYSE: USPH) amends Schedule 13G, reports 0 shares after realignment
Vanguard Group has filed an amended Schedule 13G for US Physical Therapy Inc. (NYSE: USPH), reporting zero beneficially owned shares following an internal realignment. This change is administrative, as Vanguard's subsidiaries and business divisions will now report separately in accordance with SEC Release No. 34-39538, meaning Vanguard itself no longer reflects these holdings. The filing clarifies that this amendment is procedural and not an indication of a market sale.
If You Invested $1,000 in U S Physical Therapy (USPH)
This article analyzes the historical performance of U.S. Physical Therapy (USPH) stock, detailing how a $1,000 investment would have fared over 1, 5, and 10 years. It provides annual return data for USPH compared to the S&P 500 and offers an overview of the company, including its business segments, services, and growth strategies. USPH operates outpatient physical therapy clinics and provides industrial injury prevention services across 44 states.
(USPH) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses U.s. Physical Therapy Inc. (USPH) and its stock movement, highlighting weak near and mid-term sentiment but a strong long-term outlook. It presents AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for various holding periods. The analysis emphasizes the importance of quantitative signals and risk management in trading USPH.
What U.S. Physical Therapy (USPH)'s New Performance-Tied Executive Incentives Mean For Shareholders
U.S. Physical Therapy (USPH) recently introduced new executive incentive plans for 2026, tying annual bonuses to Adjusted EBITDA performance and granting restricted stock units to senior leaders. This shift aims to align management incentives with the company's financial performance, particularly regarding revenue growth, cost management, and acquisition activities. Investors should consider these changes in the context of persistent reimbursement pressures and the company's clinic-centric model.
What U.S. Physical Therapy (USPH)'s New Performance-Tied Executive Incentives Mean For Shareholders
U.S. Physical Therapy (USPH) has introduced new executive incentive plans for 2026, tying bonuses to Adjusted EBITDA and granting restricted stock units. This shift aims to align management incentives with capital allocation and growth priorities, especially considering ongoing pressures from Medicare rates and labor costs. The article suggests that while these changes are significant, investors should continue to monitor reimbursement trends and the company's ability to manage operational risks.
A Look At U.S. Physical Therapy’s Valuation As Shares Pull Back And P/E Stands At 53.9x
U.S. Physical Therapy (USPH) shares have pulled back, with a 1-day decline of 1.35% and a 30-day decline of 11.63%, despite a 1-year total shareholder return of 2.84%. The company trades at a Price-to-Earnings (P/E) ratio of 53.9x, which is significantly higher than the U.S. Healthcare industry average of 22.1x and its peer average of 15.6x, suggesting it may be overvalued based on earnings. However, a Discounted Cash Flow (DCF) model indicates the stock could be trading 56.3% below its estimated fair value of $175.69, presenting a mixed picture for investors.
A Look At U.S. Physical Therapy’s Valuation As Shares Pull Back And P/E Stands At 53.9x
U.S. Physical Therapy (USPH) has experienced a recent share price pullback, with its P/E ratio currently at an elevated 53.9x, significantly higher than the industry average. Despite this, a discounted cash flow (DCF) model suggests the stock may be trading 56.3% below its estimated fair value. The article advises investors to consider both its high P/E and potential undervaluation based on cash flow.
U.S. Physical Therapy 2026 Objective Long-Term Incentive Plan: RSU Awards for Senior Management Based on Adjusted EBITDA Targets
U.S. Physical Therapy (USPH) has introduced its 2026 Objective Long-Term Incentive Plan (LTIP) for senior management, effective March 9, 2026. This plan awards Restricted Stock Units (RSUs) based on the achievement of specific Adjusted EBITDA targets for 2026, aiming to align executive interests with shareholder value and retain key personnel. The RSUs will vest over 16 quarters starting in May 2027, with potential for accelerated vesting under certain conditions, and are proportional to performance against threshold, target, and maximum EBITDA goals.
[8-K] U S PHYSICAL THERAPY INC /NV Reports Material Event | USPH SEC Filing - Form 8-K
U.S. Physical Therapy, Inc. (USPH) has adopted new incentive and bonus programs for its senior executives for 2026, linking their compensation more closely to company earnings and performance. These plans include Objective and Discretionary Long-Term Incentive Plans using Restricted Stock Units (RSUs), and Objective and Discretionary Bonus Plans which may award cash or Restricted Stock Awards (RSAs). The compensation structures are designed to incentivize executives like the CEO, President, COOs, and EVP to achieve financial and strategic goals, with specific targets for Adjusted EBITDA and individual performance criteria.
U.S. Physical Therapy, Inc. (NYSE:USPH) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
U.S. Physical Therapy, Inc. (NYSE:USPH) has received a "Moderate Buy" consensus rating from seven brokerages, with an average 12-month target price of $104.50. The company recently reported Q4 EPS of $0.67 and revenue of $202.73M, exceeding revenue estimates and increasing its quarterly dividend. Despite a high payout ratio and recent insider selling, institutional investors have increased their stakes in the company.
Schroder Investment Management Group Reduces Stake in U.S. Physical Therapy
Schroder Investment Management Group significantly reduced its stake in U.S. Physical Therapy, selling over 135,000 shares in Q3 2025 and decreasing its position by 35.2%. This move leaves Schroder with a 1.64% stake in the company. The reduction could signal a shift in investor sentiment or portfolio strategy, potentially impacting the physical therapy provider's stock price and access to capital.
U.S. Physical Therapy Presented at the Barclays 28th Annual Global Healthcare Conference
U.S. Physical Therapy, Inc. (USPH) announced that its Chairman and CEO, Chris Reading, presented at the Barclays 28th Annual Global Healthcare Conference on March 11, 2026. The company, founded in 1990, operates a large network of outpatient physical therapy clinics and provides industrial injury prevention services across 44 states. This press release provides contact information and brief details about USPH's business and recent financial news.
US Physical Therapy (NYSE: USPH) details growth, clinics and $781mm TTM revenue
U.S. Physical Therapy, Inc. (USPH) filed an 8-K to disseminate an updated investor presentation for the fiscal year ended December 31, 2025. The presentation highlights the company's extensive network of 780 outpatient physical and occupational therapy clinics across 44 states, achieving $781 million in trailing twelve-month revenue and $95 million in Adjusted EBITDA. USPH operates in a highly fragmented $40 billion+ U.S. rehabilitation market, positioning itself as a leading consolidator with a growth strategy focused on organic expansion, strategic acquisitions, and a robust partnership model.
Jefferies Assumes USPH with a 'Buy' Rating and $102 Price Target
Jefferies has initiated coverage on US Physical Therapy (USPH) with a 'Buy' rating and a $102 price target. This new coverage suggests renewed interest in the company, which specializes in outpatient physical therapy and industrial injury prevention services. The average analyst target price for USPH is $104.00, suggesting a potential upside of 27.50% from its current price, with GuruFocus estimating an even higher fair value of $116.09.
Liquidity Mapping Around (USPH) Price Events
This article analyzes U.s. Physical Therapy Inc. (NASDAQ: USPH) using AI models, identifying a weak near and mid-term sentiment but a positive long-term outlook. It presents three distinct trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. The analysis highlights a 37.7:1 risk-reward setup targeting a 10.8% gain versus 0.3% risk.
How Raised EBITDA Guidance, Record Volumes and Capital Moves At U.S. Physical Therapy (USPH) Have Changed Its Investment Story
U.S. Physical Therapy (USPH) recently reported strong Q4 2025 results, with increased revenue and net income, a dividend hike, and a strategic alliance. Management also raised full-year adjusted EBITDA guidance due to record clinic volumes and growth in physical therapy and injury prevention services. These developments highlight the company's focus on cost discipline and new service lines to counter reimbursement pressures and suggest a positive shift in its investment narrative, though reimbursement risk remains a factor for investors to consider.
U.S. Physical Therapy Weighs CFO Exit Against New 10 Year Hospital Alliance
U.S. Physical Therapy (NYSE:USPH) faces significant changes with the resignation of its CFO, Carey Hendrickson, and the announcement of a new 10-year hospital alliance integrating ten existing clinics. These developments are critical for the company's financial management and strategic partnerships as it navigates an evolving healthcare landscape. Investors are advised to monitor the new CFO appointment, the profitability of the hospital alliance, and the alignment of dividend decisions with earnings and cash flows.
Jefferies initiates U.S. Physical Therapy stock with buy rating on growth outlook
Jefferies initiated coverage on U.S. Physical Therapy Inc. (NYSE:USPH) with a buy rating and a price target of $102.00, citing expected organic growth acceleration, margin expansion from hospital alliances, and Medicare rate improvements. The firm believes management's initial fiscal 2026 EBITDA guidance is beatable and notes the company's consistent dividend increases. This positive outlook is further supported by recent strong Q4 2025 earnings and a reiterated "Market Outperform" rating from Citizens.
Insider Sell: Richard Binstein Sells 3,000 Shares of US Physical Therapy Inc (USPH)
Richard Binstein, Executive Vice President of US Physical Therapy Inc (USPH), sold 3,000 shares on March 6, 2026, bringing his total ownership to 24,867 shares. Over the past year, the company has seen 1 insider buy and 11 insider sells. Despite the sale, USPH stock, trading at $81.64 with a P/E ratio of 56.74, is considered modestly undervalued with a price-to-GF-Value ratio of 0.76.
U.S. Physical Therapy, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
U.S. Physical Therapy, Inc. has revised its stock evaluation due to changing market conditions, with the stock currently priced at $82.96. While it has outperformed the S&P 500 year-to-date, its longer-term performance over three and five years has significantly lagged the index. Technical indicators present a mixed outlook, with bullish MACD and daily moving averages, but bearish Bollinger Bands.
A Look At U.S. Physical Therapy (USPH) Valuation After 2025 Results And New Hospital Affiliations
U.S. Physical Therapy (USPH) recently reported 2025 results showing increased net revenue and adjusted EBITDA, along with new hospital affiliations. While the company has seen a positive short-term share price return and a dividend increase, longer-term returns are still declining. The stock trades at a discount to its implied fair value of $106.83 based on earnings and margin expansion narratives, but it has a high P/E ratio compared to the industry and peers, indicating potential valuation risk if growth falters.
A Look At U.S. Physical Therapy (USPH) Valuation After 2025 Results And New Hospital Affiliations
U.S. Physical Therapy (USPH) reported strong 2025 results with increased revenue and adjusted EBITDA, along with two new hospital affiliations, boosting its stock performance. Despite these positive developments and a suggested undervaluation based on future earnings, its high P/E ratio compared to industry averages signals potential valuation risks given current earnings. Investors are encouraged to conduct their own due diligence, considering both growth prospects and potential challenges like reimbursement pressures and staffing issues.
Wall Street Analysts Believe U.S. Physical Therapy (USPH) Could Rally 26.52%: Here's is How to Trade
Wall Street analysts project a potential 26.52% rally for U.S. Physical Therapy (USPH), with a mean price target of $105.33. While price targets alone aren't definitive, an increase in earnings estimations and a Zacks Rank #2 (Buy) suggest a solid upside for the stock. Investors are advised to consider these factors, alongside the consensus price target, for informed decision-making.
U.S. Physical Therapy (NYSE: USPH) lifts 2025 EBITDA and outlines hospital-driven growth
U.S. Physical Therapy (USPH) reported strong operating momentum in 2025, with adjusted EBITDA up 16.1% to $95 million, and expects 2026 adjusted EBITDA to be between $102 million and $106 million. The company achieved record clinic visit volumes despite Medicare rate cuts and saw significant growth in its injury prevention segment. USPH also announced two new long-term hospital affiliation agreements, projected to add at least $14 million to physical therapy revenue and $7.3 million to its adjusted EBITDA by 2027.
U S Physical Therapy posts record visitation, 2025 adjusted EBITDA rises to $95M; 2026 EBITDA guide $102M–$106M
U.S. Physical Therapy reported record visitation and a significant increase in adjusted EBITDA for 2025, reaching $95.0 million. The company projects further growth with an adjusted EBITDA guidance of $102M–$106M for 2026, benefiting from hospital affiliations and Medicare rate increases. Key drivers for the 2025 performance included strong net revenue growth and improved gross margins in physical therapy and injury prevention segments.
USPH Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a comprehensive overview of U.S. Physical Therapy's (USPH) financial performance, including its income statement, balance sheet, and cash flow statement. It highlights key financial metrics for fiscal year 2025, such as revenue, net income, EPS, and discusses financial health signals like profitability, growth, leverage, liquidity, cash flow, and returns, along with Altman Z-Score and Piotroski F-Score. The company reported $666.6M in revenue and $39.6M in net income for FY2025, maintaining a strong balance sheet but showing modest growth and liquidity.
Why (USPH) Price Action Is Critical for Tactical Trading
This article from Stock Traders Daily discusses critical price action for U.s. Physical Therapy Inc. (NASDAQ: USPH), highlighting weak near-term sentiment despite long-term strength. It details an exceptional risk-reward short setup and outlines three AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal analysis indicating divergent sentiment across different horizons.
U S PHYSICAL THERAPY INC /NV SEC 10-K Report
U.S. Physical Therapy Inc. has released its 2025 Form 10-K report, showcasing robust financial performance including a 16.3% increase in net revenue to $780.99 million and a 27.2% rise in net income to $58.01 million. The company expanded its clinic network to 780 locations across 44 states and continued strategic acquisitions while facing challenges such as industry competition, risks to Medicare reimbursement rates, and cybersecurity threats. Future plans include further acquisitions, strategic alliances with hospital systems, and enhancements to its industrial injury prevention services.
What U.S. Physical Therapy (USPH)'s New Hospital Alliance, Dividend Hike, and CFO Change Means For Shareholders
U.S. Physical Therapy (USPH) recently reported Q4 2025 results with higher revenue but lower net income. The company announced a 10-year alliance with a hospital system, increased its quarterly dividend to US$0.46, and disclosed an upcoming CFO transition. These developments balance growth initiatives with evolving profitability and leadership changes, focusing on patient volume growth and cost efficiency amid margin pressures.
US Physical Therapy (USPH) Earnings Rebound Of 42.8% Tests Premium P/E Narrative
US Physical Therapy (USPH) reported a significant 42.8% earnings rebound for FY 2025, reaching US$0.27 basic EPS in Q4 and US$2.61 trailing twelve-month EPS, with revenues of US$773.3 million. Despite this strong short-term growth and improved net margins, analysts are questioning the long-term sustainability due to a 2.6% five-year earnings decline and ongoing reimbursement pressures. The stock trades at a high P/E of 30.5x, yet its current price is below its DCF fair value, creating a mixed outlook for investors balancing recent performance against historical volatility and future forecasts.
USPH: Record revenue, margin gains, and new hospital alliances set the stage for accelerated 2026 growth
U.S. Physical Therapy, Inc. (USPH) reported over 16% year-over-year growth in Adjusted EBITDA and net revenue, driven by record patient visit volumes and significant margin improvement despite challenges in Medicare. The company anticipates further growth and margin expansion in 2026 following two exclusive hospital alliances and multiple acquisitions. This information is based on their Q4 2025 earnings call transcript from February 26, 2026.
U.S. Physical Therapy, Inc. (NYSE:USPH) Declares Quarterly Dividend of $0.46
U.S. Physical Therapy, Inc. (NYSE:USPH) announced a quarterly dividend of $0.46 per share, a 2.2% increase from the previous quarter, resulting in an annualized yield of 2.4%. The dividend is payable on April 10th to shareholders of record on March 13th and is well-covered by earnings with a payout ratio of 61.0%. The company recently reported quarterly EPS of $0.67, meeting estimates, on revenues of $202.7 million, an increase of 12.3% year-over-year.
U.S. Physical Therapy (NYSE:USPH) Posts Earnings Results, Meets Expectations
U.S. Physical Therapy (NYSE:USPH) announced its quarterly earnings, meeting analyst consensus with $0.67 EPS. Despite meeting expectations, shares fell 1.3% to $81.77. The company's financial metrics include a net margin of 5.71% and a return on equity of 8.62%, with analysts maintaining a "Moderate Buy" rating and an average price target of $105.33.
US Physical Therapy (NYSE: USPH) CEO granted 25,000 restricted shares
U.S. Physical Therapy (NYSE: USPH) CEO Christopher J. Reading was granted 25,000 restricted shares of common stock as compensation, not an open-market purchase. These shares will vest in quarterly installments from May 20, 2026, through March 6, 2030, contingent on his continued employment. Following this grant, his direct holdings total 139,088 shares, including other restricted stock with various vesting schedules.
[Form 4] U S PHYSICAL THERAPY INC /NV Insider Trading Activity
U.S. Physical Therapy (USPH) COO Graham D. Reeve was granted 10,000 restricted shares of common stock on February 23, 2026, as per a Form 4 SEC filing. These shares were awarded under the company’s 2003 Stock Incentive Plan at a price of $0.00 per share. The vesting schedule includes 15 quarterly installments beginning May 20, 2026, and a final portion on March 6, 2030, all contingent on Reeve's continued employment.
U.S. Physical Therapy Reports Fourth Quarter and Full Year 2025 Results
U.S. Physical Therapy (USPH) reported strong financial results for the fourth quarter and full year ended December 31, 2025, with significant increases in Adjusted EBITDA and net revenue. The company also announced strategic hospital alliances, recent acquisitions of physical therapy clinics and an industrial injury prevention business, and increased its quarterly dividend. Chris Reading, CEO, highlighted consistent growth and positive developments, including improved margins and new partnerships that are expected to drive future value.
USPH Exceeds Revenue Expectations with Strong Q4 Performance
U.S. Physical Therapy, Inc. (USPH) surpassed revenue expectations in Q4, reporting $202.73 million and demonstrating strong growth in gross profit and strategic expansion through acquisitions. Despite a positive outlook from analysts and high institutional ownership, the company faces challenges with a long-term decline in gross margin and capital efficiency concerns. Investors are advised to consider these mixed financial signals alongside market and sector risks.
U.S. Physical Therapy: Fourth Quarter Earnings Overview
U.S. Physical Therapy Inc. reported a fourth-quarter net income of $4.2 million, translating to an adjusted $0.67 per share, matching analyst expectations. The company's quarterly revenue reached $202.7 million, exceeding projections. For the full year, U.S. Physical Therapy posted a profit of $39.6 million on total revenue of $781 million.
U.S. Physical Therapy Reports Strong 2025 Financial Results
U.S. Physical Therapy reported strong financial results for 2025, with net revenue increasing by 16.3% to $781 million and adjusted EBITDA up 13.2% to $95 million. The company also saw an 11.2% increase in Q4 2025 patient visits, reaching 1.593 million, and made strategic acquisitions and partnerships in early 2026 to drive future growth. Wall Street analysts forecast a rise in USPH stock price, with an average target of $101.50.
U.S. Physical Therapy Q1 2026 Earnings Preview & Market Expectations - News and Statistics
U.S. Physical Therapy is slated to release its Q1 2026 earnings, with analysts expecting a 10.5% year-over-year revenue increase, a slowdown from the previous year's 16.6% growth. The company has a strong record of meeting revenue projections, though its stock has recently underperformed the average analyst target. The broader outpatient and specialty care sector has shown mixed results amidst economic uncertainty in 2025.
What To Expect From U.S. Physical Therapy's (USPH) Q4 Earnings
U.S. Physical Therapy (USPH) is set to report its Q4 earnings, with analysts expecting a 10.5% year-on-year revenue growth. The company has a history of beating revenue estimates, and its stock is currently trading below the average analyst price target of $105.33. Peer companies like DaVita and Select Medical have reported mixed Q4 results, indicating a volatile environment for the outpatient & specialty care segment.
U.S. Physical Therapy (NYSE:USPH) Earns "Outperform" Rating from Barrington Research
Barrington Research has reiterated its "outperform" rating for U.S. Physical Therapy (NYSE:USPH), setting a price objective of $103.00, suggesting a potential 19.41% upside. Other analysts also hold positive views, contributing to a "Moderate Buy" consensus rating and a target price of $105.33. The article details recent stock performance, institutional trading activity, and provides an overview of U.S. Physical Therapy.
U.S. Physical Therapy, Inc. Schedules Fourth Quarter and Year Ended December 31, 2025 Earnings Release and Conference Call Dates
U.S. Physical Therapy, Inc. (USPH) announced it will release its financial results for the fourth quarter and year ended December 31, 2025, on Wednesday, February 25, 2026, after the market closes. A conference call to discuss these results will follow on Thursday, February 26, 2026, at 10:30 am Eastern. The company, founded in 1990, operates and/or manages 780 outpatient physical therapy clinics and provides industrial injury prevention services across 44 states.
U.S. Physical Therapy, Inc. Schedules Fourth Quarter and Year Ended December 31, 2025 Earnings Release and Conference Call Dates
U.S. Physical Therapy, Inc. (USPH) announced it will release its financial results for the fourth quarter and year ended December 31, 2025, on February 25, 2026. A conference call to discuss these results will follow on February 26, 2026, at 10:30 am Eastern time. Investors can access the live call via dial-in or through the company's website under the Investor Relations section.
U.S. Physical Therapy, Inc. (USPH) Stock Analysis: Evaluating a 24.68% Potential Upside for Investors
U.S. Physical Therapy, Inc. (USPH) presents a compelling investment opportunity with a potential upside of 24.68%, according to analyst ratings. The company, with a market cap of $1.28 billion, shows strong financial health with 17.30% revenue growth, a 2.13% dividend yield, and solid free cash flow. Technical indicators suggest an upward trend, making USPH an attractive option in the healthcare sector for investors seeking long-term appreciation.
The Bull Case For U.S. Physical Therapy (USPH) Could Change Following NYU Langone Alliance - Learn Why
U.S. Physical Therapy's subsidiary, Metro Physical & Aquatic Therapy, has formed a 10-year alliance with NYU Langone Health, integrating Metro's 60 clinics into NYU Langone's network. This partnership has the potential to enhance referral flows, brand visibility, and care integration for U.S. Physical Therapy, which currently trades at a relatively high P/E. The financial impact of this alliance is yet to be quantified by management but could significantly influence the company's investment narrative and future profitability.
The Bull Case For U.S. Physical Therapy (USPH) Could Change Following NYU Langone Alliance - Learn Why
U.S. Physical Therapy's subsidiary, Metro Physical & Aquatic Therapy, has formed a 10-year alliance with NYU Langone Health, integrating its 60 clinics into NYU Langone’s network. This partnership could significantly impact U.S. Physical Therapy's investment outlook by potentially improving referrals and payer mix, though the financial specifics are yet to be disclosed. Investors are advised to await further details, especially concerning the economic impact, given the stock's current valuation.
