Outpatient & Specialty Care Stocks Q2 Teardown: U.S. Physical Therapy (NYSE:USPH) Vs The Rest
This article analyzes the Q2 earnings of U.S. Physical Therapy (NYSE:USPH) and several of its peers in the outpatient and specialty care industry. It highlights that while the sector saw strong Q2 results with revenues beating estimates, share prices have generally declined. The article details individual company performances, noting LifeStance Health Group (NASDAQ:LFST) as a top performer and DaVita (NYSE:DVA) as the weakest against analyst estimates.
Rice Hall James & Associates LLC Purchases New Position in U.S. Physical Therapy, Inc. $USPH
Rice Hall James & Associates LLC has acquired a new position in U.S. Physical Therapy, Inc. (NYSE:USPH), purchasing 18,628 shares valued at approximately $1.28 million. This comes as U.S. Physical Therapy reported an 8.5% year-over-year increase in quarterly revenue to $214.1 million, despite missing analyst EPS estimates with $0.75. The company also declared a quarterly dividend of $0.46 per share, and analysts maintain a "Moderate Buy" consensus with an average price target of $99.50.
Do USPH’s Softer Earnings and New CFO Appointment Reveal a Turning Point in Its Strategy?
U.S. Physical Therapy (USPH) recently reported softer Q2 2026 earnings with lower net income despite increased revenue, and declared a dividend. The company also announced Nchacha Etta as its new CFO, a move that analysts believe could signal a strategic shift. Investors are watching to see if the new CFO can improve financial discipline and profitability while maintaining growth initiatives amid current thin profit margins.
U.S. Physical Therapy (USPH) Stock Looks Overvalued On Sales As 3 Year Returns Stay Weak
U.S. Physical Therapy (USPH) stock appears overvalued based on its Price/Sales (P/S) ratio of 1.5x, which is above its fair P/S of 0.7x, despite a 15.8% increase in the past year. Investors who have held the stock for three years are still down 29.3%. The article suggests that future growth in patient volumes and reimbursement rates would need to be strong to justify the current valuation, otherwise, the stock might be paying too much in advance for potential future earnings.
Do USPH’s Softer Earnings and New CFO Appointment Reveal a Turning Point in Its Strategy?
U.S. Physical Therapy, Inc. reported softer second-quarter 2026 earnings with increased revenue but lower net income, coupled with the appointment of Nchacha Etta as its new CFO. This shift in financial performance and leadership raises questions about the company's future strategy, particularly in improving profitability and financial discipline. Investors are encouraged to consider these factors alongside the company's long-term potential in outpatient rehab services.
U.S. Physical Therapy Announces CFO
U.S. Physical Therapy, Inc. (USPH) announced the appointment of Nchacha Etta as its Executive Vice President and Chief Financial Officer, effective September 1, 2026. Mr. Etta brings extensive experience from previous CFO roles at Omnicell, Essilor of America, and Johnson & Johnson Vision. CEO Chris Reading expressed confidence in Etta's leadership and cultural fit, while also thanking Jason Curtis for serving as Interim CFO.
U.S. Physical Therapy (NYSE:USPH) Trading Down 4.8% - Here's Why
U.S. Physical Therapy (NYSE:USPH) shares dropped 4.8% to $78.81 after its latest earnings report revealed adjusted earnings of $0.75 per share, missing estimates, despite an 8.5% year-over-year revenue increase. The company announced a quarterly dividend of $0.46 per share, yielding 2.3%, and analysts generally maintain a "Moderate Buy" rating with an average price target of $99.50. Insider buying was noted, with a director purchasing 492 shares.
U.S. Physical Therapy Announces New CFO
U.S. Physical Therapy, Inc. (USPH) has announced Nchacha Etta as its new Executive Vice President and Chief Financial Officer, effective September 1. Etta brings extensive experience from previous CFO roles at Omnicell, Inc., Essilor of America, Inc., and Johnson & Johnson Vision. U.S. Physical Therapy operates nearly 800 outpatient physical therapy locations and provides industrial injury prevention services across 45 states.
U.S. Physical Therapy names Nchacha Etta as CFO
U.S. Physical Therapy, Inc. has appointed Nchacha Etta as its new Executive Vice President and Chief Financial Officer, effective September 1, 2026. Etta brings extensive financial leadership experience from companies like Omnicell, Essilor of America, and Johnson & Johnson Vision. Jason Curtis, who served as Interim CFO, will resume his role as Senior Vice President, Finance and Accounting.
U.S. Physical Therapy Names Nchacha Etta Chief Financial Officer
U.S. Physical Therapy, Inc. (NYSE: USPH) has appointed Nchacha Etta as its new Executive Vice President and Chief Financial Officer, effective September 1, 2026. Etta brings extensive experience as a public-company finance executive from previous roles at Omnicell, Essilor of America, Johnson & Johnson Vision, and The Coca-Cola Company. He will succeed Jason Curtis, who served as interim CFO and will remain as SVP of finance and accounting.
U.S. Physical Therapy Announces CFO
U.S. Physical Therapy, Inc. (USPH) has announced the appointment of Nchacha Etta as its Executive Vice President and Chief Financial Officer, effective September 1, 2026. Etta brings extensive experience from previous CFO roles at Omnicell, Essilor of America, and Johnson & Johnson Vision. CEO Chris Reading expressed confidence in Etta's leadership and cultural fit, while also thanking Interim CFO Jason Curtis for his contributions.
U.S. Physical Therapy Announces CFO
U.S. Physical Therapy, Inc. has appointed Nchacha Etta as its new Executive Vice President and Chief Financial Officer, effective September 1, 2026. Etta brings extensive experience from previous CFO roles at Omnicell, Inc. and Essilor of America, Inc., as well as senior finance positions at Johnson & Johnson Vision and The Coca-Cola Company. CEO Chris Reading highlighted Etta's proven track record and strong cultural fit for the company.
Bank of America Corp DE Grows Position in U.S. Physical Therapy, Inc. $USPH
Bank of America Corp DE increased its stake in U.S. Physical Therapy, Inc. by 10.9% in the first quarter, now holding 554,621 shares valued at $41.6 million. Despite a revenue increase of 8.5% year-over-year, the company missed adjusted earnings expectations. Analysts maintain a "Moderate Buy" rating with an average target price of $99.50, and the company announced a quarterly dividend of $0.46 per share.
Kayne Anderson Rudnick (USPH) discloses 846,674-share, 5.6% stake in US Physical Therapy
Kayne Anderson Rudnick Investment Management, LLC has filed an amended Schedule 13G, disclosing a beneficial ownership of 846,674 shares in US Physical Therapy Inc (USPH), which represents 5.6% of the company's common stock as of June 30, 2026. The firm holds both sole and shared voting and dispositive powers over these shares. This filing provides transparency regarding significant ownership stakes for regulatory purposes.
(USPH) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis of U.s. Physical Therapy Inc. (NASDAQ: USPH), highlighting strong near and mid-term sentiment despite a weak long-term outlook. It identifies no resistance levels above the current price, suggesting compelling upside potential, and offers institutional trading strategies tailored to different risk profiles. The analysis includes position trading, momentum breakout, and risk hedging strategies, alongside multi-timeframe signal analysis.
Morgan Stanley (USPH) cuts U S Physical Therapy stake to 3.9% of shares
Morgan Stanley has reduced its beneficial ownership in U.S. Physical Therapy, Inc. (USPH) to 3.9% of common stock, filing an amended ownership report (SCHEDULE 13G/A). This new stake, totaling 596,683 shares, is below the 5% reporting threshold, indicating Morgan Stanley is no longer a beneficial owner of more than five percent of the company's common stock. The filing details shared voting power over 521,470 shares and shared dispositive power over 595,308 shares, with no sole power reported.
U.S. Physical Therapy, Inc. (NYSE:USPH) Given Consensus Recommendation of "Moderate Buy" by Brokerages
U.S. Physical Therapy, Inc. (NYSE:USPH) has received a consensus "Moderate Buy" rating from seven brokerages, with an average 12-month price target of $97.50 against its current price of $79.89. The company's latest quarterly results showed an 8.5% year-over-year revenue increase to $214.06 million, though EPS of $0.75 missed consensus estimates. A director recently purchased shares, and several institutional investors have increased their holdings, while the company also declared a quarterly dividend of $0.46 per share.
US PHYSICAL THERAPY INC : BARRINGTON RESEARCH RAISES TARGET PRICE TO $98 FROM $90
Barrington Research has increased its target price for US PHYSICAL THERAPY INC (USPH.N) to $98, up from the previous $90. This adjustment reflects the analyst's updated outlook on the company's valuation. The report was published by Reuters on August 10, 2026.
USPH Maintains Outperform by Barrington Research -- Price Target Raised to $98.00
Barrington Research has maintained an "Outperform" rating for US Physical Therapy Inc (USPH) and raised its price target from $90.00 to $98.00. GuruFocus assesses USPH as 26.4% undervalued with a GF Value of $108.77, despite its current price of $80.05. The company exhibits strong profitability and growth, and insider activity shows net buying, suggesting a positive outlook for the healthcare sector stock.
US PHYSICAL THERAPY INC : BARRINGTON RESEARCH RAISES TARGET PRICE TO $98 FROM $90
Barrington Research has increased its target price for US Physical Therapy Inc (USPH.N) to $98 from $90. The adjustment reflects an updated outlook from the research firm regarding the company's valuation. This news was reported by Reuters.
Royal Bank of Canada Has $10.03 Million Stock Holdings in U.S. Physical Therapy, Inc. $USPH
Royal Bank of Canada significantly increased its stake in U.S. Physical Therapy, Inc. (NYSE:USPH) by 22% in the first quarter, now holding 133,777 shares valued at $10.03 million. Despite reporting an 8.5% year-over-year revenue increase, the company missed EPS estimates but declared a quarterly dividend of $0.46. Analysts maintain a "Moderate Buy" rating for USPH with an average price target of $97.50.
Rising Sales but Falling EPS and New Dividend Might Change The Case For Investing In U.S. Physical Therapy (USPH)
U.S. Physical Therapy reported increased second-quarter revenue of US$214.06 million but a decline in net income to US$9.90 million, alongside a declared quarterly dividend of US$0.46 per share. This combination of higher sales and lower earnings per share suggests growing cost or reimbursement pressures, making margin compression a key concern for investors. The dividend's sustainability is also questioned given the softer net income, despite a fair value estimate of $93.67 suggesting a potential 17% upside.
Rising Sales but Falling EPS and New Dividend Might Change The Case For Investing In U.S. Physical Therapy (USPH)
U.S. Physical Therapy (USPH) reported increased Q2 2026 revenue but a significant drop in net income, alongside a declared dividend. This combination of higher sales and lower earnings highlights growing cost and reimbursement pressures, making margin compression a key risk for investors. The dividend reinforces confidence, but future cash generation must support both clinic investment and distributions amidst these pressures, influencing the company's investment outlook.
U.S. Physical Therapy Q2 Earnings Call Highlights
U.S. Physical Therapy (USPH) reported an 8.5% year-over-year revenue increase to $214 million in Q2 2026, driven by higher patient volumes and improved reimbursement rates, especially from new hospital affiliations. Despite this growth, physical therapy margins were pressured by elevated employee healthcare claims and upfront staffing costs related to these expansions. The company reaffirmed its full-year adjusted EBITDA guidance and outlined ongoing acquisition strategies and digital care initiatives for future growth.
Renaissance Technologies LLC Raises Stock Position in U.S. Physical Therapy, Inc. $USPH
Renaissance Technologies LLC increased its holdings in U.S. Physical Therapy (NYSE:USPH) by 23.4% during the first quarter, now owning 76,956 shares valued at $5.8 million. Other institutional investors also significantly expanded their positions in the company. Despite missing analyst EPS estimates, U.S. Physical Therapy saw an 8.5% year-over-year revenue increase and declared a quarterly dividend of $0.46 per share.
US Physical Therapy Inc (USPH) (Q2 2026) Earnings Call Highlights: Record Visits and Raised ...
US Physical Therapy Inc (USPH) reported a record second quarter for 2026, with visits per clinic up significantly and strong revenue growth in both physical therapy and injury prevention segments. The company raised its full-year 2025 adjusted EBITDA guidance, reflecting a positive outlook despite facing headwinds from Medicare rate cuts and implementation costs for new systems. Management highlighted effective cost management, strong patient satisfaction, and strategic capital allocation focused on acquisitions and a share repurchase program.
Press Release: USPH Reports Second Quarter 2026 Results, Reaffirms Full Year Guidance
USPH has released its second quarter 2026 financial results, which likely detail the company's performance during that period. In conjunction with these results, the company has also reaffirmed its full-year guidance, suggesting confidence in its previously projected financial outlook for 2026. This indicates that USPH expects to meet its initial financial targets for the year despite the second-quarter outcomes.
U.S. Physical Therapy (USPH) Posted Mixed Q2 Results, Is The Stock Still Undervalued?
U.S. Physical Therapy (USPH) reported mixed Q2 2026 results with increased revenue but lower net income and EPS, alongside affirming a $0.46 quarterly dividend. Despite a recent 31.71% share price surge over 90 days, the stock's year-to-date performance is slightly down, and its 3-year return shows a 23.95% decline. The company is considered 17% undervalued by a popular narrative, with a fair value of $93.67 per share, driven by clinic acquisitions and expansion, although it faces pressures from reimbursement policies and staffing shortages.
Press Release: USPH Reports Second Quarter 2026 Results, Reaffirms Full Year Guidance
This press release details USPH's second quarter 2026 financial results, which include revenues of $55.0 million and adjusted EBITDA of $9.0 million. The company also reaffirmed its full-year 2026 guidance, projecting revenues between $215.0 million and $225.0 million and adjusted EBITDA between $37.0 million and $40.0 million. Key performance indicators and an outlook for the remainder of the year are also provided.
Earnings Flash (USPH) U.S. Physical Therapy, Inc. Reports Q2 Revenue $214.1M, vs. FactSet Est of $211.4M
U.S. Physical Therapy, Inc. (USPH) announced its Q2 revenue reached $214.1 million, surpassing FactSet's estimated $211.4 million. The company operates 795 outpatient physical therapy clinics and provides industrial injury prevention services across 45 states. This earnings flash follows several recent activities, including a majority stake acquisition in a 12-clinic practice and previous quarterly results.
US Physical Therapy faces earnings test on hospital strategy By Investing.com
US Physical Therapy (USPH) is set to release its second-quarter results, with investors keenly watching its hospital partnership strategy's impact on profitability after a disappointing first quarter. Analysts are cautiously optimistic, expecting improved earnings and revenue, but concerns remain regarding execution on alliances, margin expansion, and the justification of its $1.15 billion valuation. The company's reaffirmed full-year adjusted EBITDA guidance will be a key focus following its prior earnings miss.
U.S. Physical Therapy (USPH) investor Copeland Capital discloses 5.53% ownership stake
Copeland Capital Management, LLC has reported a 5.53% ownership stake in U.S. Physical Therapy (USPH), holding 841,544 shares of common stock. This disclosure was made in an amended Schedule 13G/A filing, indicating that the securities were acquired for investment purposes rather than to influence control of the company. The filing provides detailed figures on sole and shared voting and dispositive powers held by Copeland Capital Management.
Earnings To Watch: U.S. Physical Therapy (USPH) Reports Q2 Results Tomorrow
U.S. Physical Therapy (USPH) is scheduled to report its Q2 earnings tomorrow, August 4, 2026, after the market close. Analysts expect revenue growth of 6.4% year-on-year, a slowdown from the previous year's 18% increase. The company has a history of rarely missing Wall Street's revenue estimates, and its stock has performed well recently, up 6.1% over the last month.
U.S. Physical Therapy (USPH) Stock Looks Overvalued On Sales As 3 Year Returns Stay Weak
U.S. Physical Therapy (USPH) stock appears overvalued based on its Price-to-Sales (P/S) ratio of 1.5x, which is higher than the implied fair P/S of 0.7x. Despite a 15.8% increase over the past year, investors holding the stock for three years have experienced a 29.3% loss, suggesting a mixed valuation picture. The article raises questions about whether future growth in patient volumes and reimbursement rates can justify the current market valuation without straining clinic margins.
Responsive Playbooks and the USPH Inflection
This article provides an AI-driven analysis of U.s. Physical Therapy Inc. (NASDAQ: USPH), highlighting strong near and mid-term sentiment but a weak long-term outlook. It presents three institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels, and a multi-timeframe signal analysis for support and resistance. The analysis suggests compelling upside potential due to the absence of resistance levels above the current price.
Possible Bearish Signals With U.S. Physical Therapy Insiders Disposing Stock
This article examines potential bearish signals for U.S. Physical Therapy due to recent insider stock disposals. It analyzes the company's insider transactions, overall financial health, and market performance to assess the implications of these sales. The piece aims to provide insight into whether insider selling could indicate future challenges for the company.
U.S. Physical Therapy, Inc. (USPH) Stock Forecasts
Argus has raised the target price for U.S. Physical Therapy, Inc. (USPH) to $83.00, noting the company's operations in outpatient physical therapy clinics. The current price of USPH stock is $79.85, according to a report published on July 29, 2026. This report suggests a positive outlook for the healthcare sector company.
3 Defensive Non Tech Stocks Investors May Prefer As AI Spending Cools
As investor enthusiasm for AI spending cools, this article highlights three defensive, non-tech stocks: Australian Clinical Labs (ASX:ACL), Employers Holdings (NYSE:EIG), and U.S. Physical Therapy (NYSE:USPH). These companies operate in healthcare and insurance, offering stability and different growth drivers compared to tech-heavy portfolios. The article details their operations, market capitalization, and specific opportunities and challenges, suggesting they represent appealing options for investors seeking alternatives in a shifting market.
US Physical Therapy Inc (USPH) Valuation: PE, PB & Fair Value Analysis
US Physical Therapy Inc (USPH) has a current valuation score of 5.34, placing it 68th out of 75 in the Healthcare Providers & Services industry. Its P/E ratio stands at 157.06, which is identical to its recent high and significantly above its recent low. Other relevant valuation data like P/B, P/S, and P/CF have not yet been disclosed by the company.
US Physical Therapy Inc (USPH) Stock Forecast, Price Targets and Analysts Predictions
This article provides a stock forecast and price targets for US Physical Therapy Inc (USPH), including analyst ratings and historical data. It details the company's financial overview, such as market capitalization, enterprise value, PE and PB ratios, and its GF Score. The main content regarding stock predictions and analyst targets is locked and requires a subscription to access.
US Physical Therapy Inc - Detailed Introduction, Company Background, Business Scope, Financial Data, and Market Performance | TradingKey
This article provides a detailed profile of US Physical Therapy Inc (USPH), an operator of outpatient physical therapy clinics and industrial injury prevention services. It covers the company's business segments, key financial metrics like market cap and P/E ratio, and lists important company information including its CEO, number of employees, and address. The article also highlights the company executives and their shareholdings, as well as institutional ownership data.
U.S. Physical Therapy, Inc. (USPH) Stock Forecasts
This article provides a stock forecast for U.S. Physical Therapy, Inc. (USPH), with Argus raising its target price to $65.00. The report summarizes that US Physical Therapy operates outpatient physical therapy clinics for various orthopedic and injury-related treatments. It also lists several related reports for other healthcare companies.
USPH|US Physical Therapy Inc|Price:76.600|Chg%:+2.020
US Physical Therapy Inc (USPH) shows healthy fundamentals and high growth potential, with its revenue averaging 29.13% year-on-year growth and net income at $780.99M. The stock is considered fairly valued within the Healthcare Providers & Services industry, despite being institutionally owned at a very high rate. Analysts have rated it a "Buy" with a target price of $94.40, indicating a potential upside of 26.58%.
US Physical Therapy Inc (USPH) Cash Flow
This article provides a comprehensive cash flow statement for US Physical Therapy Inc (USPH), detailing quarterly and annual data for operating, investing, and financing activities. It also includes frequently asked questions explaining different types of cash flow and USPH's performance in these areas, such as its operating cash flow of $75.06M in fiscal 2025 and capital expenditures of $14.34M in the most recent quarter. The data allows for evaluation of the company's financial health, liquidity, and operational efficiency over time.
US Physical Therapy Inc (USPH) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of US Physical Therapy Inc (USPH), listing its major institutional holders, including BlackRock and Kayne Anderson Rudnick. It provides a breakdown of shareholder types, institutional shareholding data over recent quarters, and recent changes in holdings by top investors. The article also identifies several ETFs that hold USPH shares.
U.S. Physical Therapy, Inc. Revenue Breakdown – FWB:UPH
U.S. Physical Therapy, Inc. (UPH) generated 664.95 million EUR in revenue last year, with the Physical Therapy segment contributing the most at 567.55 million EUR. All of its revenue, 664.95 million EUR, originated from the United States. This indicates a strong focus on the U.S. market and a primary revenue driver in physical therapy services.
USPH|US Physical Therapy Inc|Price:74.580|Chg%:+1.750
US Physical Therapy Inc (USPH) is trading at $74.58, up 2.40% on the day, with a market cap of $1.14 billion. Analysts rate the stock as a "Buy" with a target price of $94.40, indicating a 29.37% upside. The company shows strong fundamentals including high revenue and profit growth, and a stable dividend, but is currently considered overvalued.
U.S. Physical Therapy, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call Dates
U.S. Physical Therapy, Inc. has announced the schedule for its second quarter 2026 earnings release and conference call. The company plans to release its earnings after the market closes on Tuesday, July 30, 2026, and will host a conference call on Wednesday, July 31, 2026, at 10:30 a.m. CT to discuss the results. Interested participants can access the live webcast or a replay through the company's website.
U.S. Physical Therapy sets Q2FY26 earnings release date
U.S. Physical Therapy, Inc. has scheduled its second-quarter and half-year financial results for June 30, 2026, to be released on August 5, 2026, after market close. A conference call will follow on August 6, 2026, at 10:30 am Eastern Time, allowing investors and analysts to discuss performance and operational updates with management. The company, a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services, will make the webcast and replay available on its investor relations website.
After-close results, next-morning call set by U.S. Physical Therapy
U.S. Physical Therapy, Inc. (USPH) announced it will release its second-quarter 2026 financial results on Wednesday, August 5, 2026, after the market closes. A conference call to discuss these results will take place on Thursday, August 6, 2026, at 10:30 AM Eastern Time. The company, which operates 798 outpatient physical therapy clinics, provides details for joining the call and accessing a playback.
