Encompass HealthEHC
Market Cap: $9.22B
About: Encompass Health Corp provides post-acute healthcare services in the United States through a network of inpatient rehabilitation hospitals. Inpatient rehabilitation contributes the majority of the firm's revenue and provides specialized rehabilitative treatment through a network of inpatient hospitals. These hospitals are concentrated in the eastern half of the United States and Texas.
Employees: 27,297
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 32
50% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $9.45M
9% more funds holding
Funds holding: 430 [Q1] → 470 (+40) [Q2]
6% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 163
4% more capital invested
Capital invested by funds: $7.92B [Q1] → $8.21B (+$286M) [Q2]
0.8% less ownership
Funds ownership: 95.9% [Q1] → 95.11% (-0.8%) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Truist Securities David Macdonald 89% 1-year accuracy 34 / 38 met price target | 13%upside $104 | Buy Maintained | 15 Aug 2024 |
UBS Andrew Mok 80% 1-year accuracy 35 / 44 met price target | 9%upside $100 | Buy Maintained | 8 Aug 2024 |
Stephens & Co. Scott Fidel 90% 1-year accuracy 28 / 31 met price target | 15%upside $105 | Overweight Reiterated | 6 Aug 2024 |
Barclays Andrew Mok 80% 1-year accuracy 35 / 44 met price target | 19%upside $109 | Overweight Maintained | 6 Aug 2024 |
Truist Securities David Macdonald 89% 1-year accuracy 34 / 38 met price target | 9%upside $100 | Buy Maintained | 15 Jul 2024 |
Financial journalist opinion
Based on 4 articles about EHC published over the past 30 days