Select MedicalSEM
Market Cap: $4.39B
About: Select Medical Holdings Corp is a healthcare company that operates through four main segments: critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and Concentra institutions. Critical illness recovery hospitals and rehabilitation centres are designed for patients requiring extended recovery time with medical services. These two sectors combined compose roughly half of the total revenue and include over 103 critical illness recovery hospitals and inpatient rehab facilities. The outpatient rehabilitation segment includes over 1,928 rehabilitation clinics. The Concentra segment includes over 540 occupational health centers and 147 onsite clinics. The company is headquartered in Pennsylvania, and it operates across the United States.
Employees: 54,600
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
133% more call options, than puts
Call options by funds: $301K | Put options by funds: $129K
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
16% more capital invested
Capital invested by funds: $2.99B [Q1] → $3.48B (+$489M) [Q2]
3% more funds holding
Funds holding: 246 [Q1] → 254 (+8) [Q2]
2% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 88
0.88% more ownership
Funds ownership: 75.47% [Q1] → 76.36% (+0.88%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Benchmark Bill Sutherland 63% 1-year accuracy 31 / 49 met price target | 42%upside $48 | Buy Reiterated | 6 Sept 2024 |
B of A Securities Joanna Gajuk 100% 1-year accuracy 5 / 5 met price target | 24%upside $42 | Buy Reinstated | 20 Aug 2024 |
Benchmark Bill Sutherland 63% 1-year accuracy 31 / 49 met price target | 42%upside $48 | Buy Reiterated | 5 Aug 2024 |
Benchmark Bill Sutherland 63% 1-year accuracy 31 / 49 met price target | 42%upside $48 | Buy Reiterated | 2 Aug 2024 |
Benchmark Bill Sutherland 63% 1-year accuracy 31 / 49 met price target | 42%upside $48 | Buy Maintained | 16 Jul 2024 |