Encompass Health (EHC)

• Market cap: $9.83B
• 1 day: -2.36%
• 5 days: -2.77%
• 1 month: 1.82%
• 3 months: -1.88%
• 6 months: 9.08%
• Year to date: 6.18%
• 1 year: 30.86%
• 5 years: 19.46%
• 10 years: 115.35%
• Sector: Healthcare
• Industry: Hospitals

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 Q4 regulatory filings by fund managers ($100M+ AUM)

203% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 31

161% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $3.86M

26% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 159

10% more funds holding

Funds holding: 478 [Q3] → 526 (+48) [Q4]

1.31% less ownership

Funds ownership: 95.87% [Q3] → 94.55% (-1.31%) [Q4]

6% less capital invested

Capital invested by funds: $9.31B [Q3] → $8.8B (-$515M) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $110 13% upside
• Avg. target: $116 19% upside
• High target: $120 23% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

RBC Capital Ben Hendrix 36% 1-year accuracy 24 / 67 met price target	13% upside $110	Outperform Reiterated	11 Feb 2025
Keybanc Matthew Gillmor 31% 1-year accuracy 4 / 13 met price target	23% upside $120	Overweight Maintained	10 Feb 2025
Barclays Andrew Mok 38% 1-year accuracy 26 / 68 met price target	21% upside $118	Overweight Maintained	7 Feb 2025