Encompass Health (EHC)

• Market cap: $10.1B
• 1 day: 1.74%
• 5 days: -1.92%
• 1 month: 0.76%
• 3 months: 5.72%
• 6 months: 5.29%
• Year to date: 9.66%
• 1 year: 22.14%
• 5 years: 47.92%
• 10 years: 115.63%
• Sector: Healthcare
• Industry: Medical Care Facilities

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: 40,075

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

161% more call options, than puts

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

31% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 158

13% more funds holding

Funds holding: 478 [Q3] → 538 (+60) [Q4]

0.73% more ownership

Funds ownership: 93.97% [Q3] → 94.7% (+0.73%) [Q4]

3% less capital invested

Capital invested by funds: $9.13B [Q3] → $8.81B (-$316M) [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 9% upside
• Avg. target: $116 15% upside
• High target: $120 19% upside

3 analyst ratings

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

RBC Capital Ben Hendrix 28% 1-year accuracy 19 / 67 met price target	9% upside $110	Outperform Reiterated	11 Feb 2025
Keybanc Matthew Gillmor 21% 1-year accuracy 3 / 14 met price target	19% upside $120	Overweight Maintained	10 Feb 2025
Barclays Andrew Mok 28% 1-year accuracy 16 / 58 met price target	17% upside $118	Overweight Maintained	7 Feb 2025