Encompass Health Corporation $EHC Stock: Nippon Life Global Investors Americas Inc. Reduces Position

Nippon Life Global Investors Americas Inc. trimmed its stake in shares of Encompass Health Corporation (NYSE:EHC) by 10.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 130,460 shares of the company’s stock after selling 14,660 shares during the quarter. Nippon Life Global Investors Americas Inc. owned approximately 0.13% of Encompass Health worth $15,850,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in EHC. Ancora Advisors LLC acquired a new stake in shares of Encompass Health during the second quarter worth $10,639,000. Canada Pension Plan Investment Board bought a new position in shares of Encompass Health during the second quarter valued at approximately $7,723,000. VELA Investment Management LLC raised its position in shares of Encompass Health by 53.6% during the 2nd quarter. VELA Investment Management LLC now owns 48,991 shares of the company’s stock worth $4,952,000 after purchasing an additional 17,105 shares during the period. Oppenheimer Asset Management Inc. acquired a new stake in shares of Encompass Health during the 2nd quarter worth approximately $2,620,000. Finally, Deutsche Bank AG bought a new stake in Encompass Health in the second quarter valued at $1,285,000. 97.25% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Encompass Health

In other news, EVP John Darby sold 4,858 shares of Encompass Health stock in a transaction on Monday, August 31st. The stock was sold at an average price of $121.09, for a total transaction of $588,255.22. Following the transaction, the executive vice president owned 75,041 shares in the company, valued at approximately $9,086,714.69. The trade was a 6.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Mark J. Tarr sold 173,148 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $125.47, for a total value of $21,724,879.56. Following the transaction, the chief executive officer directly owned 267,814 shares in the company, valued at $33,602,622.58. The trade was a 39.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 186,912 shares of company stock worth $23,434,845. Company insiders own 1.80% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Wall Street Zen upgraded shares of Encompass Health from a “hold” rating to a “buy” rating in a research report on Saturday. Weiss Ratings upgraded Encompass Health from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. UBS Group reiterated a “buy” rating and issued a $165.00 target price on shares of Encompass Health in a research report on Friday. Raymond James Financial restated a “strong-buy” rating and issued a $155.00 price objective on shares of Encompass Health in a report on Friday. Finally, Truist Financial reissued a “buy” rating and set a $156.00 target price (up from $150.00) on shares of Encompass Health in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $154.14.

Encompass Health Trading Up 0.1%

Shares of EHC opened at $136.09 on Monday. The business’s 50-day moving average price is $122.89 and its 200 day moving average price is $109.98. The company has a current ratio of 1.09, a quick ratio of 1.19 and a debt-to-equity ratio of 0.73. The stock has a market capitalization of $13.43 billion, a P/E ratio of 21.26, a P/E/G ratio of 2.55 and a beta of 0.83. Encompass Health Corporation has a 1-year low of $92.77 and a 1-year high of $137.27.

Encompass Health (NYSE:EHC) last announced its earnings results on Wednesday, October 28th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.36 by $0.16. The company had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.60 billion. Encompass Health had a net margin of 10.17% and a return on equity of 18.35%. The business’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period last year, the company posted $1.23 earnings per share. Analysts expect that Encompass Health Corporation will post 6.28 earnings per share for the current year.

Encompass Health Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, January 15th. Shareholders of record on Monday, January 4th will be paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, January 4th. Encompass Health’s payout ratio is 13.12%.

Trending Headlines about Encompass Health

Here are the key news stories impacting Encompass Health this week:

• Positive Sentiment: Q3 results exceeded expectations: Encompass Health reported adjusted earnings of $1.52 per share, above the $1.36 consensus estimate and up from $1.23 a year earlier. Revenue rose 8.9% year over year to $1.61 billion, while adjusted EBITDA increased 15.5% to $346.6 million. Encompass Health Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year guidance was raised: Management now expects 2026 adjusted EPS of $6.23 to $6.37, above the prior range of $6.02 to $6.25 and higher than the $6.11 analyst consensus. Revenue guidance remains approximately $6.5 billion. Encompass Health Climbs After Q3 Results Top Expectations and Guidance Is Raised
• Positive Sentiment: Patient-care metrics remained healthy: Quarterly discharges increased 5.7%, same-store discharges rose 3.0%, and net patient revenue per discharge improved 4.0%, supporting the view that demand for inpatient rehabilitation services remains strong. Encompass Health Q3 2026 Earnings Call Transcript
• Positive Sentiment: TD Cowen became more bullish: The firm raised its price target from $140 to $150 and assigned a “Buy” rating, implying further upside based on the referenced share price. TD Cowen Raises Encompass Health Price Target
• Neutral Sentiment: Valuation commentary was favorable: Zacks identified EHC as a strong value stock, although the report appears to be based primarily on its quantitative Style Scores rather than a new fundamental development. Why Encompass Health Is a Strong Value Stock
• Negative Sentiment: Insider selling is a watchpoint: Recent data shows company insiders made no open-market purchases and sold shares during the past six months. These transactions may reflect diversification or planned selling, but they provide a modest counterpoint to the otherwise positive earnings news. Encompass Health Insider Trading and Earnings Analysis

About Encompass Health

Encompass Health Corporation (NYSE:EHC) is a healthcare services company that operates inpatient rehabilitation hospitals in the United States and Puerto Rico. Its hospitals provide intensive rehabilitation to patients recovering from conditions such as stroke, brain and spinal cord injuries, neurological disorders, amputations, hip fractures and other serious illnesses or injuries.

The company’s services typically include nursing care, physical therapy, occupational therapy, speech and language therapy, respiratory therapy and medical management.