Encompass Health Corporation $EHC Stock: Leeward Investments LLC MA Reduces Position

Leeward Investments LLC MA reduced its stake in Encompass Health Corporation (NYSE:EHC) by 4.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 312,855 shares of the company’s stock after selling 14,422 shares during the period. Encompass Health makes up about 1.9% of Leeward Investments LLC MA’s holdings, making the stock its 4th largest holding. Leeward Investments LLC MA owned 0.32% of Encompass Health worth $38,009,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Gamco Investors INC. ET AL lifted its holdings in Encompass Health by 2.0% during the 1st quarter. Gamco Investors INC. ET AL now owns 4,813 shares of the company’s stock worth $466,000 after purchasing an additional 94 shares in the last quarter. GAMMA Investing LLC grew its holdings in Encompass Health by 2.7% during the 2nd quarter. GAMMA Investing LLC now owns 3,969 shares of the company’s stock valued at $401,000 after buying an additional 106 shares in the last quarter. Versant Capital Management Inc grew its holdings in Encompass Health by 21.8% during the 2nd quarter. Versant Capital Management Inc now owns 720 shares of the company’s stock valued at $73,000 after buying an additional 129 shares in the last quarter. QRG Capital Management Inc. increased its position in shares of Encompass Health by 1.5% during the first quarter. QRG Capital Management Inc. now owns 8,639 shares of the company’s stock valued at $836,000 after buying an additional 130 shares during the period. Finally, Fifth Third Wealth Advisors LLC increased its position in shares of Encompass Health by 5.4% during the third quarter. Fifth Third Wealth Advisors LLC now owns 3,524 shares of the company’s stock valued at $428,000 after buying an additional 181 shares during the period. 97.25% of the stock is currently owned by hedge funds and other institutional investors.

Encompass Health Price Performance

NYSE:EHC opened at $124.23 on Monday. The firm has a market capitalization of $12.26 billion, a price-to-earnings ratio of 20.23, a P/E/G ratio of 2.51 and a beta of 0.74. Encompass Health Corporation has a 52-week low of $92.77 and a 52-week high of $129.96. The stock has a fifty day moving average of $122.35 and a 200 day moving average of $112.51. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.19 and a current ratio of 1.19.

Encompass Health (NYSE:EHC) last announced its earnings results on Wednesday, August 5th. The company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. Encompass Health had a return on equity of 18.08% and a net margin of 10.01%. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.57 billion. During the same period in the prior year, the company earned $1.40 EPS. The company’s quarterly revenue was up 9.6% compared to the same quarter last year. Encompass Health has set its FY 2026 guidance at 6.020-6.250 EPS. On average, research analysts expect that Encompass Health Corporation will post 6.08 EPS for the current fiscal year.

Encompass Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 15th. Investors of record on Monday, January 4th will be paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, January 4th. Encompass Health’s dividend payout ratio (DPR) is currently 13.68%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Barclays increased their price target on shares of Encompass Health from $140.00 to $144.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. TD Cowen raised their price objective on shares of Encompass Health from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Monday, August 10th. Raymond James Financial set a $150.00 price objective on shares of Encompass Health in a research note on Monday, September 28th. Weiss Ratings raised shares of Encompass Health from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Finally, UBS Group increased their target price on shares of Encompass Health from $150.00 to $155.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $148.50.

Insider Buying and Selling

In other Encompass Health news, EVP John Darby sold 4,858 shares of the business’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $121.09, for a total value of $588,255.22. Following the completion of the transaction, the executive vice president owned 75,041 shares of the company’s stock, valued at $9,086,714.69. The trade was a 6.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Mark J. Tarr sold 173,148 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $125.47, for a total transaction of $21,724,879.56. Following the completion of the transaction, the chief executive officer directly owned 267,814 shares of the company’s stock, valued at approximately $33,602,622.58. This represents a 39.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 186,912 shares of company stock worth $23,434,845 over the last ninety days. 1.80% of the stock is currently owned by insiders.

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.