Encompass Health Corporation $EHC Stock Holdings Lowered by Alps Advisors Inc.

Alps Advisors Inc. cut its position in Encompass Health Corporation (NYSE:EHC) by 18.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 163,350 shares of the company’s stock after selling 35,765 shares during the quarter. Alps Advisors Inc.’s holdings in Encompass Health were worth $20,749,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of EHC. Savant Capital LLC increased its stake in shares of Encompass Health by 14.2% in the third quarter. Savant Capital LLC now owns 3,565 shares of the company’s stock valued at $453,000 after purchasing an additional 444 shares during the period. Machina Capital S.A.S. grew its holdings in Encompass Health by 29.7% in the 3rd quarter. Machina Capital S.A.S. now owns 4,391 shares of the company’s stock worth $558,000 after buying an additional 1,006 shares in the last quarter. Westside Investment Management Inc. increased its position in Encompass Health by 56.7% in the 3rd quarter. Westside Investment Management Inc. now owns 279 shares of the company’s stock valued at $35,000 after acquiring an additional 101 shares during the period. Cornerstone Planning Group LLC raised its stake in Encompass Health by 800.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 558 shares of the company’s stock valued at $65,000 after acquiring an additional 496 shares in the last quarter. Finally, Allianz Asset Management GmbH boosted its position in Encompass Health by 9.3% during the 3rd quarter. Allianz Asset Management GmbH now owns 502,746 shares of the company’s stock worth $63,859,000 after acquiring an additional 42,741 shares during the period. Institutional investors own 97.25% of the company’s stock.

More Encompass Health News

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

• Positive Sentiment: Q4 EPS beat — Encompass reported adjusted EPS of $1.46 vs. consensus $1.29, a clear beat that was the primary catalyst for the rally. Earnings Beat Article
• Positive Sentiment: Revenue growth and profitability — Revenue was $1.54B, up ~9.9% year-over-year; net margin (~9.33%) and ROE (~17.8%) show healthy operating leverage in the quarter. Those metrics reinforce the quality of the beat. PR News Release
• Positive Sentiment: FY2026 guidance issued — Management guided FY2026 EPS to $5.810–$6.100 and revenue to $6.4–$6.5B, broadly in line with Street expectations and giving investors a clear framework for 2026. That helped limit post-earnings uncertainty. Guidance Article
• Neutral Sentiment: Revenue met, not exceeded, estimates — while revenue grew y/y, the $1.54B figure was essentially in line with consensus, so the surprise was driven mainly by margin/earnings rather than top-line upside. Metrics vs Estimates
• Neutral Sentiment: Investor materials and call available — management provided a slide deck and held the conference call (transcript available) for additional color on volumes, payor mix and margin outlook; useful for modeling but no new headline surprises. Earnings Call Transcript
• Negative Sentiment: Guidance conservatism at the low end — the EPS guidance lower bound (5.810) is marginally below the consensus cited in some coverage (5.820); some traders may view the range as conservative, so watch guidance execution and quarterly cadence. Guidance Detail

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Zacks Research lowered Encompass Health from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Raymond James Financial upgraded shares of Encompass Health to a “strong-buy” rating in a research report on Friday, October 31st. Wall Street Zen raised shares of Encompass Health from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Finally, Barclays upped their price target on shares of Encompass Health from $150.00 to $153.00 and gave the stock an “overweight” rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Encompass Health currently has an average rating of “Buy” and an average target price of $143.29.

Encompass Health Price Performance

NYSE:EHC opened at $105.55 on Monday. The company has a quick ratio of 1.14, a current ratio of 1.08 and a debt-to-equity ratio of 0.76. The business’s 50-day moving average price is $104.26 and its 200 day moving average price is $114.49. Encompass Health Corporation has a 52-week low of $92.53 and a 52-week high of $127.99. The firm has a market cap of $10.62 billion, a P/E ratio of 19.05, a PEG ratio of 1.66 and a beta of 0.73.

Encompass Health (NYSE:EHC) last announced its quarterly earnings data on Thursday, February 5th. The company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.17. Encompass Health had a net margin of 9.54% and a return on equity of 18.20%. The company had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.54 billion. During the same quarter in the previous year, the company posted $1.17 EPS. The business’s revenue was up 9.9% compared to the same quarter last year. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. As a group, sell-side analysts predict that Encompass Health Corporation will post 4.8 earnings per share for the current fiscal year.

Encompass Health Profile

Encompass Health Corporation is a leading provider of post‐acute healthcare services in the United States, operating a comprehensive network of inpatient rehabilitation hospitals and home health and hospice agencies. Its inpatient rehabilitation hospitals offer intensive therapy programs for patients recovering from conditions such as stroke, brain injury, spinal cord injury, cardiac and pulmonary disorders, and orthopedic procedures. Through its home health segment, Encompass Health delivers skilled nursing, physical therapy, occupational therapy and speech therapy to patients in the comfort of their homes, while its hospice services provide end‐of‐life care focused on symptom management and emotional support for patients and families.

Founded in 1984 as HealthSouth Corporation and rebranded as Encompass Health in 2018, the company has grown organically and through acquisitions to serve patients across more than 30 states.