FY2027 EPS Estimates for Select Medical Lowered by Analyst

Select Medical Holdings Corporation (NYSE:SEM) – Research analysts at Zacks Research cut their FY2027 EPS estimates for shares of Select Medical in a note issued to investors on Thursday, March 5th. Zacks Research analyst Team now anticipates that the health services provider will post earnings of $1.47 per share for the year, down from their prior forecast of $1.74. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Select Medical’s current full-year earnings is $1.17 per share.

Several other analysts have also issued reports on SEM. Royal Bank Of Canada reissued a “sector perform” rating and set a $16.50 target price (down from $19.00) on shares of Select Medical in a report on Tuesday, March 3rd. Benchmark lowered shares of Select Medical from a “buy” rating to a “hold” rating in a report on Wednesday, March 4th. Wall Street Zen raised shares of Select Medical from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. Finally, Weiss Ratings raised shares of Select Medical from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 20th. Two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $15.63.

Select Medical Price Performance

Select Medical stock opened at $16.24 on Monday. The firm has a market cap of $2.01 billion, a PE ratio of 14.12, a price-to-earnings-growth ratio of 0.93 and a beta of 1.22. The company has a debt-to-equity ratio of 0.89, a current ratio of 1.04 and a quick ratio of 1.04. The stock’s fifty day moving average price is $15.39 and its two-hundred day moving average price is $14.30. Select Medical has a one year low of $11.65 and a one year high of $18.60.

Select Medical (NYSE:SEM) last announced its earnings results on Thursday, February 19th. The health services provider reported $0.16 EPS for the quarter, missing the consensus estimate of $0.23 by ($0.07). The business had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.36 billion. Select Medical had a return on equity of 7.26% and a net margin of 2.68%.The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.18 earnings per share. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS.

Select Medical declared that its Board of Directors has approved a share repurchase program on Thursday, February 19th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the health services provider to reacquire up to 49.5% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Select Medical Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Monday, March 2nd will be issued a dividend of $0.0625 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.25 annualized dividend and a dividend yield of 1.5%. Select Medical’s dividend payout ratio is 21.74%.

Hedge Funds Weigh In On Select Medical

Institutional investors and hedge funds have recently bought and sold shares of the company. Mitsubishi UFJ Trust & Banking Corp grew its holdings in shares of Select Medical by 889.7% during the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 64,094 shares of the health services provider’s stock worth $823,000 after purchasing an additional 57,618 shares during the last quarter. Dana Investment Advisors Inc. boosted its position in Select Medical by 52.9% during the 3rd quarter. Dana Investment Advisors Inc. now owns 524,621 shares of the health services provider’s stock worth $6,736,000 after buying an additional 181,436 shares during the period. Public Sector Pension Investment Board grew its holdings in Select Medical by 21.3% during the 3rd quarter. Public Sector Pension Investment Board now owns 430,472 shares of the health services provider’s stock worth $5,527,000 after acquiring an additional 75,530 shares during the last quarter. Western Standard LLC acquired a new position in Select Medical in the 3rd quarter valued at approximately $13,551,000. Finally, Segall Bryant & Hamill LLC raised its stake in shares of Select Medical by 38.3% during the second quarter. Segall Bryant & Hamill LLC now owns 139,435 shares of the health services provider’s stock valued at $2,117,000 after acquiring an additional 38,607 shares during the last quarter. Institutional investors and hedge funds own 89.48% of the company’s stock.

More Select Medical News

Here are the key news stories impacting Select Medical this week:

• Neutral Sentiment: Royal Bank of Canada assigned a Sector Perform rating on SEM, a neutral/hold view that may temper upside expectations. Article Title
• Negative Sentiment: Zacks Research sharply cut earnings estimates across multiple upcoming quarters and trimmed FY2026 and FY2027 outlooks, while maintaining a “Strong Sell” rating — a bearish analyst stance that increases selling pressure and raises questions about near-term operating momentum.
• Negative Sentiment: Kaskela Law announced an investigation into whether the $16.50 per-share buyout offer is fair to shareholders, creating legal/transaction risk and potential delay or renegotiation that can weigh on the stock. Article Title
• Negative Sentiment: Additional reporting on the shareholder-investigation highlights heightened scrutiny of the deal terms; legal inquiries typically add uncertainty and can prompt activists or lead to revised offers. Article Title

About Select Medical

Select Medical is a leading provider of specialized healthcare services in the United States, operating through two primary business segments: Hospital Division and Outpatient Rehabilitation Division. The Hospital Division offers long-term acute care (LTAC) hospitals and inpatient rehabilitation facilities (IRFs) that serve patients recovering from complex illnesses, trauma or surgery. The Outpatient Rehabilitation Division delivers physical, occupational and speech therapy services through a network of clinic locations and home-based care programs.

Headquartered in Mechanicsburg, Pennsylvania, Select Medical was founded in 1996 and has grown through strategic partnerships, joint ventures and acquisitions.