Aquatic Capital Management LLC Increases Position in Encompass Health Corporation $EHC

Aquatic Capital Management LLC lifted its position in shares of Encompass Health Corporation (NYSE:EHC) by 725.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,294 shares of the company’s stock after purchasing an additional 28,382 shares during the period. Aquatic Capital Management LLC’s holdings in Encompass Health were worth $4,102,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Algert Global LLC lifted its holdings in Encompass Health by 53.7% during the 3rd quarter. Algert Global LLC now owns 62,985 shares of the company’s stock worth $8,000,000 after buying an additional 22,010 shares during the last quarter. Alliancebernstein L.P. increased its holdings in shares of Encompass Health by 23.4% in the 3rd quarter. Alliancebernstein L.P. now owns 2,515,878 shares of the company’s stock valued at $319,567,000 after acquiring an additional 476,564 shares during the last quarter. Schonfeld Strategic Advisors LLC raised its position in shares of Encompass Health by 43.0% during the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 60,513 shares of the company’s stock worth $7,686,000 after acquiring an additional 18,200 shares in the last quarter. Creative Planning lifted its stake in Encompass Health by 43.6% during the third quarter. Creative Planning now owns 40,672 shares of the company’s stock worth $5,166,000 after purchasing an additional 12,344 shares during the last quarter. Finally, AQR Capital Management LLC lifted its stake in Encompass Health by 47.5% during the third quarter. AQR Capital Management LLC now owns 645,280 shares of the company’s stock worth $81,699,000 after purchasing an additional 207,666 shares during the last quarter. Institutional investors and hedge funds own 97.25% of the company’s stock.

Insider Buying and Selling at Encompass Health

In other Encompass Health news, CEO Mark J. Tarr sold 150,000 shares of Encompass Health stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $111.64, for a total value of $16,746,000.00. Following the transaction, the chief executive officer directly owned 377,070 shares in the company, valued at approximately $42,096,094.80. The trade was a 28.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Treasurer Edmund Fay sold 11,937 shares of the company’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $107.00, for a total transaction of $1,277,259.00. Following the completion of the sale, the treasurer directly owned 89,325 shares of the company’s stock, valued at $9,557,775. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 2.10% of the company’s stock.

Encompass Health Trading Up 1.1%

NYSE:EHC opened at $101.48 on Tuesday. The company has a market capitalization of $10.09 billion, a PE ratio of 18.32, a P/E/G ratio of 1.92 and a beta of 0.70. Encompass Health Corporation has a 52-week low of $92.77 and a 52-week high of $127.99. The stock’s 50 day moving average price is $103.45 and its 200 day moving average price is $112.75. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.76.

Encompass Health (NYSE:EHC) last posted its quarterly earnings data on Thursday, February 5th. The company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.17. The business had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $1.54 billion. Encompass Health had a return on equity of 18.20% and a net margin of 9.54%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.17 earnings per share. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. On average, research analysts anticipate that Encompass Health Corporation will post 4.8 EPS for the current year.

Encompass Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be given a dividend of $0.19 per share. This represents a $0.76 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, April 1st. Encompass Health’s dividend payout ratio (DPR) is presently 13.72%.

Analyst Ratings Changes

EHC has been the topic of several recent analyst reports. Zacks Research lowered shares of Encompass Health from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Barclays upped their target price on shares of Encompass Health from $150.00 to $153.00 and gave the company an “overweight” rating in a report on Friday, February 6th. Finally, Wall Street Zen upgraded shares of Encompass Health from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $143.29.

Encompass Health Company 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.