Encompass Health Corporation $EHC Shares Sold by Alps Advisors Inc.

Alps Advisors Inc. lessened its stake in shares of Encompass Health Corporation (NYSE:EHC) by 18.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 163,350 shares of the company’s stock after selling 35,765 shares during the quarter. Alps Advisors Inc. owned 0.16% of Encompass Health worth $20,749,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Norges Bank purchased a new position in Encompass Health in the 2nd quarter worth approximately $139,536,000. 8 Knots Management LLC acquired a new position in shares of Encompass Health during the second quarter worth $78,644,000. Thrivent Financial for Lutherans boosted its stake in shares of Encompass Health by 57.8% in the third quarter. Thrivent Financial for Lutherans now owns 1,194,859 shares of the company’s stock valued at $151,544,000 after purchasing an additional 437,464 shares during the period. Marshall Wace LLP acquired a new stake in Encompass Health during the 2nd quarter valued at $34,719,000. Finally, Raymond James Financial Inc. increased its stake in Encompass Health by 31.5% during the 2nd quarter. Raymond James Financial Inc. now owns 1,143,642 shares of the company’s stock worth $140,245,000 after buying an additional 274,142 shares during the period. 97.25% of the stock is currently owned by hedge funds and other institutional investors.

Encompass Health Stock Up 6.0%

Shares of NYSE:EHC opened at $105.55 on Monday. Encompass Health Corporation has a 1-year low of $92.53 and a 1-year high of $127.99. The company’s fifty day moving average is $104.26 and its two-hundred day moving average is $114.49. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.14 and a current ratio of 1.08. The stock has a market capitalization of $10.62 billion, a price-to-earnings ratio of 19.05, a price-to-earnings-growth ratio of 1.66 and a beta of 0.73.

Encompass Health (NYSE:EHC) last released its quarterly earnings data on Thursday, February 5th. The company reported $1.46 earnings per share 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 firm had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.54 billion. During the same quarter in the prior year, the business earned $1.17 earnings per share. Encompass Health’s quarterly revenue was up 9.9% on a year-over-year basis. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. Equities analysts anticipate that Encompass Health Corporation will post 4.8 EPS for the current year.

Analyst Upgrades and Downgrades

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

Trending Headlines about Encompass Health

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

About Encompass Health

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.