Benchmark Reiterates Hold Rating for Select Medical (NYSE:SEM)

Select Medical (NYSE:SEM)‘s stock had its “hold” rating reiterated by stock analysts at Benchmark in a research note issued to investors on Wednesday,Benzinga reports.

SEM has been the topic of a number of other research reports. Wall Street Zen upgraded shares of Select Medical from a “hold” rating to a “buy” rating in a report on Sunday, March 1st. 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. Royal Bank Of Canada restated a “sector perform” rating and issued a $16.50 price objective (down from $19.00) on shares of Select Medical in a report on Tuesday. Finally, Zacks Research lowered shares of Select Medical from a “hold” rating to a “strong sell” rating in a report on Thursday, February 26th. Two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Select Medical presently has an average rating of “Hold” and a consensus target price of $15.63.

Select Medical Price Performance

Shares of NYSE SEM opened at $16.24 on Wednesday. The company has a debt-to-equity ratio of 0.89, a current ratio of 1.04 and a quick ratio of 1.04. Select Medical has a 1 year low of $11.65 and a 1 year high of $18.60. The company’s 50-day moving average is $15.37 and its 200 day moving average is $14.26. The stock has a market capitalization of $2.01 billion, a P/E ratio of 14.12, a P/E/G ratio of 0.92 and a beta of 1.22.

Select Medical (NYSE:SEM) last posted its quarterly earnings data on Thursday, February 19th. The health services provider reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.23 by ($0.07). Select Medical had a net margin of 2.68% and a return on equity of 7.26%. The firm had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.36 billion. During the same period in the previous year, the firm posted $0.18 earnings per share. The business’s revenue was up 6.4% compared to the same quarter last year. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS. On average, sell-side analysts expect that Select Medical will post 1.17 earnings per share for the current year.

Select Medical announced that its Board of Directors has approved a stock repurchase plan 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 repurchase up to 49.5% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

Institutional Investors Weigh In On Select Medical

Several institutional investors have recently modified their holdings of the business. 8 Knots Management LLC purchased a new stake in shares of Select Medical during the 2nd quarter valued at about $26,568,000. Millennium Management LLC increased its holdings in Select Medical by 407.9% during the third quarter. Millennium Management LLC now owns 1,590,339 shares of the health services provider’s stock valued at $20,420,000 after buying an additional 1,277,233 shares during the last quarter. Adage Capital Partners GP L.L.C. bought a new position in Select Medical in the fourth quarter worth approximately $17,603,000. Western Standard LLC purchased a new position in shares of Select Medical during the 3rd quarter worth $13,551,000. Finally, Eversept Partners LP purchased a new stake in shares of Select Medical in the 4th quarter worth $13,456,000. 89.48% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Select Medical

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

• Positive Sentiment: The March 4 trading reaction — shares jumped ~8.4% as traders bought ahead of expected delisting, signaling short‑term demand and liquidity around the deal. Select Medical (SEM) Soars 8.4%, Traders Snap up Shares Ahead of Delisting
• Positive Sentiment: Zacks notes the $16.50 take‑private price may be undervalued relative to some analyst targets, implying potential upside for shareholders who think bids or outcomes could improve. SEM’s $16.50 Take-Private Moment: Undervalued or Perfectly Timed?
• Neutral Sentiment: Royal Bank of Canada gave SEM a Sector Perform rating — a reiteration that suggests no near‑term conviction for outsized moves from the street. Select Medical (NYSE:SEM) Earns Sector Perform Rating from Royal Bank Of Canada
• Neutral Sentiment: Benchmark reaffirmed a “hold” on SEM, reflecting cautious analyst posture amid the pending transaction and mixed fundamentals. Benchmark Reaffirms Hold
• Neutral Sentiment: Recent quarterly results showed a modest EPS miss (Feb 19) but revenue beat and FY‑2026 guidance of $1.22–1.32 — investors should weigh fundamentals vs. takeover dynamics when valuing the $16.50 offer. Select Medical Stock & Earnings Summary
• Negative Sentiment: Kahn Swick & Foti announced an investigation into whether the sale price and process are adequate; such suits can delay closing, increase deal costs, or lead to renegotiation. Select Medical Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process
• Negative Sentiment: Kaskela Law launched a separate probe into whether $16.50 is fair, increasing the chance of litigation or shareholder pushback that could affect timing and final consideration. SELECT MEDICAL STOCK ALERT: Kaskela Law Announces Investigation

Select Medical Company Profile

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.