Q1 EPS Estimates for Select Medical Raised by Zacks Research

Select Medical Holdings Corporation (NYSE:SEM) – Research analysts at Zacks Research raised their Q1 2026 earnings estimates for shares of Select Medical in a research note issued to investors on Thursday, March 5th. Zacks Research analyst Team now forecasts that the health services provider will earn $0.38 per share for the quarter, up from their previous estimate of $0.35. 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. Zacks Research also issued estimates for Select Medical’s Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.23 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.26 EPS, Q1 2027 earnings at $0.43 EPS, Q2 2027 earnings at $0.36 EPS, Q3 2027 earnings at $0.33 EPS, Q4 2027 earnings at $0.35 EPS and FY2028 earnings at $1.69 EPS.

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

Select Medical Trading Down 0.1%

NYSE SEM opened at $16.24 on Friday. The company has a fifty day moving average of $15.39 and a 200 day moving average of $14.28. The company has a market capitalization of $2.01 billion, a PE ratio of 14.12, a P/E/G 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. Select Medical has a 1 year low of $11.65 and a 1 year high of $18.60.

Select Medical (NYSE:SEM) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $1.36 billion. Select Medical had a net margin of 2.68% and a return on equity of 7.26%. The firm’s revenue was up 6.4% on a year-over-year basis. During the same period last year, the company earned $0.18 earnings per share. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS.

Select Medical Announces Dividend

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

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

Institutional Trading of Select Medical

Several large investors have recently made changes to their positions in the company. Smartleaf Asset Management LLC boosted its stake in Select Medical by 37.8% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,870 shares of the health services provider’s stock worth $43,000 after purchasing an additional 788 shares during the last quarter. Advisors Asset Management Inc. boosted its position in Select Medical by 13.2% during the second quarter. Advisors Asset Management Inc. now owns 7,135 shares of the health services provider’s stock worth $108,000 after acquiring an additional 834 shares during the last quarter. State of Alaska Department of Revenue raised its holdings in Select Medical by 1.5% in the 4th quarter. State of Alaska Department of Revenue now owns 63,370 shares of the health services provider’s stock valued at $940,000 after acquiring an additional 935 shares during the last quarter. Wilmington Savings Fund Society FSB boosted its holdings in shares of Select Medical by 20.9% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 5,784 shares of the health services provider’s stock worth $74,000 after purchasing an additional 999 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH grew its position in shares of Select Medical by 9.7% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 11,475 shares of the health services provider’s stock valued at $171,000 after purchasing an additional 1,014 shares in the last quarter. 89.48% of the stock is currently owned by hedge funds and other institutional investors.

Key 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.