Aquatic Capital Management LLC Grows Stock Position in Encompass Health Corporation $EHC

Aquatic Capital Management LLC boosted its holdings in Encompass Health Corporation (NYSE:EHC) by 725.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,294 shares of the company’s stock after acquiring 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.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Citizens National Bank Trust Department acquired a new position in shares of Encompass Health in the 3rd quarter valued at $26,000. First Horizon Corp acquired a new stake in shares of Encompass Health during the 3rd quarter worth about $34,000. Westside Investment Management Inc. increased its position in shares of Encompass Health by 56.7% during the 3rd quarter. Westside Investment Management Inc. now owns 279 shares of the company’s stock worth $35,000 after purchasing an additional 101 shares during the last quarter. Assetmark Inc. raised its holdings in Encompass Health by 88.1% in the 3rd quarter. Assetmark Inc. now owns 299 shares of the company’s stock valued at $38,000 after buying an additional 140 shares during the period. Finally, Root Financial Partners LLC acquired a new position in Encompass Health in the third quarter valued at about $39,000. Institutional investors and hedge funds own 97.25% of the company’s stock.

Insiders Place Their Bets

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

Encompass Health Stock Performance

Shares of Encompass Health stock opened at $101.48 on Tuesday. The business has a 50-day moving average of $103.45 and a 200 day moving average of $112.75. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $127.99. The stock has a market capitalization of $10.09 billion, a price-to-earnings ratio of 18.32, a price-to-earnings-growth ratio of 1.92 and a beta of 0.70. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.08 and a quick ratio of 1.08.

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

Encompass Health Announces Dividend

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

Analysts Set New Price Targets

Several brokerages have weighed in on EHC. Zacks Research lowered shares of Encompass Health from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Wall Street Zen upgraded shares of Encompass Health from a “hold” rating to a “buy” rating in a report on Sunday, January 18th. Finally, Barclays increased their price objective on shares of Encompass Health from $150.00 to $153.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Encompass Health currently has a consensus rating of “Buy” and a consensus 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.