Encompass Health Corporation
In the published model solve dated 2026-Q2, anchored at $120.85, Encompass Health Corporation (EHC) is priced for -1.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Encompass Health ended 2025 with 173 inpatient rehabilitation hospitals and 11,465 licensed beds, up from 161 hospitals and 10,778 beds two years earlier, and treated 263,299 discharges against 229,480 in 2023. • Washington sets the price here: Medicare accounts for about 65% of revenue and Medicare Advantage another 16%, and the 10-K notes that ⟦"MedPAC has recommended either no updates to payments or reductions to"⟧ inpatient rehab payment in every rulemaking cycle since 2008. • The number t
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562 institutional managers reported holding EHC in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 46%. 68 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 3.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EHC has cut its share count 20.3% over the past five years, spending $295.00M on repurchases. It pays a dividend, and has for 13 years running, raised 2 years straight; the current rate is $0.72 a share annually. Cash returned over the past three years: $307.20M in dividends and $295.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EHC over the trailing three years: 2024: 1 buy totaling $167k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EHC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +5.0% | -7.4% |
| 2023-11-02 | -1.9% | +5.7% |
| 2024-02-29 | -0.9% | +12.1% |
| 2024-05-03 | +0.3% | +2.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EHC's latest 8-K filings: 2026-08-13 (items 8.01); 2026-08-05 (items 2.02, 7.01, 9.01); 2026-06-01 (items 1.01, 2.03, 9.01); 2026-05-15 (items 1.01, 8.01, 9.01); 2026-05-11 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.