Encompass Health Corporation
At today's price, Encompass Health Corporation (EHC) is priced for -3.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Encompass is the largest U.S. inpatient-rehabilitation operator, a mature compounder in a demographically growing niche: first-quarter 2026 revenue rose 9% to $1.59 billion, adjusted EBITDA rose 11.2% to $348.8 million, and management raised full-year guidance to revenue of $6.375 billion to $6.470 billion and adjusted EPS of $5.89 to $6.11. Growth comes mainly from beds: discharge growth was 4.3% but same-store was a modest 1.6% (partly offset by closures), so the organic engine is slower than
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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: 2026-06-01 (items 1.01, 2.03, 9.01); 2026-05-15 (items 1.01, 8.01, 9.01); 2026-05-11 (items 5.07); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-03-10 (items 1.01, 1.02, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.