Leeward Investments LLC MA Sells 7,755 Shares of Encompass Health Corporation $EHC

Leeward Investments LLC MA lessened its stake in Encompass Health Corporation (NYSE:EHC) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 333,979 shares of the company’s stock after selling 7,755 shares during the quarter. Encompass Health accounts for about 1.8% of Leeward Investments LLC MA’s holdings, making the stock its 3rd biggest position. Leeward Investments LLC MA owned approximately 0.33% of Encompass Health worth $35,449,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in EHC. Millennium Management LLC increased its stake in shares of Encompass Health by 140.0% during the 3rd quarter. Millennium Management LLC now owns 1,223,665 shares of the company’s stock worth $155,430,000 after purchasing an additional 713,738 shares during the last quarter. 8 Knots Management LLC acquired a new position in shares of Encompass Health during the 2nd quarter worth $78,644,000. Alliancebernstein L.P. increased its stake in shares of Encompass Health by 23.4% during the 3rd quarter. Alliancebernstein L.P. now owns 2,515,878 shares of the company’s stock worth $319,567,000 after purchasing an additional 476,564 shares during the last quarter. Thrivent Financial for Lutherans increased its stake in shares of Encompass Health by 57.8% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,194,859 shares of the company’s stock worth $151,544,000 after purchasing an additional 437,464 shares during the last quarter. Finally, Raymond James Financial Inc. increased its stake in shares of Encompass Health by 34.8% during the 3rd quarter. Raymond James Financial Inc. now owns 1,541,336 shares of the company’s stock worth $195,780,000 after purchasing an additional 397,694 shares during the last quarter. Institutional investors and hedge funds own 97.25% of the company’s stock.

Encompass Health Stock Performance

Shares of EHC opened at $107.36 on Friday. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.76. The company’s fifty day moving average is $102.99 and its 200-day moving average is $106.40. The firm has a market cap of $10.65 billion, a price-to-earnings ratio of 17.92, a price-to-earnings-growth ratio of 2.34 and a beta of 0.72. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $127.99.

Encompass Health (NYSE:EHC) last posted its quarterly earnings data on Thursday, April 30th. The company reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.51 by $0.09. The business had revenue of $1.59 billion during the quarter, compared to the consensus estimate of $1.57 billion. Encompass Health had a net margin of 10.04% and a return on equity of 18.28%. Encompass Health’s quarterly revenue was up 9.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.37 EPS. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. Equities analysts expect that Encompass Health Corporation will post 5.97 EPS for the current fiscal year.

Encompass Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Wednesday, July 1st will be issued a dividend of $0.19 per share. This represents a $0.76 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, July 1st. Encompass Health’s dividend payout ratio is currently 12.69%.

Insider Buying and Selling at Encompass Health

In related news, EVP Patrick William Tuer sold 682 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $104.56, for a total transaction of $71,309.92. Following the completion of the sale, the executive vice president directly owned 24,755 shares of the company’s stock, valued at approximately $2,588,382.80. This represents a 2.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Treasurer Edmund Fay sold 11,937 shares of the company’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $107.00, for a total transaction of $1,277,259.00. Following the sale, the treasurer directly owned 89,325 shares of the company’s stock, valued at approximately $9,557,775. This represents a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.80% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on EHC shares. Barclays dropped their price target on shares of Encompass Health from $153.00 to $140.00 and set an “overweight” rating on the stock in a research note on Tuesday, May 5th. Wall Street Zen upgraded shares of Encompass Health from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $144.17.

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.