Encompass Health Corporation $EHC Position Lowered by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. cut its stake in shares of Encompass Health Corporation (NYSE:EHC) by 10.1% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 130,460 shares of the company’s stock after selling 14,660 shares during the period. Nippon Life Global Investors Americas Inc.’s holdings in Encompass Health were worth $15,850,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Transamerica Financial Advisors LLC purchased a new stake in Encompass Health in the 2nd quarter worth approximately $29,000. Toth Financial Advisory Corp purchased a new position in Encompass Health in the third quarter valued at about $38,000. Persistent Asset Partners Ltd purchased a new position in Encompass Health in the second quarter valued at about $36,000. Keating Financial Advisory Services Inc. acquired a new position in Encompass Health in the 2nd quarter worth about $39,000. Finally, Root Financial Partners LLC acquired a new position in Encompass Health in the third quarter worth approximately $52,000. Institutional investors and hedge funds own 97.25% of the company’s stock.

Encompass Health News Summary

Here are the key news stories impacting Encompass Health this week:

• Positive Sentiment: Q3 results exceeded expectations: Encompass Health reported adjusted earnings of $1.52 per share, above the $1.36 consensus estimate and up from $1.23 a year earlier. Revenue rose 8.9% year over year to $1.61 billion, while adjusted EBITDA increased 15.5% to $346.6 million. Encompass Health Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year guidance was raised: Management now expects 2026 adjusted EPS of $6.23 to $6.37, above the prior range of $6.02 to $6.25 and higher than the $6.11 analyst consensus. Revenue guidance remains approximately $6.5 billion. Encompass Health Climbs After Q3 Results Top Expectations and Guidance Is Raised
• Positive Sentiment: Patient-care metrics remained healthy: Quarterly discharges increased 5.7%, same-store discharges rose 3.0%, and net patient revenue per discharge improved 4.0%, supporting the view that demand for inpatient rehabilitation services remains strong. Encompass Health Q3 2026 Earnings Call Transcript
• Positive Sentiment: TD Cowen became more bullish: The firm raised its price target from $140 to $150 and assigned a “Buy” rating, implying further upside based on the referenced share price. TD Cowen Raises Encompass Health Price Target
• Neutral Sentiment: Valuation commentary was favorable: Zacks identified EHC as a strong value stock, although the report appears to be based primarily on its quantitative Style Scores rather than a new fundamental development. Why Encompass Health Is a Strong Value Stock
• Negative Sentiment: Insider selling is a watchpoint: Recent data shows company insiders made no open-market purchases and sold shares during the past six months. These transactions may reflect diversification or planned selling, but they provide a modest counterpoint to the otherwise positive earnings news. Encompass Health Insider Trading and Earnings Analysis

Insider Transactions at Encompass Health

In other news, CEO Mark J. Tarr sold 173,148 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $125.47, for a total value of $21,724,879.56. Following the sale, the chief executive officer directly owned 267,814 shares in the company, valued at approximately $33,602,622.58. This represents a 39.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP John Darby sold 8,906 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $125.95, for a total value of $1,121,710.70. Following the completion of the transaction, the executive vice president directly owned 75,041 shares of the company’s stock, valued at approximately $9,451,413.95. The trade was a 10.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 186,912 shares of company stock valued at $23,434,845. Corporate insiders own 1.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on EHC. KeyCorp raised their target price on Encompass Health from $147.00 to $150.00 and gave the company an “overweight” rating in a report on Friday. Weiss Ratings upgraded Encompass Health from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Barclays increased their price objective on Encompass Health from $144.00 to $151.00 and gave the company an “overweight” rating in a research report on Thursday. Raymond James Financial restated a “strong-buy” rating and issued a $155.00 price objective on shares of Encompass Health in a research note on Friday. Finally, UBS Group reissued a “buy” rating and issued a $165.00 price target on shares of Encompass Health in a report on Friday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $154.14.

Encompass Health Stock Performance

EHC opened at $136.09 on Monday. The stock has a market cap of $13.43 billion, a PE ratio of 21.26, a P/E/G ratio of 2.55 and a beta of 0.83. Encompass Health Corporation has a 1 year low of $92.77 and a 1 year high of $137.27. The stock’s 50 day simple moving average is $122.89 and its 200-day simple moving average is $109.98. The company has a current ratio of 1.09, a quick ratio of 1.19 and a debt-to-equity ratio of 0.73.

Encompass Health (NYSE:EHC) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.16. The firm had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.60 billion. Encompass Health had a net margin of 10.17% and a return on equity of 18.35%. The business’s revenue was up 8.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.23 earnings per share. Sell-side analysts forecast that Encompass Health Corporation will post 6.28 EPS for the current year.

Encompass Health Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 15th. Investors of record on Monday, January 4th will be given a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Monday, January 4th. Encompass Health’s dividend payout ratio is 13.12%.

About Encompass Health

Encompass Health Corporation (NYSE:EHC) is a healthcare services company that operates inpatient rehabilitation hospitals in the United States and Puerto Rico. Its hospitals provide intensive rehabilitation to patients recovering from conditions such as stroke, brain and spinal cord injuries, neurological disorders, amputations, hip fractures and other serious illnesses or injuries.

The company’s services typically include nursing care, physical therapy, occupational therapy, speech and language therapy, respiratory therapy and medical management.