Systematic Financial Management LP Raises Holdings in Encompass Health Corporation $EHC

24 Jul 2026, 09:59 by Kim Johansen · The Markets Daily

Systematic Financial Management LP lifted its position in shares of Encompass Health Corporation (NYSE:EHC – Free Report) by 1.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 446,405 shares of the company’s stock after buying an additional 5,653 shares during the quarter. Encompass Health makes up 1.0% of Systematic Financial Management LP’s holdings, making the stock its 23rd largest holding. Systematic Financial Management LP owned about 0.45% of Encompass Health worth $43,181,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Price T Rowe Associates Inc. MD lifted its stake in Encompass Health by 24.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,805,413 shares of the company’s stock worth $510,047,000 after acquiring an additional 948,202 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in Encompass Health by 3,059,159.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,793,482 shares of the company’s stock valued at $402,640,000 after purchasing an additional 3,793,358 shares during the period. Wellington Management Group LLP raised its holdings in shares of Encompass Health by 21.7% in the 4th quarter. Wellington Management Group LLP now owns 3,384,877 shares of the company’s stock valued at $359,271,000 after purchasing an additional 603,472 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its holdings in shares of Encompass Health by 27.2% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,722,887 shares of the company’s stock valued at $289,008,000 after purchasing an additional 581,812 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in shares of Encompass Health by 6.8% in the 2nd quarter. Alliancebernstein L.P. now owns 2,039,314 shares of the company’s stock worth $250,081,000 after purchasing an additional 129,276 shares during the period. 97.25% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Patrick William Tuer sold 682 shares of the stock in a transaction on Monday, May 11th. The stock was 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 owned 24,755 shares in the company, valued at approximately $2,588,382.80. This represents a 2.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 1.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. Leerink Partners set a $152.00 price objective on shares of Encompass Health in a research note on Friday, May 22nd. TD Cowen initiated coverage on shares of Encompass Health in a research note on Thursday, May 28th. They issued a “buy” rating and a $125.00 price objective for the company. Weiss Ratings lowered Encompass Health from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Barclays dropped their target price on Encompass Health from $153.00 to $140.00 and set an “overweight” rating on the stock in a research report on Tuesday, May 5th. Finally, Wall Street Zen raised Encompass Health from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $143.86.

Read Our Latest Stock Report on EHC

Encompass Health Stock Up 0.1%

NYSE:EHC opened at $111.09 on Friday. Encompass Health Corporation has a fifty-two week low of $92.77 and a fifty-two week high of $127.99. The stock has a market capitalization of $11.02 billion, a P/E ratio of 18.55, a P/E/G ratio of 2.42 and a beta of 0.74. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.17 and a current ratio of 1.17. The company’s 50-day simple moving average is $104.85 and its 200-day simple moving average is $103.74.

Encompass Health (NYSE:EHC – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $1.60 EPS for the quarter, topping the consensus estimate of $1.51 by $0.09. Encompass Health had a net margin of 10.04% and a return on equity of 18.28%. The firm had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.57 billion. During the same quarter in the previous year, the business posted $1.37 EPS. Encompass Health’s revenue was up 9.0% on a year-over-year basis. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. On average, equities analysts anticipate that Encompass Health Corporation will post 5.96 earnings per share for the current fiscal year.

Encompass Health Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Thursday, October 1st will be given a dividend of $0.21 per share. The ex-dividend date of this dividend is Thursday, October 1st. This is a boost from Encompass Health’s previous quarterly dividend of $0.19. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.8%. Encompass Health’s payout ratio is currently 12.69%.

About Encompass Health

(Free Report)

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.