Zacks Research Forecasts Lower Earnings for Select Medical

Select Medical Holdings Corporation (NYSE:SEM) – Analysts at Zacks Research cut their Q4 2025 earnings estimates for Select Medical in a research report issued on Thursday, November 13th. Zacks Research analyst Team now anticipates that the health services provider will post earnings of $0.23 per share for the quarter, down from their prior estimate of $0.26. The consensus estimate for Select Medical’s current full-year earnings is $1.17 per share. Zacks Research also issued estimates for Select Medical’s Q1 2026 earnings at $0.35 EPS, Q2 2026 earnings at $0.31 EPS, Q4 2026 earnings at $0.39 EPS and FY2027 earnings at $1.74 EPS.

A number of other analysts have also issued reports on the stock. Mizuho set a $17.00 price target on shares of Select Medical in a research note on Monday, November 3rd. Benchmark reissued a “buy” rating on shares of Select Medical in a research report on Monday, October 27th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Select Medical in a research note on Wednesday, October 8th. Bank of America cut their price objective on Select Medical from $18.00 to $15.00 and set a “buy” rating on the stock in a research note on Wednesday, September 10th. Finally, Wall Street Zen raised Select Medical from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Select Medical presently has a consensus rating of “Moderate Buy” and a consensus price target of $17.80.

Select Medical Stock Down 1.8%

SEM stock traded down $0.24 during midday trading on Friday, hitting $13.07. 54,399 shares of the company’s stock were exchanged, compared to its average volume of 1,131,462. The firm has a 50 day moving average price of $13.23 and a 200-day moving average price of $14.02. Select Medical has a 12-month low of $11.65 and a 12-month high of $39.74. The stock has a market capitalization of $1.62 billion, a price-to-earnings ratio of 12.34, a price-to-earnings-growth ratio of 0.57 and a beta of 1.30. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.92.

Select Medical (NYSE:SEM) last issued its quarterly earnings data on Thursday, October 30th. The health services provider reported $0.23 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.05. Select Medical had a net margin of 2.37% and a return on equity of 8.87%. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.33 billion. During the same quarter in the previous year, the business posted $0.43 EPS. The firm’s revenue was up 7.2% compared to the same quarter last year. Select Medical has set its FY 2025 guidance at 1.140-1.240 EPS.

Select Medical Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 25th. Stockholders of record on Wednesday, November 12th will be paid a dividend of $0.0625 per share. The ex-dividend date of this dividend is Wednesday, November 12th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 1.9%. Select Medical’s dividend payout ratio (DPR) is 29.07%.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the stock. 8 Knots Management LLC bought a new position in shares of Select Medical in the 2nd quarter worth $26,568,000. Western Standard LLC bought a new stake in shares of Select Medical in the 3rd quarter valued at about $13,551,000. Nuveen LLC acquired a new stake in shares of Select Medical in the 1st quarter valued at approximately $12,133,000. Vanguard Group Inc. boosted its stake in Select Medical by 4.7% during the 1st quarter. Vanguard Group Inc. now owns 13,316,069 shares of the health services provider’s stock worth $222,378,000 after acquiring an additional 603,079 shares during the last quarter. Finally, Prosight Management LP increased its stake in Select Medical by 147.3% in the third quarter. Prosight Management LP now owns 874,915 shares of the health services provider’s stock valued at $11,234,000 after purchasing an additional 521,095 shares in the last quarter. 89.48% of the stock is owned by institutional investors.

Select Medical Company Profile

Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. It operates in four segments: Critical Illness Recovery Hospital, Rehabilitation Hospital, Outpatient Rehabilitation, and Concentra.