Shares of Select Medical Holdings Corporation (NYSE:SEM – Get Free Report) have been given an average recommendation of “Hold” by the six research firms that are covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell rating, four have issued a hold rating and one has issued a buy rating on the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $15.6250.
SEM has been the subject of a number of recent research reports. Wall Street Zen downgraded Select Medical from a “buy” rating to a “hold” rating in a research report on Monday, March 9th. Zacks Research downgraded Select Medical from a “hold” rating to a “strong sell” rating in a research report on Thursday, February 26th. Weiss Ratings upgraded Select Medical from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 20th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $16.50 price objective (down from $19.00) on shares of Select Medical in a research report on Tuesday, March 3rd. Finally, Benchmark downgraded Select Medical from a “buy” rating to a “hold” rating in a research report on Wednesday, March 4th.
Select Medical Stock Performance
Select Medical (NYSE:SEM – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The health services provider reported $0.36 EPS for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.07). Select Medical had a net margin of 2.68% and a return on equity of 7.26%. The company had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.41 billion. During the same quarter last year, the company posted $0.44 EPS. Select Medical’s revenue was up 5.0% on a year-over-year basis. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS. Research analysts predict that Select Medical will post 1.27 EPS for the current fiscal year.
Select Medical Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th will be given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, May 14th. Select Medical’s dividend payout ratio is 21.74%.
Select Medical announced that its board has initiated a share buyback plan on Thursday, February 19th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the health services provider to buy up to 49.5% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.
Institutional Trading of Select Medical
A number of hedge funds have recently modified their holdings of SEM. Royal Bank of Canada lifted its holdings in shares of Select Medical by 8.5% in the first quarter. Royal Bank of Canada now owns 95,771 shares of the health services provider’s stock valued at $1,599,000 after purchasing an additional 7,502 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Select Medical by 96.6% in the first quarter. AQR Capital Management LLC now owns 33,894 shares of the health services provider’s stock valued at $566,000 after purchasing an additional 16,656 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Select Medical by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 64,400 shares of the health services provider’s stock valued at $1,075,000 after purchasing an additional 2,809 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in shares of Select Medical in the first quarter valued at $220,000. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of Select Medical by 25.3% in the first quarter. Goldman Sachs Group Inc. now owns 728,689 shares of the health services provider’s stock valued at $12,169,000 after purchasing an additional 147,183 shares in the last quarter. Hedge funds and other institutional investors own 89.48% of the company’s stock.
More Select Medical News
Here are the key news stories impacting Select Medical this week:
- Positive Sentiment: Revenue beat and growth — Select Medical reported Q1 revenue of $1.42 billion, slightly above consensus and up ~5% year-over-year, which supports the health-services growth story. Select Medical’s (NYSE:SEM) Q1 CY2026: Beats On Revenue
- Positive Sentiment: Dividend declared — Management announced a cash dividend alongside the results, which can attract income-focused investors and support the share price floor. Select Medical Holdings Corporation Announces Results For Its First Quarter Ended March 31, 2026 and Cash Dividend
- Neutral Sentiment: FY2026 guidance largely in line — Company set EPS guidance of $1.22–$1.32 (consensus ~$1.26) and revenue guidance of $5.6B–$5.8B (consensus ~$5.7B). Guidance is not a material beat and sits near expectations, leaving limited upside from forward outlook. View Press Release
- Negative Sentiment: EPS miss — Reported Q1 EPS of $0.36 missed the consensus of $0.43 and declined from $0.44 a year ago; earnings weakness is the main driver of the stock’s downward pressure. Select Medical (SEM) Lags Q1 Earnings Estimates
- Negative Sentiment: Investor litigation inquiry — A law firm announced an investigation into Select Medical’s directors and officers, a potential overhang that can increase legal/settlement risk and weigh on sentiment. INVESTOR ALERT: Scott+Scott Investigates Select Medical
- Negative Sentiment: Profitability metrics muted — Net margin (~2.7%) and ROE (~7.3%) remain modest, highlighting limited bottom-line leverage despite revenue growth. Select Medical: Q1 Earnings Snapshot
Select Medical Company Profile
Select Medical is a leading provider of specialized healthcare services in the United States, operating through two primary business segments: Hospital Division and Outpatient Rehabilitation Division. The Hospital Division offers long-term acute care (LTAC) hospitals and inpatient rehabilitation facilities (IRFs) that serve patients recovering from complex illnesses, trauma or surgery. The Outpatient Rehabilitation Division delivers physical, occupational and speech therapy services through a network of clinic locations and home-based care programs.
Headquartered in Mechanicsburg, Pennsylvania, Select Medical was founded in 1996 and has grown through strategic partnerships, joint ventures and acquisitions.
Further Reading
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