Leeward Investments LLC MA Has $35.45 Million Stock Position in Encompass Health Corporation $EHC

Leeward Investments LLC MA cut its stake in Encompass Health Corporation (NYSE:EHC) by 2.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 333,979 shares of the company’s stock after selling 7,755 shares during the period. Encompass Health makes up approximately 1.8% of Leeward Investments LLC MA’s holdings, making the stock its 3rd biggest position. Leeward Investments LLC MA’s holdings in Encompass Health were worth $35,449,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Allworth Financial LP boosted its holdings in Encompass Health by 16.7% in the 4th quarter. Allworth Financial LP now owns 818 shares of the company’s stock valued at $87,000 after purchasing an additional 117 shares during the period. Ameritas Advisory Services LLC bought a new stake in Encompass Health in the 4th quarter valued at $524,000. Madison Asset Management LLC boosted its holdings in Encompass Health by 0.4% in the 4th quarter. Madison Asset Management LLC now owns 73,127 shares of the company’s stock valued at $7,762,000 after purchasing an additional 274 shares during the period. Swiss Life Asset Management Ltd boosted its holdings in Encompass Health by 53.5% in the 4th quarter. Swiss Life Asset Management Ltd now owns 7,103 shares of the company’s stock valued at $754,000 after purchasing an additional 2,476 shares during the period. Finally, NewEdge Wealth LLC boosted its holdings in Encompass Health by 11.6% in the 4th quarter. NewEdge Wealth LLC now owns 3,781 shares of the company’s stock valued at $401,000 after purchasing an additional 393 shares during the period. 97.25% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Wall Street Zen raised shares of Encompass Health from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Barclays reduced their price objective on shares of Encompass Health from $153.00 to $140.00 and set an “overweight” rating for the company in a report on Tuesday, May 5th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $144.17.

Encompass Health Price Performance

NYSE:EHC opened at $107.36 on Friday. The company has a 50-day moving average of $102.99 and a 200-day moving average of $106.40. The company has a market capitalization of $10.65 billion, a price-to-earnings ratio of 17.92, a PEG ratio of 2.34 and a beta of 0.72. Encompass Health Corporation has a 52 week low of $92.77 and a 52 week high of $127.99. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.17 and a current ratio of 1.17.

Encompass Health (NYSE:EHC) last released its quarterly earnings data on Thursday, April 30th. The company reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.51 by $0.09. The company 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%. The firm’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same period last year, the firm earned $1.37 EPS. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. As a group, equities research analysts anticipate that Encompass Health Corporation will post 5.97 earnings per share for the current fiscal year.

Encompass Health Announces Dividend

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

Insider Transactions at Encompass Health

In related news, EVP Patrick William Tuer sold 682 shares of the stock in a transaction dated 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 owned 24,755 shares in the company, valued at $2,588,382.80. This trade represents a 2.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Treasurer Edmund Fay sold 11,937 shares of the stock in a transaction dated 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 owned 89,325 shares of the company’s stock, valued at $9,557,775. This trade represents a 11.79% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.80% of the company’s stock.

Encompass Health 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.