Encompass Health Corporation (EHC)

In the past six months, Encompass Health Corp.'s stock price has been impacted by several events. On February 6, 2026, the company reported strong fourth-quarter and full-year 2025 results, surpassing analyst expectations with an adjusted EPS of $1.46 and revenue meeting projections at $1.54 billion, leading to a stock price surge. The stock was up 12.5% on February 7, 2026, indicating a strong positive momentum. The stock jumped 17.5% on February 5, 2026, after the Q4 CY2025 results were reported. On January 2, 2026, the ex-dividend date for a $0.76 dividend occurred. The stock price rose above its 15-day moving average on February 4-5, 2026. Trading volume exceeded the daily average by +15.12% on February 4, 2026. The stock price moved over +1.02% to $95.49 on February 2, 2026. In Q3 2025, revenue was reported at $1.48 billion, a 9.4% increase year-over-year. Over the 90 days prior to February 8, 2026, Encompass Health's stock experienced one analyst downgrade, and the share price as of February 4, 2026, was $95.66, representing a 6.40% decline from February 5, 2025.

Demand for Encompass Health's products and services does not appear to exhibit significant seasonality. The company's business model relies on referrals from acute-care hospitals, and revenue is largely driven by government payers, particularly Medicare. The company's strategy of expanding its network through new hospital construction is influenced by the needs of an aging population, suggesting a consistent, rather than seasonal, demand for its rehabilitative services. Recent earnings reports highlight discharge growth and patient mix as revenue drivers, without mentioning seasonal fluctuations.

Encompass Health Corp. is a leading provider of post-acute healthcare services in the United States, primarily focusing on inpatient rehabilitation. The company operates in the Healthcare sector, specifically within the Medical Care Facilities industry. Encompass Health's major services include specialized rehabilitative treatment and care provided through its network of inpatient rehabilitation hospitals. These services cater to patients recovering from a variety of medical conditions such as strokes, hip fractures, neurological disorders, brain and spinal cord injuries, complex orthopedic conditions, and amputations. The care provided encompasses medical, nursing, and various therapies including physical, occupational, and speech-language pathology, along with ancillary services. The company also offers technology support for health problems related to cognitive function, coordination, mobility, pain reduction, and speech and language delays. Notably, Encompass Health spun off its home health and hospice business as Enhabit in 2022.

Encompass Health Corp. has a significant geographic footprint across the United States and Puerto Rico. As of December 31, 2025, the company owned and operated 173 inpatient rehabilitation hospitals located in 39 states and Puerto Rico, with 67 of these facilities operating as joint ventures. As of November 10, 2025, there were 176 Encompass Health Corporation locations in the United States, with Texas having the most (28 locations) and Florida following with 22 locations.

Encompass Health Corp. has maintained a strong brand reputation over the past year. The company was named to Fortune's World's Most Admired Companies list for the fifth consecutive year (for 2025). Encompass Health is also recognized as America's Most Awarded Leader in Inpatient Rehabilitation by Newsweek and Statista. The company has been listed among Fortune's World's Most Admired Companies and Forbes' America's Best Companies. Modern Healthcare has recognized Encompass Health as one of the "Best Places to Work," and Forbes has included it in its list of "Most Trusted Companies in America." No significant negative events impacting the company's reputation were found in the past year.

Encompass Health Corp. is predominantly owned by institutional investors, who hold approximately 93.11% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Invesco Ltd., Price T Rowe Associates Inc /md/, State Street Corp, Wellington Management Group Llp, Alliancebernstein L.p., T Rowe Price Investment Management Inc, Fuller & Thaler Asset Management Inc, and Geode Capital Management LLC. Individual investors hold about 1.25% of shares, with Joel C. Gordon being the largest individual shareholder, owning 1.48 million shares, representing 1.47% of the company. Insider ownership stands at 6.24%.