Encompass Health Corporation (EHC)

Over the past six months, Encompass Health's stock has experienced various movements. As of April 2, 2026, the share price was $97.42, representing a decline of 4.37% from April 3, 2025. The stock last traded at $105.67 on April 7, 2026, showing a 1.59% increase from the previous close. Over the past 12 months, the stock has gained 9.3%. Encompass Health reported its third-quarter 2025 results, increasing its full-year guidance. Encompass Health was recognized on the Fortune 2026 World's Most Admired Companies list and the Forbes 2026 America's Best Companies list. Encompass Health Rehabilitation Hospital of Irmo opened in South Carolina. Encompass Health secured a new $1 billion revolving credit facility extending to 2031, and an SVP sold and gifted shares. Vanguard affiliates reported separately for Encompass Health after a realignment. Encompass Health filed its annual report and detailed its 2026 virtual meeting and pay vote. News coverage focused on Encompass Health in the context of the US healthcare sector and investor interest in rehabilitation services, with analysts framing the company around rising demand for inpatient rehabilitation. A proposed CMS FY 2027 payment rate increase of 2.4% for Medicare payments to rehabilitation facilities was seen as a positive sign for the company's revenue outlook.

The demand for Encompass Health's products and services is largely driven by non-discretionary and growing demographic trends rather than explicit seasonality. The 75+ age cohort is one of the fastest-growing segments of the U.S. population, ensuring a consistent and increasing need for their services. The company's growth strategy is focused on adding capacity through new hospitals and bed expansions to meet this underserved and growing demand. The overall trend indicates a steady and increasing need for inpatient rehabilitation services.

Encompass Health Corp., headquartered in Birmingham, Alabama, is the largest owner and operator of inpatient rehabilitation hospitals in the United States, focusing on post-acute healthcare services. The company provides specialized rehabilitative treatment to patients recovering from major injuries or illnesses, utilizing advanced technology and innovative treatments. In 2022, Encompass Health spun off its home health and hospice business, Enhabit Inc., to focus solely on inpatient rehabilitation services.

Encompass Health has a national footprint across 39 states and Puerto Rico, operating 173 inpatient rehabilitation hospitals as of December 31, 2025, with approximately 67 operating as joint ventures with acute care hospitals. The company plans to open 6 to 10 new hospitals and add 80 to 120 beds to existing hospitals each year through 2027. Recent expansions include new hospitals in Danbury, Connecticut, Daytona Beach, Florida, and Wildwood, Florida, in the third quarter of 2025, and a new 40-bed inpatient rehabilitation hospital planned for Bear, Delaware.

Encompass Health has maintained a strong brand reputation over the past year, receiving several significant accolades. For the sixth consecutive year, Encompass Health was named to the Fortune World's Most Admired Companies list and was included in the Forbes 2026 America's Best Companies list. Encompass Health was named among Becker's "Top Places to Work in Healthcare" for 2026. Newsweek and Statista named Encompass Health "America's Most Awarded Leader in Inpatient Rehabilitation" for the sixth consecutive year. Encompass Health also earned national recognition for patient experience excellence, with NRC Health recognizing it among the top three large health systems nationwide for delivering outstanding care.

Encompass Health's ownership is predominantly institutional. As of March 2025, institutional investors held approximately 95.60% of the company's shares, increasing to 103.58% by December 2025. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and Invesco Ltd. Insider holdings remained largely unchanged at approximately 2.98% in March 2025 and 3.00% in December 2025. Retail investors held approximately 24.65% of the stock as of March 2025.