Encompass Health Corporation (EHC)

In the past six months, Encompass Health's stock price has increased. As of January 2, 2026, the share price was $106.37, representing a 16.62% increase from January 6, 2025. On October 30, 2025, Encompass Health reported its Q3 2025 earnings, posting an EPS of $1.23, exceeding analysts' expectations by 3.36%. This strong performance contributed to the company raising its 2025 guidance and outlining plans for continued expansion, expecting to add beds to existing hospitals in 2025, 2026 and 2027.

While specific detailed seasonal patterns are not explicitly provided, the company's core economics are driven by demographics, regulatory structure, and capacity management. The demand for high-acuity rehabilitative services is growing, and Encompass Health's strategy involves strategically expanding its network to meet this demand. The average patient age suggests a consistent need for rehabilitative care that may not be subject to significant seasonal fluctuations but rather to broader demographic trends. The company's consistent expansion plans indicate a steady and increasing demand for their services throughout the year.

Encompass Health Corp. is the largest owner and operator of inpatient rehabilitation hospitals in the United States, operating within the Healthcare sector, specifically in the Medical Care Facilities and Hospitals/Inpatient Services industries. The company provides specialized rehabilitative treatment and care for patients recovering from complex medical events, offering medical, nursing, therapy, and ancillary services. In July 2022, Encompass Health completed the spin-off of its home health and hospice segment, Enhabit Home Health & Hospice, to focus solely on inpatient rehabilitation.

Encompass Health operates approximately 170 to 173 inpatient rehabilitation hospitals across 39 states and Puerto Rico. Approximately one in three patients receiving inpatient rehabilitative care in the U.S. is treated at an Encompass Health facility. The company's hospitals are primarily concentrated in the eastern half of the United States and Texas.

Encompass Health has maintained a strong brand reputation in the past year. The company was named to Fortune's World's Most Admired Companies list for the fifth consecutive year in February 2025. In January 2025, Forbes recognized Encompass Health on its inaugural list of the Most Trusted Companies in America, where it ranked fourth in the Health Care Equipment and Services category. These accolades are based on evaluations of customer trust, employee trust, investor trust, and media sentiment.

Encompass Health Corporation's ownership is heavily weighted towards institutional investors, who hold 93.11% of the shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Invesco Ltd., Price T Rowe Associates Inc /md/, State Street Corp, and Wellington Management Group Llp. Company insiders own 6.24% of the stock, while retail investors hold 0.65%. Joel C. Gordon is noted as the largest individual shareholder, owning 1.48 million shares, which represents 1.47% of the company.