Select Medical Holdings Corporation (SEM)

In the past six months, Select Medical Holdings Corp. announced its second-quarter 2025 results on July 31, 2025, and is scheduled to announce its third-quarter 2025 results on October 30, 2025. Thomas P. Mullin was appointed as Chief Executive Officer on September 2, 2025, and a joint venture agreement with Ballad Health was signed on June 27, 2025. The company also announced cash dividends for its first and second quarters of 2025. Analyst sentiment has been largely positive, with several 'buy' ratings and price target adjustments, although Mizuho lowered its price target due to challenges in the critical illness recovery hospital segment. The stock saw an 11% surge on October 8, 2025, following RBC Capital's upgrade. The company initiated a stock buyback plan on May 1, 2025, authorizing the repurchase of up to $1 billion in shares.

Demand for Select Medical Holdings Corp.'s post-acute care services exhibits some seasonality, with a dip in activity during the summer months due to increased vacation requests from staff. Activity typically picks up around August, September, and October. Overall demand for post-acute care services is anticipated to continue growing rapidly, driven by an aging population and the increasing prevalence of chronic diseases.

Select Medical Holdings Corp. is a healthcare company specializing in post-acute care services across the United States. Founded in 1996 and headquartered in Mechanicsburg, Pennsylvania, the company operates through three segments: critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics. These facilities cater to patients with complex medical needs, offer intensive physical rehabilitation programs, and provide physical, occupational, and speech rehabilitation services.

Select Medical Holdings Corp. has a significant geographic presence across the United States. As of March 31, 2025, the company operated 104 critical illness recovery hospitals in 29 states, 35 rehabilitation hospitals in 14 states, and 1,911 outpatient rehabilitation clinics across 39 states and the District of Columbia.

Select Medical Holdings Corp. generally maintains a positive brand reputation within the healthcare industry, driven by its commitment to patient care and its extensive network of facilities. The company emphasizes 'Safety First' through its Patient Safety Organization. Analyst sentiment is largely positive, with a consensus rating of 'Moderate Buy'.

Select Medical Holdings Corp. has a diverse ownership structure. Institutional shareholders hold a significant portion of the company’s stock, with approximately 81.12% to 82.7%. Major institutional owners include T. Rowe Price Group, Inc., BlackRock, Inc., The Vanguard Group, Inc., Dimensional Fund Advisors LP, and State Street Global Advisors, Inc. Insiders hold about 15.07% of the company's shares. John D. Clark is noted as the largest individual shareholder, owning approximately 81.43% of the company's shares.