Select Medical Holdings Corporation (SEM)

Over the past six months, Select Medical's stock has been influenced by several events, including Q3 2025 earnings exceeding forecasts, a take-private bid that surged the stock, the acquisition of Landmark Hospital of Savannah, and a joint venture with Vibra Healthcare. Mizuho lowered its price target on Select Medical Holdings due to segment pressures. Despite analyst caution, the stock gained 25.9% over the past six months.

The demand for Select Medical Holdings Corp.'s services exhibits some seasonality, with increased demand during winter months due to a rise in respiratory illnesses and potentially decreased demand during the summer months. Year-over-year metrics are considered a better indicator due to these seasonal variations. The company has experienced suppressed demand with flat admissions and a revenue decline over the last two years.

Select Medical Holdings Corp. operates in the Healthcare sector, providing specialized healthcare services through Critical Illness Recovery Hospitals, Rehabilitation Hospitals, and Outpatient Rehabilitation clinics. The Critical Illness Recovery Hospitals cater to patients with complex medical needs. The Rehabilitation Hospital segment offers therapy and rehabilitation for various conditions. The Outpatient Rehabilitation segment provides physical, occupational, and speech rehabilitation programs.

As of December 31, 2025, Select Medical Holdings Corp. operates extensively across the United States, managing 104 critical illness recovery hospitals in 28 states, 38 rehabilitation hospitals in 15 states, and 1,917 outpatient rehabilitation clinics across 39 states and the District of Columbia.

Select Medical Holdings Corp. generally maintains a positive brand reputation, reflected in a "Moderate Buy" consensus rating from analysts and a high MarketRank™ score. However, analysts have flagged concerns about stagnating admission volumes and a decline in earnings per share. Kaskela Law Firm announced investigations of Select Medical Holdings Corporation.

Approximately 53.99% of Select Medical Holdings Corp.'s stock is held by Institutional Investors, 18.04% by Insiders, and 27.97% by Public Companies and Individual Investors. Major institutional shareholders include BlackRock, Inc., Price T Rowe Associates Inc /md/, and Vanguard Group Inc.