Vanguard Group Inc. Lowers Stake in Encompass Health Corporation $EHC

02 May 2026, 08:55 by Renee Jackson · The Cerbat Gem

Vanguard Group Inc. lowered its stake in shares of Encompass Health Corporation (NYSE:EHC – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,130,029 shares of the company’s stock after selling 110,780 shares during the quarter. Vanguard Group Inc. owned 10.07% of Encompass Health worth $1,075,201,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Citizens National Bank Trust Department purchased a new stake in shares of Encompass Health during the 3rd quarter valued at $26,000. First Horizon Corp purchased a new stake in shares of Encompass Health during the 3rd quarter valued at $34,000. Westside Investment Management Inc. raised its position in shares of Encompass Health by 56.7% during the 3rd quarter. Westside Investment Management Inc. now owns 279 shares of the company’s stock valued at $35,000 after buying an additional 101 shares in the last quarter. Assetmark Inc. raised its position in shares of Encompass Health by 88.1% during the 3rd quarter. Assetmark Inc. now owns 299 shares of the company’s stock valued at $38,000 after buying an additional 140 shares in the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of Encompass Health during the 3rd quarter valued at $39,000. Hedge funds and other institutional investors own 97.25% of the company’s stock.

Insider Activity

In related news, CEO Mark J. Tarr sold 150,000 shares of the business’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $111.64, for a total transaction of $16,746,000.00. Following the sale, the chief executive officer owned 377,070 shares of the company’s stock, valued at $42,096,094.80. The trade was a 28.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Treasurer Edmund Fay sold 11,937 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $107.00, for a total transaction of $1,277,259.00. Following the sale, the treasurer directly owned 89,325 shares in the company, valued at $9,557,775. The trade was a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.80% of the company’s stock.

Encompass Health Trading Up 7.5%

Shares of EHC opened at $107.48 on Friday. The firm’s 50-day moving average price is $103.05 and its 200-day moving average price is $107.65. The firm has a market capitalization of $10.69 billion, a price-to-earnings ratio of 19.40, a PEG ratio of 1.92 and a beta of 0.72. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.76. Encompass Health Corporation has a 1-year low of $92.77 and a 1-year high of $127.99.

Encompass Health (NYSE:EHC – Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.51 by $0.09. The firm had revenue of $1.59 billion for the quarter, compared to analyst estimates of $1.57 billion. Encompass Health had a net margin of 10.04% and a return on equity of 18.54%. The company’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.37 EPS. Encompass Health has set its FY 2026 guidance at 5.890-6.110 EPS. Sell-side analysts anticipate that Encompass Health Corporation will post 5.91 EPS for the current year.

Encompass Health Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st were paid a dividend of $0.19 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.7%. Encompass Health’s payout ratio is presently 13.72%.

Key Stories Impacting Encompass Health

Here are the key news stories impacting Encompass Health this week:

Positive Sentiment: Q1 results beat expectations — Encompass reported revenue of about $1.59B (+9% YoY) and EPS of $1.60, topping consensus and showing solid margin and profitability improvements. Encompass Health (EHC) Q1 Earnings and Revenues Surpass Estimates
Positive Sentiment: Company raised FY‑2026 outlook — management updated full‑year EPS guidance to a range of 5.890–6.110 and increased revenue guidance (roughly $6.4–6.5B), signaling confidence in the recovery/hospital business. Encompass Health reports results for first quarter 2026
Positive Sentiment: Underlying operating strength — company metrics cited in releases include healthy ROE (~18.2%), improved net margins and solid operating cash flow, supporting the earnings beat and guidance lift. Encompass Health reports results for first quarter 2026 (Finanznachrichten)
Neutral Sentiment: Management commentary and detail — the Q1 earnings call transcript provides additional color on volumes, payor dynamics and capital allocation that investors may parse for sustainability of growth. EHC Q1 2026 Earnings Call Transcript
Neutral Sentiment: Wide media coverage — outlets summarized the beat + guidance and amplified the stock move; useful for understanding market momentum but not new fundamental data. Encompass Health (EHC) shares skyrocket, what you need to know
Negative Sentiment: Insider selling highlighted — filings and coverage show multiple insider sales (including sales by senior executives) in recent months, which can be perceived as a governance/headwind signal by some investors. Encompass Health Corporation (EHC) Stock Falls on Q1 2026 Earnings

Analysts Set New Price Targets

A number of equities analysts recently commented on EHC shares. Wall Street Zen upgraded shares of Encompass Health from a “hold” rating to a “buy” rating in a research report on Saturday. Barclays boosted their price target on shares of Encompass Health from $150.00 to $153.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $146.33.

View Our Latest Analysis on EHC

Encompass Health Profile

(Free Report)

Encompass Health Corporation is a leading provider of post‐acute healthcare services in the United States, operating a comprehensive network of inpatient rehabilitation hospitals and home health and hospice agencies. Its inpatient rehabilitation hospitals offer intensive therapy programs for patients recovering from conditions such as stroke, brain injury, spinal cord injury, cardiac and pulmonary disorders, and orthopedic procedures. Through its home health segment, Encompass Health delivers skilled nursing, physical therapy, occupational therapy and speech therapy to patients in the comfort of their homes, while its hospice services provide end‐of‐life care focused on symptom management and emotional support for patients and families.

Founded in 1984 as HealthSouth Corporation and rebranded as Encompass Health in 2018, the company has grown organically and through acquisitions to serve patients across more than 30 states.