Congress Asset Management Co. Trims Holdings in Encompass Health Corporation $EHC

06 Oct 2026, 23:23 by Mitch Edgeman · The Markets Daily

Congress Asset Management Co. trimmed its stake in Encompass Health Corporation (NYSE:EHC – Free Report) by 2.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 396,336 shares of the company’s stock after selling 9,785 shares during the period. Congress Asset Management Co.’s holdings in Encompass Health were worth $48,151,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Central Pacific Bank Trust Division increased its position in Encompass Health by 21.4% during the third quarter. Central Pacific Bank Trust Division now owns 1,875 shares of the company’s stock valued at $228,000 after acquiring an additional 330 shares during the last quarter. CapWealth Advisors LLC purchased a new position in shares of Encompass Health during the 3rd quarter worth about $235,000. QRG Capital Management Inc. grew its holdings in Encompass Health by 9.0% during the 2nd quarter. QRG Capital Management Inc. now owns 9,414 shares of the company’s stock valued at $952,000 after purchasing an additional 775 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its position in Encompass Health by 2.8% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 13,571 shares of the company’s stock worth $1,372,000 after purchasing an additional 368 shares during the period. Finally, Sequoia Financial Advisors LLC lifted its stake in Encompass Health by 3.9% in the second quarter. Sequoia Financial Advisors LLC now owns 5,961 shares of the company’s stock worth $603,000 after purchasing an additional 225 shares during the last quarter. Hedge funds and other institutional investors own 97.25% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on EHC shares. TD Cowen increased their price target on Encompass Health from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Monday, August 10th. UBS Group upped their price objective on Encompass Health from $150.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Barclays boosted their target price on shares of Encompass Health from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Raymond James Financial set a $150.00 price target on shares of Encompass Health in a research note on Monday, September 28th. Finally, Truist Financial lifted their price objective on shares of Encompass Health from $140.00 to $150.00 and gave the company a “buy” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $148.50.

View Our Latest Stock Analysis on EHC

Insider Buying and Selling

In other Encompass Health news, CEO Mark Tarr sold 173,148 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $125.47, for a total transaction of $21,724,879.56. Following the completion of the sale, the chief executive officer owned 267,814 shares in the company, valued at $33,602,622.58. This represents a 39.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP John Darby sold 8,906 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $125.95, for a total value of $1,121,710.70. Following the sale, the executive vice president directly owned 75,041 shares in the company, valued at $9,451,413.95. This trade represents a 10.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 186,912 shares of company stock valued at $23,434,845 in the last three months. 1.80% of the stock is currently owned by insiders.

Encompass Health Stock Up 3.1%

Shares of EHC stock traded up $3.71 during mid-day trading on Tuesday, hitting $124.68. The stock had a trading volume of 1,295,467 shares, compared to its average volume of 1,044,116. Encompass Health Corporation has a 12-month low of $92.77 and a 12-month high of $127.99. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.19 and a quick ratio of 1.19. The firm’s 50-day moving average is $120.75 and its two-hundred day moving average is $109.95. The firm has a market capitalization of $12.30 billion, a P/E ratio of 20.31, a price-to-earnings-growth ratio of 2.43 and a beta of 0.74.

Encompass Health (NYSE:EHC – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. The company had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.57 billion. Encompass Health had a net margin of 10.01% and a return on equity of 18.08%. The firm’s revenue for the quarter was up 9.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.40 earnings per share. Encompass Health has set its FY 2026 guidance at 6.020-6.250 EPS. On average, analysts predict that Encompass Health Corporation will post 6.08 earnings per share for the current fiscal year.

Encompass Health Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Thursday, October 1st will be issued a dividend of $0.21 per share. The ex-dividend date of this dividend is Thursday, October 1st. This is a positive change from Encompass Health’s previous quarterly dividend of $0.19. This represents a $0.84 annualized dividend and a yield of 0.7%. Encompass Health’s dividend payout ratio is 13.68%.

Encompass Health Company Profile

(Free Report)

Encompass Health Corporation (NYSE:EHC) is a healthcare services company focused on inpatient rehabilitation. Through its network of rehabilitation hospitals, the company provides intensive medical and therapeutic care to patients recovering from conditions such as strokes, brain and spinal cord injuries, hip fractures, amputations, neurological disorders, and other disabling illnesses or injuries.

Its rehabilitation hospitals offer coordinated care from physicians, nurses, therapists, and other healthcare professionals.