JPMorgan Chase & Co. Raises Stock Position in Encompass Health Corporation $EHC

JPMorgan Chase & Co. lifted its stake in Encompass Health Corporation (NYSE:EHC) by 5.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,410,335 shares of the company’s stock after buying an additional 70,387 shares during the period. JPMorgan Chase & Co.’s holdings in Encompass Health were worth $179,141,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Alliancebernstein L.P. lifted its holdings in shares of Encompass Health by 6.8% in the 2nd quarter. Alliancebernstein L.P. now owns 2,039,314 shares of the company’s stock valued at $250,081,000 after purchasing an additional 129,276 shares during the last quarter. Geode Capital Management LLC increased its stake in Encompass Health by 0.5% in the second quarter. Geode Capital Management LLC now owns 1,773,547 shares of the company’s stock valued at $217,526,000 after purchasing an additional 8,765 shares during the period. Thrivent Financial for Lutherans boosted its stake in shares of Encompass Health by 57.8% during the third quarter. Thrivent Financial for Lutherans now owns 1,194,859 shares of the company’s stock worth $151,544,000 after buying an additional 437,464 shares during the period. Raymond James Financial Inc. grew its holdings in shares of Encompass Health by 31.5% during the second quarter. Raymond James Financial Inc. now owns 1,143,642 shares of the company’s stock worth $140,245,000 after buying an additional 274,142 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Encompass Health during the second quarter worth approximately $139,536,000. Institutional investors and hedge funds own 97.25% of the company’s stock.

More Encompass Health News

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

• Positive Sentiment: Zacks Research raised several near‑term and multi‑year earnings forecasts for EHC (multiple quarterly upgrades for Q1–Q4 2026 and Q1–Q4 2027 and FY2026→$6.03, FY2027→$6.32, FY2028→$7.13), signaling better-than-expected profitability trends. This upward revision cadence supports higher future earnings expectations and is bullish for the stock.
• Positive Sentiment: Encompass Health declared a quarterly cash dividend of $0.19 per share (record Apr 1; payable Apr 15), a sign of steady cash flow and shareholder return policy; the yield is modest (~0.7%) but supports income-oriented investors. Encompass Health declares dividend on common stock
• Neutral Sentiment: Zacks maintained a “Hold” rating despite the estimate upgrades, indicating the firm sees upside limited relative to risk — this tempering of conviction may blunt an otherwise stronger rally.
• Neutral Sentiment: Market commentary and post‑earnings analysis pieces are circulating (e.g., Q4 analysis and “buy/sell/hold” writeups) that could influence short-term flows as investors digest the Q4 beat and management guidance. Encompass Health (EHC): Buy, sell, or hold post Q4 earnings?

Encompass Health Stock Down 0.5%

Shares of NYSE:EHC opened at $106.59 on Friday. Encompass Health Corporation has a 12-month low of $92.53 and a 12-month high of $127.99. The stock’s 50-day moving average price is $103.98 and its two-hundred day moving average price is $114.47. The company has a current ratio of 1.08, a quick ratio of 1.14 and a debt-to-equity ratio of 0.76. The firm has a market cap of $10.73 billion, a price-to-earnings ratio of 19.24, a PEG ratio of 2.04 and a beta of 0.73.

Encompass Health (NYSE:EHC) last released its earnings results on Thursday, February 5th. The company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.29 by $0.17. Encompass Health had a net margin of 9.54% and a return on equity of 18.20%. The business had revenue of $3.09 billion for the quarter, compared to analysts’ expectations of $1.54 billion. During the same period last year, the company earned $1.17 earnings per share. The company’s quarterly revenue was up 9.9% on a year-over-year basis. Encompass Health has set its FY 2026 guidance at 5.810-6.100 EPS. On average, research analysts forecast that Encompass Health Corporation will post 4.8 EPS for the current year.

Encompass Health Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be given a dividend of $0.19 per share. This represents a $0.76 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, April 1st. Encompass Health’s payout ratio is 13.72%.

Insider Transactions at Encompass Health

In related news, CEO Mark J. Tarr sold 150,000 shares of the stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 377,070 shares of the company’s stock, valued at approximately $42,096,094.80. This represents a 28.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 2.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Wall Street Zen raised shares of Encompass Health from a “hold” rating to a “buy” rating in a report on Sunday, January 18th. Barclays raised their price target on Encompass Health from $150.00 to $153.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Zacks Research lowered shares of Encompass Health from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Raymond James Financial raised shares of Encompass Health to a “strong-buy” rating in a report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Encompass Health has an average rating of “Buy” and an average price target of $143.29.

Encompass Health Profile

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.