OP Asset Management Ltd Takes $1.66 Million Position in Select Medical Holdings Corporation $SEM

OP Asset Management Ltd purchased a new position in shares of Select Medical Holdings Corporation (NYSE:SEM) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 101,953 shares of the health services provider’s stock, valued at approximately $1,661,000.

Other large investors have also bought and sold shares of the company. Smartleaf Asset Management LLC grew its position in Select Medical by 37.8% in the fourth quarter. Smartleaf Asset Management LLC now owns 2,870 shares of the health services provider’s stock valued at $43,000 after acquiring an additional 788 shares during the last quarter. State of Alaska Department of Revenue lifted its holdings in shares of Select Medical by 1.5% in the fourth quarter. State of Alaska Department of Revenue now owns 63,370 shares of the health services provider’s stock worth $940,000 after acquiring an additional 935 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its holdings in shares of Select Medical by 20.9% in the third quarter. Wilmington Savings Fund Society FSB now owns 5,784 shares of the health services provider’s stock worth $74,000 after acquiring an additional 999 shares during the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Select Medical by 9.7% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 11,475 shares of the health services provider’s stock valued at $171,000 after purchasing an additional 1,014 shares in the last quarter. Finally, Hsbc Holdings PLC grew its holdings in shares of Select Medical by 4.9% during the 4th quarter. Hsbc Holdings PLC now owns 29,331 shares of the health services provider’s stock valued at $436,000 after purchasing an additional 1,364 shares during the last quarter. 89.48% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently commented on SEM shares. Weiss Ratings raised shares of Select Medical from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, June 4th. Wall Street Zen downgraded shares of Select Medical from a “buy” rating to a “hold” rating in a report on Monday, March 9th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $16.50 price target (down from $19.00) on shares of Select Medical in a research note on Tuesday, March 3rd. Zacks Research upgraded Select Medical from a “strong sell” rating to a “hold” rating in a research report on Monday, May 4th. Finally, Mizuho reaffirmed a “neutral” rating and issued a $16.50 target price (down from $17.00) on shares of Select Medical in a report on Tuesday, May 12th. One equities research analyst has rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $15.50.

Select Medical Trading Up 0.2%

SEM opened at $16.54 on Monday. Select Medical Holdings Corporation has a fifty-two week low of $11.65 and a fifty-two week high of $16.99. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.15 and a quick ratio of 1.15. The firm has a market capitalization of $2.05 billion, a price-to-earnings ratio of 15.60, a PEG ratio of 0.95 and a beta of 1.01. The company’s 50 day moving average price is $16.51 and its two-hundred day moving average price is $15.93.

Select Medical (NYSE:SEM) last released its quarterly earnings results on Thursday, April 30th. The health services provider reported $0.36 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.43 by ($0.07). The business had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.41 billion. Select Medical had a net margin of 2.42% and a return on equity of 6.62%. Select Medical’s revenue was up 5.0% on a year-over-year basis. During the same period in the previous year, the business posted $0.44 EPS. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS. As a group, research analysts predict that Select Medical Holdings Corporation will post 1.26 earnings per share for the current year.

Select Medical Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, May 28th. Investors of record on Thursday, May 14th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Thursday, May 14th. Select Medical’s dividend payout ratio (DPR) is currently 23.58%.

Select Medical Company Profile

Select Medical is a leading provider of specialized healthcare services in the United States, operating through two primary business segments: Hospital Division and Outpatient Rehabilitation Division. The Hospital Division offers long-term acute care (LTAC) hospitals and inpatient rehabilitation facilities (IRFs) that serve patients recovering from complex illnesses, trauma or surgery. The Outpatient Rehabilitation Division delivers physical, occupational and speech therapy services through a network of clinic locations and home-based care programs.

Headquartered in Mechanicsburg, Pennsylvania, Select Medical was founded in 1996 and has grown through strategic partnerships, joint ventures and acquisitions.