$EHC

Encompass Health Corp

Insider trades
5
2
0
$25.2M
Tarr Mark J
0%
See all $EHC insider activity →
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Encompass Health (EHC) Q2 2026 Earnings Call Transcript

Encompass Health (EHC) reported Q2 2026 net operating revenue of $1.597B (+9.6% YoY), adjusted EBITDA of $348M (+9.2%), and adjusted EPS of $1.55 (+10.7%). Full-year 2026 guidance was raised: revenue $6.41B-$6.49B, adjusted EBITDA $1.365B-$1.395B, adjusted EPS $6.02-$6.25. The company also increased its $1B share repurchase authorization.

COLTHARP DOUGLAS E sold $2.4M of EHC

COLTHARP DOUGLAS E (EVP & Chief Financial Officer) sold 18,869 shares of Encompass Health Corp (EHC) at $125.38 ($2.37M total) on 2026-08-10.

Tarr Mark J sold $21.7M of EHC

Tarr Mark J (President & CEO) sold 173,148 shares of Encompass Health Corp (EHC) at an average of $125.47 ($125.46–$126.06, $21.72M total) across 2 trades on 2026-08-10.

EHC sentiment & insider activity

Over the past 7 days, alphai's AI scored 7 news stories mentioning EHC (Encompass Health Corp). Coverage has skewed bullish: 5 bullish, 2 neutral, and 0 bearish.

Recent EHC coverage spans earnings, insider activity and corporate actions.

In the last 30 days, EHC insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($25.2M). The most active reporter was Tarr Mark J, President & CEO, with 2 filings.

What's driving EHC

  • Guidance raise plus higher occupancy and discharge growth supports a bullish re-rating, while Medicare Advantage denial risk remains a key swing factor.

    fool.com · Aug 13, 2026

  • This is an insider sale disclosure, not a fundamental company update, but it can modestly affect near-term sentiment.

    SEC EDGAR · Aug 11, 2026

  • This is a large insider sale by the CEO, which can modestly pressure sentiment, but it is not a fundamental change by itself.

    SEC EDGAR · Aug 11, 2026

  • The filing is a routine insider sale with no stated 10b5-1 plan, but it does not by itself signal a fundamental change.

    SEC EDGAR · Aug 11, 2026

  • Guidance raise and a fresh $1B buyback program support a bullish near-term bias, but the article frames it as analyst reiteration rather than a new catalyst today.

    investing.com · Aug 11, 2026

alphai scores every news story that mentions EHC with an AI model for sentiment and relevance, and aggregates insider trades from Encompass Health Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $EHC

Score
$EHCMedAI 8/10

Encompass Health (EHC) Q2 2026 Earnings Call Transcript

Encompass Health (EHC) reported Q2 2026 net operating revenue of $1.597B (+9.6% YoY), adjusted EBITDA of $348M (+9.2%), and adjusted EPS of $1.55 (+10.7%). Full-year 2026 guidance was raised: revenue $6.41B-$6.49B, adjusted EBITDA $1.365B-$1.395B, adjusted EPS $6.02-$6.25. The company also increased its $1B share repurchase authorization.

$EHCMed

Encompass Health Named Top SMidCap Pick by TD Cowen

TD Cowen analyst Ryan Langston reiterated Encompass Health (EHC) as a top small- and mid-cap pick after its strong Q2 FY2026 results. Adjusted EBITDA was $348M (+3% vs consensus), revenue $1.597B (+10%), and EPS $1.55. Same-store volume rose 2.8%. EHC raised FY2026 adjusted EBITDA guidance by $15M and authorized a $1B share repurchase.

$EHCMedAI 8/10

Encompass Health Lifts 2026 Outlook Amid Strong Q2

Encompass Health (EHC) reported Q2 results and raised 2026 guidance. Q2 revenue rose 9.6% to support adjusted EBITDA of $348 million (+9.2%) and adjusted EPS up 10.7%. Full-year 2026 net operating revenue is guided to $6.41B-$6.49B, adjusted EBITDA $1.365B-$1.395B, and adjusted EPS $6.02-$6.25.

$EYPTLow

Top healthcare stocks to watch in 2026, according to Mizuho’s latest update

Mizuho updated its U.S. healthcare “Top Picks” list for 2026, citing seven companies across biotech, medical devices, and healthcare services. Highlights include Eyepoint Pharmaceuticals (Duravyu Phase 3 data expected Aug 2026), Vaxcyte (PCV Phase 3 OPUS-1 data in Q4 2026), Erasca (raised about $632.5M in an offering), and Arcutis (Zoryve guidance $480M-$495M for 2026).

$EHCMed

Encompass Health Q2 Earnings Call Highlights

Encompass Health (NYSE:EHC) discussed Q2 updates on an earnings call. It expects Medicare pricing impact of about 2.3% in Q4 and 2026 salary/wage growth of 3.5% to 4.0%. It cut the 2026 net provider-tax benefit to about $10M from ~$21M. The company opened new beds, raised its dividend to $0.21, repurchased shares, and issued $500M notes, with net leverage at 1.9x.

Encompass Health (EHC) Is Up 12.7% After Raising 2026 Guidance And Completing Major Buyback Program – Has The Bull Case Changed?

Encompass Health (EHC) reported Q2 2026 net operating revenue of $1,597.4 million and net income of $153.9 million, with higher EPS year over year. The company raised full-year 2026 revenue guidance and completed a major share repurchase program, retiring nearly one-tenth of shares, and increased shareholder returns. The article also cites higher debt after 2034 notes.

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