Encompass Health Corp
Encompass Health operates inpatient rehabilitation hospitals that provide specialized, facility-based care for people recovering from major injuries or illnesses. Its clinical teams use nursing, physical, occupational and speech therapy, along with physician-directed care, to help patients regain physical and cognitive abilities. Most patients are admitted from acute-care hospitals following physician referrals. As of December 31, 2025, Encompass Health operated 173 hospitals in 39 states and Puerto Rico, and its principal executive offices are in Birmingham, Alabama. The company earns money by providing patient care services, with payments from Medicare, Medicare Advantage plans, managed care plans and private insurers, as well as Medicaid, workers’ compensation, other third-party payors and patients. Medicare and Medicare Advantage represent approximately 82% of total revenues. More than a third of its hospitals operate as joint ventures with acute-care hospitals or systems.
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See all $EHC insider activity →Encompass Health's Sea Pines hospital in Florida closed indefinitely due to flood damage. The company reaffirmed its 2026 guidance, expecting $6.45–$6.50B revenue and $1.395–$1.415B Adjusted EBITDA. Sea Pines contributed $44M in revenue and $14M in EBITDA in 2026's first nine months.
Encompass Health reported Q3 2026 revenue of $1.61B, up 8.9% YoY, and net income of $203.6M, up 16.6%. Diluted EPS rose 21% to $1.5. Growth was driven by higher patient volumes and pricing. The company expanded with four new hospitals and 85 additional beds.
Mizuho raised its price target on Encompass Health (EHC) to $155 from $140, citing strong demand and increased EBITDA estimates. The stock is up 29% YTD. Other analysts also raised targets post Q3 results, which beat estimates. EHC reported $1.61B revenue and $1.52 EPS, raising its full-year outlook.
Recent EHC coverage spans earnings and financial news.
The indefinite closure removes a revenue source and may raise cost concerns, likely weighing on the stock.
Quarterly operating momentum appears positive, supported by volume growth and pricing, but Medicare mix shifts toward lower Medicare Advantage share.
Analyst price‑target upgrades signal bullish sentiment and could lift the stock.
Analyst upgrade suggests potential upside for the stock.
Analyst upgrades and strong earnings suggest upside potential for EHC.
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.
Encompass Health's Sea Pines hospital in Florida closed indefinitely due to flood damage. The company reaffirmed its 2026 guidance, expecting $6.45–$6.50B revenue and $1.395–$1.415B Adjusted EBITDA. Sea Pines contributed $44M in revenue and $14M in EBITDA in 2026's first nine months.
Encompass Health reported Q3 2026 revenue of $1.61B, up 8.9% YoY, and net income of $203.6M, up 16.6%. Diluted EPS rose 21% to $1.5. Growth was driven by higher patient volumes and pricing. The company expanded with four new hospitals and 85 additional beds.
Mizuho raised its price target on Encompass Health (EHC) to $155 from $140, citing strong demand and increased EBITDA estimates. The stock is up 29% YTD. Other analysts also raised targets post Q3 results, which beat estimates. EHC reported $1.61B revenue and $1.52 EPS, raising its full-year outlook.
TD Cowen reaffirmed its Buy rating for Encompass Health and increased its price target to $150 from $140, citing a 14.1% upside from the last close. Recent analyst notes on the company have price targets ranging from $150 to $156.
Raymond James raised its price target for Encompass Health (EHC) to $155 from $150, citing strong Q3 results and raised guidance. The company beat EBITDA expectations for the 16th straight quarter, driven by acuity and cost control. EHC shares are near their 52-week high, up 32% in six months. Analysts like UBS, KeyBanc, and Truist also raised their price targets, noting strong EBITDA performance and positive 2027 outlook.
UBS raised its price target for Encompass Health (EHC) to $165 from $155, citing strong EBITDA performance and a positive 2027 outlook. The company expects growth from capacity expansion, VA growth, and Medicare Advantage programs. EHC reported Q3 earnings of $1.52 per share, beating estimates, with revenue at $1.61 billion. KeyBanc and Truist also raised their price targets to $150 and $156, respectively.
KeyBanc raised its price target for Encompass Health (NYSE:EHC) to $150 from $147, citing strong Q3 results. Core EBITDA beat estimates by 10% with 23% YoY growth, driven by acuity improvements and expense management. The company reported $1.52B EBITDA over the last 12 months. Same-store volumes grew 3.0%, with expectations of further improvement. Management is optimistic about 2027 and RCD expansion. The stock has returned 32% over six months, trading near its 52-week high of $133.75.
Truist Securities raised its price target on Encompass Health (NYSE:EHC) to $156 from $150, citing strong Q3 results. The company reported adjusted EBITDA of $1.52B and a 32% stock return over six months. Encompass Health raised its guidance despite headwinds and is expanding capacity. The stock trades near its 52-week high of $133.75, with a financial health score of 3.35 out of 5.
Encompass Health reported Q3 adjusted EBITDA of $346.6M, lowering its 2026 net provider-tax contribution forecast to $3M. Bad debt expense was 2.7% of revenue due to billing disruptions, expected to improve by year-end. Labor costs increased 3.8%, while premium labor costs fell $3.9M. The company opened new hospitals and added beds, with plans for further expansion. It raised 2026 guidance, expecting revenue of $6.45B-$6.5B and adjusted EBITDA of $1.395B-$1.415B.
Barclays reaffirmed its Overweight rating for Encompass Health and increased its price target to $151 from $144, suggesting a 23.7% upside from the last close of $122.09. The upgrade follows a 4.9% increase in the target.
