Zacks Research Cuts Earnings Estimates for Select Medical

Select Medical Holdings Corporation (NYSE:SEM) – Zacks Research lowered their Q4 2025 earnings estimates for shares of Select Medical in a note issued to investors on Thursday, November 13th. Zacks Research analyst Team now anticipates that the health services provider will post earnings per share of $0.23 for the quarter, down from their previous estimate of $0.26. The consensus estimate for Select Medical’s current full-year earnings is $1.17 per share. Zacks Research also issued estimates for Select Medical’s Q1 2026 earnings at $0.35 EPS, Q2 2026 earnings at $0.31 EPS, Q4 2026 earnings at $0.39 EPS and FY2027 earnings at $1.74 EPS.

Select Medical (NYSE:SEM) last released its quarterly earnings results on Thursday, October 30th. The health services provider reported $0.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.05. Select Medical had a return on equity of 8.87% and a net margin of 2.37%.The firm had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.33 billion. During the same quarter in the prior year, the firm posted $0.43 EPS. The business’s revenue was up 7.2% on a year-over-year basis. Select Medical has set its FY 2025 guidance at 1.140-1.240 EPS.

SEM has been the subject of several other research reports. Mizuho set a $17.00 price target on Select Medical in a report on Monday, November 3rd. UBS Group reaffirmed a “neutral” rating and set a $14.00 target price (down previously from $15.00) on shares of Select Medical in a report on Monday, August 4th. Bank of America lowered their price target on shares of Select Medical from $18.00 to $15.00 and set a “buy” rating on the stock in a report on Wednesday, September 10th. Royal Bank Of Canada boosted their price objective on Select Medical from $16.00 to $20.00 and gave the stock an “outperform” rating in a report on Wednesday, October 8th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Select Medical in a research note on Wednesday, October 8th. Four analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $17.80.

Select Medical Stock Performance

Shares of SEM stock traded down $0.24 on Friday, reaching $13.07. The stock had a trading volume of 54,399 shares, compared to its average volume of 1,131,462. Select Medical has a 12 month low of $11.65 and a 12 month high of $39.74. The firm has a market capitalization of $1.62 billion, a price-to-earnings ratio of 12.34, a P/E/G ratio of 0.57 and a beta of 1.30. The firm’s 50-day moving average is $13.23 and its two-hundred day moving average is $14.02. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.92.

Select Medical Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 25th. Investors of record on Wednesday, November 12th will be issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Wednesday, November 12th. Select Medical’s dividend payout ratio (DPR) is 29.07%.

Hedge Funds Weigh In On Select Medical

Hedge funds have recently modified their holdings of the business. Advisors Asset Management Inc. grew its position in shares of Select Medical by 13.2% in the 2nd quarter. Advisors Asset Management Inc. now owns 7,135 shares of the health services provider’s stock valued at $108,000 after buying an additional 834 shares during the last quarter. Brucke Financial Inc. increased its position in Select Medical by 7.0% during the 2nd quarter. Brucke Financial Inc. now owns 13,638 shares of the health services provider’s stock valued at $207,000 after purchasing an additional 898 shares during the period. Wilmington Savings Fund Society FSB raised its holdings in Select Medical by 20.9% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 5,784 shares of the health services provider’s stock worth $74,000 after purchasing an additional 999 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Select Medical by 61.6% in the 1st quarter. Caitong International Asset Management Co. Ltd now owns 2,703 shares of the health services provider’s stock worth $45,000 after purchasing an additional 1,030 shares during the period. Finally, Oregon Public Employees Retirement Fund boosted its stake in shares of Select Medical by 5.1% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 24,816 shares of the health services provider’s stock valued at $319,000 after purchasing an additional 1,200 shares during the last quarter. Institutional investors and hedge funds own 89.48% of the company’s stock.

Select Medical Company Profile

Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. It operates in four segments: Critical Illness Recovery Hospital, Rehabilitation Hospital, Outpatient Rehabilitation, and Concentra.