Caxton Associates LLP Increases Stake in Select Medical Holdings Corporation $SEM

Posted by Brian Himes on Jul 24th, 2026

Caxton Associates LLP increased its holdings in Select Medical Holdings Corporation (NYSE:SEM – Free Report) by 1,868.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 349,564 shares of the health services provider’s stock after buying an additional 331,807 shares during the period. Caxton Associates LLP owned 0.28% of Select Medical worth $5,694,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in SEM. Capula Management Ltd bought a new position in shares of Select Medical in the first quarter worth $3,369,000. Dimensional Fund Advisors LP raised its holdings in shares of Select Medical by 3.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,536,331 shares of the health services provider’s stock valued at $90,188,000 after acquiring an additional 202,736 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of Select Medical by 0.5% during the 1st quarter. Bank of New York Mellon Corp now owns 1,067,640 shares of the health services provider’s stock valued at $17,392,000 after acquiring an additional 5,356 shares during the last quarter. Principal Financial Group Inc. grew its holdings in shares of Select Medical by 1.6% during the first quarter. Principal Financial Group Inc. now owns 535,625 shares of the health services provider’s stock worth $8,725,000 after purchasing an additional 8,454 shares in the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its holdings in shares of Select Medical by 183.2% in the 1st quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 77,251 shares of the health services provider’s stock worth $1,258,000 after buying an additional 49,970 shares during the last quarter. 89.48% of the stock is currently owned by hedge funds and other institutional investors.

Select Medical Price Performance

Shares of NYSE:SEM opened at $16.51 on Friday. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.88. The stock has a fifty day simple moving average of $16.54 and a two-hundred day simple moving average of $16.13. Select Medical Holdings Corporation has a 12-month low of $11.65 and a 12-month high of $16.99. The stock has a market capitalization of $2.05 billion, a price-to-earnings ratio of 15.58, a PEG ratio of 0.95 and a beta of 1.01.

Select Medical (NYSE:SEM – Get Free Report) last issued its earnings results on Thursday, April 30th. The health services provider reported $0.36 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 analysts’ expectations of $1.41 billion. Select Medical had a net margin of 2.42% and a return on equity of 6.62%. The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.44 earnings per share. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS. On average, research analysts anticipate that Select Medical Holdings Corporation will post 1.26 earnings per share for the current fiscal year.

Select Medical Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th were paid a $0.0625 dividend. The ex-dividend date was Thursday, May 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 1.5%. Select Medical’s payout ratio is currently 23.58%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on SEM shares. Weiss Ratings upgraded shares of Select Medical from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, June 4th. Mizuho restated a “neutral” rating and issued a $16.50 price objective (down from $17.00) on shares of Select Medical in a report on Tuesday, May 12th. Finally, Zacks Research raised Select Medical from a “strong sell” rating to a “hold” rating in a research note on Monday, May 4th. One analyst has rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $15.50.

Get Our Latest Analysis on Select Medical

Select Medical Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Select Medical (NYSE:SEM)

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