Reinhart Partners LLC. Has $44.01 Million Stock Position in Encompass Health Corporation $EHC

Posted by Brenda Bartman on Aug 8th, 2026

Reinhart Partners LLC. raised its holdings in shares of Encompass Health Corporation (NYSE:EHC – Free Report) by 1.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 435,362 shares of the company’s stock after purchasing an additional 8,162 shares during the period. Reinhart Partners LLC. owned 0.44% of Encompass Health worth $44,008,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of EHC. Northwestern Mutual Wealth Management Co. grew its holdings in Encompass Health by 3,059,159.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,793,482 shares of the company’s stock worth $402,640,000 after acquiring an additional 3,793,358 shares during the period. AlphaCore Capital LLC acquired a new position in shares of Encompass Health in the 4th quarter valued at $4,881,000. Systematic Financial Management LP boosted its position in shares of Encompass Health by 3.6% in the 4th quarter. Systematic Financial Management LP now owns 440,752 shares of the company’s stock worth $46,782,000 after purchasing an additional 15,462 shares during the last quarter. Asset Management One Co. Ltd. grew its stake in shares of Encompass Health by 128.7% during the fourth quarter. Asset Management One Co. Ltd. now owns 129,205 shares of the company’s stock worth $13,790,000 after purchasing an additional 72,703 shares during the period. Finally, Global Retirement Partners LLC grew its stake in shares of Encompass Health by 2,468.6% during the fourth quarter. Global Retirement Partners LLC now owns 11,533 shares of the company’s stock worth $1,224,000 after purchasing an additional 11,084 shares during the period. Institutional investors own 97.25% of the company’s stock.

Encompass Health Trading Up 0.5%

Shares of NYSE:EHC opened at $125.39 on Friday. The firm has a market cap of $12.44 billion, a price-to-earnings ratio of 20.42, a PEG ratio of 2.67 and a beta of 0.72. Encompass Health Corporation has a 12 month low of $92.77 and a 12 month high of $127.99. The company’s fifty day simple moving average is $106.91 and its 200 day simple moving average is $104.59. The company has a quick ratio of 1.17, a current ratio of 1.19 and a debt-to-equity ratio of 0.76.

Encompass Health (NYSE:EHC – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.48 by $0.07. Encompass Health had a net margin of 10.01% and a return on equity of 18.08%. The firm had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.57 billion. During the same period in the prior year, the business earned $1.40 EPS. The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. Encompass Health has set its FY 2026 guidance at 6.020-6.250 EPS. As a group, research analysts forecast that Encompass Health Corporation will post 6.08 EPS for the current fiscal year.

Encompass Health Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Thursday, October 1st will be given a $0.21 dividend. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $0.84 dividend on an annualized basis and a yield of 0.7%. This is a boost from Encompass Health’s previous quarterly dividend of $0.19. Encompass Health’s payout ratio is 12.69%.

Insider Buying and Selling

In other Encompass Health news, EVP Patrick William Tuer sold 682 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $104.56, for a total value of $71,309.92. Following the sale, the executive vice president owned 24,755 shares in the company, valued at approximately $2,588,382.80. The trade was a 2.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Encompass Health from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Leerink Partners set a $152.00 target price on Encompass Health in a report on Friday, May 22nd. Wall Street Zen downgraded Encompass Health from a “buy” rating to a “hold” rating in a report on Saturday. TD Cowen started coverage on Encompass Health in a research report on Thursday, May 28th. They set a “buy” rating and a $125.00 price target on the stock. Finally, Truist Financial lifted their price objective on Encompass Health from $140.00 to $150.00 and gave the company a “buy” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $146.57.

View Our Latest Research Report on EHC

About Encompass Health

(Free Report)

Encompass Health Corporation is a leading provider of post‐acute healthcare services in the United States, operating a comprehensive network of inpatient rehabilitation hospitals and home health and hospice agencies. Its inpatient rehabilitation hospitals offer intensive therapy programs for patients recovering from conditions such as stroke, brain injury, spinal cord injury, cardiac and pulmonary disorders, and orthopedic procedures. Through its home health segment, Encompass Health delivers skilled nursing, physical therapy, occupational therapy and speech therapy to patients in the comfort of their homes, while its hospice services provide end‐of‐life care focused on symptom management and emotional support for patients and families.

Founded in 1984 as HealthSouth Corporation and rebranded as Encompass Health in 2018, the company has grown organically and through acquisitions to serve patients across more than 30 states.