Encompass Health (NYSE: EHC) reported third-quarter 2026 net operating revenue of $1.61 billion, up 8.9% from $1.48 billion a year earlier. Net income was $203.6 million, compared with $174.6 million in the prior-year quarter.
Diluted earnings per share attributable to Encompass Health common shareholders were $1.50 for the quarter, while diluted EPS from continuing operations was $1.51. The company increased its full-year 2026 revenue and adjusted EBITDA guidance ranges.
- Third-quarter net operating revenue was $1,609.5 million, up $132.0 million year over year.
- Net income attributable to Encompass Health was $149.9 million, compared with $126.5 million a year earlier.
- Basic and diluted net-income EPS were $1.52 and $1.50, respectively.
- Third-quarter discharges totaled 69,605, up 5.7%, and same-store discharge growth was 3.0%.
- Updated 2026 revenue guidance is $6.45 billion to $6.50 billion. Updated adjusted EBITDA guidance is $1.395 billion to $1.415 billion.
- The company opened four hospitals totaling 189 beds and added 85 beds to existing hospitals during the first nine months of 2026.
$EHC Insider Trading Activity
$EHC insiders have traded $EHC stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $EHC stock by insiders over the last 6 months:
- MARK J TARR (President & CEO) has made 0 purchases and 2 sales selling 173,148 shares for an estimated $21,724,095.
- DOUGLAS E COLTHARP (EVP & Chief Financial Officer) has made 0 purchases and 3 sales selling 46,563 shares for an estimated $5,324,345.
- JOHN PATRICK DARBY (EVP, Gen Counsel & Secretary) has made 0 purchases and 2 sales selling 13,764 shares for an estimated $1,709,965.
- ANDREW L PRICE (Chief Accounting Officer) sold 5,211 shares for an estimated $630,166
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EHC Hedge Fund Activity
We have seen 288 institutional investors add shares of $EHC stock to their portfolio, and 257 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. removed 2,224,997 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $224,902,696
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,720,246 shares (-94.9%) from their portfolio in Q2 2026, for an estimated $173,882,465
- JPMORGAN CHASE & CO added 1,133,561 shares (+inf%) to their portfolio in Q2 2026, for an estimated $114,580,345
- EVERSEPT PARTNERS, LP added 832,815 shares (+429.1%) to their portfolio in Q2 2026, for an estimated $84,180,940
- HOLOCENE ADVISORS, LP added 827,311 shares (+550.4%) to their portfolio in Q2 2026, for an estimated $83,624,595
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 688,264 shares (+inf%) to their portfolio in Q2 2026, for an estimated $69,569,725
- JANE STREET GROUP, LLC added 578,336 shares (+13576.0%) to their portfolio in Q2 2026, for an estimated $58,458,202
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
