What smart money is saying about Encompass Health Corporation
1 fund in our archive has pitched Encompass Health Corporation, most recently TAMIM Fund: Global High Conviction Unit Class in May 2026.
Encompass Health Corporation delivers a range of post-acute healthcare services across the United States, offered both in dedicated facilities and directly within patients' homes. The company's operations are divided into two primary divisions: Inpatient Rehabilitation, and Home Health and Hospice. Its Inpatient Rehabilitation division specializes in providing focused recovery treatment, available on an inpatient or outpatient basis. This care is designed for individuals recuperating from significant health challenges such as strokes, neurological disorders, cardiac and pulmonary issues, brain and spinal cord injuries, complex orthopedic conditions, and amputations. The Home Health and Hospice segment primarily serves the Southeast and Texas regions. Within this segment, home health services encompass a variety of Medicare-certified care options for adult patients, including skilled nursing, medical social work, home health aide assistance, and various therapies like physical, occupational, and speech therapy. Hospice services, on the other hand, provide in-home comfort and support for terminally ill patients and their families. As of June 1, 2022, Encompass Health maintained a substantial network, managing 149 hospitals, 252 home health locations, and 99 hospice locations spread across 42 U.S. states and Puerto Rico. The company, which established its roots in 1983 and is headquartered in Birmingham, Alabama, was formerly known as HealthSouth Corporation until its name change to Encompass Health Corporation in January 2018.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Encompass Health Corporation, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“Encompass Health (U.S.) Return: +20% · Avg. Weight: 3% · Total Effect: +53 bps Encompass Health is one of the largest U.S. providers of post-acute services, such as rehabilitation. Shares rose after the company's results exceeded expectations, with discharge volumes growing faster than anticipated, and management raised its full-year revenue, profit and earnings guidance for the second consecutive quarter. The company also increased its dividend, expanded its share repurchase authorization to $1 billion and accelerated its pipeline of new hospitals and beds. We trimmed the position modestly during the quarter.”
Encompass Health Corporation - June 2026
Listed in Jensen Quality Mid Cap Composite’s reported holdings.
Encompass Health Corporation - September 2025
“Encompass Health Corp. provides post-acute healthcare services including specialized rehabilitation treatment.”
Encompass Health Corporation - June 2025
Listed in Brown Advisory US Smaller Companies Fund’s reported holdings.
Encompass Health Corporation
Also mentioned · 1
These funds discuss Encompass Health Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- May 2026
“Encompass Health Corporation (NYSE: EHC) Encompass Health operates the largest network of inpatient rehabilitation hospitals in the United States and Puerto Rico, providing specialised post acute care for patients recovering from major injury or illness.”
Encompass Health Corporation
Fund coverage · 1 thesis
Encompass Health is the leading US inpatient rehabilitation provider, supported by demographics, scarce capacity, strong margins, and a reasonable valuation.
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