Q1 EPS Estimates for Select Medical Lifted by Zacks Research

Select Medical Holdings Corporation (NYSE:SEM) – Stock analysts at Zacks Research increased their Q1 2026 earnings per share estimates for Select Medical in a research report issued to clients and investors on Thursday, March 5th. Zacks Research analyst Team now expects that the health services provider will post earnings per share of $0.38 for the quarter, up from their prior forecast of $0.35. Zacks Research has a “Strong Sell” rating on the stock. 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 Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.23 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.26 EPS, Q1 2027 earnings at $0.43 EPS, Q2 2027 earnings at $0.36 EPS, Q3 2027 earnings at $0.33 EPS, Q4 2027 earnings at $0.35 EPS and FY2028 earnings at $1.69 EPS.

Select Medical (NYSE:SEM) last released its earnings results on Thursday, February 19th. The health services provider reported $0.16 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.23 by ($0.07). The business had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.36 billion. Select Medical had a net margin of 2.68% and a return on equity of 7.26%. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.18 earnings per share. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS.

A number of other research firms also recently weighed in on SEM. Royal Bank Of Canada reissued a “sector perform” rating and issued a $16.50 price target (down from $19.00) on shares of Select Medical in a research note on Tuesday. Wall Street Zen raised Select Medical from a “hold” rating to a “buy” rating in a research note on Sunday, March 1st. Weiss Ratings upgraded Select Medical from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 20th. Finally, Benchmark reiterated a “hold” rating on shares of Select Medical in a research report on Wednesday. Two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Select Medical currently has a consensus rating of “Hold” and a consensus price target of $15.63.

Select Medical Price Performance

Shares of SEM stock opened at $16.24 on Friday. The firm’s 50 day moving average price is $15.37 and its two-hundred day moving average price is $14.26. The company has a debt-to-equity ratio of 0.89, a quick ratio of 1.04 and a current ratio of 1.04. Select Medical has a 52-week low of $11.65 and a 52-week high of $18.60. The stock has a market cap of $2.01 billion, a PE ratio of 14.12, a PEG ratio of 0.92 and a beta of 1.22.

Select Medical announced that its board has initiated a stock repurchase plan on Thursday, February 19th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the health services provider to reacquire up to 49.5% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Select Medical Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Monday, March 2nd will be paid a $0.0625 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.25 dividend on an annualized basis and a yield of 1.5%. Select Medical’s dividend payout ratio is presently 21.74%.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of SEM. Smartleaf Asset Management LLC increased its stake in Select Medical by 37.8% in the 4th quarter. Smartleaf Asset Management LLC now owns 2,870 shares of the health services provider’s stock valued at $43,000 after buying an additional 788 shares during the last quarter. Advisors Asset Management Inc. boosted its position in Select Medical by 13.2% during the second quarter. Advisors Asset Management Inc. now owns 7,135 shares of the health services provider’s stock valued at $108,000 after purchasing an additional 834 shares during the last quarter. State of Alaska Department of Revenue increased its position in shares of Select Medical by 1.5% during the 4th quarter. State of Alaska Department of Revenue now owns 63,370 shares of the health services provider’s stock worth $940,000 after purchasing an additional 935 shares during the last quarter. Wilmington Savings Fund Society FSB raised its stake in shares of 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 in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH boosted its holdings in shares of Select Medical by 9.7% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 11,475 shares of the health services provider’s stock valued at $171,000 after buying an additional 1,014 shares during the last quarter. 89.48% of the stock is currently owned by institutional investors.

More Select Medical News

Here are the key news stories impacting Select Medical this week:

• Positive Sentiment: The March 4 trading reaction — shares jumped ~8.4% as traders bought ahead of expected delisting, signaling short‑term demand and liquidity around the deal. Select Medical (SEM) Soars 8.4%, Traders Snap up Shares Ahead of Delisting
• Positive Sentiment: Zacks notes the $16.50 take‑private price may be undervalued relative to some analyst targets, implying potential upside for shareholders who think bids or outcomes could improve. SEM’s $16.50 Take-Private Moment: Undervalued or Perfectly Timed?
• Neutral Sentiment: Royal Bank of Canada gave SEM a Sector Perform rating — a reiteration that suggests no near‑term conviction for outsized moves from the street. Select Medical (NYSE:SEM) Earns Sector Perform Rating from Royal Bank Of Canada
• Neutral Sentiment: Benchmark reaffirmed a “hold” on SEM, reflecting cautious analyst posture amid the pending transaction and mixed fundamentals. Benchmark Reaffirms Hold
• Neutral Sentiment: Recent quarterly results showed a modest EPS miss (Feb 19) but revenue beat and FY‑2026 guidance of $1.22–1.32 — investors should weigh fundamentals vs. takeover dynamics when valuing the $16.50 offer. Select Medical Stock & Earnings Summary
• Negative Sentiment: Kahn Swick & Foti announced an investigation into whether the sale price and process are adequate; such suits can delay closing, increase deal costs, or lead to renegotiation. Select Medical Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process
• Negative Sentiment: Kaskela Law launched a separate probe into whether $16.50 is fair, increasing the chance of litigation or shareholder pushback that could affect timing and final consideration. SELECT MEDICAL STOCK ALERT: Kaskela Law Announces Investigation

Select Medical Company Profile

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.