Select Medical Q2 EPS Forecast Boosted by Zacks Research

Select Medical Holdings Corporation (NYSE:SEM) – Stock analysts at Zacks Research increased their Q2 2026 EPS estimates for Select Medical in a research report issued on Thursday, May 14th. Zacks Research analyst Team now expects that the health services provider will earn $0.30 per share for the quarter, up from their previous estimate of $0.28. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Select Medical’s current full-year earnings is $1.26 per share. Zacks Research also issued estimates for Select Medical’s Q1 2027 earnings at $0.44 EPS and Q2 2027 earnings at $0.37 EPS.

SEM has been the subject of several other reports. Benchmark lowered shares of Select Medical from a “buy” rating to a “hold” rating in a research report on Wednesday, March 4th. Mizuho reissued a “neutral” rating and set a $16.50 price target (down from $17.00) on shares of Select Medical in a research report on Tuesday, May 12th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $16.50 price objective (down from $19.00) on shares of Select Medical in a research report on Tuesday, March 3rd. Weiss Ratings raised shares of Select Medical from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 20th. Finally, Wall Street Zen lowered shares of Select Medical from a “buy” rating to a “hold” rating in a research report on Monday, March 9th. One investment analyst has rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $15.50.

Select Medical Stock Performance

SEM stock opened at $16.50 on Tuesday. The firm has a market cap of $2.05 billion, a price-to-earnings ratio of 15.56, a PEG ratio of 0.95 and a beta of 1.02. The firm has a 50-day simple moving average of $16.36 and a two-hundred day simple moving average of $15.42. Select Medical has a one year low of $11.65 and a one year high of $16.99. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.15 and a current ratio of 1.15.

Select Medical (NYSE:SEM) last released its quarterly 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 firm 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 quarterly revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.44 earnings per share. Select Medical has set its FY 2026 guidance at 1.220-1.320 EPS.

Institutional Investors Weigh In On Select Medical

A number of institutional investors have recently added to or reduced their stakes in the stock. Quantinno Capital Management LP grew its stake in Select Medical by 19.2% in the 1st quarter. Quantinno Capital Management LP now owns 33,469 shares of the health services provider’s stock valued at $545,000 after acquiring an additional 5,384 shares during the period. Polar Asset Management Partners Inc. purchased a new position in Select Medical in the 1st quarter valued at $22,806,000. OMERS ADMINISTRATION Corp purchased a new position in Select Medical in the 1st quarter valued at $2,597,000. Healthcare of Ontario Pension Plan Trust Fund purchased a new position in Select Medical in the 1st quarter valued at $4,887,000. Finally, Gabelli Funds LLC purchased a new position in Select Medical in the 1st quarter valued at $2,818,000. Institutional investors and hedge funds own 89.48% of the company’s stock.

Select Medical Announces Dividend

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

Select Medical declared that its Board of Directors has authorized a share repurchase plan on Thursday, February 19th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the health services provider to reacquire up to 49.5% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.

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.