Inspire Investing 13F: Adds $3.1M to Encompass Health (EHC) Stake

Encompass Health Corporation (EHC) business photo

Key Points

  • Inspire Investing grew its Encompass Health holdings by 66.1%, bringing its total share count to 65,010 shares worth about $7.90 million.
  • Encompass Health shares recently traded around $124.09, sitting above both their 50-day and 200-day moving averages.
  • Wall Street analysts hold a strong buy consensus on the stock, with recent price targets ranging from $140.00 to $155.00.

Since the filing, $EHC is down 1.5% to date (from the $126.01 close on Oct 22, 2026).

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Inspire Investing added to its investment in Encompass Health Corporation EHC, purchasing 25,878 more shares during the period. The move was disclosed in a regulatory filing on October 22, 2026.

EHC Encompass Health Corporation
$124.09 +17.31% year to date
Daily close · Oct 23, 2026
13F track record

Inspire Investing vs. the S&P 500

YTD return -5.15% hypothetical
All-time return -5.15% S&P 500 +4.52%
vs. S&P 500 -9.67% behind the index

Hypothetical returns from Inspire Investing's disclosed trades, not real profit or advice. How we model this.

What Changed in Inspire Investing's Encompass Health Position

Inspire Investing boosted its position by 66.1%, raising its holdings from 39,432 shares to 65,010 shares. The reported value of the stake reached $7,898,065.00 following the addition.

Other Institutional Activity in Encompass Health

Other large funds also adjusted their positions in the healthcare provider. Tectonic Advisors grew its holdings by 11,907 shares, ending with 19,675 shares worth about $2,390,372.00. Citadel Advisors Llc grew its holdings by 2,051,220 shares, ending with 2,563,104 shares worth about $318,055,565.00. Alliancebernstein L.P. reduced its holdings by 149,406 shares, ending with 2,471,751 shares worth about $306,719,572.00. Fuller & Thaler Asset Management Inc. grew its holdings by 230,589 shares, ending with 2,460,657 shares worth about $305,342,918.00. Two Sigma Investments, LP grew its holdings by 45,553 shares, ending with 2,267,668 shares worth about $281,394,913.00.

Encompass Health Corporation Stock Up 3.0%

Encompass Health shares recently traded around $124.09 as of October 24, 2026, putting the price up about 1.4% above its 50-day moving average and 13.5% above its 200-day moving average. The stock sits 4.5% below its 52-week high of $129.96 and 33.8% above its 52-week low of $92.77.

Recent Earnings

Encompass Health reported $6.21 billion in trailing twelve month revenue alongside earnings of $5.98 per share. The company operates with a net profit margin of 10.0% and a return on equity of 25.0%. Its next earnings report is scheduled for October 28, 2026.

Dividend

Encompass Health pays an annual dividend rate of $0.84 per share, giving it a dividend yield of 0.67%. The payout ratio stands at 12.7% of earnings.

Insider Buying and Selling at Encompass Health Corporation

Company insiders executed several stock transactions ahead of the filing. Chief Executive Officer Mark J Tarr disposed of 173,148 shares worth $21,724,095.00 on August 10, 2026. General Counsel John Patrick Darby sold 8,906 shares at $125.95 per share for a total of $1,121,711.00 on August 10, 2026, and later sold 4,858 shares at $121.09 per share for $588,255.00 on August 31, 2026. Officer Andrew L. Price parted with 5,211 shares at $120.93 per share totaling $630,166.00 on August 31, 2026.

Analysts Set New Price Targets

Wall Street firms have maintained an optimistic outlook on the healthcare facility operator. On August 6, 2026, Barclays maintained its Overweight rating while raising its price target from $140.00 to $144.00. UBS maintained a Buy rating on August 7, 2026, lifting its target from $150.00 to $155.00. Truist Securities also maintained a Buy rating on August 7, 2026, raising its target to $150.00 from $140.00. TD Cowen maintained a Buy rating on August 10, 2026, increasing its price target from $125.00 to $140.00. The stock carries a consensus strong buy rating from 12 analysts, with a mean price target of $148.17.

About Encompass Health Corporation

Encompass Health Corporation operates inpatient rehabilitation hospitals across the United States and Puerto Rico, providing specialized care to patients recovering from strokes, neurological conditions, and other complex illnesses. Institutional backing and steady earnings performance make it a closely watched name in the medical care facilities sector.

Bottom Line

Investors will look closely at Encompass Health's upcoming earnings release on October 28, 2026, to gauge ongoing operational momentum. Regulatory reports like Inspire Investing's filing provide a snapshot of institutional sentiment, but quarterly financial updates remain the primary driver for stock direction.

Source: Inspire Investing's 13F filing on $EHC (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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