Tectonic Advisors 13F: Adds $1.4M to Encompass Health (EHC) Stake
Key Points
- Tectonic Advisors lifted its position in Encompass Health Corporation EHC by 153.3% during the quarter, ending with 19,675 shares worth about $2.4 million.
- The medical care facility operator recently traded around $124.09, sitting above its 50-day moving average.
- Citadel Advisors LLC grew its holdings by 2,051,220 shares, ending with 2,563,104 shares worth about $318.1 million.
Since the filing, $EHC is down 1.5% to date (from the $126.01 close on Oct 22, 2026).
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Tectonic Advisors expanded its investment in Encompass Health Corporation EHC by picking up 11,907 shares during the quarter, according to a Form 13F filed with the SEC on October 22, 2026.
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Encompass Health Corporation
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What Changed in Tectonic Advisors's Encompass Health Position
The firm grew its stake by a 153.3% increase, raising its holdings from 7,687 shares up to 19,675 shares. The reported value of the position stood at $2,390,372 at the close of the period.
Other Institutional Activity in Encompass Health
Citadel Advisors LLC grew its holdings by 2,051,220 shares, ending with 2,563,104 shares worth about $318,105,565. Alliancebernstein L.P. reduced its holdings by 149,406 shares, a 5.7% decrease, ending with 2,471,751 shares worth about $306,719,572. Fuller & Thaler Asset Management Inc. grew its holdings by 230,589 shares, a 10.3% increase, ending with 2,460,657 shares worth about $305,342,918. Two Sigma Investments, LP grew its holdings by 45,553 shares, a 2.0% increase, ending with 2,267,668 shares worth about $281,394,913.
Encompass Health Corporation Stock Up 3.0%
Encompass Health Corporation shares recently traded around $124.09 as of October 24, 2026. The stock sits 1.4% above its 50-day moving average and 13.5% above its 200-day moving average. It trades 4.5% below its 52-week high of $129.96 and 33.8% above its 52-week low of $92.77.
Recent Earnings
The company reported trailing twelve-month revenue of $6.21 billion and earnings of $5.98 per share. Its return on equity reached 25.0%, and its net profit margin stood at 10.0%. The company scheduled its next earnings release 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 company pays out 12.7% of its earnings as dividends.
Insider Buying and Selling at Encompass Health Corporation
Chief Executive Officer Mark J. Tarr sold 173,148 shares for a total value of $21,724,095 on August 10, 2026. General Counsel John Patrick Darby sold 8,906 shares at an average price of $125.95 for a total value of $1,121,711 on August 10, 2026. Officer Andrew L. Price sold 5,211 shares at an average price of $120.93 for a total value of $630,166 on August 31, 2026. General Counsel John Patrick Darby sold 4,858 shares at an average price of $121.09 for a total value of $588,255 on August 31, 2026.
Analysts Set New Price Targets
Barclays maintained an overweight rating on August 6, 2026, raising its price target to $144.00 from $140.00. UBS maintained a buy rating on August 7, 2026, raising its price target to $155.00 from $150.00. Truist Securities maintained a buy rating on August 7, 2026, raising its price target to $150.00 from $140.00. TD Cowen maintained a buy rating on August 10, 2026, raising its price target to $140.00 from $125.00. Wall Street analysts maintain a consensus strong buy rating on the stock with a mean price target of $148.17.
About Encompass Health
Encompass Health Corporation operates inpatient rehabilitation hospitals across the United States and Puerto Rico, providing specialized rehabilitative care to patients recovering from strokes, neurological conditions, and major surgeries. Institutional interest in the provider remains active as the healthcare firm prepares for its upcoming financial updates.
Bottom Line
Investors will watch the upcoming earnings report on October 28, 2026, for fresh details on hospital patient volumes and operational margins. Further institutional reports will show whether funds continue building positions in the operator.
Related Filing Alerts
Source: Tectonic Advisors'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