Select Medical Holdings

2026-02-23 15:59:58

UBS has increased its price target for Select Medical Holdings (SEM) from $14 to $16, while reiterating a Neutral rating on the stock. This adjustment comes amidst other recent analyst actions, including RBC lowering its price target to $19 and Deutsche Bank adjusting its target to $16.20. Select Medical Holdings operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics across the United States.

2026-02-23 12:47:58

RBC has lowered its price target for Select Medical Holdings (SEM) to $19 from $20, while maintaining an "Outperform" rating on the stock. This adjustment comes amidst recent financial news for Select Medical, including its Q4 2025 earnings report. The company operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics across the United States.

2026-02-22 04:46:58

Select Medical Holdings Corporation (SEM) announced its Q4 2025 earnings, missing EPS forecasts at $0.16 versus $0.23 expected, but beating revenue estimates with $1.4 billion against a projected $1.36 billion. The stock subsequently fell by 5.66% in after-hours trading due to the EPS miss, despite strong revenue growth across all divisions. The company cited increased health insurance costs and margin compression as key profitability headwinds, but maintained a positive outlook with projected revenue growth for 2026 and continued expansion in its inpatient rehabilitation division.

2026-02-21 13:06:12

Select Medical Holdings Corporation (NYSE:SEM) discussed its Q4 2025 earnings, highlighting a nonbinding take-private proposal under review and significant expansion in its inpatient rehabilitation business with new bed additions. The company reported a 6% year-over-year revenue increase but a 10% decline in Adjusted EBITDA due to higher health insurance expenses. Despite some softness in the outpatient rehab division, the company provided a positive 2026 outlook with expected revenue between $5.6 billion and $5.8 billion and Adjusted EBITDA between $520 million and $540 million.

2026-02-20 23:46:51

Select Medical Holdings Corporation (NYSE: SEM) reported mixed Q4 2025 results, with total revenue of $1.40 billion exceeding estimates, driven by strong growth across all business divisions. However, earnings per diluted share were $0.16, falling short of forecasts due to increased costs and margin pressure, with adjusted EBITDA declining to $104.7 million. The company plans strategic expansion, adding nearly 400 inpatient rehabilitation beds over 2026 and 2027, and projects continued revenue and adjusted EBITDA growth for 2026 despite ongoing cost challenges.

2026-02-20 22:34:17

Select Medical Holdings (NYSE: SEM) is holding its 2026 Annual Meeting on April 23, 2026, where shareholders will vote on the election of three Class II directors and a proposal to declassify the Board of Directors. The Board recommends voting for the declassification proposal, which would phase out the classified structure over three years, leading to annual director elections by 2028. Additionally, shareholders will vote on an advisory proposal from the Company recommending a 25% ownership threshold for calling special meetings, while the Board recommends against a separate stockholder proposal for a 10% threshold.