SEM

SELECT MEDICAL HOLDINGS CORP

NYSE · Services-Hospitals · CIK 0001320414

$16.66 0.00% $2.1B

High Impact Filing (8/10)12 New Institutional Positions13 Institutional Exits

Vol

Market Cap$2.1B

Cap SizeMid Cap

Analyst ConsensusSell (0%)

Inst. Holders50 funds

Inst. Value$1.1B

Inst. Activity12 buys / 13 sells

SEC Reports4

Exchange NYSE·Sector Services-Hospitals·CIK 0001320414·Prev Close $16.66

Recent Activity

May 4, 2026 Insider

Breighner Robert G. JR surrendered for taxes 1,330 shares

SENIOR VICE PRESIDENT @ $16.44 ($21.9K)

Apr 30, 2026 SEC

Select Medical reported Q1 2026 revenue of $1.42B (+5.0% YoY) but EPS of $0.35 declined 20.5% YoY, missing the $0.43 con

8-K — Impact 6/10

Apr 30, 2026 Insider

CHERNOW DAVID S surrendered for taxes 22,586 shares

Vice Chairman @ $16.41 ($370.6K)

Apr 30, 2026 earnings_calendar

SEM Q1 2026 Earnings After Market Close — 2026-04-30

Apr 28, 2026 Insider

Frist William H. was granted 1,094 shares

Director @ $16.45 ($18.0K)

Apr 15, 2026 SEC

Select Medical Holdings Corporation (SEM) is being acquired by a consortium led by Welsh, Carson, Anderson & Stowe (WCAS

PREM14A — Impact 8/10

Mar 4, 2026 SEC

Select Medical Holdings Corp (SEM) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, schedul

DEFA14A — Impact 3/10

Inst.

FIL Ltd — NEW

4,960,732 shares ($80.8M)

Price Targets

$16.63 -0.2% upside Hold

Current $16.66 Low $16.50 Median $16.50 High $17.00 4 analysts

$16.50 $17.00

Analyst Ratings

Strong Sell0% buy · 12 analysts

0Strong Buy

0Buy

7Hold

4Sell

1Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 13, 2026	Mizuho	DOWNGRADE	Outperform → Neutral
Mar 4, 2026	Benchmark	DOWNGRADE	Buy → Hold
Mar 3, 2026	RBC Capital	DOWNGRADE	Outperform → Sector Perform
Feb 23, 2026	RBC Capital	MAINTAIN	Outperform → Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.29	$0.27 — $0.32	-8% YoY	5
Next Q	$0.24 ▲ +6.8%	$0.19 — $0.28	5% YoY	5
Current FY	$1.23 ▼ -1.4%	$1.11 — $1.30	6% YoY	6
Next FY	$1.37 ▲ +1.5%	$1.26 — $1.50	12% YoY	4

Latest Reports

BEARISH 8-K 6/10

Select Medical reported Q1 2026 revenue of $1.42B (+5.0% YoY) but EPS of $0.35 declined 20.5% YoY, missing the $0.43 con

Apr 30, 2026

BULLISH PREM14A 8/10

Select Medical Holdings Corporation (SEM) is being acquired by a consortium led by Welsh, Carson, Anderson & Stowe (WCAS

Apr 15, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$281.2M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$109.5M	—
DIMENSIONAL FUND ADVISORS LP	$90.2M	—
FIL Ltd	$80.8M	NEW
VANGUARD CAPITAL MANAGEMENT LLC	$78.5M	—

Recent Insider Trades

Date	Insider	Type	Value
May 4, 2026	Breighner Robert	F	$21.9K
Apr 30, 2026	CHERNOW DAVID	F	$370.6K
Apr 28, 2026	Frist William	A	$18.0K
Feb 11, 2026	Frist William	A	$18.0K

50 institutional holders with $1.1B total value (65,750,878 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net selling activity: 13 institutions trimmed/exited vs 12 added.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	17,263,327	$281.2M	26.3%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	6,723,557	$109.5M	10.2%	—
3	DIMENSIONAL FUND ADVISORS LP	5,536,331	$90.2M	8.4%	—
4	FIL Ltd	4,960,732	$80.8M	7.5%	NEW
5	VANGUARD CAPITAL MANAGEMENT LLC	4,819,685	$78.5M	7.3%	—
6	STATE STREET CORP	4,319,877	$70.4M	6.6%	—
7	HSBC HOLDINGS PLC	2,245,163	$36.6M	3.4%	DOUBLED +7554.6%
8	GOLDMAN SACHS GROUP INC	2,081,883	$33.9M	3.2%	—
9	SOROS FUND MANAGEMENT LLC	1,833,473	$29.9M	2.8%	NEW
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,704,603	$27.8M	2.6%	—
11	D. E. Shaw & Co., Inc.	1,360,925	$22.2M	2.1%	DOUBLED +149.9%
12	Woodline Partners LP	1,226,195	$20.0M	1.9%	DOUBLED +140.4%
13	Grantham, Mayo, Van Otterloo & Co. LLC	986,809	$16.1M	1.5%	NEW
14	Invesco Ltd.	934,413	$15.2M	1.4%	TRIM -33.1%
15	BALYASNY ASSET MANAGEMENT L.P.	904,737	$14.7M	1.4%	DOUBLED +1501.6%
16	MORGAN STANLEY	851,429	$13.9M	1.3%	—
17	VANGUARD FIDUCIARY TRUST CO	709,077	$11.6M	1.1%	—
18	ADAGE CAPITAL PARTNERS GP, L.L.C.	658,467	$10.7M	1.0%	TRIM -44.5%
19	BANK OF AMERICA CORP /DE/	639,398	$10.4M	1.0%	TRIM -50.8%
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	528,194	$8.6M	0.8%	ADD +43.6%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FIL Ltd	NEW	—	4,960,732	—	$80.8M	2026-Q1
HSBC HOLDINGS PLC	DOUBLED	29,331	2,245,163	+7554.6%	$36.6M	2026-Q1
SOROS FUND MANAGEMENT LLC	NEW	—	1,833,473	—	$29.9M	2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC	NEW	—	986,809	—	$16.1M	2026-Q1
BALYASNY ASSET MANAGEMENT L.P.	DOUBLED	56,491	904,737	+1501.6%	$14.7M	2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.	TRIM	1,185,399	658,467	-44.5%	$10.7M	2026-Q1
BANK OF AMERICA CORP /DE/	TRIM	1,298,453	639,398	-50.8%	$10.4M	2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	ADD	367,916	528,194	+43.6%	$8.6M	2026-Q1
FIRST TRUST ADVISORS LP	TRIM	309,787	232,046	-25.1%	$3.8M	2026-Q1
AMERIPRISE FINANCIAL INC	TRIM	252,785	185,824	-26.5%	$3.0M	2026-Q1
FRANKLIN RESOURCES INC	TRIM	143,580	85,249	-40.6%	$1.4M	2026-Q1
Brevan Howard Capital Management LP	DOUBLED	40,295	82,027	+103.6%	$1.3M	2026-Q1
State of Tennessee, Department of Treasury	TRIM	63,307	43,307	-31.6%	$705.5K	2026-Q1
Gotham Asset Management, LLC	TRIM	80,592	42,863	-46.8%	$698.2K	2026-Q1
FMR LLC	TRIM	70,491	24,704	-65.0%	$402.4K	2026-Q1
FIFTH THIRD BANCORP	DOUBLED	720	24,627	+3320.4%	$401.2K	2026-Q1
Amundi	NEAR_EXIT	140,117	23,875	-83.0%	$388.9K	2026-Q1
SEI INVESTMENTS CO	TRIM	22,788	14,403	-36.8%	$234.6K	2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD	NEAR_EXIT	71,016	11,052	-84.4%	$180.0K	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	DOUBLED	6,033	15,877	+163.2%	$84.1K	2026-Q1
CWM, LLC	ADD	1,102	1,957	+77.6%	$31.9K	2026-Q1
Rockefeller Capital Management L.P.	ADD	606	1,091	+80.0%	$17.8K	2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/	NEAR_EXIT	16,606,269	165,144	-99.0%	$2.7K	2026-Q1
HRT FINANCIAL LP	DOUBLED	74,579	159,632	+114.0%	$2.6K	2026-Q1
Hood River Capital Management LLC	EXIT	1,266,887	0	-100.0%	$0.00	2026-Q1

3 unique insiders with 4 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 4, 2026	Breighner Robert G. JR	SENIOR VICE PRESIDENT	TAX W/H	1,330	$16.44	$21.9K
Apr 30, 2026	CHERNOW DAVID S	Vice Chairman	TAX W/H	22,586	$16.41	$370.6K
Apr 28, 2026	Frist William H.	Director	AWARD	1,094	$16.45	$18.0K
Feb 11, 2026	Frist William H.	Director	AWARD	1,109	$16.23	$18.0K

4 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.5/10.

BEARISH 8-K 6/10

Select Medical reported Q1 2026 revenue of $1.42B (+5.0% YoY) but EPS of $0.35 declined 20.5% YoY, m

Apr 30, 2026

BULLISH PREM14A 8/10

Select Medical Holdings Corporation (SEM) is being acquired by a consortium led by Welsh, Carson, An

Apr 15, 2026

NEUTRAL DEFA14A 3/10

Select Medical Holdings Corp (SEM) has filed a definitive proxy statement (DEFA14A) for its 2026 Ann

Mar 4, 2026

BULLISH DEFA14A 9/10

Select Medical Holdings Corporation (SEM) has agreed to be acquired by a consortium led by its Execu

Mar 3, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 12 analysts: 0 strong buy, 0 buy, 7 hold, 4 sell, 1 strong sell.

Analyst Price Targets

$16.63 mean target -0.2% upside Hold (3.00)

$16.50 Low $17.00 High

Metric	Value
Current Price	$16.66
Target Low	$16.50
Target Mean	$16.63
Target Median	$16.50
Target High	$17.00
# Analysts	4
Recommendation	Hold (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.29	$0.27	$0.32	-8.1%	+0.2%	2↑ 1↓	$1.4B	4.4%	5
Next Q 2026-09-30	$0.24	$0.19	$0.28	5.2%	+6.8%	4↑ 0↓	$1.4B	4.4%	5
Current FY 2026-12-31	$1.23	$1.11	$1.30	5.8%	-1.4%	0↑ 4↓	$5.7B	4.6%	6
Next FY 2027-12-31	$1.37	$1.26	$1.50	11.8%	+1.5%	0↑ 2↓	$6.0B	4.6%	4

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.294
7d ago	$0.292	+0.002
30d ago	$0.293	+0.001
60d ago	$0.293	+0.001
90d ago	$0.306	-0.012

3 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 13, 2026	Mizuho	DOWNGRADE	Outperform	Neutral
Mar 4, 2026	Benchmark	DOWNGRADE	Buy	Hold
Mar 3, 2026	RBC Capital	DOWNGRADE	Outperform	Sector Perform
Feb 23, 2026	RBC Capital	MAINTAIN	Outperform	Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	0	0	7	4	1	0%
May 1, 2026	1	3	5	0	0	44%
Apr 1, 2026	1	3	5	0	0	44%
Mar 1, 2026	1	6	2	0	0	78%
Feb 1, 2026	1	6	2	0	0	78%
Jan 1, 2026	1	6	2	0	0	78%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 30, 2026

earnings_calendar

SEM Q1 2026 Earnings After Market Close — 2026-04-30

Mar 5, 2026

short_interest

FTD: SEM — 61,779 shares ($1.0M) failed to deliver

Settlement: 20260305, Price: $16.25, FTD Value: $1,003,908.75, SELECT MEDICAL HOLDINGS CORPOR