Select Medical Holdings Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy SEM?
Source: seekingalpha
- Expansion Plans: Select Medical added 150 rehab beds in Q4 2025, including a new 32-bed hospital with Cleveland Clinic and a 76-bed acquisition, indicating ongoing growth in the inpatient rehabilitation sector, with expectations to add 399 more beds by 2027, thereby strengthening its market position.
- Financial Performance: Total revenue grew over 6% year-over-year to $1.4 billion in Q4, yet adjusted EBITDA fell 10% to $104.7 million, primarily due to rising health insurance expenses and medical costs, highlighting pressures on cost management.
- Dividend Distribution: The Board approved a cash dividend of $0.0625 per share payable on March 12, 2026, reflecting the company's commitment to shareholder returns amidst ongoing profitability, which bolsters investor confidence.
- Future Outlook: The company anticipates 2026 revenue between $5.6 billion and $5.8 billion, with adjusted EBITDA projected at $520 million to $540 million; despite challenges from health insurance costs and payer mix changes, management remains cautiously optimistic about growth in the inpatient rehab segment, viewing current challenges as largely one-time events.
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Analyst Views on SEM
Wall Street analysts forecast SEM stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 16.260
Low
17.00
Averages
18.75
High
21.00
Current: 16.260
Low
17.00
Averages
18.75
High
21.00
About SEM
Select Medical Holdings Corporation operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States. Its segments include Critical Illness Recovery Hospital, Rehabilitation Hospital, and Outpatient Rehabilitation. Critical Illness Recovery Hospital segment consists of hospitals designed to serve the needs of patients recovering from critical illnesses, often with complex medical needs. It operates the majority of its critical illness recovery hospitals as a hospital within a hospital (an HIH). Rehabilitation Hospital segment serves patients that require intensive physical rehabilitation care. Outpatient Rehabilitation segment consists of clinics that provide physical, occupational, and speech rehabilitation services. It operates around 105 critical illness recovery hospitals in 29 states, 36 rehabilitation hospitals in 14 states, and 1,922 outpatient rehabilitation clinics in 39 states and the District of Columbia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shareholder Return Analysis: Under the proposal, shareholders of Select Medical will receive $16.50 in cash per share, and the investigation aims to assess whether this price is adequate or undervalues the company.
- Legal Rights Consultation: KSF encourages shareholders who believe the transaction undervalues the company to contact them for legal advice, ensuring that shareholder rights are protected.
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- Other Company Investigations: Additionally, the investigations extend to Select Medical Holdings Corporation (NYSE:SEM) selling to a consortium led by its executives for $16.50 per share and Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD) selling to Saltchuk Resources, Inc. for $17.00 per share, highlighting widespread scrutiny.
- Legal Service Commitment: Halper Sadeh LLC indicates it may seek increased consideration, additional disclosures, and other relief for shareholders, showcasing its expertise in addressing securities fraud and corporate misconduct.
See More
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- Shareholder Rights Protection: Monteverde Law Firm is investigating the acquisition of Select Medical Holdings Corporation, where shareholders are expected to receive $16.50 per share in cash, aiming to ensure that shareholder rights are protected during the transaction.
- Merger Transaction Analysis: The merger between Calisa Acquisition Corp. and Goodvision AI Inc. is also under investigation, with the law firm offering free legal consultations to ensure shareholders' legal rights are upheld throughout the merger process.
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- Investor Consortium Transaction: Shareholders of Veris Residential, Inc. are expected to receive $19.00 per share in cash, with the transaction led by Affinius Capital and Vista Hill Partners, indicating strong investor interest in the company.
See More
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- Insider Trading Investigation: Halper Sadeh LLC is investigating Select Medical Holdings Corporation's sale to a consortium of executives and directors for $16.50 per share, which may infringe on shareholder rights.
- Shareholder Rights Protection: The sale of Farmer Brothers Coffee Co. at $1.29 per share prompts Halper Sadeh LLC to encourage shareholders to reach out to understand their rights and options, ensuring their interests are safeguarded.
- Shareholder Relief Measures: Texas Mineral Resources Corp. is selling for 3,823,328 shares of USA Rare stock, and Halper Sadeh LLC may seek increased compensation and additional disclosures to protect shareholder interests.
- Legal Fee Arrangement: Halper Sadeh LLC offers legal services on a contingency fee basis, meaning shareholders do not incur out-of-pocket legal fees, ensuring all shareholders can access legal support.
See More
Investigation into Select Medical Acquisition Proposal
- Acquisition Proposal Investigation: Former Louisiana Attorney General Charles C. Foti and his law firm Kahn Swick & Foti are investigating the acquisition proposal of Select Medical Holdings Corporation, led by a consortium of Select Medical executives and directors.
- Shareholder Return Analysis: Under the proposal, shareholders of Select Medical will receive $16.50 in cash per share, and the investigation aims to assess whether this price is adequate or undervalues the company.
- Legal Rights Consultation: KSF encourages shareholders who believe the transaction undervalues the company to contact them for legal advice, ensuring that shareholder rights are protected.
- Company Background Information: Select Medical Holdings Corporation holds a significant position in the healthcare industry, and the outcome of this investigation could impact its future market performance and shareholder confidence.
See More
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- Shareholder Rights Investigation: Halper Sadeh LLC is investigating Select Medical Holdings Corporation's sale to a consortium led by executives for $16.50 per share in cash, potentially infringing on shareholder rights.
- Cash Acquisition Analysis: Clearwater Analytics Holdings, Inc. is being sold for $24.55 per share in cash to Permira and Warburg Pincus, with Halper Sadeh LLC possibly seeking increased consideration or other remedies to protect shareholder interests.
- FONAR Corporation Transaction: FONAR Corporation's sale involves Class B and Class C common stock at $19.00 and $6.34 per share, respectively, with Halper Sadeh LLC representing shareholders to seek a higher transaction price.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency basis, ensuring no upfront costs for clients, aiming to assist investors affected by securities fraud and corporate misconduct in asserting their rights.
See More
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- Earnings Beat Expectations: Ingram Micro reported a quarterly adjusted EPS of 96 cents, surpassing the analyst consensus estimate of 88 cents, indicating strong profitability and boosting investor confidence.
- Sales Missed Targets: Despite the positive EPS, the company's quarterly sales were $14.878 billion, falling short of the analyst consensus of $14.073 billion, reflecting challenges in market demand that could impact future growth.
- Stock Price Surge: Following the earnings report, Ingram Micro's shares jumped 11.8% to $23.87, demonstrating a positive market reaction to the company's profitability, potentially attracting more investor interest.
- Overall Market Decline: While Ingram Micro performed well, the broader market saw a decline, with the Dow Jones index dropping over 1,100 points on Tuesday, indicating volatility in market sentiment that could negatively affect other stocks.
See More
