Select Medical Reports Q4 2025 Results and 2026 Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SEM?
Source: PRnewswire
- Significant Revenue Growth: In Q4 2025, Select Medical's revenue increased by 6.4% year-over-year to $1.396 billion, indicating strong demand in the healthcare sector, which is expected to further enhance market share in the future.
- Net Income Surge: The net income from continuing operations for Q4 2025 rose by 461% to $37.7 million, reflecting significant improvements in cost control and operational efficiency, thereby boosting investor confidence.
- Dividend Declaration: The Board announced a cash dividend of $0.0625 per share on February 12, 2026, payable on March 12, 2026, demonstrating the company's confidence in future cash flows and commitment to shareholder returns.
- Stock Buyback Program: Select Medical has authorized a stock repurchase program of up to $1 billion, aimed at enhancing earnings per share and shareholder value, expected to last until December 31, 2027, reflecting the company's recognition of its stock value.
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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: 16.320
Low
17.00
Averages
18.75
High
21.00
Current: 16.320
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.
Select Medical to Announce Q4 Earnings on February 19
- Earnings Announcement: Select Medical is set to release its Q4 2023 earnings on February 19 after market close, with consensus EPS estimates at $0.23, reflecting a 27.8% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts forecast revenue to reach $1.36 billion, up 11.5% year-over-year, which highlights the company's positive performance in market demand and service expansion, potentially strengthening its market position.
- Performance Beat Record: Over the past year, Select Medical has beaten EPS and revenue estimates 75% of the time, showcasing its strong profitability and market adaptability, which may attract more investor interest.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, reflecting a cautious market sentiment regarding the company's future performance, prompting investors to closely monitor the upcoming earnings report.
See More
Select Medical Issues 2026 Business Outlook Amid Q4 Earnings Miss
- Earnings Report: Select Medical's Q4 Non-GAAP EPS of $0.16 missed expectations by $0.07, leading to a 3.67% drop in share price, indicating market concerns over its profitability.
- Revenue Growth: Despite the EPS miss, Select Medical reported revenue of $1.4 billion, a 6.9% year-over-year increase that exceeded market expectations by $40 million, demonstrating resilience in revenue generation.
- Future Outlook: The company expects 2026 revenue to range between $5.6 billion and $5.8 billion, with adjusted EBITDA projected between $520 million and $540 million, and fully diluted EPS anticipated between $1.22 and $1.32, reflecting confidence in future growth.
- Strategic Shift: With the co-founder proposing to buy all shares and take the company private, Select Medical may undergo significant strategic changes that could impact its operational model and market positioning.
See More
Select Medical Reports Q4 2025 Results and 2026 Outlook
- Significant Revenue Growth: In Q4 2025, Select Medical's revenue increased by 6.4% year-over-year to $1.396 billion, indicating strong demand in the healthcare sector, which is expected to further enhance market share in the future.
- Net Income Surge: The net income from continuing operations for Q4 2025 rose by 461% to $37.7 million, reflecting significant improvements in cost control and operational efficiency, thereby boosting investor confidence.
- Dividend Declaration: The Board announced a cash dividend of $0.0625 per share on February 12, 2026, payable on March 12, 2026, demonstrating the company's confidence in future cash flows and commitment to shareholder returns.
- Stock Buyback Program: Select Medical has authorized a stock repurchase program of up to $1 billion, aimed at enhancing earnings per share and shareholder value, expected to last until December 31, 2027, reflecting the company's recognition of its stock value.
See More
Select Medical (SEM) to Release Q4 and Full Year 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Select Medical will release its Q4 and full year 2025 financial results after market close on February 19, 2026, providing investors with critical financial data and operational performance insights.
- Conference Call Details: The company will host a conference call on February 20, 2026, at 9:00 AM ET to discuss the financial results in detail and offer an opportunity for investor questions.
- Business Scale Overview: As of December 31, 2025, Select Medical operates 104 critical illness recovery hospitals, 38 rehabilitation hospitals, and 1,917 outpatient rehabilitation clinics across the U.S., highlighting its extensive footprint and market leadership in the healthcare sector.
- Diverse Business Structure: Select Medical's reportable segments include critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation, showcasing its robust capabilities and adaptability in the diversified healthcare services market.
See More
Select Medical Holdings Under Investigation for Potential Securities Violations
- Investigation Launched: Kaskela Law LLC has initiated an investigation into Select Medical Holdings Corporation to determine whether the company and its officers violated securities laws or breached fiduciary duties, potentially impacting shareholder rights.
- Shareholder Rights Protection: This investigation focuses on recent corporate actions by Select Medical, encouraging shareholders to contact the law firm to understand their legal rights and options, highlighting concerns over corporate governance.
- Legal Consultation Channels: Kaskela Law LLC offers multiple contact methods, including phone and email, aimed at providing necessary legal support to shareholders to ensure their rights in potential legal issues are protected.
- Investor Representation: The law firm specializes in securities fraud, corporate governance, and merger & acquisition litigation, indicating its commitment to providing robust legal support for investors and safeguarding shareholder interests.
See More
Select Medical Holdings Shares Surge 12% Following Take-Private Proposal from Executive Chairman
Stock Performance: Select Medical Holdings Corporation (SEM) shares rose 12.35% to $15.74 following a buyout proposal from Executive Chairman Robert A. Ortenzio, who offered to acquire shares for $16.00 to $16.20 in cash.
Proposal Details: Ortenzio's acquisition proposal was filed publicly on November 24, 2025, and the board's independent members are currently consulting advisors to evaluate the offer.
Market Reaction: The announcement led to unusually high trading volume for SEM as investors reacted to the potential buyout scenario.
Cautionary Note: The company has stated that there is no guarantee the deal will proceed and will keep shareholders updated as necessary.
See More
Select Medical to Announce Q4 Earnings on February 19
- Earnings Announcement: Select Medical is set to release its Q4 2023 earnings on February 19 after market close, with consensus EPS estimates at $0.23, reflecting a 27.8% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts forecast revenue to reach $1.36 billion, up 11.5% year-over-year, which highlights the company's positive performance in market demand and service expansion, potentially strengthening its market position.
- Performance Beat Record: Over the past year, Select Medical has beaten EPS and revenue estimates 75% of the time, showcasing its strong profitability and market adaptability, which may attract more investor interest.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, reflecting a cautious market sentiment regarding the company's future performance, prompting investors to closely monitor the upcoming earnings report.
See More
Select Medical Issues 2026 Business Outlook Amid Q4 Earnings Miss
- Earnings Report: Select Medical's Q4 Non-GAAP EPS of $0.16 missed expectations by $0.07, leading to a 3.67% drop in share price, indicating market concerns over its profitability.
- Revenue Growth: Despite the EPS miss, Select Medical reported revenue of $1.4 billion, a 6.9% year-over-year increase that exceeded market expectations by $40 million, demonstrating resilience in revenue generation.
- Future Outlook: The company expects 2026 revenue to range between $5.6 billion and $5.8 billion, with adjusted EBITDA projected between $520 million and $540 million, and fully diluted EPS anticipated between $1.22 and $1.32, reflecting confidence in future growth.
- Strategic Shift: With the co-founder proposing to buy all shares and take the company private, Select Medical may undergo significant strategic changes that could impact its operational model and market positioning.
See More
Select Medical Reports Q4 2025 Results and 2026 Outlook
- Significant Revenue Growth: In Q4 2025, Select Medical's revenue increased by 6.4% year-over-year to $1.396 billion, indicating strong demand in the healthcare sector, which is expected to further enhance market share in the future.
- Net Income Surge: The net income from continuing operations for Q4 2025 rose by 461% to $37.7 million, reflecting significant improvements in cost control and operational efficiency, thereby boosting investor confidence.
- Dividend Declaration: The Board announced a cash dividend of $0.0625 per share on February 12, 2026, payable on March 12, 2026, demonstrating the company's confidence in future cash flows and commitment to shareholder returns.
- Stock Buyback Program: Select Medical has authorized a stock repurchase program of up to $1 billion, aimed at enhancing earnings per share and shareholder value, expected to last until December 31, 2027, reflecting the company's recognition of its stock value.
See More
Select Medical (SEM) to Release Q4 and Full Year 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: Select Medical will release its Q4 and full year 2025 financial results after market close on February 19, 2026, providing investors with critical financial data and operational performance insights.
- Conference Call Details: The company will host a conference call on February 20, 2026, at 9:00 AM ET to discuss the financial results in detail and offer an opportunity for investor questions.
- Business Scale Overview: As of December 31, 2025, Select Medical operates 104 critical illness recovery hospitals, 38 rehabilitation hospitals, and 1,917 outpatient rehabilitation clinics across the U.S., highlighting its extensive footprint and market leadership in the healthcare sector.
- Diverse Business Structure: Select Medical's reportable segments include critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation, showcasing its robust capabilities and adaptability in the diversified healthcare services market.
See More
Select Medical Holdings Under Investigation for Potential Securities Violations
- Investigation Launched: Kaskela Law LLC has initiated an investigation into Select Medical Holdings Corporation to determine whether the company and its officers violated securities laws or breached fiduciary duties, potentially impacting shareholder rights.
- Shareholder Rights Protection: This investigation focuses on recent corporate actions by Select Medical, encouraging shareholders to contact the law firm to understand their legal rights and options, highlighting concerns over corporate governance.
- Legal Consultation Channels: Kaskela Law LLC offers multiple contact methods, including phone and email, aimed at providing necessary legal support to shareholders to ensure their rights in potential legal issues are protected.
- Investor Representation: The law firm specializes in securities fraud, corporate governance, and merger & acquisition litigation, indicating its commitment to providing robust legal support for investors and safeguarding shareholder interests.
See More
Select Medical Holdings Shares Surge 12% Following Take-Private Proposal from Executive Chairman
Stock Performance: Select Medical Holdings Corporation (SEM) shares rose 12.35% to $15.74 following a buyout proposal from Executive Chairman Robert A. Ortenzio, who offered to acquire shares for $16.00 to $16.20 in cash.
Proposal Details: Ortenzio's acquisition proposal was filed publicly on November 24, 2025, and the board's independent members are currently consulting advisors to evaluate the offer.
Market Reaction: The announcement led to unusually high trading volume for SEM as investors reacted to the potential buyout scenario.
Cautionary Note: The company has stated that there is no guarantee the deal will proceed and will keep shareholders updated as necessary.
See More
