SEM Select Medical Holdings

Kaskela Law LLC has launched an investigation into Select Medical Holdings Corporation (NYSE: SEM) on behalf of its shareholders. The firm is examining whether the company's officers and directors breached securities laws or fiduciary duties through recent corporate actions. Shareholders are encouraged to contact Kaskela Law LLC for more information regarding their legal rights and options.

Squarepoint Ops LLC significantly reduced its stake in Select Medical Holdings Corporation by selling 147,232 shares, bringing their total holdings to 61,295 shares valued at $930,000. Despite this, other institutions like Bank of America Corp DE increased their positions, and institutional ownership for Select Medical (NYSE:SEM) stands at 89.48%. The company has a "Moderate Buy" consensus rating from analysts with an average price target of $17.80, and it recently announced a quarterly dividend of $0.0625 per share.

Select Medical Holdings Corporation (NYSE:SEM) has received an average "Moderate Buy" rating from six analysts, with a consensus one-year price target of $17.80. The company exceeded Q3 earnings and revenue estimates and provided positive FY2025 guidance. Institutional investors have significantly increased their holdings in Select Medical.

Select Medical Holdings (SEM) has seen a recent rebound in share price, leading to questions about whether it is undervalued. While a narrative valuation suggests it is 15.8% undervalued with a fair value near $18.33, a Discounted Cash Flow model by Simply Wall St indicates overvaluation with a fair value around $4.74. Investors are encouraged to consider both perspectives and conduct their own research, taking into account potential challenges like Medicare reimbursement pressure and debt.

Select Medical Corporation has renewed CEO Thomas P. Mullin’s employment agreement, effective January 1, 2026. The new contract sets an annual base salary of $700,000 and includes non-competition and non-solicitation clauses, along with severance terms for termination without cause. TipRanks' AI Analyst, Spark, rates SEM as "Outperform," citing strong earnings and technical indicators despite financial concerns.

Bridgeway Capital Management LLC reduced its stake in Select Medical Holdings Corporation (NYSE:SEM) by 15.5% in the second quarter of 2025, now holding 903,416 shares valued at $13.7 million. Despite this, other major institutional investors like Price T Rowe, Vanguard, State Street, and Geode Capital Management increased their positions, with institutional ownership nearing 90%. Analysts generally maintain a "Moderate Buy" rating for Select Medical, anticipating future growth.