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SEM Select Medical

Select Medical is one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States based on the number of facilities. Our reportable segments include the critical illness recovery hospital segment, the rehabilitation hospital segment, the outpatient rehabilitation segment, and the Concentra segment. As of March 31, 2019, Select Medical operated 97 critical illness recovery hospitals in 28 states, 27 rehabilitation hospitals in 11 states, and 1,684 outpatient rehabilitation clinics in 37 states and the District of Columbia. Select Medical's joint venture subsidiary Concentra operated 525 occupational health centers in 41 states. Concentra also provides contract services at employer worksites and Department of Veterans Affairs community-based outpatient clinics. At March 31, 2019, Select Medical had operations in 47 states and the District of Columbia.

Company profile

Ticker
SEM
Exchange
CEO
David S. Chernow
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
Subsidiaries
ACC Capital, LLC • Actra Rehabilitation Associates, Inc. • Advantage Rehabilitation Clinics, Inc. • Alexandria Sports, Inc. • Allevant Solutions, LLC • American Current Care of California, A Medical Corporation • American Current Care of Hawaii, Prof. Corp. • American Current Care of Ohio, P.A., Co. • American Transitional Hospitals, LLC • Archer Rehabilitation, LLC ...

SEM stock data

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Calendar

5 Aug 21
24 Oct 21
31 Dec 21
Quarter (USD)
Jun 21 Mar 21 Dec 20 Sep 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
26 Aug 21 Ortenzio Robert A Common Stock Gift Acquire G No No 0 147,908 0 5,214,963
26 Aug 21 Rocco A Ortenzio Common Stock Gift Dispose G No No 0 369,770 0 901,248
9 Aug 21 Chernow David S Common Stock Sell Dispose S No Yes 36.14 139,550 5.04M 839,550
9 Aug 21 Tavenner Marilyn B Common Stock Sell Dispose S No No 36.23 10,000 362.3K 24,000
3 Aug 21 Carson Russell L Common Stock Grant Acquire A No No 0 6,000 0 1,066,000

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

77.8% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 263 254 +3.5%
Opened positions 36 68 -47.1%
Closed positions 27 20 +35.0%
Increased positions 81 74 +9.5%
Reduced positions 106 81 +30.9%
13F shares
Current Prev Q Change
Total value 4.4B 3.52B +25.2%
Total shares 104.75M 103.55M +1.2%
Total puts 73.8K 198.3K -62.8%
Total calls 406.3K 440.8K -7.8%
Total put/call ratio 0.2 0.4 -59.6%
Largest owners
Shares Value Change
TROW T. Rowe Price 18.34M $775.17M -12.4%
BLK Blackrock 17.62M $744.72M -0.7%
Vanguard 12.36M $522.48M +5.5%
Dimensional Fund Advisors 4.91M $207.67M -7.0%
LSV Asset Management 4.45M $187.89M -8.0%
STT State Street 3.61M $152.49M +2.5%
Hood River Capital Management 2.74M $115.92M -1.1%
Geode Capital Management 2.24M $94.53M +9.0%
Fuller & Thaler Asset Management 2.15M $90.7M +1.4%
MCQEF Macquarie 1.92M $81.24M +2313.7%
Largest transactions
Shares Bought/sold Change
TROW T. Rowe Price 18.34M -2.59M -12.4%
MCQEF Macquarie 1.92M +1.84M +2313.7%
Orbimed Advisors 1.27M +1.27M NEW
Point72 Asset Management 774.1K -1.06M -57.8%
GS Goldman Sachs 1.91M +978.38K +105.6%
Capital Growth Management 855K +855K NEW
BMO Bank of Montreal 829.82K +667.91K +412.5%
Vanguard 12.36M +644.83K +5.5%
Assenagon Asset Management 728.72K +460.03K +171.2%
Arrowstreet Capital, Limited Partnership 1.33M +400.38K +43.2%

Financial report summary

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Competition
Encompass Health
Management Discussion
  • (1)Cost of services includes salaries, wages and benefits, operating supplies, lease and rent expense, and other operating costs.
  • (1)     Other includes our corporate administration and shared services, as well as employee leasing services with our non-consolidating subsidiaries. Total assets include certain non-consolidating joint ventures and minority investments in other healthcare related businesses.
  • (2)    During the three months ended June 30, 2021 and 2020, we recognized other operating income of $98.1 million and $55.0 million, respectively. During the six months ended June 30, 2021 and 2020, we recognized other operating income of $132.1 million and $55.0 million, respectively. The impact of this income on the operating results of our critical illness recovery hospital segment, Concentra segment, and other activities is outlined within the tables presented under “Summary Financial Results” for the three and six months ended June 30, 2021 and 2020.
Content analysis
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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
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