select medical encompasses four areas of expertise: long-term acute care, inpatient medical rehabilitation, outpatient physical therapy and contract therapy, all of which are delivered and supported by nearly 40,000 talented colleagues across the united states. despite its record growth, select medical remains true to its founding principles of clinical quality and operational excellence, which have been a top priority since day one. regardless of size or scope, the select medical team remains devoted to helping others and achieving outcomes that improve quality of life. our vision • the select medical way is to put the patient first • the select medical way is to help improve quality of life for the community in which we live and work • the select medical way is to be open to and welcoming of new ideas from all levels of the organization to continually improve • the select medical way is to attract, train, and retain the best possible staff • the select medical way is to st
Company profile
Ticker
SEM
Exchange
Website
CEO
David S. Chernow
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Actra Rehabilitation Associates, Inc. • Acuity General Partner, LLC • Acuity Healthcare Holdings, Inc. • Acuity Healthcare Management, LLC • Acuity Healthcare of Ohio, L.L.C. • Acuity Healthcare, LP • Acuity Holdings, LLC • Acuity Hospital of New Jersey, L.L.C. • Acuity Specialty Hospital, LLC • Acuity Specialty Hospital—Ohio Valley, LP ...
SEM stock data
Latest filings (excl ownership)
DEFR14A
Revised proxy
20 Mar 24
DEFA14A
Additional proxy soliciting materials
15 Mar 24
DEF 14A
Definitive proxy
15 Mar 24
ARS
2023 FY
Annual report to shareholders
4 Mar 24
PRE 14A
Preliminary proxy
26 Feb 24
8-K
Select Medical Holdings Corporation Announces Results
22 Feb 24
10-K
2023 FY
Annual report
22 Feb 24
8-K
Select Medical Holdings Corporation Announces Results
2 Nov 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Select Medical Holdings Corporation Announces Executive Management Appointments
7 Sep 23
Transcripts
SEM
Earnings call transcript
2023 Q4
23 Feb 24
SEM
Earnings call transcript
2023 Q3
3 Nov 23
SEM
Earnings call transcript
2023 Q2
4 Aug 23
SEM
Earnings call transcript
2023 Q1
5 May 23
SEM
Earnings call transcript
2022 Q4
24 Feb 23
SEM
Earnings call transcript
2022 Q3
4 Nov 22
SEM
Earnings call transcript
2022 Q2
5 Aug 22
SEM
Earnings call transcript
2022 Q1
6 May 22
SEM
Earnings call transcript
2021 Q4
25 Feb 22
SEM
Earnings call transcript
2020 Q3
30 Oct 20
Latest ownership filings
4
ROBERT A ORTENZIO
10 Apr 24
SC 13G/A
VANGUARD GROUP INC
10 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
ROBERT A ORTENZIO
11 Mar 24
144
Notice of proposed sale of securities
8 Mar 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
16 Feb 24
SC 13G
T. Rowe Price Investment Management, Inc.
14 Feb 24
SC 13G/A
PRICE T ROWE ASSOCIATES INC /MD/
14 Feb 24
4
William H. Frist
13 Feb 24
4
Parvinderjit S. Khanuja
13 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 77.44 mm | 77.44 mm | 77.44 mm | 77.44 mm | 77.44 mm | 77.44 mm |
Cash burn (monthly) | 7.91 mm | 2.57 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 52.72 mm | 17.10 mm | n/a | n/a | n/a | n/a |
Cash remaining | 24.72 mm | 60.34 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 3.1 | 23.5 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
74.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 240 |
Opened positions | 43 |
Closed positions | 23 |
Increased positions | 69 |
Reduced positions | 92 |
13F shares | Current |
---|---|
Total value | 2.41 tn |
Total shares | 95.98 mm |
Total puts | 8.00 k |
Total calls | 10.30 k |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
T. Rowe Price | 16.97 mm | $424.87 bn |
BLK Blackrock | 16.11 mm | $407.19 bn |
Vanguard | 12.01 mm | $303.37 bn |
T. Rowe Price Investment Management | 6.12 mm | $153.17 bn |
Dimensional Fund Advisors | 4.38 mm | $110.77 bn |
STT State Street | 4.04 mm | $102.08 bn |
Camber Capital Management | 3.40 mm | $85.12 bn |
PFG Principal Financial Group Inc - Registered Shares | 2.24 mm | $56.61 bn |
Hood River Capital Management | 2.17 mm | $54.84 bn |
Geode Capital Management | 2.08 mm | $52.64 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Apr 24 | Ortenzio Robert A | Common Stock | Sell | Dispose S | No | Yes | 29.9 | 50,000 | 1.50 mm | 6,689,668 |
8 Mar 24 | Ortenzio Robert A | Common Stock | Sell | Dispose S | No | Yes | 28.3 | 50,000 | 1.42 mm | 6,739,668 |
12 Feb 24 | Frist William H. | Common Stock | Grant | Acquire A | No | No | 26.86 | 670 | 18.00 k | 273,904 |
12 Feb 24 | Parvinderjit S. Khanuja | Common Stock | Grant | Acquire A | No | No | 26.86 | 670 | 18.00 k | 32,459 |
8 Feb 24 | Ortenzio Robert A | Common Stock | Sell | Dispose S | No | Yes | 26 | 50,000 | 1.30 mm | 6,789,668 |
News
Benchmark Reiterates Buy on Select Medical Hldgs, Maintains $39 Price Target
12 Apr 24
Select Medical Hldgs: Q4 Earnings Insights
22 Feb 24
Select Medical Hldgs Q4 2023 GAAP EPS $0.36 Beats $0.35 Estimate, Sales $1.66B Beat $1.64B Estimate
22 Feb 24
Earnings Scheduled For February 22, 2024
22 Feb 24
Press releases
Select Medical Holdings Corporation to Announce First Quarter 2024 Results on Thursday, May 2, 2024
5 Apr 24
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of Select Medical Holdings Corporation (NYSE: SEM)
4 Mar 24
Select Medical Holdings Corporation Receives Favorable IRS Private Letter Ruling on Tax-Free Nature of Its Previously Announced Potential Separation of Concentra
27 Feb 24
Select Medical Holdings Corporation Announces Results For Its Fourth Quarter and Year Ended December 31, 2023 and Cash Dividend
22 Feb 24
Select Medical Holdings Corporation to Announce Fourth Quarter and Full Year 2023 Results on Thursday, February 22, 2024
22 Jan 24