SEM SELECT MEDICAL HOLDINGS CORP

XNYS 16.52 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SEM $16.52 —
Key stats
$16.52
52-Week Range
$12.61 – $16.99
YTD
+11.47%
Straddle Price
$9.35
Market Cap
$2.0B
Open
$16.53
Day Range
$16.51 – $16.56
Volume
27,839,100
Prev Close
$16.53
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.38%
Beta vs SPY1.00
Cost of Equity (CAPM)9.88% (VRP-adj)
WACC7.43%
Volatility Risk Premium+186.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.3%
Rev. Growth (YoY, DCF input)+6.1%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.06 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)7.6%
Book / Price102.5% — banking bias active (P/B is primary)
Gross Margin (TTM)11.3%
FCF Margin (TTM)2.8%
Debt / Equity0.88
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+7.0% (reverse-DCF on current price)
SMA 50$16.50 (Market Anchor value)
SMA 20 / Bollinger Mid$16.56
Bollinger Width / SMA208.0% (drives anchor stability)
Net Debt$1.8B
Market Cap$2B
Peers used for multiples: ACHC, LFST, MOH, RDNT (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
79%
20-Day Fair Value
≈ by Jul 30, 2026
$16.36
α -0.9% rank 29%
40-Day Fair Value
≈ by Aug 28, 2026
$16.61
α +0.6% rank 20%
60-Day Fair Value
≈ by Sep 28, 2026
$17.16
α +3.9% rank 34%
MethodImplied PriceWeightDetail
DCF $15.36 21%
DDM (Gordon) $5.38 17%
Peer P/E n/a 0%
Peer EV/EBITDA $75.05 6% median 22.4× · 4 peers
Peer P/B $47.36 6% median 2.8× · 4 peers
Peer P/S $69.63 6% median 1.5× · 4 peers
Market Anchor (SMA50) $16.50 43% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-07-01 · updated
About
Industry (SIC)
SERVICES-HOSPITALS (8060) · industry map
Exchange
XNYS
Market Cap
$2.0B
Employees
45,300
List Date
2009-09-25
CIK
0001320414
Headquarters
Mechanicsburg, PA
Homepage
https://www.selectmedicalholdings.com

Select Medical Holdings Corp is a healthcare company that operates through three segments: critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics. Critical illness recovery hospitals which derives maximum revenue consists of hospitals designed to serve the needs of patients recovering from critical illnesses, often with complex medical needs. The rehabilitation hospital segment consists of hospitals designed to serve patients that require intensive physical rehabilitation care. Patients are typically admitted to critical illness recovery hospitals …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Insufficient price history — listed 6241 days ago. Seasonality patterns need at least one full year of data.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $16.56
SMA 50: $16.50
SMA 200: $15.22
Current: $16.51
EMA 12: $16.55
EMA 26: $16.54
MACD: 0.0086 | Signal: -0.0149
BULLISH
ADX (14): 27.83
TREND
+DI: 15.47
−DI: 14.60

Momentum Oscillators

RSI (14): 45.87
NEUTRAL
Stoch %K: 6.67
Stoch %D: 12.80
Williams %R: -95.00

Volume & Volatility

BB Upper: $16.67
BB Lower: $16.45
NEUTRAL
OBV: -29,528,888
Vol SMA 20: 3,525,149
Vol ROC: 2175.27%
ATR: $0.06
True Range: $0.05
HV 20: 3.2%
HV 30: 2.8%
HV 60: 2.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-07-02T00:00:00 – 2026-06-30T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

BULLISH (Confidence Level: 7)

Key drivers:

  • Technical indicators support a bullish trend, with the MACD signaling a bullish momentum.
  • Recent news headlines are neutral to positive, indicating a lack of significant negative sentiment.

Primary risks:

  • High volatility, as measured by IV premium vs HV30, could lead to increased market uncertainty.
  • The stock's low beta (0.47) indicates it moves less than the market, which may be beneficial in a downturn.

Investment thesis: SEM is poised for a potential breakout above its current resistance level of $16.67, driven by a bullish trend and neutral news sentiment. However, high volatility and a lack of earnings data make risk management crucial.

Recent news sentiment impact: The recent negative headlines regarding investigations do not significantly impact the analysis, as they are isolated events that do not directly affect SEM's underlying fundamentals.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Neutral to Bullish
  • Long-term (3-12 months): Bearish

Support/Resistance Levels:

  • Key price levels: $16.45 (lower Bollinger Band), $16.56 (SMA 20 and EMA 12), $16.67 (upper Bollinger Band)

Momentum Signals:

  • RSI interpretation: Neutral (43.85)
  • MACD signal: Bullish
  • Bollinger Bands position: Squeeze

Volume Analysis:

  • Volume SMA 20: 2098001.65
  • On-Balance Volume (OBV): -677644.61
  • Volume Rate of Change: 727.50%

News & Sentiment Analysis

Recent Headlines Summary:

  • Four recent headlines are negative, but they do not significantly impact the analysis.
  • One positive headline regarding a special stock distribution does not have a direct impact on SEM's current trend.

Sentiment Assessment: Aggregate news sentiment is NEUTRAL to NEGATIVE due to the prevalence of negative headlines. However, this does not contradict the technical signals or underlying fundamentals.

Catalyst Identification:

  • No immediate catalysts are identified.
  • The upcoming earnings release may provide valuable insights into SEM's future performance.

Market Narrative: The neutral news sentiment and lack of significant recent news events do not strongly contradict the technical signals, indicating a potential breakout above $16.67.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 0.47 (low volatility)
  • Alpha: 0.06
  • Correlation: 0.19
  • Stock Volatility: 0.31 (low)

Options Market Signals:

  • IV Rank: 93.2% (High - shows if volatility is historically high/low)
  • Current IV: 239.8%
  • Expected Move: $8.78 (21 DTE), 7-DTE: $8.78
  • Volume Flow: 0 calls vs 0 puts
  • Open Interest: 0 calls vs 0 puts

Downside Protection:

  • Support levels and risk management considerations are crucial due to high volatility.

Market Context & Positioning

Sector Performance:

  • SEM's sector (Healthcare) is performing relatively well, with a moderate uptrend.

Institutional Activity:

  • Volume patterns suggest institutional interest in SEM, as measured by volume SMA 20.

Correlation Analysis: SEM moves less than the market (beta <0.8), indicating a defensive posture.

Relative Valuation: SEM's price-to-earnings ratio is relatively low compared to its peers, indicating potential value.

Key Levels & Action Items

Critical Price Levels:

  • Support/resistance levels: $16.45 (lower Bollinger Band), $16.56 (SMA 20 and EMA 12), $16.67 (upper Bollinger Band)

Breakout/Breakdown Levels:

  • Breakout above $16.67 could trigger a significant move, while a breakdown below $16.45 may indicate increased volatility.

Time-Sensitive Catalysts:

  • No immediate catalysts are identified.
  • The upcoming earnings release may provide valuable insights into SEM's future performance.

Risk Management:

  • Stop-loss levels and position sizing considerations are crucial due to high volatility and the lack of earnings data.
Generated
Earnings History
15 of 21 under expected move
Avg Expected Move
12.14%
Avg Actual Move
6.70%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-25 After-Close 7.86% 18.45% 2.35x Exceeded
2021-05-06 After-Close 8.24% 4.38% 0.53x Within
2021-08-05 After-Close 5.51% 4.62% 0.84x Within
2021-11-04 After-Close 10.95% 0.42% 0.04x Within
2022-01-18 After-Close 7.51% 5.59% 0.74x Within
2022-05-05 After-Close 10.64% 3.59% 0.34x Within
2022-08-04 After-Close 11.97% 4.13% 0.35x Within
2022-11-03 After-Close 12.89% 2.86% 0.22x Within
2023-02-23 After-Close 5.64% 7.92% 1.40x Exceeded
2023-05-04 After-Close 11.03% 5.96% 0.54x Within
2023-07-19 After-Close 4.58% 6.08% 1.33x Exceeded
2023-11-02 After-Close 12.30% 3.00% 0.24x Within
2024-02-22 After-Close 12.95% 9.83% 0.76x Within
2024-05-02 After-Close 8.89% 10.47% 1.18x Exceeded
2024-07-12 After-Close 8.20% 0.35% 0.04x Within
2024-10-31 After-Close 13.17% 12.06% 0.92x Within
2025-05-01 After-Close 12.75% 21.82% 1.71x Exceeded
2025-07-31 After-Close 9.47% 15.01% 1.59x Exceeded
2025-10-30 After-Close 14.44% 2.61% 0.18x Within
2026-02-19 Pre-Market 10.57% 1.47% 0.14x Within
2026-04-30 After-Close 55.45% 0.18% 0.00x Within

Earnings calendar: this week’s reports with expected vs actual moves →

SEM Options Activity & IV Rank

Volatility Metrics

Current IV: —
7-DTE IV: —
Expected Move: $9.35
7-DTE Move: $9.35
Days to Exp: 17 (2026-07-17)

Options Flow

Call Volume: 0
Put Volume: 0
P/C Volume: —
Call OI: 0
Put OI: 0
P/C OI: —
Total OI: 0

ATM Options Pricing

ATM Call: $7.50
ATM Put: $1.85
Call %: 45.4%
Put %: 11.2%

Chain Summary

Chain Volume: 370
Chain OI: 437
Last Updated: 6/30/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 81st percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
81%
vs own history
GEX tilt
+0.94
OI-weighted, today
Vanna tilt
+0.96
δ-sensitivity to IV
Charm tilt
-0.89
δ-decay vs time
Vanna tilt +0.96: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.89: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Jun 30 · ATM 89.2% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Jun 30 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$9.35Jun 30
Beta Analysis
Insufficient price history — listed 6241 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.
Notable investors who own SEM
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$45.5M
0.03%
#665 of 3716+222.7%13F
Point72 Hedge fund
Steve Cohen
$1.3M
0.00%
#1401 of 1945new13F
Citadel Hedge fund
Ken Griffin
$355K
0.00%
#4867 of 6285-61.7%13F
Rockefeller Capital Management Family office
Rockefeller family
$13K
0.00%
#3906 of 4729-28.3%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

SEM Institutional Ownership (13F)

Latest filings — 2026-06-30
Diluted shares outstanding: 123,263,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

213 filers101,042,130 shares$1.65B value81.97% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 13,073,640 $215.85M 13.10% 10.61% 2026-06-30
2 Verition Fund Management LLC 12,025,235 $198.54M 12.05% 9.76% 2026-06-30
3 Vanguard Group Inc Custodian 12,477,780 $185.30M 11.25% 10.12% 2025-12-31
4 GLAZER CAPITAL, LLC 10,744,069 $177.28M 10.76% 8.72% 2026-06-30
5 Dimensional Fund Advisors LP Custodian 5,518,861 $91.12M 5.53% 4.48% 2026-06-30
6 Two Sigma Investments, LP Custodian 4,943,691 $81.62M 4.95% 4.01% 2026-06-30
7 Wells Fargo & Company Custodian 4,506,456 $74.40M 4.52% 3.66% 2026-06-30
8 AQR Arbitrage LLC 2,880,889 $47.56M 2.89% 2.34% 2026-06-30
9 Millennium Management LLC Custodian 2,754,016 $45.47M 2.76% 2.23% 2026-06-30
10 Decagon Asset Management LLP 2,715,536 $44.83M 2.72% 2.20% 2026-06-30
11 Polar Asset Management Partners Inc. 2,362,979 $39.01M 2.37% 1.92% 2026-06-30
12 HSBC Holdings plc Custodian 2,246,658 $37.14M 2.25% 1.82% 2026-06-30
13 Balyasny Asset Management L.P. 1,623,940 $26.81M 1.63% 1.32% 2026-06-30
14 State Street Corp 1,493,609 $24.66M 1.50% 1.21% 2026-06-30
15 Geode Capital Management, LLC Custodian 1,450,063 $23.98M 1.46% 1.18% 2026-06-30
16 ALPINE ASSOCIATES MANAGEMENT INC. 1,304,404 $21.54M 1.31% 1.06% 2026-06-30
17 Arrowstreet Capital, Limited Partnership 1,289,169 $21.28M 1.29% 1.05% 2026-06-30
18 ODDO BHF ASSET MANAGEMENT SAS 1,205,000 $19.88M 1.21% 0.98% 2026-06-30
19 Northern Trust Corp Custodian 1,093,051 $18.05M 1.10% 0.89% 2026-06-30
20 Westchester Capital Management, LLC 983,315 $16.23M 0.99% 0.80% 2026-06-30
21 Goldman Sachs Group Inc Custodian 871,540 $14.39M 0.87% 0.71% 2026-06-30
22 Woodline Partners LP 860,622 $14.21M 0.86% 0.70% 2026-06-30
23 D. E. Shaw & Co., Inc. Custodian 798,290 $13.18M 0.80% 0.65% 2026-06-30
24 Qube Research & Technologies Ltd 772,843 $12.76M 0.77% 0.63% 2026-06-30
25 Morgan Stanley Custodian 511,408 $8.44M 0.51% 0.41% 2026-06-30
# Filer Notional Value % of Total Period
1 filers$33.00K notional
# Filer Notional Value % of Total Period
1 CSS LLC/IL $33.00K 100.00% 2026-06-30

SEM Insider Trading (Form 4)

Latest: 2026-07-01
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-01 Thomas Scully Director Disp (D) −103,424 $16.50 -$1.71M EDGAR
2026-07-01 Brian R. Rusignuolo EXECUTIVE VICE PRESIDENT Other (J) −361,370 — EDGAR
2026-07-01 Parvinderjit S. Khanuja Director Disp (D) −79,124 $16.50 -$1.31M EDGAR
2026-07-01 James S. Ely III Director Disp (D) −161,674 $16.50 -$2.67M EDGAR
2026-07-01 Martin F Jackson EXECUTIVE VICE PRESIDENT Other (J) −1,388,689 — EDGAR
2026-07-01 David S Chernow VICE CHAIRMAN Mixed −870,244 $16.50 -$12.71M EDGAR
2026-07-01 Daniel Thomas Director Disp (D) −80,035 $16.50 -$1.32M EDGAR
2026-07-01 Katherine R Davisson Director Disp (D) −60,035 $16.50 -$990.6K EDGAR
2026-07-01 Thomas P Mullin CHIEF EXECUTIVE OFFICER Other (J) −391,709 — EDGAR
2026-07-01 Russell L Carson Director Other (J) −610,035 — EDGAR
2026-07-01 Michael F Malatesta CHIEF FINANCIAL OFFICER Other (J) −238,057 — EDGAR
2026-07-01 William H. Frist Director Disp (D) −306,266 $16.50 -$5.05M EDGAR
2026-07-01 Robert G. Breighner JR SENIOR VICE PRESIDENT Mixed −34,696 $16.50 -$303.0K EDGAR
2026-07-01 Marilyn B Tavenner Director Disp (D) −36,035 $16.50 -$594.6K EDGAR
2026-07-01 John A. Saich PRESIDENT Other (J) −736,412 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

SEM Insider Holdings

4 insiders · @ $16.51
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Michael E Tarvin EXECUTIVE VICE PRESIDENT 541,036 $8.93M -$9.81M 40 2025-08-04
2 Robert G. Breighner JR SENIOR VICE PRESIDENT 18,362 $303.2K -$1.19M 34 2026-07-01
3 Christopher Weigl SENIOR VICE PRESIDENT 1,872 $30.9K $0 5 2026-07-01
4 Thomas Scully Director 168 $2.8K -$2.60M 31 2026-07-01
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

SEM Board & Officers

As of SEC filings through Jul 1, 2026

Officers 1

Changes in the last 10 years (43)
Jul 1, 2026William H. Frist reported in an SEC filing no longer being a director
Jul 1, 2026Thomas Scully reported in an SEC filing no longer being a director
Jul 1, 2026Thomas Scully reported in an SEC filing no longer being a 10% owner
Jul 1, 2026Thomas P Mullin reported in an SEC filing no longer being Co-President
Jul 1, 2026Russell L Carson reported in an SEC filing no longer being a director
Jul 1, 2026Robert G. Breighner JR reported in an SEC filing no longer being Vice President, Compliance
Jul 1, 2026Robert A Ortenzio reported in an SEC filing no longer being a director
Jul 1, 2026Robert A Ortenzio reported in an SEC filing no longer being Executive Chairman
Jul 1, 2026Parvinderjit S. Khanuja reported in an SEC filing no longer being a director
Jul 1, 2026Michael F Malatesta reported in an SEC filing no longer being Chief Financial Officer
Jul 1, 2026Martin F Jackson reported in an SEC filing no longer being Executive Vice President
Jul 1, 2026Marilyn B Tavenner reported in an SEC filing no longer being a director
Jul 1, 2026Katherine R Davisson reported in an SEC filing no longer being a director
Jul 1, 2026John Tyler Hollenbach reported in an SEC filing no longer being Executive Vice President
Jul 1, 2026John F. Duggan reported in an SEC filing no longer being Executive Vice President
Jul 1, 2026John A. Saich reported in an SEC filing no longer being Executive Vice President
Jul 1, 2026James S. Ely III reported in an SEC filing no longer being a director
Jul 1, 2026David S Chernow reported in an SEC filing no longer being a director
Jul 1, 2026David S Chernow reported in an SEC filing no longer being CEO
Jul 1, 2026Daniel Thomas reported in an SEC filing no longer being a director
Not reported recently (4)
  • Rocco A Ortenzio · Last reported as Executive Chairman in an SEC filing dated Oct 2, 2024
  • Leopold Swergold · Last reported as a director in an SEC filing dated Dec 3, 2019
  • Harold L Paz · Last reported as a director in an SEC filing dated Aug 2, 2018
  • James E Dalton Jr · Last reported as a director in an SEC filing dated Nov 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

SEM Proposed Insider Sales (Form 144)

Latest: 2025-04-28
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-04-28 CHERNOW DAVID S Officer, CEO 225,000 $4.05M 2025-04-28 UBS Financial Services Inc. 10b5-1 EDGAR
2024-11-26 TAVENNER MARILYN B Board Member 32,000 $675.0K 2024-11-26 Merrill Lynch — EDGAR
2024-11-26 Rocco A. Ortenzio Separate Exempt Descendants Trust Affiliate 3,804,805 $79.29M 2024-11-26 J.P. Morgan Securities LLC — EDGAR
2024-04-08 ORTENZIO ROBERT A Officer, Director 50,000 $1.51M 2024-04-08 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-03-08 ORTENZIO ROBERT A Officer 50,000 $1.42M 2024-03-08 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-02-08 ORTENZIO ROBERT A Officer 50,000 $1.29M 2024-02-08 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-01-08 ORTENZIO ROBERT A Officer 100,000 $2.69M 2024-01-08 UBS Financial Services, Inc 10b5-1 EDGAR
2023-12-14 ORTENZIO ROBERT A Officer 100,000 $2.50M 2023-12-14 UBS Financial Services, Inc 10b5-1 EDGAR
2023-09-08 ORTENZIO ROBERT A Officer 50,000 $1.36M 2023-09-08 UBS Financial Services, Inc. 10b5-1 EDGAR
2023-08-08 ORTENZIO ROBERT A Officer 50,000 $1.48M 2023-08-08 UBS Financial Services Inc. 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
25 ETFs hold SEM
25 shown · $40.54M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 SCHA Schwab U.S. Small-Cap ETF Nport 0.04% $8.8M — 2026-05-31
2 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.09% $7.7M — 2026-05-31
3 VXUS Vanguard Total International Stock ETF Vanguard 0.00% $4.8M — 2026-09-30
4 DES WisdomTree U.S. SmallCap Dividend Fund Nport 0.19% $4.1M — 2026-06-30
5 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.00% $3.4M — 2026-09-30
6 IEFA iShares Core MSCI EAFE ETF iShares (BlackRock) 0.00% $2.4M $189.0B 2026-10-23
7 DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund Nport 0.42% $1.7M — 2026-06-30
8 EES WisdomTree U.S. SmallCap Fund Nport 0.17% $1.2M — 2026-06-30
9 SCZ iShares MSCI EAFE Small-Cap ETF iShares (BlackRock) 0.01% $1.2M $12.8B 2026-10-23
10 VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund Vanguard 0.01% $1.2M — 2026-09-30
11 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $1.1M — 2026-05-31
12 VGK Vanguard FTSE Europe ETF Vanguard 0.00% $782,106 — 2026-09-30
13 ISCF iShares International Small-Cap Equity Factor ETF iShares (BlackRock) 0.10% $687,356 $699.5M 2026-10-23
14 ISMD Inspire Small/Mid Cap ETF Nport 0.17% $543,032 — 2026-05-31
15 QVMS Invesco S&P SmallCap 600 QVM Multi-Factor ETF Nport 0.11% $257,878 — 2026-05-31
16 SAGP Strategas Global Policy Opportunities ETF Nport 0.19% $148,557 — 2026-06-30
17 VT Vanguard Total World Stock ETF Vanguard 0.00% $137,847 — 2026-09-30
18 DTD WisdomTree U.S. Total Dividend Fund Nport 0.01% $121,860 — 2026-06-30
19 FNDB Schwab Fundamental U.S. Broad Market ETF Nport 0.01% $98,092 — 2026-05-31
20 JSTC Adasina Social Justice All Cap Global ETF Nport 0.03% $87,219 — 2026-05-31
21 MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF Nport 0.01% $70,934 — 2026-05-31
22 IEUS iShares MSCI Europe Small-Cap ETF iShares (BlackRock) 0.02% $30,944 $164.5M 2026-10-23
23 ESIX State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF Nport 0.19% $13,895 — 2026-03-31
24 SPEU State Street® SPDR® Portfolio Europe ETF SPDR (State Street) 0.00% $10,595 $694.7M 2026-10-23
25 IVSS Applied Finance IVS US SMID ETF Nport 0.04% $9,724 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$1.06
TTM Revenue
$5.52B
TTM Net Income
$132.71M
TTM Op. Cash Flow
$387.78M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q1 '262026-03-31$1.42B$43.99M$0.35$37.86M
Q4 '252025-12-31$1.40B$20.17M$0.16$64.33M
Q3 '252025-09-30$1.36B$28.79M$0.23$175.31M
Q2 '252025-06-30$1.34B$39.75M$0.32$110.29M
Q1 '252025-03-31$1.35B$56.68M$0.44$-3.46M
Q4 '242024-12-31$1.31B$-16.05M$-0.12$125.43M
Q3 '242024-09-30$1.27B$55.63M$0.43$180.97M
Q2 '242024-06-30$1.28B$20.82M$0.17$278.15M
Q1 '242024-03-31$1.32B$96.90M$0.75$-66.69M
Q4 '232023-12-31$1.66B$46.27M$0.36$179.44M
Q3 '232023-09-30$1.67B$48.18M$0.38$116.34M
Q2 '232023-06-30$1.67B$78.24M$0.61$234.84M
Q1 2026 • period ending 2026-03-31 • filed 2026-04-30
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
0.00
P/B
—
P/S
—
EV/EBITDA
—
EV/Sales
—
ROE
6.4%
ROA
2.2%
Div Yield
5.91%
FCF Yield
—
Debt/Equity
0.88
Current Ratio
—
Market Cap
$0.00
as of 2026-07-01
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
1.15M
SI % of Float
1.11%
Days to Cover
1.00
Short Vol Ratio
13.3%
Free Float
103.99M
Float %
83.9%
Short interest 2026-06-30 • Short volume 2026-06-30 • Float 2026-05-15