What is the 13F Pro Quality Score for SEM?

13F Pro ranks SELECT MEDICAL HOLDINGS CORP (SEM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SEM's current score at https://13fpro.ai/research/SEM (free sign-up required for the full ranking).

Where does 13F Pro source SEM data?

All SELECT MEDICAL HOLDINGS CORP fundamentals and ownership data come directly from SEC EDGAR. SELECT MEDICAL HOLDINGS CORP files with the SEC under CIK 1320414. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SEM in?

SELECT MEDICAL HOLDINGS CORP (SEM) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

How often is SEM research updated on 13F Pro?

SEM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SELECT MEDICAL HOLDINGS CORP(SEM)Stock Analysis

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SEC EDGAR: CIK 1320414 SEM stock profile & AI dashboard →

13F Pro Quality Score

60.1/100

Rank #879 of 2,879 stocksTOP 50%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

72.4/100

Profitability

47.9/100

Balance Sheet

57.4/100

Earnings Quality

16.1/100

Free Cash Flow

39.3/100

Institutional Flow

93.9/100

Revenue Scale

79.4/100

Dilution Risk

82.2/100

SEM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for SELECT MEDICAL HOLDINGS CORP (SEM), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores SEM at 60.1/100 on a 32-signal composite quality model, placing it at rank #879 of 2,879 stocks — the top half of the AI-ranked universe. SEM scores in the top quartile across institutional flow (93.9), revenue scale (79.4). Areas of concern include earnings quality (16.1) and free cash flow (39.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), SELECT MEDICAL HOLDINGS CORP reports quarterly revenue of $1.4B, net income of $44.0M, an operating margin of 6.9%. Top institutional holders of SEM by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. SEM trades on the NYSE exchange and files with the SEC under CIK 1320414. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SELECT MEDICAL HOLDINGS CORP directly from SEC EDGAR. SELECT MEDICAL HOLDINGS CORP's 13F Pro composite quality score has ranged between 45 and 63 since 2021, currently 60.1 — a stable long-term trajectory across 28 quarterly and live scoring snapshots.

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Fun facts about SELECT MEDICAL HOLDINGS CORP

Quirks, history, and lore behind SEM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. healthcare services company · mid-cap · listed on the NYSE · headquartered in Pennsylvania.
2
The Numbers
Operates hundreds of facilities across the country and generates roughly $6–7 billion in annual revenue — not bad for a company most people have never heard of.
3
The History
Founded in the 1990s, it grew rapidly by acquiring and operating specialty hospitals and outpatient rehabilitation clinics at a time when insurers were pushing patients out of traditional hospitals faster.
4
The Secret
Its two core businesses are critical illness recovery hospitals — for patients too sick to go home but too stable for the ICU — and a giant network of physical therapy and rehab clinics.
5
The Lore
Its outpatient rehab arm is one of the largest physical therapy providers in the United States, with thousands of clinics — meaning there's a decent chance one is in your strip mall right now.
6
The Giveaway
Ticker SEM, based in Mechanicsburg, PA — this is the holding company behind a sprawling network of long-term acute care hospitals and outpatient rehab that quietly dominates post-acute care.

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Revenue

Q1 2026

$1.4B

Net Income

Q1 2026

$44.0M

Free Cash Flow

Q1 2026

$-21.0M

Operating Margin

Q1 2026

6.9%

ROIC

Q1 2026

2.7%

D/E Ratio

Q1 2026

1.06

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+7.5% YoY

$5.19BFY 2024

FY21 $6.20BFY22 $4.61BFY23 $4.83BFY24 $5.19B

Net Income

-12.1% YoY

$214.0MFY 2024

FY21 $402.2MFY22 $159.0MFY23 $243.5MFY24 $214.0M

Operating Income

+0.4% YoY

$268.3MFY 2024

FY21 $713.8MFY22 $144.8MFY23 $267.2MFY24 $268.3M

EPS (Diluted)

-13.1% YoY

$1.66FY 2024

FY21 $2.98FY22 $1.23FY23 $1.91FY24 $1.66

Total Assets

-27.1% YoY

$5.61BFY 2024

FY21 $7.36BFY22 $7.67BFY23 $7.69BFY24 $5.61B

Total Debt

-53.2% YoY

$1.71BFY 2024

FY21 $3.57BFY22 $3.88BFY23 $3.66BFY24 $1.71B

Op. Cash Flow

-11.0% YoY

$517.9MFY 2024

FY21 $401.2MFY22 $284.8MFY23 $582.1MFY24 $517.9M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2017
Revenue	$5.19B +7.5%	$4.83B +4.7%	$4.61B -25.7%	$6.20B +12.2%	$5.53B +26.7%	$4.37B
Net Income	$214.0M -12.1%	$243.5M +53.1%	$159.0M -60.5%	$402.2M +55.3%	$259.0M +46.2%	$177.2M
Operating Income	$268.3M +0.4%	$267.2M +84.6%	$144.8M -79.7%	$713.8M +25.7%	$567.7M +59.5%	$355.9M
EPS (Diluted)	$1.66 -13.1%	$1.91 +55.3%	$1.23 -58.7%	$2.98 +54.4%	$1.93 +45.1%	$1.33
Total Assets	$5.61B -27.1%	$7.69B +0.3%	$7.67B +4.1%	$7.36B -3.9%	$7.66B +49.3%	$5.13B
Total Debt	$1.71B -53.2%	$3.66B -5.7%	$3.88B +8.6%	$3.57B +5.1%	$3.40B +25.0%	$2.72B
Operating Cash Flow	$517.9M -11.0%	$582.1M +104.4%	$284.8M -29.0%	$401.2M -61.0%	$1.03B +331.7%	$238.1M

AI Insight: SEM Financial Trends

Select Medical's operating income has declined 58% from Q1 2025 to Q4 2025 despite stable revenue, signaling deteriorating operational efficiency.

• Revenue stabilized around $1.4B in recent quarters after Q3 2024's anomalous $2.7B spike.

• Operating income fell from $113M in Q1 2025 to $64M in Q4 2025, then recovered to $98M in Q1 2026.

• Total debt dropped significantly from $3.6B in Q2 2024 to $1.8B range by Q4 2024.

• Net income declined from $57M in Q1 2025 to $20M in Q4 2025 before recovering to $44M.

⚠ Operating cash flow turned negative in Q1 2025 and remains volatile, ranging from -$3M to $175M.

⚠ Operating margins compressed from 8.3% in Q1 2025 to 4.6% in Q4 2025 despite revenue stability.

AI Insight: SEM Ratio Trends

Select Medical's profitability has deteriorated significantly from Q2 2024 peaks, with operating margin falling from 18.2% to 6.9% in Q1 2026.

• Operating margin collapsed from 18.2% in Q2 2024 to 6.9% in Q1 2026, showing sustained margin pressure.

• ROIC declined from 18.4% in Q2 2024 to 10.9% in Q1 2026, indicating weakening capital efficiency.

• Debt-to-equity ratio improved dramatically from 2.57 in Q2 2024 to 1.06 in Q1 2026, strengthening balance sheet.

⚠ Q4 2024 showed negative ROE of -3.8% and ROIC of -26.5%, signaling potential operational disruption.

⚠ Sequential margin decline from Q1 2025 (8.3%) through Q4 2025 (4.6%) suggests ongoing operational challenges.

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Available Research

13F Pro tracks comprehensive data for SELECT MEDICAL HOLDINGS CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SEM

BlackRock, Inc.
$281.2M17,263,327 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$109.5M6,723,557 sh
DIMENSIONAL FUND ADVISORS LP
$90.2M5,536,331 sh
FIL Ltd
$80.8M4,960,732 sh
VANGUARD CAPITAL MANAGEMENT LLC
$78.5M4,819,685 sh
STATE STREET CORP
$70.4M4,319,877 sh
GEODE CAPITAL MANAGEMENT, LLC
$43.4M2,661,944 sh
HSBC HOLDINGS PLC
$36.6M2,245,163 sh
GOLDMAN SACHS GROUP INC
$33.9M2,081,883 sh
SOROS FUND MANAGEMENT LLC
$29.9M1,833,473 sh

Fund	Value	Shares
BlackRock, Inc.	$281.2M	17,263,327
VANGUARD PORTFOLIO MANAGEMENT LLC	$109.5M	6,723,557
DIMENSIONAL FUND ADVISORS LP	$90.2M	5,536,331
FIL Ltd	$80.8M	4,960,732
VANGUARD CAPITAL MANAGEMENT LLC	$78.5M	4,819,685
STATE STREET CORP	$70.4M	4,319,877
GEODE CAPITAL MANAGEMENT, LLC	$43.4M	2,661,944
HSBC HOLDINGS PLC	$36.6M	2,245,163
GOLDMAN SACHS GROUP INC	$33.9M	2,081,883
SOROS FUND MANAGEMENT LLC	$29.9M	1,833,473

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Is SEM a good stock to buy?

13F Pro's AI-powered analysis of SELECT MEDICAL HOLDINGS CORP (SEM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SEM are available on the SEM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SEM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SEM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SELECT MEDICAL HOLDINGS CORP's investment landscape.