InsidersTradesSigma
Follow the Select Medical Holdings CORP share price and the full management transaction log of the company, a publicly traded company based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Select Medical Holdings CORP has recorded 246 public disclosures. Market capitalisation: €2bn. The latest transaction was filed on 1 July 2026 (J). Among the most active insiders: ORTENZIO ROBERT A. All data is accessible without an account.
246
Insider Decl.
n/a
Thresholds
€278,803
1 ops.
Buy Volume
€113m
31 ops.
Sell Volume
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 14,884 of 29,064 companies
51.4
score / 100
Value70
Quality33
FCF yld5.7%
Earn yld7.1%
EV/EBITDA9.3x
ROE9.8%
Gross mgn12%
Net mgn2.7%
Debt/EBITDA5.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 1 July 2026
Declarations246 total
100,000 sharesCommon StockSEC:0001169897-26-000003:0
16,334 sharesCommon StockSEC:0001472553-26-000004:0
18,362 sharesCommon StockSEC:0001472553-26-000004:1
610,035 sharesCommon StockSEC:0001212986-26-000001:0
656,823 sharesCommon StockSEC:0001169897-26-000003:1
113,421 sharesCommon StockSEC:0001169897-26-000003:2
60,035 sharesCommon StockSEC:0001858470-26-000001:0
194,710 sharesCommon StockSEC:0002081450-26-000001:0
22,586 shares@ US$16.410.018% mcap0.8% of flowCommon StockSEC:0001169897-26-000002:0
1,094 shares@ US$16.450.0009% mcap5.2% of flowCommon StockSEC:0001477553-26-000004:0
1,109 shares@ US$16.234.9% of flowCommon StockSEC:0001477553-26-000002:0
7,357 shares@ US$13.834.8% of flowCommon StockSEC:0001966990-25-000004:0
4,865 shares@ US$13.83100.0% of flowCommon StockSEC:0002081450-25-000004:0
20,000 shares0Common StockSEC:0001966947-25-000004:0
50,000 shares0Common StockSEC:0002081450-25-000002:0
1,266 shares@ US$14.225.2% of flowCommon StockSEC:0001477553-25-000004:0
22,045 shares@ US$12.576.6% of flowCommon StockSEC:0001415889-25-020956:0
19,640 shares@ US$12.572.4% of flowCommon StockSEC:0001415889-25-020954:0
29,460 shares@ US$12.571.5% of flowCommon StockSEC:0001415889-25-020952:0
49,100 shares@ US$12.571.6% of flowCommon StockSEC:0001415889-25-020950:0
14,680 shares@ US$12.578.0% of flowCommon StockSEC:0001415889-25-020940:0
21,745 shares@ US$12.574.6% of flowCommon StockSEC:0001415889-25-020958:0
14,035 shares0Common StockSEC:0001415889-25-020767:0
100,000 shares0Common StockSEC:0001415889-25-020762:0
14,035 shares0Common StockSEC:0001415889-25-020760:0
25 of 246 declarations
关于 Select Medical Holdings CORP
Select Medical Holdings Corporation (NYSE: SEM) 是一家在美国上市的医疗保健服务公司，总部位于美国宾夕法尼亚州 Mechanicsburg。该公司成立于 1996 年，其业务特许经营权围绕专业的急性后期护理、康复和门诊治疗服务。近年来，Select Medical 在 2024 年 11 月剥离 Concentra 后，进一步明确了其战略重点，剥离了非核心资产，使公司更专注于其核心医院和康复平台。对于投资者而言，此次剥离很重要，因为它简化了盈利基础，使基础运营模式更易于分析。（[selectmedical.com](https://www.selectmedical.com/investor-relations)） 如今，Select Medical 通过三个主要可报告部门运营：危重症康复医院、康复医院和门诊康复。危重症康复医院专为从严重疾病中康复的患者设计，这些患者在急性护理医院出院后通常需要复杂的医疗支持。康复医院部门服务于需要强化物理康复的患者，而门诊康复业务通过庞大的诊所网络提供物理、职业和言语治疗。这种组合使公司能够接触到护理连续体的多个阶段，并提供多种报销和转诊渠道。（[selectmedical.com](https://www.selectmedical.com/-/media/project/selectmedical/inpatients/selectmedical/files/media-and-news/2025-annual-report-10-k.pdf?rev=ee6777fb01be4a488a8d4a03b8dd6569&t=20260219214305)） 从竞争角度来看，Select Medical 是美国主要的专业急性后期护理提供商之一，在一个分散的市场中运营，规模、临床质量、转诊关系和地理密度至关重要。截至 2026 年 3 月 31 日，该公司报告在 28 个州拥有 104 家危重症康复医院，在 15 个州拥有 41 家康复医院，并在 37 个州和哥伦比亚特区拥有 1,912 家门诊康复诊所。这一足迹使 SEM 在美国拥有全国性的覆盖范围，同时保持了专业的运营模式，而非广泛的急性护理医院模式。（[selectmedical.com](https://www.selectmedical.com/-/media/project/selectmedical/inpatients/selectmedical/files/earnings-news-releases/select-medical-earnings-release-2026-first-quarter-results.pdf)） 最近的头条新闻对股权故事意义重大。Select Medical 于 2024 年 11 月 25 日完成了 Concentra 的分拆，随后披露，执行主席兼联合创始人 Robert A. Ortenzio 于 2025 年 11 月 24 日提交了一份非约束性意向书，以每股 16.00 至 16.20 美元的现金对价收购所有已发行股份。在运营方面，公司报告 2026 年第一季度收入为 1.42 billion 美元，同比增长 5.0%，同时继续支付现金股息。因此，对于国际投资者而言，SEM 是一家在纽约证券交易所上市的美国医疗保健公司，拥有专业的服务组合、庞大的全国性业务足迹，以及可能对估值产生影响的潜在战略交易悬而未决。（[selectmedical.com](https://www.selectmedical.com/-/media/project/selectmedical/inpatients/selectmedical/files/media-and-news/2025-annual-report-10-k.pdf?rev=ee6777fb01be4a488a8d4a03b8dd6569&t=20260219214305)）
