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Encompass Health price target raised to $122 from $120 at KeyBanc

KeyBanc raised the firm’s price target on Encompass Health (EHC) to $122 from $120 and keeps an Overweight rating on the shares. The firm says Q1 results look very impressive and continue to support its positive long-term thesis. In KeyBanc’s view, the company’s consistent performance is underpinned by its successful de novo/JV strategy, growing demand for IRF services, and Encompass Health’s structural advantages vs. subscale nonprofit units. Additionally, the firm is optimistic the company will remain insulated from ongoing healthcare policy and macro uncertainty.

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