SEM SELECT MEDICAL HOLDINGS CORPcompanySEC Filings & Insider Trading Activity 2026
Latest SELECT MEDICAL HOLDINGS CORP (SEM) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 19, 2026, a 10-Q quarterly report filed on October 30, 2025, an 8-K current report filed on April 30, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for SELECT MEDICAL HOLDINGS CORP (SEM) (SEC CIK 1320414), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: Operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics across 39 states plus DC
- • Discontinued Concentra business via tax-free distribution in November 2024, reflected as discontinued operations for FY2025
Risk Factors
- • Regulatory reimbursement risk from CMS Transmittal 12594 raising LTCH outlier reconciliation CCR threshold to 20%, effective Oct 1, 2025, increasing outlier payment recoupments
- • Macroeconomic impact of Medicare payment updates: FY2026 IRF standard payment factor $19,371, up 2.4% vs FY2025, with outlier threshold dropped to $10,141
Management Discussion & Analysis
- • Revenue $5,452.8M for 2025, up 5.1% YoY from $5,187.1M in 2024 and $4,826.0M in 2023
- • Adjusted EBITDA $493.2M in 2025, down 3.4% YoY from $510.4M in 2024 and up 10.5% from $446.1M in 2023; margin 9.0% in 2025 vs 9.8% in 2024
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 7.01: Regulation FD Disclosure
- • SEM undergoing proposed go-private acquisition — company filing Schedule 14A proxy and Schedule 13E-3, signaling a take-private or buyout structure
- • Stockholder vote required to approve merger — failure to obtain approval is an explicit deal-closing risk
Item 1.01: Entry into a Material Definitive Agreement
- • Merger Consideration: $16.50/share cash — SEM shareholders receive fixed takeout price, shares to be delisted from NYSE upon close
- • Buyer is Stallion Intermediate Corp, financed by private equity firm WCAS XIV, L.P. (Welsh, Carson, Anderson & Stowe) via equity + debt commitment letters
Annual Reports Archive10-K
AI-powered analysis of SELECT MEDICAL HOLDINGS CORP (SEM) 10-K annual reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of SELECT MEDICAL HOLDINGS CORP (SEM) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $6.3B | $6.7B | $5.2B | $5.5B |
| Operating Income | $403.3M | $554.9M | $268.3M | $336.2M |
| Net Income | $159.0M | $243.5M | $214.0M | $146.2M |
| Op. Margin | 6.4% | 8.3% | 5.2% | 6.2% |
| Net Margin | 2.5% | 3.7% | 4.1% | 2.7% |
| Balance Sheet | ||||
| Total Assets | $7.7B | $7.7B | $5.6B | $5.9B |
| Equity | $1.1B | $1.3B | $1.7B | $1.7B |
| ROE | 14.2% | 18.9% | 12.7% | 8.6% |
Source: XBRL financial data from SELECT MEDICAL HOLDINGS CORP (SEM) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 30, 2026 | — | — | — |
8-K | Apr 24, 2026 | — | — | — |
8-K | Mar 3, 2026 | — | Analysis | — |
10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 19, 2026 | — | — | |
8-K | Dec 19, 2025 | — | — | |
8-K | Nov 25, 2025 | — | — | |
10-Q | Oct 30, 2025 | Sep 30, 2025 | — | |
10-Q | Jul 31, 2025 | Jun 30, 2025 | — | |
10-Q | May 1, 2025 | Mar 31, 2025 | — | |
10-K | Feb 20, 2025 | Dec 31, 2024 | — | |
10-Q | Oct 31, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 1, 2024 | Jun 30, 2024 | — | |
10-Q | May 2, 2024 | Mar 31, 2024 | — | |
10-K | Feb 22, 2024 | Dec 31, 2023 | — | |
10-Q | Nov 2, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 3, 2023 | Jun 30, 2023 | — | |
10-Q | May 4, 2023 | Mar 31, 2023 | — | |
10-K | Feb 23, 2023 | Dec 31, 2022 | — | |
10-Q | Nov 3, 2022 | Sep 30, 2022 | — | |
10-Q | Aug 4, 2022 | Jun 30, 2022 | — | |
10-Q | May 5, 2022 | Mar 31, 2022 | — | |
10-K | Feb 24, 2022 | Dec 31, 2021 | — | |
10-Q | Nov 4, 2021 | Sep 30, 2021 | — | |
10-Q | Aug 5, 2021 | Jun 30, 2021 | — |
Frequently Asked Questions
What are the latest SEM SEC filings in 2026?
SELECT MEDICAL HOLDINGS CORP (SEM) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on October 30, 2025, an 8-K current report on April 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did SEM file its most recent 10-K annual report?
SELECT MEDICAL HOLDINGS CORP (SEM) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view SEM 10-Q quarterly reports?
SELECT MEDICAL HOLDINGS CORP (SEM)'s most recent 10-Q quarterly report was filed on October 30, 2025. SignalX displays every SEM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has SEM filed recently?
SELECT MEDICAL HOLDINGS CORP (SEM)'s most recent 8-K was filed on April 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find SEM insider trading activity (Form 4)?
SignalX aggregates every SEM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does SEM file with the SEC?
SELECT MEDICAL HOLDINGS CORP (SEM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SEM filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for SELECT MEDICAL HOLDINGS CORP (SEM).
What is SEM's SEC CIK number?
SELECT MEDICAL HOLDINGS CORP (SEM)'s SEC CIK (Central Index Key) number is 1320414. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1320414 to look up all SEM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find SEM return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from SELECT MEDICAL HOLDINGS CORP (SEM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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