Enhabit cashes in on Medalogix stake

Published 21/03/2025, 11:12
Enhabit cashes in on Medalogix stake

DALLAS-based Enhabit , Inc. (NYSE:EHAB), a provider of home health care services with a market capitalization of $467 million and annual revenue of $1.03 billion, has sold its investment interest in healthcare analytics firm Medalogix, LLC for approximately $21 million, according to a recent SEC filing. The transaction, announced on Monday, involved Medalogix combining with Forcura in a deal backed by private equity.

The sale marks the culmination of Enhabit’s involvement with Medalogix since 2019. Enhabit, which is listed on the New York Stock Exchange under the ticker (NYSE:EHAB), plans to use the majority of the proceeds to reduce its debt under the company’s credit agreement.

The strategic move comes as Enhabit, formerly known as Encompass Health (NYSE:EHC) Home Health Holdings, Inc., continues to navigate the competitive home health care market. This transaction could potentially strengthen Enhabit’s financial position by alleviating some of its debt obligations.

Enhabit’s General Counsel, Dylan C. Black, signed off on the SEC filing on Tuesday, confirming the details of the transaction. The filing did not disclose the specific terms of the deal or the identity of the private equity firm involved.

Investors and market watchers will likely take note of this development, as divestitures and strategic partnerships are common in the dynamic health care sector. The sale of the Medalogix stake is a clear financial decision, aimed at improving Enhabit’s balance sheet.

This news is based on a press release statement and provides a factual account of Enhabit’s recent financial activity as reported to the SEC.

In other recent news, Enhabit Home Health & Hospice reported its fourth-quarter 2024 earnings, revealing a miss on both revenue and earnings per share (EPS) expectations. The company recorded an EPS of $0.04, falling short of the projected $0.06, and reported revenue of $258.2 million, below the anticipated $262.12 million. Despite these results, Jefferies maintained a Buy rating on Enhabit, citing the company’s stabilization in fundamentals and a price target of $9.50. Jefferies emphasized the low valuation and minimal political and regulatory risks associated with Enhabit as factors supporting their positive outlook. Meanwhile, Leerink Partners maintained a Market Perform rating on the stock, noting a slight EBITDA beat and consistent 2025 guidance but highlighting challenges in the Home Health segment. Enhabit continues to focus on growth through new locations and payer innovation contracts, aiming to improve its financial performance. The company anticipates net service revenue between $1.050 billion and $1.080 billion for 2025, with an expected adjusted EBITDA growth of up to 7%. Enhabit’s Hospice segment showed strong results, with improvements in the average daily census and margins, despite rising costs per patient per day.

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