U.S. Physical Therapy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:UPH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 24	Sell€46,943	Carey Hendrickson	Individual	516	€90.98
12 Nov 24	Sell€175,211	Bernard Harris	Individual	2,000	€87.61
08 Nov 24	Sell€178,684	Eric Williams	Individual	2,000	€89.34
08 Nov 24	Sell€178,572	Clayton Trier	Individual	2,000	€89.29
08 Nov 24	Sell€154,749	Graham Reeve	Individual	1,724	€89.76
08 Nov 24	Sell€105,670	Nancy Ham	Individual	1,172	€90.16
03 Sep 24	Buy€155,961	Kathleen Gilmartin	Individual	2,000	€77.98
21 Aug 24	Sell€127,779	Graham Reeve	Individual	1,724	€74.12
30 May 24	Sell€268,133	Christopher Reading	Individual	2,900	€92.46
29 May 24	Sell€196,453	Christopher Reading	Individual	2,100	€94.43
15 May 24	Sell€247,438	Edward Kuntz	Individual	2,500	€98.98
10 May 24	Sell€168,813	Graham Reeve	Individual	1,724	€97.92
10 May 24	Sell€241,921	Eric Williams	Individual	2,500	€96.77
13 Mar 24	Sell€194,709	Richard Binstein	Individual	2,000	€97.35
13 Mar 24	Sell€176,439	Carey Hendrickson	Individual	1,800	€98.02
13 Mar 24	Sell€49,290	Nancy Ham	Individual	500	€98.58
13 Mar 24	Sell€39,106	Clayton Trier	Individual	400	€97.77
04 Mar 24	Sell€144,955	Eric Williams	Individual	1,500	€96.80
04 Mar 24	Sell€252,678	Graham Reeve	Individual	2,629	€96.11
04 Mar 24	Sell€239,980	Edward Kuntz	Individual	2,500	€95.99

Insider Trading Volume

Insider Buying: UPH insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UPH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	8,603	0.0498%
Individual Insiders	233,848	1.35%
Institutions	17,046,642	98.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 87.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	BlackRock, Inc.	2,292,646	€196.2m	-0.02%	no data
12.4%	Kayne Anderson Rudnick Investment Management, LLC	1,869,956	€160.0m	56.8%	0.35%
7.14%	The Vanguard Group, Inc.	1,077,804	€92.2m	0.75%	no data
6.86%	Eaton Vance Management	1,036,047	€88.7m	-6.73%	0.02%
5.4%	Virtus Investment Advisers, Inc.	815,616	€69.8m	0%	5.96%
4.42%	State Street Global Advisors, Inc.	667,868	€57.1m	17.5%	no data
4.29%	Copeland Capital Management, LLC	647,867	€55.4m	-15.4%	1.07%
3.62%	SouthernSun Asset Management, LLC	547,111	€46.8m	10.5%	6.27%
3.52%	Boston Trust Walden Company	531,813	€45.5m	-2.37%	0.33%
2.85%	Schroder Investment Management North America Inc.	430,878	€36.9m	3.97%	0.12%
2.77%	Dimensional Fund Advisors LP	418,408	€35.8m	-1.28%	0.01%
2.27%	Geode Capital Management, LLC	343,073	€29.4m	1.32%	no data
2.23%	Riverbridge Partners, LLC	336,131	€28.8m	-3.35%	0.38%
2.12%	GW&K Investment Management, LLC	319,991	€27.4m	-6.19%	0.23%
1.65%	Envestnet Asset Management, Inc.	249,628	€21.4m	4.02%	0.01%
1.52%	Northern Trust Global Investments	229,801	€19.7m	0.34%	no data
1.14%	Fred Alger Management, LLC	172,258	€14.7m	-2.47%	0.07%
1.11%	Morgan Stanley, Investment Banking and Brokerage Investments	167,507	€14.3m	92.3%	no data
1.09%	FMR LLC	164,468	€14.1m	-0.05%	no data
1.06%	Rockefeller & Co. LLC	160,441	€13.7m	18.8%	0.04%
1%	Silvercrest Asset Management Group LLC	151,592	€13.0m	43.9%	0.09%
0.99%	Charles Schwab Investment Management, Inc.	148,901	€12.7m	-3.96%	no data
0.96%	BNY Asset Management	145,149	€12.4m	-7.44%	no data
0.91%	Columbia Management Investment Advisers, LLC	136,728	€11.7m	-6.05%	no data
0.86%	Managed Account Advisors LLC	129,683	€11.1m	-4.13%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 16:09
End of Day Share Price	2025/01/03 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

U.S. Physical Therapy, Inc. is covered by 16 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Petusky	Barrington Research Associates, Inc.
Alexander Paris	Barrington Research Associates, Inc.
Joanna Sylvia Gajuk	BofA Global Research