U.S. Physical Therapy Ownership

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

Recent Insider Transactions

NYSE:USPH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 24	SellUS$49,665	Carey Hendrickson	Individual	516	US$96.25
12 Nov 24	SellUS$185,900	Bernard Harris	Individual	2,000	US$92.95
08 Nov 24	SellUS$191,680	Eric Williams	Individual	2,000	US$95.84
08 Nov 24	SellUS$191,560	Clayton Trier	Individual	2,000	US$95.78
08 Nov 24	SellUS$166,004	Graham Reeve	Individual	1,724	US$96.29
08 Nov 24	SellUS$113,356	Nancy Ham	Individual	1,172	US$96.72
03 Sep 24	BuyUS$172,180	Kathleen Gilmartin	Individual	2,000	US$86.09
21 Aug 24	SellUS$142,230	Graham Reeve	Individual	1,724	US$82.50
30 May 24	SellUS$290,754	Christopher Reading	Individual	2,900	US$100.26
29 May 24	SellUS$212,473	Christopher Reading	Individual	2,100	US$102.13
15 May 24	SellUS$268,925	Edward Kuntz	Individual	2,500	US$107.57
10 May 24	SellUS$181,813	Graham Reeve	Individual	1,724	US$105.46
10 May 24	SellUS$260,550	Eric Williams	Individual	2,500	US$104.22
13 Mar 24	SellUS$213,100	Richard Binstein	Individual	2,000	US$106.55
13 Mar 24	SellUS$193,103	Carey Hendrickson	Individual	1,800	US$107.28
13 Mar 24	SellUS$53,945	Nancy Ham	Individual	500	US$107.89
13 Mar 24	SellUS$42,800	Clayton Trier	Individual	400	US$107.00
04 Mar 24	SellUS$157,440	Eric Williams	Individual	1,500	US$105.14
04 Mar 24	SellUS$274,441	Graham Reeve	Individual	2,629	US$104.39
04 Mar 24	SellUS$260,650	Edward Kuntz	Individual	2,500	US$104.26

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of USPH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	8,603	0.0496%
Individual Insiders	233,848	1.35%
Institutions	17,088,835	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	US$209.3m	-0.02%	no data
12.4%	Kayne Anderson Rudnick Investment Management, LLC	1,869,956	US$170.7m	56.8%	0.36%
7.14%	The Vanguard Group, Inc.	1,077,804	US$98.4m	0.75%	no data
6.86%	Eaton Vance Management	1,036,047	US$94.6m	-6.73%	0.02%
5.4%	Virtus Investment Advisers, Inc.	815,616	US$74.5m	0%	6.37%
4.42%	State Street Global Advisors, Inc.	667,868	US$61.0m	17.5%	no data
4.29%	Copeland Capital Management, LLC	647,867	US$59.2m	-15.4%	1.09%
3.62%	SouthernSun Asset Management, LLC	547,111	US$50.0m	10.5%	6.44%
3.52%	Boston Trust Walden Company	531,813	US$48.6m	-2.37%	0.34%
2.85%	Schroder Investment Management North America Inc.	430,878	US$39.3m	3.97%	0.12%
2.77%	Dimensional Fund Advisors LP	418,408	US$38.2m	-1.28%	0.01%
2.27%	Geode Capital Management, LLC	343,073	US$31.3m	1.32%	no data
2.23%	Riverbridge Partners, LLC	336,131	US$30.7m	-3.35%	0.39%
2.12%	GW&K Investment Management, LLC	319,991	US$29.2m	-6.19%	0.24%
1.65%	Envestnet Asset Management, Inc.	249,628	US$22.8m	4.02%	0.01%
1.52%	Northern Trust Global Investments	229,801	US$21.0m	0.34%	no data
1.14%	Fred Alger Management, LLC	172,258	US$15.7m	-2.47%	0.07%
1.11%	Morgan Stanley, Investment Banking and Brokerage Investments	167,507	US$15.3m	92.3%	no data
1.09%	FMR LLC	164,468	US$15.0m	-0.05%	no data
1.06%	Rockefeller & Co. LLC	160,441	US$14.6m	18.8%	0.04%
1%	Silvercrest Asset Management Group LLC	151,592	US$13.8m	43.9%	0.1%
0.99%	Charles Schwab Investment Management, Inc.	148,901	US$13.6m	-3.96%	no data
0.96%	BNY Asset Management	145,149	US$13.3m	-7.44%	no data
0.91%	Columbia Management Investment Advisers, LLC	136,728	US$12.5m	-6.05%	no data
0.86%	Managed Account Advisors LLC	129,683	US$11.8m	-4.13%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 04:08
End of Day Share Price	2024/12/20 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