Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

Seeking Alpha • 11 hours ago

U.S. Physical Therapy, Inc. Schedules Third Quarter 2026 Earnings Release and Conference Call Dates

HOUSTON--(BUSINESS WIRE)--U.S. Physical Therapy, Inc. (“USPH” or the “Company”) (NYSE, NYSE Texas: USPH), a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services, announced that it will report its financial results for the three and nine months ended September 30, 2026, on Wednesday, November 4, 2026, after the stock market closes, with the conference call to follow the next morning, on Thursday, November 5, 2026. Conference Call Date: Th.

Business Wire • Oct 21, 2026

U.S. Physical Therapy Announces the Appointment of New Board Member Myra Davis

HOUSTON--(BUSINESS WIRE)--U.S. Physical Therapy, Inc. (“USPH” or the “Company”) (NYSE, NYSE Texas: USPH), a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services, today announced that its Board of Directors (the “Board”) approved the appointment of Ms. Myra Davis to serve as a member of the Board, effective October 1, 2026. Myra Davis currently serves as the Executive Vice President and Chief Information Innovation Officer at Texas Childr.

Business Wire • Sep 21, 2026

U.S. Physical Therapy Bets on Hospital Alliances to Drive Visits, Reimbursement

U.S. Physical Therapy NYSE: USPH is pursuing growth through clinic openings, acquisitions and a newer hospital-alliance strategy that Chief Executive Officer Chris Reading said could expand patient volumes and improve reimbursement.

MarketBeat • Aug 27, 2026

U.S. Physical Therapy Presented at the 17th Annual Midwest Ideas Conference

HOUSTON--(BUSINESS WIRE)--U.S. Physical Therapy, Inc. (“USPH” or the “Company”) (NYSE, NYSE Texas: USPH), a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services, today announced that Chris Reading, Chairman and Chief Executive Officer, presented at the 17th Annual Midwest Ideas Conference held on August 26, 2026. The presentation included a discussion of the overall operating environment in healthcare, the Company's key initiatives and a.

Business Wire • Aug 27, 2026

U.S. Physical Therapy Announces CFO

HOUSTON--(BUSINESS WIRE)--U.S. Physical Therapy, Inc. (“USPH” or the “Company”) (NYSE, NYSE Texas: USPH), a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services (“IIP”), today announced that Nchacha Etta will serve as the Company's Executive Vice President and Chief Financial Officer, effective as of September 1, 2026. Jason Curtis, the Company's Senior Vice President, Finance and Accounting, served as Interim CFO since April 24, 2026. M.

Business Wire • Aug 14, 2026

U.S. Physical Therapy Q2 Earnings Call Highlights

U.S. Physical Therapy NYSE: USPH reported second-quarter 2026 revenue growth supported by higher patient volumes, improved reimbursement rates and the early rollout of hospital-affiliation agreements, while elevated employee healthcare claims and upfront staffing costs pressured physical therapy margins.

MarketBeat • Aug 9, 2026

U.S. Physical Therapy, Inc. (USPH) Q2 2026 Earnings Call Transcript

U.S. Physical Therapy, Inc. (USPH) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

U.S. Physical Therapy Continues To Heal

U.S. Physical Therapy, Inc. remains rated Hold as operational growth is offset by disappointing profitability and fair valuation. USPH exceeded revenue expectations in Q2 2026, but EPS fell short due to one-time events and rising costs. Clinic expansion, hospital affiliations, and industrial injury prevention services are driving top-line growth and future margin improvement.

Seeking Alpha • Aug 6, 2026

USPH Reports Second Quarter 2026 Results, Reaffirms Full Year Guidance

HOUSTON--(BUSINESS WIRE)--U.S. Physical Therapy, Inc. (“USPH” or the “Company”) (NYSE, NYSE Texas: USPH), a national operator of outpatient physical therapy clinics and provider of industrial injury prevention services (“IIP”), today reported results for the three and six months ended June 30, 2026. Total net revenue of $214.1 million for the second quarter ended June 30, 2026 (“Q2 2026”), an 8.5% increase over the second quarter ended June 30, 2025 (“Q2 2025”). Net income attributable to USPH.

Business Wire • Aug 5, 2026