The Ensign Group (NASDAQ:ENSG) Issues FY 2026 Earnings Guidance

The Ensign Group (NASDAQ:ENSG) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.480-7.620 for the period, compared to the consensus EPS estimate of 7.370. The company issued revenue guidance of $5.8 billion-$5.9 billion, compared to the consensus revenue estimate of $5.8 billion.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Truist Financial set a $215.00 target price on The Ensign Group and gave the stock a “hold” rating in a research report on Friday, February 6th. Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Wall Street Zen raised The Ensign Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research report on Tuesday, April 21st. Finally, UBS Group set a $230.00 price target on The Ensign Group and gave the company a “buy” rating in a report on Friday, February 6th. Five research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $204.60.

The Ensign Group Stock Performance

Shares of ENSG traded down $2.99 during trading hours on Friday, reaching $183.70. 833,248 shares of the company’s stock traded hands, compared to its average volume of 383,213. The firm has a market capitalization of $10.64 billion, a price-to-earnings ratio of 31.46, a P/E/G ratio of 1.83 and a beta of 0.81. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.42 and a quick ratio of 1.42. The Ensign Group has a twelve month low of $128.08 and a twelve month high of $218.00. The business’s fifty day simple moving average is $202.39 and its two-hundred day simple moving average is $189.26.

The Ensign Group (NASDAQ:ENSG) last released its earnings results on Wednesday, February 4th. The company reported $1.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.07. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.37 billion. The Ensign Group had a return on equity of 16.76% and a net margin of 6.80%.The Ensign Group’s revenue was up 20.2% compared to the same quarter last year. During the same period in the previous year, the company earned $1.49 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. Analysts predict that The Ensign Group will post 6.79 earnings per share for the current year.

The Ensign Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Tuesday, March 31st were issued a dividend of $0.065 per share. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 31st. The Ensign Group’s payout ratio is presently 4.45%.

Insiders Place Their Bets

In related news, VP Beverly B. Wittekind sold 500 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $210.23, for a total value of $105,115.00. Following the completion of the transaction, the vice president owned 32,779 shares in the company, valued at $6,891,129.17. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Daren Shaw sold 1,000 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $213.43, for a total value of $213,430.00. Following the completion of the transaction, the director owned 23,726 shares of the company’s stock, valued at $5,063,840.18. This trade represents a 4.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,173 shares of company stock worth $3,377,311 over the last three months. Company insiders own 4.00% of the company’s stock.

More The Ensign Group News

Here are the key news stories impacting The Ensign Group this week:

• Positive Sentiment: Q1 EPS beat — Ensign reported earnings of $1.85 per share versus the Zacks consensus of $1.79, up from $1.52 a year ago (accelerating profitability). Article Title
• Positive Sentiment: Raised FY‑2026 guidance — management lifted full‑year EPS guidance to roughly 7.48–7.62 (above consensus) and raised revenue targets, signaling confidence in growth and margins. Article Title
• Positive Sentiment: Portfolio expansion — Ensign announced acquisitions and real‑estate purchases (Texas and Wisconsin), expanding operating footprint and REIT-owned assets that should support revenue/lease income. Article Title
• Neutral Sentiment: Conference call/webcast scheduled — management will host a call and provide slides tomorrow; useful for color on patient mix, margin drivers and the assumptions behind the raised guidance. Article Title
• Negative Sentiment: Revenue slightly missed estimates — Q1 revenue came in about $1.39B vs. ~$1.40B consensus; some coverage flagged sales below estimates, which can temper enthusiasm despite the EPS beat. Article Title

Hedge Funds Weigh In On The Ensign Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Parkside Financial Bank & Trust grew its stake in shares of The Ensign Group by 2.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,000 shares of the company’s stock worth $348,000 after buying an additional 57 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in The Ensign Group by 55.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company’s stock valued at $30,000 after purchasing an additional 61 shares during the last quarter. Fiduciary Trust Co boosted its stake in The Ensign Group by 0.9% during the 3rd quarter. Fiduciary Trust Co now owns 8,446 shares of the company’s stock valued at $1,459,000 after purchasing an additional 75 shares during the last quarter. Larson Financial Group LLC boosted its stake in shares of The Ensign Group by 76.9% in the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock worth $36,000 after buying an additional 90 shares during the last quarter. Finally, CIBC Private Wealth Group LLC boosted its stake in shares of The Ensign Group by 3.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 2,887 shares of the company’s stock worth $503,000 after buying an additional 104 shares during the last quarter. Institutional investors and hedge funds own 96.12% of the company’s stock.

About The Ensign Group

The Ensign Group, Inc is a diversified provider of post-acute healthcare services in the United States, operating a network of skilled nursing, assisted living, independent living, home health and hospice care centers. The company’s model emphasizes integrated care by employing multidisciplinary teams—including nursing staff, therapists and physicians—to deliver personalized rehabilitation and long-term care services for seniors and other patients recovering from injury, illness or surgery.

Through its owned and managed centers, The Ensign Group offers a broad spectrum of rehabilitation services such as physical, occupational and speech therapy.