The Ensign Group, Inc. $ENSG Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. trimmed its holdings in The Ensign Group, Inc. (NASDAQ:ENSG) by 0.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,056,125 shares of the company’s stock after selling 15,155 shares during the period. Vanguard Group Inc. owned about 0.10% of The Ensign Group worth $1,054,977,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Concurrent Investment Advisors LLC acquired a new position in shares of The Ensign Group in the 4th quarter valued at approximately $238,000. B. Metzler seel. Sohn & Co. AG raised its position in shares of The Ensign Group by 46.9% in the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 46,660 shares of the company’s stock valued at $8,128,000 after purchasing an additional 14,893 shares in the last quarter. Teacher Retirement System of Texas raised its position in shares of The Ensign Group by 2.0% in the 4th quarter. Teacher Retirement System of Texas now owns 48,147 shares of the company’s stock valued at $8,387,000 after purchasing an additional 966 shares in the last quarter. HB Wealth Management LLC raised its position in shares of The Ensign Group by 3.9% in the 4th quarter. HB Wealth Management LLC now owns 1,880 shares of the company’s stock valued at $327,000 after purchasing an additional 70 shares in the last quarter. Finally, Davidson Capital Management Inc. raised its position in shares of The Ensign Group by 0.3% in the 4th quarter. Davidson Capital Management Inc. now owns 23,337 shares of the company’s stock valued at $4,065,000 after purchasing an additional 66 shares in the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $222.00 target price (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research report on Tuesday, April 21st. Wall Street Zen raised The Ensign Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Finally, UBS Group set a $230.00 target price on The Ensign Group and gave the company a “buy” rating in a research report on Friday, February 6th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $216.75.

Key Headlines Impacting The Ensign Group

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

The Ensign Group Price Performance

Shares of NASDAQ ENSG opened at $183.72 on Friday. The Ensign Group, Inc. has a twelve month low of $128.08 and a twelve month high of $218.00. The company has a current ratio of 1.42, a quick ratio of 1.42 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $10.64 billion, a price-to-earnings ratio of 31.46, a price-to-earnings-growth ratio of 1.83 and a beta of 0.73. The business has a 50 day simple moving average of $202.39 and a 200-day simple moving average of $189.26.

The Ensign Group (NASDAQ:ENSG) last issued its quarterly earnings results on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06. The Ensign Group had a return on equity of 17.26% and a net margin of 6.89%.The business had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same period in the previous year, the business earned $1.52 EPS. The business’s quarterly revenue was up 18.4% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, equities research analysts expect that The Ensign Group, Inc. will post 6.79 earnings per share for the current year.

The Ensign Group Announces Dividend

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

Insiders Place Their Bets

In other news, Director John O. Agwunobi sold 392 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $199.97, for a total value of $78,388.24. Following the completion of the sale, the director directly owned 9,295 shares in the company, valued at approximately $1,858,721.15. The trade was a 4.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Suzanne D. Snapper sold 4,573 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $196.11, for a total value of $896,811.03. Following the completion of the sale, the chief financial officer owned 272,889 shares of the company’s stock, valued at $53,516,261.79. This trade represents a 1.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 17,173 shares of company stock worth $3,377,311. Corporate insiders own 4.00% of the company’s stock.

The Ensign Group Profile

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.