The Ensign Group (NASDAQ:ENSG) Posts Earnings Results, Beats Expectations By $0.06 EPS

The Ensign Group (NASDAQ:ENSG) released its quarterly earnings results on Thursday. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06, FiscalAI reports. The Ensign Group had a net margin of 6.89% and a return on equity of 17.26%. The company 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 earnings per share. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. The Ensign Group updated its FY 2026 guidance to 7.480-7.620 EPS.

The Ensign Group Price Performance

ENSG traded down $2.97 during trading on Friday, hitting $183.72. 838,126 shares of the stock traded hands, compared to its average volume of 337,796. The Ensign Group has a twelve month low of $128.08 and a twelve month high of $218.00. The company has a market cap of $10.64 billion, a price-to-earnings ratio of 31.46, a PEG ratio of 1.83 and a beta of 0.73. 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 business has a 50 day moving average price of $202.39 and a 200 day moving average price of $189.26.

The Ensign Group Dividend Announcement

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

The Ensign Group News Summary

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

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ENSG. UBS Group set a $230.00 price target on shares of The Ensign Group and gave the company a “buy” rating in a research report on Friday, February 6th. Wall Street Zen upgraded shares of The Ensign Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Truist Financial set a $215.00 price target on shares of The Ensign Group and gave the company a “hold” rating in a research report on Friday, February 6th. Zacks Research downgraded shares of The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a research report on Tuesday, April 21st. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, The Ensign Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $216.75.

Insider Buying and Selling at The Ensign Group

In other The Ensign Group news, Director John O. Agwunobi sold 392 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $199.97, for a total transaction of $78,388.24. Following the completion of the transaction, the director directly owned 9,295 shares in the company, valued at $1,858,721.15. The trade was a 4.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Beverly B. Wittekind sold 500 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $210.23, for a total transaction of $105,115.00. Following the transaction, the vice president owned 32,779 shares of the company’s stock, valued at approximately $6,891,129.17. This represents a 1.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 17,173 shares of company stock valued at $3,377,311. 4.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Wasatch Advisors LP raised its position in The Ensign Group by 6.0% during the second quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock valued at $548,961,000 after purchasing an additional 199,983 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of The Ensign Group by 9.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,332,505 shares of the company’s stock worth $232,124,000 after buying an additional 118,110 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of The Ensign Group by 0.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,090,838 shares of the company’s stock worth $190,033,000 after buying an additional 5,458 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its stake in shares of The Ensign Group by 28.5% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 683,884 shares of the company’s stock worth $119,133,000 after buying an additional 151,792 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of The Ensign Group by 0.8% during the third quarter. Franklin Resources Inc. now owns 522,691 shares of the company’s stock worth $90,305,000 after buying an additional 4,206 shares during the last quarter. 96.12% of the stock is currently owned by institutional investors and hedge funds.

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.