Jennison Associates LLC Buys New Position in The Ensign Group, Inc. $ENSG

Jennison Associates LLC bought a new position in shares of The Ensign Group, Inc. (NASDAQ:ENSG) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,548 shares of the company’s stock, valued at approximately $792,000.

A number of other hedge funds have also added to or reduced their stakes in the business. Private Trust Co. NA boosted its holdings in shares of The Ensign Group by 156.5% during the 4th quarter. Private Trust Co. NA now owns 159 shares of the company’s stock worth $28,000 after buying an additional 97 shares in the last quarter. Harbor Investment Advisory LLC increased its stake in shares of The Ensign Group by 125.6% in the 4th quarter. Harbor Investment Advisory LLC now owns 194 shares of the company’s stock valued at $34,000 after acquiring an additional 108 shares in the last quarter. Root Financial Partners LLC bought a new stake in shares of The Ensign Group in the 3rd quarter valued at $35,000. Larson Financial Group LLC lifted its position in shares of The Ensign Group by 76.9% during the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock valued at $36,000 after acquiring an additional 90 shares during the period. Finally, Caitlin John LLC acquired a new position in shares of The Ensign Group during the 3rd quarter valued at $39,000. 96.12% of the stock is currently owned by institutional investors.

The Ensign Group Stock Performance

NASDAQ ENSG opened at $183.72 on Monday. The company has a market cap of $10.64 billion, a P/E ratio of 29.92, a PEG ratio of 1.80 and a beta of 0.73. The company has a fifty day simple moving average of $202.39 and a 200 day simple moving average of $189.42. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a 12-month low of $128.08 and a 12-month high of $218.00.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings data on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.79 by $0.06. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The firm had revenue of $1.39 billion for the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the prior year, the company posted $1.52 earnings per share. The business’s 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. Sell-side analysts predict that The Ensign Group, Inc. will post 6.79 earnings per share for the current fiscal year.

The Ensign Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Tuesday, March 31st were given a $0.065 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.26 annualized dividend and a yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is presently 4.23%.

Trending Headlines about 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

Insiders Place Their Bets

In other news, CFO Suzanne D. Snapper sold 8,258 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $194.48, for a total value of $1,606,015.84. Following the completion of the sale, the chief financial officer directly owned 277,462 shares of the company’s stock, valued at $53,960,809.76. This represents a 2.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John O. Agwunobi sold 392 shares of the firm’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 value of $78,388.24. Following the completion of the transaction, the director owned 9,295 shares in the company, valued at $1,858,721.15. This represents a 4.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 16,473 shares of company stock worth $3,257,233 in the last 90 days. Company insiders own 4.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on ENSG shares. Truist Financial set a $215.00 price target on shares of The Ensign Group and gave the stock a “hold” rating in a report on Friday, February 6th. Royal Bank Of Canada reiterated an “outperform” rating and set a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a report on Monday, February 9th. UBS Group set a $230.00 price objective on shares of The Ensign Group and gave the stock a “buy” rating in a research report on Friday, February 6th. Zacks Research downgraded The Ensign Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research report on Tuesday, April 21st. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $216.75.

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.