14,761 Shares in The Ensign Group, Inc. $ENSG Purchased by Eversept Partners LP

Eversept Partners LP purchased a new position in The Ensign Group, Inc. (NASDAQ:ENSG) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 14,761 shares of the company’s stock, valued at approximately $2,974,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of The Ensign Group by 9.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 161,946 shares of the company’s stock worth $20,956,000 after purchasing an additional 14,590 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in The Ensign Group by 150.3% during the first quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock worth $50,000 after buying an additional 230 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in The Ensign Group by 65.9% during the second quarter. EverSource Wealth Advisors LLC now owns 536 shares of the company’s stock worth $83,000 after buying an additional 213 shares in the last quarter. Amundi grew its position in The Ensign Group by 480,216.7% in the second quarter. Amundi now owns 57,638 shares of the company’s stock worth $8,583,000 after buying an additional 57,626 shares during the last quarter. Finally, Brown Advisory Inc. grew its position in The Ensign Group by 26.1% in the second quarter. Brown Advisory Inc. now owns 2,037 shares of the company’s stock worth $314,000 after buying an additional 421 shares during the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting The Ensign Group

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

• Positive Sentiment: Ensign reported second-quarter adjusted EPS of $1.92, exceeding the $1.80 consensus estimate and rising 20.8% year over year. GAAP diluted EPS was $1.68, up 16.7%, while revenue increased 17.3% to $1.44 billion. Ensign Group Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised 2026 guidance to $7.75–$7.85 EPS from $7.48–$7.62 and revenue of $5.87–$5.92 billion from $5.81–$5.86 billion. The EPS midpoint is above the reported $7.41 consensus estimate, signaling confidence in continued growth. Ensign Signals Confidence with Higher 2026 Outlook
• Positive Sentiment: Operating trends were favorable: same-facility occupancy reached 84.1%, skilled-mix revenue rose 10.1%, and the company added 20 operations. Ensign also reported $262.3 million in cash, $591.6 million of credit capacity, and continued its quarterly $0.065 dividend. The Ensign Group Reports Second Quarter 2026 Results
• Neutral Sentiment: The reported analyst consensus price target is $213.50, implying potential upside based on recent trading levels, but only limited analyst coverage was cited. A results conference call is scheduled for July 29.
• Negative Sentiment: Kaplan Fox and Rosen Law Firm announced investigations into possible securities-law violations and allegedly misleading investor communications. These announcements do not establish wrongdoing, but they could increase legal, reputational, and shareholder-litigation risk. Kaplan Fox Ensign Investigation
• Negative Sentiment: Management cautioned that guidance depends on acquisitions closing, reimbursement rates, insurance costs, and improving recently acquired facilities, many of which have below-average occupancy and operational challenges.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on ENSG shares. Weiss Ratings downgraded The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday. Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of The Ensign Group in a report on Tuesday, June 9th. Finally, Truist Financial decreased their price target on The Ensign Group from $215.00 to $202.00 and set a “hold” rating for the company in a research report on Tuesday, July 14th. Four analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, The Ensign Group has an average rating of “Moderate Buy” and a consensus price target of $213.50.

The Ensign Group Stock Up 2.9%

ENSG stock opened at $178.07 on Tuesday. The Ensign Group, Inc. has a 52-week low of $141.58 and a 52-week high of $218.00. The company’s 50 day simple moving average is $165.33 and its 200-day simple moving average is $183.89. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.56 and a quick ratio of 1.56. The firm has a market capitalization of $10.41 billion, a P/E ratio of 29.00, a P/E/G ratio of 1.69 and a beta of 0.69.

The Ensign Group (NASDAQ:ENSG) last issued its quarterly earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, beating the consensus estimate of $1.80 by $0.12. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.44 billion. During the same quarter in the prior year, the firm earned $1.59 EPS. The firm’s quarterly revenue was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, equities research analysts anticipate that The Ensign Group, Inc. will post 6.82 EPS for the current year.

The Ensign Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th will be issued a $0.065 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.1%. The Ensign Group’s dividend payout ratio is presently 4.23%.

Insider Activity at The Ensign Group

In other news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total value of $114,996.00. Following the completion of the sale, the director owned 21,352 shares of the company’s stock, valued at $3,507,706.56. This trade represents a 3.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.00% of the stock is currently owned by company insiders.

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.