Barry Smith Sells 700 Shares of The Ensign Group (NASDAQ:ENSG) Stock

March 3, 2026 by InsiderTrades.com

Key Points

Director Barry Smith sold 700 shares on March 2 at an average price of $213.02 for total proceeds of $149,114, leaving him with 22,852 shares (a 2.97% reduction in his position).
Recent results and guidance: Ensign beat Q4 EPS estimates ($1.82 vs. $1.75), reported revenue up 20.2% year-over-year, and set FY2026 guidance of 7.410–7.610 EPS while analysts hold a consensus "Buy" with a $204.60 target.
The company raised its quarterly dividend to $0.065 (annualized $0.26, yield ~0.1%), and the stock trades with a market cap of about $12.5B and a PE of ~36.96, with institutional investors owning roughly 96% of shares.

The Ensign Group, Inc. (NASDAQ:ENSG - Get Free Report) Director Barry Smith sold 700 shares of the business's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $213.02, for a total value of $149,114.00. Following the transaction, the director directly owned 22,852 shares in the company, valued at $4,867,933.04. This trade represents a 2.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

The Ensign Group Stock Up 0.8%

Shares of ENSG opened at $215.83 on Tuesday. The Ensign Group, Inc. has a 52-week low of $118.73 and a 52-week high of $218.00. The company has a quick ratio of 1.42, a current ratio of 1.42 and a debt-to-equity ratio of 0.06. The stock has a fifty day simple moving average of $188.13 and a two-hundred day simple moving average of $180.46. The company has a market capitalization of $12.50 billion, a PE ratio of 36.96, a price-to-earnings-growth ratio of 2.10 and a beta of 0.83.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.75 by $0.07. The Ensign Group had a net margin of 6.80% and a return on equity of 16.76%. The firm had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.37 billion. During the same quarter in the prior year, the firm posted $1.49 earnings per share. The Ensign Group's quarterly revenue was up 20.2% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. As a group, equities analysts forecast that The Ensign Group, Inc. will post 5.59 EPS for the current year.

The Ensign Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.065 per share. The ex-dividend date was Wednesday, December 31st. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.1%. This is an increase from The Ensign Group's previous quarterly dividend of $0.06. The Ensign Group's payout ratio is 4.45%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. UBS Group set a $230.00 price objective on The Ensign Group and gave the stock a "buy" rating in a research report on Friday, February 6th. Truist Financial set a $215.00 price target on The Ensign Group and gave the company a "hold" rating in a research note on Friday, February 6th. Weiss Ratings reissued a "buy (b)" rating on shares of The Ensign Group in a research report on Thursday, January 22nd. Wall Street Zen upgraded shares of The Ensign Group from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Finally, Stephens increased their target price on shares of The Ensign Group from $185.00 to $200.00 and gave the stock an "overweight" rating in a research note on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus target price of $204.60.

View Our Latest Analysis on The Ensign Group

Institutional Investors Weigh In On The Ensign Group

A number of hedge funds have recently bought and sold shares of the stock. Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in The Ensign Group by 33.4% in the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 45,962 shares of the company's stock valued at $7,090,000 after acquiring an additional 11,496 shares during the period. ABN AMRO Bank N.V. purchased a new position in shares of The Ensign Group in the 2nd quarter valued at about $970,000. SG Americas Securities LLC increased its holdings in shares of The Ensign Group by 378.6% in the 3rd quarter. SG Americas Securities LLC now owns 22,346 shares of the company's stock valued at $3,861,000 after purchasing an additional 17,677 shares in the last quarter. Baillie Gifford & Co. lifted its stake in shares of The Ensign Group by 96.2% in the third quarter. Baillie Gifford & Co. now owns 2,818,609 shares of the company's stock valued at $486,971,000 after purchasing an additional 1,382,035 shares during the period. Finally, Equitable Trust Co. boosted its holdings in The Ensign Group by 260.5% during the third quarter. Equitable Trust Co. now owns 29,026 shares of the company's stock worth $5,015,000 after buying an additional 20,975 shares in the last quarter. Institutional investors and hedge funds own 96.12% of the company's stock.

The Ensign Group Company Profile

(Get Free Report)

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.