The Ensign Group, Inc. (NASDAQ:ENSG - Get Free Report) Director John Agwunobi sold 392 shares of the firm's stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $171.06, for a total transaction of $67,055.52. Following the completion of the sale, the director directly owned 9,503 shares in the company, valued at approximately $1,625,583.18. This trade represents a 3.96% decrease in their position. The sale was disclosed in a 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.
The Ensign Group Stock Up 2.8%
Shares of The Ensign Group stock opened at $183.14 on Wednesday. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a 52-week low of $141.58 and a 52-week high of $218.00. The company has a market capitalization of $10.70 billion, a P/E ratio of 28.71, a P/E/G ratio of 1.74 and a beta of 0.69. The company has a 50 day moving average of $165.47 and a 200 day moving average of $183.93.
The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced its quarterly earnings data on Monday, July 27th. The company reported $1.92 EPS for the quarter, beating analysts' consensus estimates of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 17.12%. The company had revenue of $1.44 billion for the quarter, compared to the consensus estimate of $1.44 billion. During the same period in the prior year, the firm posted $1.59 EPS. The company's quarterly revenue was up 16.7% compared to the same quarter last year. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, research analysts forecast that The Ensign Group, Inc. will post 6.82 EPS for the current fiscal year.
The Ensign Group Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be paid a dividend of $0.065 per share. 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 payout ratio is presently 4.08%.
Institutional Inflows and Outflows
A number of hedge funds have recently modified their holdings of ENSG. Mitsubishi UFJ Trust & Banking Corp boosted its stake in The Ensign Group by 52.5% in the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 54,336 shares of the company's stock valued at $9,465,000 after acquiring an additional 18,699 shares in the last quarter. SG Americas Securities LLC grew its holdings in shares of The Ensign Group by 70.2% during the fourth quarter. SG Americas Securities LLC now owns 38,029 shares of the company's stock worth $6,625,000 after purchasing an additional 15,683 shares during the last quarter. Allspring Global Investments Holdings LLC increased its position in shares of The Ensign Group by 14.9% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 129,756 shares of the company's stock worth $22,567,000 after purchasing an additional 16,853 shares in the last quarter. Sanctuary Advisors LLC increased its position in shares of The Ensign Group by 594.9% during the fourth quarter. Sanctuary Advisors LLC now owns 24,510 shares of the company's stock worth $4,270,000 after purchasing an additional 20,983 shares in the last quarter. Finally, NewEdge Wealth LLC purchased a new stake in shares of The Ensign Group in the 4th quarter valued at about $5,224,000. 96.12% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting The Ensign Group
Here are the key news stories impacting The Ensign Group this week:
- Positive Sentiment: Q2 earnings beat expectations: Adjusted EPS was $1.92, exceeding the $1.80 consensus estimate and rising 20.8% year over year. GAAP diluted EPS increased 16.7% to $1.68, while revenue climbed 17.3% to $1.44 billion. The Ensign Group Reports Second Quarter 2026 Results
- Positive Sentiment: Guidance was raised: Ensign increased 2026 adjusted EPS guidance to $7.75–$7.85 from $7.48–$7.62 and revenue guidance to $5.87–$5.92 billion from $5.81–$5.86 billion. The new EPS midpoint is projected to grow 18.7% from 2025.
- Positive Sentiment: Operating trends remained favorable: Same-facility occupancy improved to 84.1%, skilled mix revenue increased 10.1%, and management cited clinical quality measures above peer averages and rehospitalization rates below the national average. Ensign also added 20 operations and reported $262.3 million in cash plus $591.6 million of available credit.
- Positive Sentiment: Analyst valuation support: The reported consensus price target is approximately $213.50, implying potential upside relative to recent trading levels. Consensus price target report
- Neutral Sentiment: Insider selling: Director John O. Agwunobi sold 392 shares for approximately $67,056 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his holdings by 3.96%, but the planned nature of the sale limits its significance as a bearish signal.
- Negative Sentiment: Legal overhang persists: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations tied to allegations raised in a Hunterbrook short-seller report concerning staffing, care quality and financial disclosures. The claims remain allegations and could create litigation, regulatory and reputational risks. Kaplan Fox investigation
- Negative Sentiment: Acquisition execution risk: Newly acquired facilities have below-average occupancy and significant clinical and operational challenges, which could pressure margins if integration takes longer than expected.
Analysts Set New Price Targets
A number of research firms have weighed in on ENSG. Weiss Ratings cut The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, June 16th. Wall Street Zen cut The Ensign Group from a "buy" rating to a "hold" rating in a research report on Saturday. Zacks Research downgraded The Ensign Group from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. Royal Bank Of Canada reissued an "outperform" rating and set a $228.00 target price on shares of The Ensign Group in a research report on Tuesday. Finally, Truist Financial decreased their target price on The Ensign Group from $215.00 to $202.00 and set a "hold" rating for the company in a research note on Tuesday, July 14th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $215.00.
Get Our Latest Stock Analysis on ENSG
About The Ensign Group
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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.
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