The Ensign Group (NASDAQ:ENSG) Releases FY 2025 Earnings Guidance

The Ensign Group (NASDAQ:ENSG) issued an update on its FY 2025 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 6.480-6.540 for the period, compared to the consensus estimate of 6.170. The company issued revenue guidance of $5.1 billion-$5.1 billion, compared to the consensus revenue estimate of $5.0 billion.

The Ensign Group Stock Performance

Shares of The Ensign Group stock opened at $183.98 on Wednesday. The firm has a market cap of $10.62 billion, a PE ratio of 33.39, a price-to-earnings-growth ratio of 2.10 and a beta of 0.94. The Ensign Group has a 1 year low of $118.73 and a 1 year high of $193.84. The firm’s 50-day simple moving average is $175.05 and its 200-day simple moving average is $157.46. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.41 and a current ratio of 1.41.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings data on Monday, November 3rd. The company reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.05. The firm had revenue of $1.30 billion for the quarter, compared to analyst estimates of $1.28 billion. The Ensign Group had a net margin of 6.99% and a return on equity of 16.92%. The Ensign Group’s quarterly revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.39 earnings per share. The Ensign Group has set its FY 2025 guidance at 6.480-6.540 EPS. Equities analysts forecast that The Ensign Group will post 5.59 earnings per share for the current fiscal year.

The Ensign Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 31st. Investors of record on Tuesday, September 30th were paid a dividend of $0.0625 per share. The ex-dividend date was Tuesday, September 30th. This represents a $0.25 annualized dividend and a yield of 0.1%. The Ensign Group’s dividend payout ratio is 4.47%.

Analyst Ratings Changes

Several research firms recently weighed in on ENSG. Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a research note on Wednesday, October 8th. UBS Group increased their price objective on shares of The Ensign Group from $195.00 to $205.00 and gave the stock a “buy” rating in a research note on Tuesday, September 2nd. Truist Financial set a $190.00 price target on shares of The Ensign Group in a research note on Tuesday, October 14th. Finally, Stephens raised their price target on shares of The Ensign Group from $165.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 28th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $180.25.

Insider Buying and Selling

In related news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $172.06, for a total value of $120,442.00. Following the completion of the transaction, the director owned 27,052 shares of the company’s stock, valued at approximately $4,654,567.12. This trade represents a 2.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 3.90% of the company’s stock.

Hedge Funds Weigh In On The Ensign Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Captrust Financial Advisors boosted its stake in The Ensign Group by 1.7% in the 2nd quarter. Captrust Financial Advisors now owns 7,222 shares of the company’s stock worth $1,114,000 after purchasing an additional 124 shares during the period. Orion Porfolio Solutions LLC boosted its stake in shares of The Ensign Group by 1.8% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,474 shares of the company’s stock valued at $1,461,000 after buying an additional 168 shares during the period. EverSource Wealth Advisors LLC boosted its stake in shares of The Ensign Group by 65.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 536 shares of the company’s stock valued at $83,000 after buying an additional 213 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of The Ensign Group by 150.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock valued at $50,000 after buying an additional 230 shares during the period. Finally, Brown Advisory Inc. boosted its stake in shares of The Ensign Group by 26.1% during the 2nd quarter. Brown Advisory Inc. now owns 2,037 shares of the company’s stock valued at $314,000 after buying an additional 421 shares during the period. Institutional investors and hedge funds own 96.12% of the company’s stock.

About The Ensign Group

The Ensign Group, Inc provides skilled nursing, senior living, and rehabilitative services. It operates through two segments: Skilled Services and Standard Bearer. The company's Skilled Services segment engages in the operation of skilled nursing facilities and rehabilitation therapy services for patients with chronic conditions, prolonged illness, and the elderly; and offers nursing facilities including specialty care, such as on-site dialysis, ventilator care, cardiac, and pulmonary management, as well as standard services comprising room and board, special nutritional programs, social services, recreational activities, entertainment, and other services.