The Ensign Group (NASDAQ:ENSG) Director Sells $67,055.52 in Stock

The Ensign Group, Inc. (NASDAQ:ENSG) Director John Agwunobi sold 392 shares of the 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 owned 9,503 shares in the company, valued at $1,625,583.18. This represents a 3.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

The Ensign Group Trading Up 1.5%

NASDAQ ENSG traded up $2.66 during trading on Tuesday, reaching $180.73. 185,220 shares of the stock traded hands, compared to its average volume of 572,287. The firm has a market cap of $10.56 billion, a price-to-earnings ratio of 29.44, a price-to-earnings-growth ratio of 1.69 and a beta of 0.69. The stock’s 50-day moving average price is $165.33 and its 200 day moving average price is $183.89. 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 fifty-two week low of $141.58 and a fifty-two week high of $218.00.

The Ensign Group (NASDAQ:ENSG) last issued its 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 firm had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.44 billion. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.59 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Analysts predict that The Ensign Group, Inc. will post 6.82 EPS for the current year.

The Ensign Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be given 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 currently 4.23%.

Hedge Funds Weigh In On The Ensign Group

Several hedge funds have recently made changes to their positions in the business. Parkside Financial Bank & Trust lifted its position in shares of The Ensign Group by 2.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 2,000 shares of the company’s stock worth $348,000 after purchasing an additional 57 shares in the last quarter. Csenge Advisory Group grew its position in The Ensign Group by 3.7% in the fourth quarter. Csenge Advisory Group now owns 1,642 shares of the company’s stock valued at $286,000 after purchasing an additional 58 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in The Ensign Group by 0.4% in the 1st quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 14,451 shares of the company’s stock valued at $2,912,000 after buying an additional 58 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in The Ensign Group by 55.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company’s stock valued at $30,000 after buying an additional 61 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. lifted its position in The Ensign Group by 2.9% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,189 shares of the company’s stock worth $381,000 after buying an additional 62 shares in the last quarter. 96.12% of the stock is owned by institutional investors.

The Ensign Group News Roundup

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

• Positive Sentiment: Q2 earnings beat expectations: Adjusted diluted EPS was $1.92, above the $1.80 analyst consensus and up from $1.59 a year earlier. Consolidated revenue rose 17.3% to $1.44 billion, while GAAP net income attributable to Ensign increased 18.2% to $99.7 million. Q2 earnings report
• Positive Sentiment: 2026 guidance was raised: Management increased full-year 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 revised EPS midpoint is expected to represent 18.7% growth over 2025. Higher 2026 outlook
• Positive Sentiment: Operating trends improved: Same-facility occupancy reached 84.1%, skilled mix revenue increased 10.1%, and management cited clinical outcomes above peer and national averages. Ensign also added 20 operations and reported $262.3 million in cash plus $591.6 million of credit capacity. Ensign second-quarter results
• Neutral Sentiment: Analysts cited a consensus price target near $213.50, implying potential upside from recent trading levels, although the limited number of published targets reduces its reliability. Consensus price target
• Negative Sentiment: Legal scrutiny persists: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations tied to allegations from short seller Hunterbrook that Ensign’s business model may rely on inadequate staffing and manipulation of quality ratings. The investigations do not establish wrongdoing, but they could create litigation, regulatory and reputational risks. Kaplan Fox investigation

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday. Weiss Ratings lowered The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Zacks Research cut The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Royal Bank Of Canada reiterated an “outperform” rating and set a $228.00 price objective on shares of The Ensign Group in a report on Tuesday. Finally, Truist Financial decreased their price objective 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 research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, The Ensign Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $215.00.

The Ensign Group Company 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.