Fox Run Management L.L.C. Takes Position in The Ensign Group, Inc. $ENSG

Fox Run Management L.L.C. acquired a new stake in The Ensign Group, Inc. (NASDAQ:ENSG) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 6,726 shares of the company’s stock, valued at approximately $1,172,000.

A number of other institutional investors have also modified their holdings of ENSG. Private Trust Co. NA grew its stake in shares of The Ensign Group by 156.5% in the fourth quarter. Private Trust Co. NA now owns 159 shares of the company’s stock valued at $28,000 after buying an additional 97 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of The Ensign Group by 55.0% in the fourth 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 in the last quarter. Harbor Investment Advisory LLC grew its stake in shares of The Ensign Group by 125.6% in the fourth quarter. Harbor Investment Advisory LLC now owns 194 shares of the company’s stock valued at $34,000 after buying an additional 108 shares in the last quarter. Larson Financial Group LLC grew its stake in shares of The Ensign Group by 76.9% in the third quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock valued at $36,000 after buying an additional 90 shares in the last quarter. Finally, Caitlin John LLC acquired a new stake in shares of The Ensign Group in the third quarter valued at $39,000. 96.12% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of The Ensign Group in a research note on Tuesday. Zacks Research cut The Ensign Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research note on Tuesday, April 21st. Four investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.75.

The Ensign Group Trading Down 0.7%

NASDAQ:ENSG opened at $155.25 on Wednesday. The firm has a market cap of $9.07 billion, a PE ratio of 25.29, a price-to-earnings-growth ratio of 1.54 and a beta of 0.68. The stock has a fifty day moving average price of $183.00 and a 200 day moving average price of $187.45. The Ensign Group, Inc. has a 12-month low of $134.79 and a 12-month high of $218.00. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.06.

The Ensign Group (NASDAQ:ENSG) last released its earnings results on Thursday, April 30th. The company reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06. The firm had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.40 billion. The Ensign Group had a return on equity of 16.78% and a net margin of 6.89%.The Ensign Group’s revenue was up 18.4% compared to the same quarter last year. During the same period last year, the business posted $1.52 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. Sell-side analysts anticipate that The Ensign Group, Inc. will post 6.79 earnings per share for the current fiscal year.

The Ensign Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Tuesday, March 31st were issued a $0.065 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $0.26 dividend on an annualized basis and a yield of 0.2%. The Ensign Group’s dividend payout ratio (DPR) is 4.23%.

More The Ensign Group News

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

• Negative Sentiment: Hunterbrook’s short report alleged systemic neglect, dangerous understaffing, and improper billing at Ensign’s facilities, raising reputational and regulatory risks that can weigh on the stock. Ensign Group Stock Dives After Hunterbrook Alleges Deliberate Understaffing Scheme At Nursing Home Chain
• Negative Sentiment: Several firms, including Levi & Korsinsky, Ademi LLP, Block & Leviton, Rosen Law Firm, and the Law Offices of Frank R. Cruz, announced investigations into possible securities fraud and misleading statements, which adds legal overhang. The Ensign Group Investigation Initiated: Levi & Korsinsky Investigates the Officers and Directors of The Ensign Group (ENSG)
• Negative Sentiment: Additional shareholder-alert headlines may keep sentiment weak as investors assess the risk of class-action litigation and possible disclosure issues. Securities Fraud Investigation Into The Ensign Group, Inc. (ENSG) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
• Neutral Sentiment: Short-interest data reported by the market feed appears abnormal/near zero, so it does not currently add a clear new signal for trading direction.

Insiders Place Their Bets

In related news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction on Monday, April 20th. The stock was sold at an average price of $199.97, for a total value of $78,388.24. Following the completion of the transaction, the director directly owned 9,295 shares in the company, valued at approximately $1,858,721.15. This trade represents a 4.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of The Ensign Group stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $196.65, for a total value of $137,655.00. Following the completion of the transaction, the director owned 22,152 shares of the company’s stock, valued at approximately $4,356,190.80. This trade represents a 3.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 2,592 shares of company stock valued at $478,246. 4.00% of the stock is currently owned by company insiders.

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.