De Lisle Partners LLP Makes New Investment in The Ensign Group, Inc. $ENSG

De Lisle Partners LLP bought a new stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 26,189 shares of the company’s stock, valued at approximately $4,199,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Emerald Investment Advisers LLC purchased a new stake in shares of The Ensign Group in the second quarter worth about $7,010,000. Bard Associates Inc. purchased a new position in The Ensign Group during the second quarter valued at approximately $7,930,000. Ieq Capital LLC purchased a new position in The Ensign Group during the second quarter valued at approximately $438,000. Callan Family Office LLC bought a new stake in The Ensign Group during the 2nd quarter worth approximately $222,000. Finally, Keebeck Wealth Management bought a new stake in The Ensign Group during the 2nd quarter worth approximately $583,000. 96.12% of the stock is currently owned by institutional investors.

The Ensign Group Stock Down 0.2%

ENSG stock opened at $179.48 on Friday. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 0.06. The company’s 50 day moving average is $171.11 and its 200 day moving average is $184.42. The stock has a market cap of $10.46 billion, a price-to-earnings ratio of 28.13, a price-to-earnings-growth ratio of 1.73 and a beta of 0.68. The Ensign Group, Inc. has a 1-year low of $141.58 and a 1-year high of $218.00.

The Ensign Group (NASDAQ:ENSG) last announced its earnings results on Monday, July 27th. The company reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 16.75%. The business had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.44 billion. During the same period in the previous year, the business posted $1.59 earnings per share. The Ensign Group’s revenue for the quarter was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Sell-side analysts predict that The Ensign Group, Inc. will post 6.93 EPS for the current fiscal year.

The Ensign Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th were given a dividend of $0.065 per share. The ex-dividend date was Tuesday, June 30th. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is 4.08%.

Insiders Place Their Bets

In other news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction 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 of the company’s stock, valued at approximately $1,625,583.18. The trade was a 3.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total transaction of $114,996.00. Following the completion of the transaction, the director owned 21,352 shares of the company’s stock, valued at $3,507,706.56. This trade represents a 3.17% 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. Insiders own 4.00% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on ENSG shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $228.00 price target on shares of The Ensign Group in a report on Tuesday, July 28th. Wall Street Zen cut shares of The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Weiss Ratings cut shares of The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 16th. Finally, Truist Financial increased their price objective on The Ensign Group from $202.00 to $207.00 and gave the stock a “hold” rating in a research report on Thursday, July 30th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $216.25.

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.