Ethic Inc. grew its position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 227.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,577 shares of the company’s stock after purchasing an additional 5,261 shares during the period. Ethic Inc.’s holdings in The Ensign Group were worth $1,303,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently modified their holdings of the company. BlackRock Inc. bought a new position in shares of The Ensign Group during the second quarter worth about $937,218,000. Bank of New York Mellon Corp bought a new stake in The Ensign Group in the 2nd quarter valued at approximately $65,470,000. Paradigm Capital Management Inc. NY bought a new stake in The Ensign Group in the 2nd quarter valued at approximately $54,742,000. Bank of America Corp DE acquired a new position in The Ensign Group during the 2nd quarter worth approximately $37,509,000. Finally, Wasatch Advisors LP boosted its position in The Ensign Group by 10.7% during the 2nd quarter. Wasatch Advisors LP now owns 2,278,324 shares of the company’s stock worth $365,215,000 after acquiring an additional 220,329 shares during the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting The Ensign Group
These are some of the ENSG headlines that stood out recently:
- Positive Sentiment: Zacks Research raised estimates for several periods, including FY2026 EPS to $7.10 from $6.98 and FY2027 EPS to $7.32 from $7.26. The revisions offer a modestly favorable earnings signal, although some quarterly and FY2028 estimates were trimmed. Analyst estimate report
- Neutral Sentiment: Ensign plans to present at the Stephens Annual Investment Conference on November 18. The announcement provides investor access but does not disclose new operating or financial results. Conference announcement
- Negative Sentiment: Several law firms are reminding investors about a filed securities class action covering purchases from February 10, 2022 through June 18, 2026; the deadline to seek lead-plaintiff status is December 7, 2026. The complaint alleges securities-law violations and links disclosures in June 2026 to stock declines. The case may weigh on sentiment because of potential legal, financial, and reputational uncertainty, but the allegations have not been established in court. Class-action deadline notice
The Ensign Group Stock Up 1.0%
The Ensign Group (NASDAQ:ENSG – Get Free Report) last issued its earnings results on Tuesday, October 27th. The company reported $2.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.97 by $0.06. The Ensign Group had a net margin of 7.03% and a return on equity of 16.79%. The business had revenue of $1.48 billion during the quarter, compared to the consensus estimate of $1.51 billion. During the same period last year, the business posted $1.64 EPS. The Ensign Group’s revenue was up 14.5% on a year-over-year basis. Sell-side analysts anticipate that The Ensign Group, Inc. will post 7.13 earnings per share for the current year.
The Ensign Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Saturday, October 31st. Stockholders of record on Wednesday, September 30th were paid a dividend of $0.0650 per share. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Wednesday, September 30th. The Ensign Group’s payout ratio is currently 3.87%.
Analyst Ratings Changes
A number of analysts have recently commented on ENSG shares. UBS Group reissued a “buy” rating and issued a $240.00 price objective (up from $230.00) on shares of The Ensign Group in a research report on Thursday, October 29th. Royal Bank Of Canada raised their target price on shares of The Ensign Group from $228.00 to $239.00 and gave the company an “outperform” rating in a research report on Tuesday, November 3rd. Wall Street Zen raised shares of The Ensign Group from a “hold” rating to a “buy” rating in a research report on Sunday, October 25th. Oppenheimer lifted their price target on shares of The Ensign Group from $210.00 to $215.00 and gave the company an “outperform” rating in a research note on Thursday, October 29th. Finally, Truist Financial set a $210.00 price objective on shares of The Ensign Group and gave the stock a “hold” rating in a research note on Thursday, October 29th. Four analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $226.00.
Get Our Latest Stock Report on ENSG
The Ensign Group Profile
The Ensign Group, Inc. is a healthcare services company focused on post-acute care and senior living. Through its subsidiaries, it operates skilled nursing and rehabilitation facilities, assisted living communities, and independent living communities. The company also provides home health and hospice services, as well as mobile diagnostics and other ancillary services that support patients and care facilities. Its operations serve communities across multiple U.S. states. Founded in 1999, Ensign has grown from a skilled nursing operator into a broader provider of healthcare and senior services.
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