Moody National Bank Trust Division Has $1.04 Million Holdings in The Ensign Group, Inc. $ENSG

Moody National Bank Trust Division cut its holdings in The Ensign Group, Inc. (NASDAQ:ENSG) by 34.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,964 shares of the company’s stock after selling 3,077 shares during the period. Moody National Bank Trust Division’s holdings in The Ensign Group were worth $1,039,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of ENSG. Baillie Gifford & Co. boosted its stake in shares of The Ensign Group by 96.2% during the 3rd quarter. Baillie Gifford & Co. now owns 2,818,609 shares of the company’s stock worth $486,971,000 after acquiring an additional 1,382,035 shares in the last quarter. Norges Bank bought a new position in shares of The Ensign Group in the 2nd quarter valued at approximately $105,400,000. Turtle Creek Asset Management Inc. bought a new position in shares of The Ensign Group in the 3rd quarter valued at approximately $78,840,000. Victory Capital Management Inc. lifted its holdings in The Ensign Group by 195.4% in the 3rd quarter. Victory Capital Management Inc. now owns 513,328 shares of the company’s stock worth $88,688,000 after purchasing an additional 339,534 shares during the last quarter. Finally, Wasatch Advisors LP lifted its holdings in The Ensign Group by 6.0% in the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock worth $548,961,000 after purchasing an additional 199,983 shares during the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.

The Ensign Group Price Performance

Shares of NASDAQ:ENSG opened at $203.89 on Thursday. The company has a market cap of $11.81 billion, a price-to-earnings ratio of 34.91, a PEG ratio of 1.99 and a beta of 0.83. The business has a 50 day moving average price of $198.60 and a 200 day moving average price of $184.77. The company has a quick ratio of 1.42, a current ratio of 1.42 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a twelve month low of $118.73 and a twelve month high of $218.00.

The Ensign Group (NASDAQ:ENSG) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $1.82 EPS for the quarter, topping the consensus estimate of $1.75 by $0.07. The Ensign Group had a return on equity of 16.76% and a net margin of 6.80%.The company had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.37 billion. During the same period in the previous year, the business posted $1.49 EPS. The company’s revenue for the quarter was up 20.2% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. Research analysts predict that The Ensign Group, Inc. will post 5.59 earnings per share for the current year.

The Ensign Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Tuesday, March 31st will be given a dividend of $0.065 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The Ensign Group’s payout ratio is 4.45%.

Insider Activity

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $171.54, for a total value of $120,078.00. Following the sale, the director directly owned 23,552 shares in the company, valued at $4,040,110.08. This trade represents a 2.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Suzanne D. Snapper sold 8,258 shares of the business’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $194.48, for a total transaction of $1,606,015.84. Following the transaction, the chief financial officer owned 277,462 shares in the company, valued at approximately $53,960,809.76. The trade was a 2.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 17,073 shares of company stock worth $3,333,390. Corporate insiders own 3.90% of the company’s stock.

Analyst Ratings Changes

ENSG has been the topic of several analyst reports. Truist Financial set a $215.00 price target on The Ensign Group and gave the company a “hold” rating in a report on Friday, February 6th. UBS Group set a $230.00 price objective on shares of The Ensign Group and gave the stock a “buy” rating in a research note on Friday, February 6th. Wall Street Zen raised shares of The Ensign Group from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a research note on Thursday, January 22nd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $222.00 target price (up from $206.00) on shares of The Ensign Group in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $204.60.

About The Ensign Group

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.