The Ensign Group (NASDAQ:ENSG) Issues Earnings Results

The Ensign Group (NASDAQ:ENSG) released its quarterly earnings results on Monday. The company reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.12, FiscalAI reports. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The business had revenue of $1.44 billion for the quarter, compared to the consensus estimate of $1.44 billion. During the same period last year, the firm earned $1.59 earnings per share. The company’s quarterly revenue was up 16.7% on a year-over-year basis. The Ensign Group updated its FY 2026 guidance to 7.750-7.850 EPS.

The Ensign Group Stock Up 2.9%

Shares of ENSG stock opened at $178.07 on Tuesday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.56 and a quick ratio of 1.56. The Ensign Group has a one year low of $141.58 and a one year high of $218.00. The company’s fifty day moving average price is $165.33 and its 200-day moving average price is $183.89. The company has a market capitalization of $10.41 billion, a price-to-earnings ratio of 29.00, a PEG ratio of 1.69 and a beta of 0.69.

The Ensign Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.065 per share. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Tuesday, June 30th. The Ensign Group’s dividend payout ratio (DPR) is presently 4.23%.

Insider Transactions at The Ensign Group

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total transaction of $114,996.00. Following the sale, the director directly 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 transaction was disclosed in a legal filing 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. Insiders own 4.00% of the company’s stock.

Institutional Trading of The Ensign Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in ENSG. Northwestern Mutual Wealth Management Co. boosted 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 worth $30,000 after purchasing an additional 61 shares during the period. Larson Financial Group LLC raised its position in shares of The Ensign Group by 76.9% during 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 during the last quarter. Wexford Capital LP bought a new stake in shares of The Ensign Group during the third quarter valued at approximately $41,000. Geneos Wealth Management Inc. raised its position in shares of The Ensign Group by 150.3% during the first quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock valued at $50,000 after buying an additional 230 shares during the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of The Ensign Group in the third quarter worth $53,000. Institutional investors own 96.12% of the company’s stock.

Trending Headlines about The Ensign Group

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

• Positive Sentiment: Ensign reported second-quarter adjusted EPS of $1.92, exceeding the $1.80 analyst consensus and rising from $1.59 a year earlier. GAAP diluted EPS increased 16.7% to $1.68, while revenue rose 17.3% to $1.44 billion, broadly in line with estimates. Ensign Group Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised 2026 guidance to adjusted EPS of $7.75–$7.85, from $7.48–$7.62 previously, and revenue of $5.87–$5.92 billion, from $5.81–$5.86 billion. The EPS midpoint is 18.7% above 2025, signaling confidence in demand and operating execution. Ensign Signals Confidence With Higher 2026 Outlook
• Positive Sentiment: Operational trends were constructive: same-facility occupancy reached 84.1%, skilled-mix revenue increased 10.1%, and the company added 20 operations during the quarter. Ensign also reported $262.3 million in cash and $591.6 million of available credit capacity, supporting continued acquisitions and its dividend.
• Neutral Sentiment: Analysts cited a consensus price target of approximately $213.50, implying potential upside from the referenced trading level, although the target is based on limited recent estimates. Ensign Receives $213.50 Consensus Price Target
• Negative Sentiment: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations tied to claims that Ensign disclosed materially misleading business information. These announcements could increase litigation, regulatory and reputational risk. Kaplan Fox Ensign Investigation
• Negative Sentiment: Investors continue to assess Hunterbrook short-seller allegations concerning staffing, care quality and the company’s operating model. Ensign’s newly acquired facilities also have below-average occupancy and require operational improvements, creating execution risk.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on ENSG. Truist Financial cut their price objective on shares of 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. Weiss Ratings cut The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 16th. Royal Bank Of Canada reiterated an “outperform” rating on shares of The Ensign Group in a research report on Tuesday, June 9th. Wall Street Zen lowered The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, The Ensign Group presently has an average rating of “Moderate Buy” and an average price target of $213.50.

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.