The Ensign Group, Inc. $ENSG Stock: Gagnon Securities LLC Decreases Holdings

Gagnon Securities LLC decreased its position in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 6.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 163,342 shares of the company’s stock after selling 10,569 shares during the quarter. The Ensign Group makes up approximately 4.9% of Gagnon Securities LLC’s portfolio, making the stock its 3rd largest holding. Gagnon Securities LLC’s holdings in The Ensign Group were worth $28,095,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Dockside LLC purchased a new stake in The Ensign Group in the second quarter valued at approximately $2,180,000. Public Employees Retirement System of Ohio purchased a new position in shares of The Ensign Group during the second quarter worth approximately $2,641,000. Wasatch Advisors LP grew its position in shares of The Ensign Group by 10.7% during the second 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. Oppenheimer Asset Management Inc. purchased a new position in shares of The Ensign Group during the second quarter worth approximately $8,619,000. Finally, Nykredit A S purchased a new position in shares of The Ensign Group during the second quarter worth approximately $462,000. 96.12% of the stock is owned by institutional investors and hedge funds.

The Ensign Group Stock Up 0.6%

ENSG opened at $186.19 on Thursday. The Ensign Group, Inc. has a 52 week low of $141.58 and a 52 week high of $218.00. The business has a 50 day moving average price of $175.91 and a two-hundred day moving average price of $181.79. The company has a quick ratio of 1.20, a current ratio of 1.20 and a debt-to-equity ratio of 0.08. The company has a market cap of $10.86 billion, a PE ratio of 27.71, a P/E/G ratio of 1.75 and a beta of 0.66.

The Ensign Group (NASDAQ:ENSG) last announced its earnings results on Tuesday, October 27th. The company reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.97 by $0.06. The company had revenue of $1.48 billion for the quarter, compared to the consensus estimate of $1.51 billion. The Ensign Group had a return on equity of 16.79% and a net margin of 7.03%. The company’s revenue was up 14.5% on a year-over-year basis. During the same period last year, the business posted $1.64 EPS. As a group, research analysts anticipate that The Ensign Group, Inc. will post 7.07 EPS for the current year.

The Ensign Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Saturday, October 31st. Investors of record on Wednesday, September 30th were issued a dividend of $0.0650 per share. The ex-dividend date of this dividend was Wednesday, September 30th. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is currently 3.87%.

Analyst Ratings Changes

A number of equities analysts have recently commented on ENSG shares. Weiss Ratings raised shares of The Ensign Group from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. UBS Group reiterated a “buy” rating and set a $240.00 price target (up from $230.00) on shares of The Ensign Group in a research note on Thursday, October 29th. Truist Financial set a $210.00 price objective on shares of The Ensign Group and gave the stock a “hold” rating in a research report on Thursday, October 29th. Royal Bank Of Canada lifted their price objective on shares of The Ensign Group from $228.00 to $239.00 and gave the company an “outperform” rating in a research note on Tuesday, November 3rd. Finally, Oppenheimer lifted their price objective 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. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $226.00.

Recent The Ensign Group Headlines

Investors following ENSG have been watching these headlines:

• Positive Sentiment: U.S. News & World Report named 101 Ensign-affiliated facilities to its 2027 Best Nursing Homes list, with each receiving a “High Performing” rating. The recognition may support the company’s reputation for care quality, though its direct financial impact is unclear. Article: U.S. News names Ensign affiliates among Best Nursing Homes
• Negative Sentiment: Several law firms reiterated that investors have until December 7, 2026, to seek lead-plaintiff status in a filed securities class action covering shares acquired from February 10, 2022, through June 18, 2026. The suit follows allegations—including patient-care, staffing, data, and billing issues—that reportedly contributed to an earlier 8% stock drop. These are allegations, not established findings; repeated law-firm notices may nevertheless weigh on sentiment by highlighting potential legal costs and reputational risk. Article: Ensign investor notification and lawsuit allegations

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.