Oppenheimer Asset Management Inc. Has $11.34 Million Stock Holdings in The Ensign Group, Inc. $ENSG

Oppenheimer Asset Management Inc. decreased its position in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 8.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 65,085 shares of the company’s stock after selling 6,217 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in The Ensign Group were worth $11,338,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Private Trust Co. NA lifted its holdings in The Ensign Group by 156.5% during the 4th quarter. Private Trust Co. NA now owns 159 shares of the company’s stock worth $28,000 after buying an additional 97 shares in the last quarter. Harbor Investment Advisory LLC lifted its holdings in The Ensign Group by 125.6% during the 4th quarter. Harbor Investment Advisory LLC now owns 194 shares of the company’s stock worth $34,000 after buying an additional 108 shares in the last quarter. Root Financial Partners LLC bought a new stake in shares of The Ensign Group during the 3rd quarter valued at $35,000. Larson Financial Group LLC raised its position in shares of The Ensign Group by 76.9% during the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock valued at $36,000 after acquiring an additional 90 shares during the last quarter. Finally, Caitlin John LLC bought a new stake in shares of The Ensign Group during the 3rd quarter valued at $39,000. Institutional investors and hedge funds own 96.12% of the company’s stock.

The Ensign Group News Summary

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

• Positive Sentiment: Q1 EPS beat — Ensign reported earnings of $1.85 per share versus the Zacks consensus of $1.79, up from $1.52 a year ago (accelerating profitability). Article Title
• Positive Sentiment: Raised FY?2026 guidance — management lifted full?year EPS guidance to roughly 7.48–7.62 (above consensus) and raised revenue targets, signaling confidence in growth and margins. Article Title
• Positive Sentiment: Portfolio expansion — Ensign announced acquisitions and real?estate purchases (Texas and Wisconsin), expanding operating footprint and REIT-owned assets that should support revenue/lease income. Article Title
• Neutral Sentiment: Conference call/webcast scheduled — management will host a call and provide slides tomorrow; useful for color on patient mix, margin drivers and the assumptions behind the raised guidance. Article Title
• Negative Sentiment: Revenue slightly missed estimates — Q1 revenue came in about $1.39B vs. ~$1.40B consensus; some coverage flagged sales below estimates, which can temper enthusiasm despite the EPS beat. Article Title

Analyst Upgrades and Downgrades

A number of research firms have recently commented on ENSG. Royal Bank Of Canada restated an “outperform” rating and set a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a research note on Monday, February 9th. Zacks Research downgraded shares of The Ensign Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Wall Street Zen upgraded shares of The Ensign Group from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. UBS Group set a $230.00 price target on The Ensign Group and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Truist Financial set a $215.00 price target on The Ensign Group and gave the stock a “hold” rating in a report on Friday, February 6th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, The Ensign Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.75.

Insiders Place Their Bets

In related news, VP Beverly B. Wittekind sold 500 shares of The Ensign Group stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $210.23, for a total value of $105,115.00. Following the transaction, the vice president directly owned 32,779 shares of the company’s stock, valued at $6,891,129.17. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $199.97, for a total transaction of $78,388.24. Following the completion of the transaction, the director directly owned 9,295 shares in the company, valued at $1,858,721.15. This trade represents a 4.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 17,173 shares of company stock valued at $3,377,311 over the last three months. 4.00% of the stock is owned by corporate insiders.

The Ensign Group Trading Down 1.6%

Shares of ENSG stock opened at $183.72 on Friday. 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 12-month low of $128.08 and a 12-month high of $218.00. The firm has a 50 day moving average price of $202.39 and a two-hundred day moving average price of $189.26. The company has a market capitalization of $10.64 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 1.83 and a beta of 0.73.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings results on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. The Ensign Group had a net margin of 6.89% and a return on equity of 17.26%. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the business earned $1.52 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, analysts predict that The Ensign Group, Inc. will post 6.79 earnings per share for the current year.

The Ensign Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Tuesday, March 31st were paid a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 31st. The Ensign Group’s dividend payout ratio (DPR) is 4.45%.

The Ensign Group 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.