Jennison Associates LLC Invests $792,000 in The Ensign Group, Inc. $ENSG

Jennison Associates LLC bought a new stake in The Ensign Group, Inc. (NASDAQ:ENSG) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 4,548 shares of the company’s stock, valued at approximately $792,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. CWM LLC grew its position in The Ensign Group by 8.4% in the 3rd quarter. CWM LLC now owns 732 shares of the company’s stock worth $126,000 after purchasing an additional 57 shares in the last quarter. Profund Advisors LLC increased its stake in The Ensign Group by 2.5% in the 3rd quarter. Profund Advisors LLC now owns 2,378 shares of the company’s stock valued at $411,000 after buying an additional 59 shares during the last quarter. UMB Bank n.a. lifted its position in shares of The Ensign Group by 7.3% during the 3rd quarter. UMB Bank n.a. now owns 911 shares of the company’s stock worth $157,000 after buying an additional 62 shares in the last quarter. Davidson Capital Management Inc. boosted its stake in shares of The Ensign Group by 0.3% in the 4th quarter. Davidson Capital Management Inc. now owns 23,337 shares of the company’s stock worth $4,065,000 after buying an additional 66 shares during the last quarter. Finally, HB Wealth Management LLC boosted its stake in shares of The Ensign Group by 3.9% in the 4th quarter. HB Wealth Management LLC now owns 1,880 shares of the company’s stock worth $327,000 after buying an additional 70 shares during the last quarter. 96.12% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about The Ensign Group

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

Insider Activity

In other news, CFO Suzanne D. Snapper sold 8,258 shares of the stock in a transaction on 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 completion of the transaction, the chief financial officer owned 277,462 shares in the company, valued at approximately $53,960,809.76. This represents a 2.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $199.97, for a total value of $78,388.24. Following the completion of the sale, the director directly owned 9,295 shares of the company’s stock, valued at approximately $1,858,721.15. This trade represents a 4.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 16,473 shares of company stock worth $3,257,233. 4.00% of the stock is owned by company insiders.

The Ensign Group Price Performance

The Ensign Group stock opened at $183.72 on Monday. The firm has a 50 day moving average price of $202.39 and a 200-day moving average price of $189.42. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a twelve month low of $128.08 and a twelve month high of $218.00. The company has a market capitalization of $10.64 billion, a P/E ratio of 29.92, a P/E/G ratio of 1.80 and a beta of 0.73.

The Ensign Group (NASDAQ:ENSG) last posted its quarterly earnings results on Thursday, April 30th. The company reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.79 by $0.06. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The company had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter in the previous year, the firm posted $1.52 EPS. The Ensign Group’s revenue was up 18.4% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, equities analysts predict that The Ensign Group, Inc. will post 6.79 EPS for the current year.

The Ensign Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Tuesday, March 31st were paid a $0.065 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The Ensign Group’s payout ratio is presently 4.23%.

Analyst Ratings Changes

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

The Ensign Group Company 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.