Riverbridge Partners LLC Sells 29,197 Shares of The Ensign Group, Inc. $ENSG

Riverbridge Partners LLC decreased its position in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 410,889 shares of the company’s stock after selling 29,197 shares during the period. The Ensign Group accounts for approximately 2.1% of Riverbridge Partners LLC’s portfolio, making the stock its 14th biggest position. Riverbridge Partners LLC’s holdings in The Ensign Group were worth $70,673,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of ENSG. BlackRock Inc. purchased a new position in The Ensign Group in the second quarter valued at about $937,218,000. Bank of New York Mellon Corp acquired a new position in The Ensign Group in the 2nd quarter worth about $65,470,000. Paradigm Capital Management Inc. NY purchased a new stake in shares of The Ensign Group during the 2nd quarter worth about $54,742,000. Bank of America Corp DE purchased a new stake in shares of The Ensign Group during the 2nd quarter worth about $37,509,000. Finally, Wasatch Advisors LP raised its stake in shares of The Ensign Group by 10.7% during the 2nd quarter. Wasatch Advisors LP now owns 2,278,324 shares of the company’s stock worth $365,215,000 after purchasing an additional 220,329 shares in the last quarter. Institutional investors and hedge funds own 96.12% of the company’s stock.

The Ensign Group Stock Up 1.6%

ENSG stock opened at $185.09 on Wednesday. The firm has a market cap of $10.80 billion, a PE ratio of 27.54, a PEG ratio of 1.72 and a beta of 0.66. The Ensign Group, Inc. has a 1 year low of $141.58 and a 1 year high of $218.00. The company has a fifty day simple moving average of $175.65 and a 200 day simple moving average of $181.74. The company has a current ratio of 1.20, a quick ratio of 1.20 and a debt-to-equity ratio of 0.08.

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

The Ensign Group Announces Dividend

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

Analysts Set New Price Targets

Several brokerages have recently issued reports on ENSG. Royal Bank Of Canada lifted their price target on The Ensign Group from $228.00 to $239.00 and gave the company an “outperform” rating in a report on Tuesday, November 3rd. Oppenheimer increased their price objective on The Ensign Group from $210.00 to $215.00 and gave the stock an “outperform” rating in a report on Thursday, October 29th. Wall Street Zen raised shares of The Ensign Group from a “hold” rating to a “buy” rating in a research report on Sunday, October 25th. UBS Group reaffirmed a “buy” rating and set a $240.00 price objective (up from $230.00) on shares of The Ensign Group in a research report on Thursday, October 29th. Finally, Truist Financial set a $210.00 target price on shares of The Ensign Group and gave the company a “hold” rating in a research note on Thursday, October 29th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $226.00.

Key Stories Impacting The Ensign Group

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

• Positive Sentiment: U.S. News & World Report named 101 Ensign-affiliated facilities to its 2027 Best Nursing Homes list. Each received a High Performing rating in short-term rehabilitation, long-term care, or both; only 18% of more than 14,600 evaluated facilities earned the distinction. This is a favorable signal about care quality, though it may not materially change near-term financial results. Article: U.S. News names Ensign affiliates among Best Nursing Homes
• Negative Sentiment: Several law firms publicized a securities class action against Ensign and certain executives, with a December 7, 2026 deadline for investors to seek lead-plaintiff status. The lawsuit follows allegations—including patient neglect, understaffing, manipulated quality or staffing data, and improper billing—that reportedly surfaced in a short-seller report and preceded a stock decline. These are allegations, not established findings; nevertheless, the litigation and potential reputational or regulatory consequences are risks for investors. Article: Ensign securities-fraud lawsuit notification

About The Ensign Group

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.