The Ensign Group, Inc. (NASDAQ:ENSG – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the six ratings firms that are covering the stock, Marketbeat.com reports. Two analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $216.75.
ENSG has been the topic of several research analyst reports. Zacks Research cut The Ensign Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research note on Tuesday, April 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $222.00 target price (up from $206.00) on shares of The Ensign Group in a research note on Monday, February 9th. Finally, Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday.
Check Out Our Latest Report on The Ensign Group
The Ensign Group Trading Down 8.2%
The Ensign Group (NASDAQ:ENSG – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $0.06. The Ensign Group had a return on equity of 16.78% and a net margin of 6.89%.The firm had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter last year, the business 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. Analysts expect that The Ensign Group will post 6.79 earnings per share for the current year.
The Ensign Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.065 per share. This represents a $0.26 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 31st. The Ensign Group’s payout ratio is 4.23%.
Key The Ensign Group News
Here are the key news stories impacting The Ensign Group this week:
- Positive Sentiment: Ensign’s recent operating history had been solid, with the company previously reporting higher revenue and EPS growth and raising full-year guidance, which suggests the selloff is being driven more by new allegations than by a deterioration in fundamentals.
- Neutral Sentiment: Valuation-focused coverage also appeared, with one article reviewing Ensign’s value after new skilled nursing and memory care acquisitions, but this appears secondary to the market’s reaction to the short report.
- Negative Sentiment: Hunterbrook Media published a short report alleging understaffing, poor care quality, and questionable reporting practices in Ensign’s skilled nursing operations, raising reputational and regulatory-risk concerns. Article Title
- Negative Sentiment: Multiple law firms, including Rosen Law Firm, Frank R. Cruz, and Block & Leviton, announced securities-fraud and class-action investigations tied to the Hunterbrook allegations, which adds legal overhang and can pressure the stock further. Article Title
- Negative Sentiment: Broker and market commentary indicates investors are de-risking the name amid the allegations, and the stock has declined sharply on unusually heavy trading volume.
Insider Activity at The Ensign Group
In related news, Director John O. Agwunobi sold 392 shares of the business’s stock in a transaction that occurred on 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 owned 9,295 shares of the company’s stock, valued at approximately $1,858,721.15. The trade was a 4.05% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $164.28, for a total value of $114,996.00. Following the completion of the sale, the director directly owned 21,352 shares of the company’s stock, valued at approximately $3,507,706.56. The trade was a 3.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 2,592 shares of company stock valued at $478,246. 4.00% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On The Ensign Group
Several large investors have recently made changes to their positions in the company. NewEdge Advisors LLC grew its stake in shares of The Ensign Group by 5.9% in the 1st quarter. NewEdge Advisors LLC now owns 23,716 shares of the company’s stock valued at $4,779,000 after buying an additional 1,319 shares in the last quarter. Glenmede Trust Co. NA acquired a new stake in The Ensign Group in the 1st quarter worth approximately $200,000. Argent Capital Management LLC boosted its position in The Ensign Group by 37.2% during the first quarter. Argent Capital Management LLC now owns 7,640 shares of the company’s stock worth $1,539,000 after purchasing an additional 2,073 shares during the period. Janus Henderson Group PLC boosted its position in The Ensign Group by 2.7% during the first quarter. Janus Henderson Group PLC now owns 35,859 shares of the company’s stock worth $7,228,000 after purchasing an additional 941 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its position in The Ensign Group by 30.5% during the first quarter. EverSource Wealth Advisors LLC now owns 992 shares of the company’s stock worth $200,000 after purchasing an additional 232 shares during the period. Institutional investors own 96.12% of the company’s stock.
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.
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