Public Employees Retirement System of Ohio Sells 4,714 Shares of The Ensign Group, Inc. $ENSG

Public Employees Retirement System of Ohio cut its holdings in The Ensign Group, Inc. (NASDAQ:ENSG) by 14.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,769 shares of the company’s stock after selling 4,714 shares during the period. Public Employees Retirement System of Ohio’s holdings in The Ensign Group were worth $5,797,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in ENSG. Baillie Gifford & Co. boosted its holdings in The Ensign Group by 62.1% during the fourth quarter. Baillie Gifford & Co. now owns 4,569,254 shares of the company’s stock worth $795,964,000 after purchasing an additional 1,750,645 shares during the last quarter. Norges Bank bought a new position in The Ensign Group in the fourth quarter valued at $134,660,000. Turtle Creek Asset Management Inc. acquired a new stake in The Ensign Group in the 3rd quarter valued at $78,840,000. Wasatch Advisors LP increased its stake in The Ensign Group by 6.0% in the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock valued at $548,961,000 after buying an additional 199,983 shares during the last quarter. Finally, Candriam S.C.A. increased its stake in The Ensign Group by 264.9% in the 1st quarter. Candriam S.C.A. now owns 259,917 shares of the company’s stock valued at $52,373,000 after buying an additional 188,679 shares during the last quarter. Institutional investors own 96.12% of the company’s stock.

The Ensign Group Stock Performance

NASDAQ ENSG opened at $183.14 on Wednesday. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.06. The firm’s fifty day moving average price is $165.47 and its two-hundred day moving average price is $183.93. The Ensign Group, Inc. has a 1 year low of $141.58 and a 1 year high of $218.00. The firm has a market capitalization of $10.70 billion, a P/E ratio of 28.71, a price-to-earnings-growth ratio of 1.74 and a beta of 0.69.

The Ensign Group (NASDAQ:ENSG) last announced its quarterly earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, beating analysts’ consensus estimates of $1.80 by $0.12. The firm had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.44 billion. The Ensign Group had a net margin of 6.90% and a return on equity of 17.12%. The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter last year, the company posted $1.59 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, research analysts anticipate that The Ensign Group, Inc. will post 6.82 EPS for the current year.

The Ensign Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be paid a $0.065 dividend. This represents a $0.26 annualized dividend and a yield of 0.1%. The ex-dividend date is Tuesday, June 30th. The Ensign Group’s dividend payout ratio (DPR) is 4.08%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on ENSG shares. Wall Street Zen downgraded shares of The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday. Zacks Research downgraded The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Weiss Ratings lowered The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 16th. Truist Financial reduced their price target on The Ensign Group from $215.00 to $202.00 and set a “hold” rating for the company in a research report on Tuesday, July 14th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $228.00 price target on shares of The Ensign Group in a research note on Tuesday. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, The Ensign Group has a consensus rating of “Moderate Buy” and an average price target of $215.00.

Insider Transactions at The Ensign Group

In related news, Director Barry M. Smith sold 700 shares of The Ensign Group stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total transaction of $114,996.00. Following the completion of the transaction, the director owned 21,352 shares in the company, valued at approximately $3,507,706.56. This trade represents a 3.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John O. Agwunobi sold 392 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $171.06, for a total value of $67,055.52. Following the transaction, the director directly owned 9,503 shares in the company, valued at approximately $1,625,583.18. This trade represents a 3.96% 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. Insiders have sold 1,792 shares of company stock valued at $309,599 in the last quarter. 4.00% of the stock is currently owned by corporate insiders.

The Ensign Group News Summary

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

• Positive Sentiment: Q2 earnings beat expectations: Adjusted EPS was $1.92, exceeding the $1.80 consensus estimate and rising 20.8% year over year. GAAP diluted EPS increased 16.7% to $1.68, while revenue climbed 17.3% to $1.44 billion. The Ensign Group Reports Second Quarter 2026 Results
• Positive Sentiment: Guidance was raised: Ensign increased 2026 adjusted EPS guidance to $7.75–$7.85 from $7.48–$7.62 and revenue guidance to $5.87–$5.92 billion from $5.81–$5.86 billion. The new EPS midpoint is projected to grow 18.7% from 2025.
• Positive Sentiment: Operating trends remained favorable: Same-facility occupancy improved to 84.1%, skilled mix revenue increased 10.1%, and management cited clinical quality measures above peer averages and rehospitalization rates below the national average. Ensign also added 20 operations and reported $262.3 million in cash plus $591.6 million of available credit.
• Positive Sentiment: Analyst valuation support: The reported consensus price target is approximately $213.50, implying potential upside relative to recent trading levels. Consensus price target report
• Neutral Sentiment: Insider selling: Director John O. Agwunobi sold 392 shares for approximately $67,056 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his holdings by 3.96%, but the planned nature of the sale limits its significance as a bearish signal.
• Negative Sentiment: Legal overhang persists: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations tied to allegations raised in a Hunterbrook short-seller report concerning staffing, care quality and financial disclosures. The claims remain allegations and could create litigation, regulatory and reputational risks. Kaplan Fox investigation
• Negative Sentiment: Acquisition execution risk: Newly acquired facilities have below-average occupancy and significant clinical and operational challenges, which could pressure margins if integration takes longer than expected.

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.