The Ensign Group (NASDAQ:ENSG – Get Free Report) issued its quarterly earnings data on Thursday. The company reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.80 by $0.05, FiscalAI reports. The Ensign Group had a net margin of 6.80% and a return on equity of 16.76%. The firm had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the previous year, the firm posted $1.52 EPS. The company’s revenue for the quarter was up 18.4% compared to the same quarter last year. The Ensign Group updated its FY 2026 guidance to 7.480-7.620 EPS.
The Ensign Group Price Performance
The Ensign Group stock traded up $0.29 during mid-day trading on Thursday, hitting $186.69. The stock had a trading volume of 590,167 shares, compared to its average volume of 326,600. The firm has a market capitalization of $10.81 billion, a P/E ratio of 31.97, a P/E/G ratio of 1.83 and a beta of 0.81. The company has a current ratio of 1.42, a quick ratio of 1.42 and a debt-to-equity ratio of 0.06. The firm’s 50 day moving average is $202.39 and its 200 day moving average is $189.26. The Ensign Group has a one year low of $126.04 and a one year high of $218.00.
The Ensign Group Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Tuesday, March 31st will be issued a $0.065 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $0.26 annualized dividend and a yield of 0.1%. The Ensign Group’s dividend payout ratio is currently 4.45%.
Key Stories Impacting The Ensign Group
- Positive Sentiment: Q1 EPS beat and management raised FY2026 guidance — ENSG reported $1.85 EPS, topping estimates, and raised full‑year EPS guidance to $7.480–$7.620 (above consensus). This combination of an earnings beat plus an upward guidance revision is a primary bullish catalyst. The Ensign Group Reports First Quarter 2026 Results; Raises 2026 Annual Earnings and Revenue Guidance
- Positive Sentiment: Strong revenue growth year‑over‑year — Q1 revenue rose ~18.4% year over year, signaling continued top‑line expansion as Ensign scales operations and same‑store improvements. That growth supports the raised FY revenue forecast. Press Release / Q1 Results PDF
- Positive Sentiment: Strategic acquisitions and real‑estate purchases — Ensign announced multiple acquisitions and property purchases (Texas and Wisconsin), expanding its operator footprint and captive REIT holdings; these deals support longer‑term cash flow and revenue visibility. The Ensign Group Acquires Real Estate and Expands Operations in Texas The Ensign Group Purchases Facilities in Wisconsin
- Neutral Sentiment: Investor access: earnings call scheduled — Management scheduled a conference call/webcast to discuss results and guidance, giving investors a chance to hear detail and ask questions; the call may add short‑term volatility but provides transparency. The Ensign Group Schedules First Quarter 2026 Earnings Call
- Negative Sentiment: Revenue narrowly missed quarterly estimates — While revenue grew year over year, reported Q1 sales were slightly below some analyst estimates, which could temper near‑term sentiment for investors focused on quarterly beats. The Ensign Group reports sales below analyst estimates in Q1
Insider Buying and Selling
In other news, Director Daren Shaw sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $213.43, for a total transaction of $213,430.00. Following the completion of the transaction, the director owned 23,726 shares in the company, valued at $5,063,840.18. This trade represents a 4.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John O. Agwunobi sold 392 shares of the firm’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $199.97, for a total value of $78,388.24. Following the transaction, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 17,173 shares of company stock worth $3,377,311 in the last three months. Corporate insiders own 4.00% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors have recently made changes to their positions in ENSG. Northwestern Mutual Wealth Management Co. grew its position in shares of The Ensign Group by 55.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company’s stock valued at $30,000 after purchasing an additional 61 shares in the last quarter. Larson Financial Group LLC grew its position in shares of The Ensign Group by 76.9% during the third quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock valued at $36,000 after purchasing an additional 90 shares in the last quarter. Wexford Capital LP purchased a new position in shares of The Ensign Group during the third quarter valued at about $41,000. Geneos Wealth Management Inc. grew its position in shares of The Ensign Group by 150.3% during the first quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock valued at $50,000 after purchasing an additional 230 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of The Ensign Group during the third quarter valued at about $53,000. Hedge funds and other institutional investors own 96.12% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently issued reports on ENSG shares. UBS Group set a $230.00 price objective on shares of The Ensign Group and gave the company a “buy” rating in a research report on Friday, February 6th. Weiss Ratings reissued a “buy (b)” rating on shares of The Ensign Group in a research report on Tuesday, April 21st. Royal Bank Of Canada reissued an “outperform” rating and set a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Truist Financial set a $215.00 price objective on shares of The Ensign Group and gave the company a “hold” rating in a research report on Friday, February 6th. Finally, Wall Street Zen raised shares of The Ensign Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Five 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 company currently has an average rating of “Moderate Buy” and an average price target of $204.60.
Get Our Latest Stock Analysis on The Ensign Group
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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