21,400 Shares in The Ensign Group, Inc. $ENSG Bought by Renaissance Technologies LLC

Key Points

• Renaissance Technologies bought a new 21,400-share stake in The Ensign Group during the first quarter, valued at approximately $4.3 million. Institutional investors and hedge funds collectively own 96.12% of ENSG.
• The Ensign Group reported quarterly EPS of $1.92, beating estimates of $1.80, while revenue rose 16.7% year over year to $1.44 billion. The company issued fiscal 2026 EPS guidance of $7.75–$7.85.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $216.25, although two directors recently sold shares under pre-arranged Rule 10b5-1 plans.

Renaissance Technologies LLC bought a new stake in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 21,400 shares of the company's stock, valued at approximately $4,312,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Gamco Investors INC. ET AL lifted its position in The Ensign Group by 1.0% during the 1st quarter. Gamco Investors INC. ET AL now owns 10,475 shares of the company's stock worth $2,111,000 after buying an additional 100 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of The Ensign Group by 7.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 457,667 shares of the company's stock valued at $92,220,000 after acquiring an additional 30,521 shares in the last quarter. Bank of Nova Scotia acquired a new stake in shares of The Ensign Group in the first quarter valued at about $484,000. Lido Advisors LLC increased its position in shares of The Ensign Group by 7.3% in the first quarter. Lido Advisors LLC now owns 3,746 shares of the company's stock valued at $755,000 after acquiring an additional 255 shares during the last quarter. Finally, State of Wyoming raised its holdings in The Ensign Group by 5.9% during the first quarter. State of Wyoming now owns 2,466 shares of the company's stock worth $497,000 after acquiring an additional 138 shares in the last quarter. 96.12% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director John O. Agwunobi sold 392 shares of the firm'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 completion of the sale, the director directly owned 9,503 shares of the company's stock, valued at $1,625,583.18. This trade represents a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 Ensign Group stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total value of $114,996.00. Following the transaction, the director owned 21,352 shares of the company's stock, valued at $3,507,706.56. This represents a 3.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 4.00% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on ENSG. Royal Bank Of Canada reissued an "outperform" rating and set a $228.00 price target on shares of The Ensign Group in a research report on Tuesday, July 28th. Truist Financial boosted their price target on The Ensign Group from $202.00 to $207.00 and gave the stock a "hold" rating in a research report on Thursday, July 30th. Wall Street Zen cut The Ensign Group from a "buy" rating to a "hold" rating in a research note on Saturday, July 25th. Finally, Weiss Ratings downgraded The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, June 16th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $216.25.

The Ensign Group Stock Up 1.7%

The Ensign Group stock opened at $181.66 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.21. The company's 50-day moving average is $166.34 and its 200-day moving average is $183.97. The firm has a market capitalization of $10.59 billion, a PE ratio of 28.47, a P/E/G ratio of 1.72 and a beta of 0.68. The Ensign Group, Inc. has a fifty-two week low of $141.58 and a fifty-two week high of $218.00.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last issued its earnings results on Monday, July 27th. The company reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 16.75%. The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.44 billion. During the same period last year, the business posted $1.59 EPS. The Ensign Group's revenue was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Sell-side analysts anticipate that The Ensign Group, Inc. will post 6.93 earnings per share for the current year.

The Ensign Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th were paid a $0.065 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $0.26 annualized dividend and a yield of 0.1%. The Ensign Group's dividend payout ratio is currently 4.08%.

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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