Arrowstreet Capital Limited Partnership Acquires 30,521 Shares of The Ensign Group, Inc. $ENSG

Key Points

• Arrowstreet Capital boosted its stake in The Ensign Group by 7.1% in the first quarter, buying 30,521 additional shares and bringing its total to 457,667 shares valued at about $92.2 million.
• The Ensign Group reported strong quarterly results, with EPS of $1.85 beating estimates and revenue up 18.4% year over year, while it also set FY 2026 guidance at $7.48 to $7.62 EPS.
• The company declared a quarterly dividend of $0.065 per share, and analysts currently view the stock as a Moderate Buy with a consensus price target of $213.50.

Arrowstreet Capital Limited Partnership increased its holdings in shares of The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 7.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 457,667 shares of the company's stock after buying an additional 30,521 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.78% of The Ensign Group worth $92,220,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Baillie Gifford & Co. lifted its holdings in shares of 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 period. Norges Bank bought a new position in The Ensign Group during the 4th quarter worth $134,660,000. Turtle Creek Asset Management Inc. bought a new position in The Ensign Group during the 3rd quarter worth $78,840,000. Wasatch Advisors LP lifted its holdings in The Ensign Group by 6.0% during the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company's stock worth $548,961,000 after buying an additional 199,983 shares during the period. Finally, Candriam S.C.A. lifted its holdings in The Ensign Group by 264.9% during the 1st quarter. Candriam S.C.A. now owns 259,917 shares of the company's stock worth $52,373,000 after buying an additional 188,679 shares during the period. 96.12% of the stock is owned by institutional investors.

The Ensign Group Trading Up 3.3%

Shares of ENSG stock opened at $172.99 on Friday. The company has a market cap of $10.11 billion, a P/E ratio of 28.17, a PEG ratio of 1.69 and a beta of 0.69. The stock has a 50 day simple moving average of $165.30 and a two-hundred day simple moving average of $183.85. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.56 and a current ratio of 1.56. 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 posted its quarterly earnings results on Thursday, April 30th. The company reported $1.85 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.79 by $0.06. The firm had revenue of $1.39 billion for the quarter, compared to analysts' expectations of $1.40 billion. The Ensign Group had a return on equity of 16.78% and a net margin of 6.89%.The company's revenue for the quarter was up 18.4% compared to the same quarter last year. During the same period in the prior year, the business earned $1.52 EPS. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. Research analysts forecast that The Ensign Group, Inc. will post 6.82 earnings per share for the current year.

The Ensign Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th will be issued a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, June 30th. The Ensign Group's dividend payout ratio (DPR) is presently 4.23%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on ENSG shares. Weiss Ratings cut The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, June 16th. Wall Street Zen lowered The Ensign Group from a "buy" rating to a "hold" rating in a research note on Saturday. Royal Bank Of Canada reissued an "outperform" rating on shares of The Ensign Group in a research report on Tuesday, June 9th. Zacks Research lowered shares of The Ensign Group from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. Finally, Truist Financial dropped their price target on shares of The Ensign Group from $215.00 to $202.00 and set a "hold" rating on the stock in a research report on Tuesday, July 14th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $213.50.

Insiders Place Their Bets

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of The Ensign Group stock in a transaction 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 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. Company insiders own 4.00% of the company's stock.

About The Ensign Group

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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