B. Metzler seel. Sohn & Co. AG Has $8.13 Million Position in The Ensign Group, Inc. $ENSG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in The Ensign Group by 46.9% in Q4 to 46,660 shares worth about $8.13 million, while institutional investors collectively own 96.12% of the company (Baillie Gifford holds ~2.82M shares, ~$487M).
• Analysts rate ENSG a consensus “Moderate Buy” with a consensus price target of $204.60, and several firms (RBC, UBS, Weiss, Wall Street Zen) recently reiterated or upgraded their ratings.
• The company beat quarterly EPS estimates ($1.82 vs. $1.75) with revenue up 20.2% y/y, and issued FY2026 EPS guidance of 7.41–7.61.

B. Metzler seel. Sohn & Co. AG increased its position in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 46.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,660 shares of the company's stock after buying an additional 14,893 shares during the period. B. Metzler seel. Sohn & Co. AG owned 0.08% of The Ensign Group worth $8,128,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. SG Americas Securities LLC increased its holdings in The Ensign Group by 378.6% in the third quarter. SG Americas Securities LLC now owns 22,346 shares of the company's stock worth $3,861,000 after buying an additional 17,677 shares during the last quarter. Baillie Gifford & Co. increased its holdings in The Ensign Group by 96.2% in the third quarter. Baillie Gifford & Co. now owns 2,818,609 shares of the company's stock worth $486,971,000 after buying an additional 1,382,035 shares during the last quarter. Equitable Trust Co. increased its holdings in The Ensign Group by 260.5% in the third quarter. Equitable Trust Co. now owns 29,026 shares of the company's stock worth $5,015,000 after buying an additional 20,975 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp acquired a new position in The Ensign Group in the third quarter worth approximately $6,157,000. Finally, Citigroup Inc. increased its holdings in The Ensign Group by 16.6% in the third quarter. Citigroup Inc. now owns 56,612 shares of the company's stock worth $9,781,000 after buying an additional 8,056 shares during the last quarter. Institutional investors and hedge funds own 96.12% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on ENSG shares. Royal Bank Of Canada restated an "outperform" rating and issued a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a report on Monday, February 9th. UBS Group set a $230.00 price objective on The Ensign Group and gave the stock a "buy" rating in a report on Friday, February 6th. Truist Financial set a $215.00 price objective on The Ensign Group and gave the stock a "hold" rating in a report on Friday, February 6th. Weiss Ratings restated a "buy (b)" rating on shares of The Ensign Group in a report on Tuesday. Finally, Wall Street Zen upgraded The Ensign Group from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Five analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $204.60.

The Ensign Group Trading Up 1.7%

Shares of The Ensign Group stock opened at $189.34 on Friday. The company's fifty day simple moving average is $204.66 and its 200-day simple moving average is $188.85. The company has a market cap of $10.97 billion, a price-to-earnings ratio of 32.42, a PEG 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 Ensign Group, Inc. has a 1 year low of $123.56 and a 1 year high of $218.00.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.75 by $0.07. The business had revenue of $1.36 billion for the quarter, compared to the consensus estimate of $1.37 billion. The Ensign Group had a net margin of 6.80% and a return on equity of 16.76%. The Ensign Group's quarterly revenue was up 20.2% on a year-over-year basis. During the same quarter last year, the company posted $1.49 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. As a group, sell-side analysts expect that The Ensign Group, Inc. will post 6.79 EPS for the current year.

The Ensign Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be paid a $0.065 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The Ensign Group's dividend payout ratio (DPR) is presently 4.45%.

Insiders Place Their Bets

In other news, VP Beverly B. Wittekind sold 500 shares of the firm's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $210.23, for a total value of $105,115.00. Following the sale, the vice president owned 32,779 shares in the company, valued at approximately $6,891,129.17. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Barry M. Smith sold 700 shares of the firm's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $196.65, for a total transaction of $137,655.00. Following the completion of the sale, the director owned 22,152 shares in the company, valued at approximately $4,356,190.80. The trade was a 3.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 valued at $3,377,311 in the last 90 days. 4.00% of the stock is currently owned by corporate insiders.

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.

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