Bank of New York Mellon Corp Takes Position in The Ensign Group, Inc. $ENSG

Key Points

• Bank of New York Mellon acquired 408,418 shares of The Ensign Group in the second quarter, worth approximately $65.5 million and representing about 0.70% of the company. Institutional investors collectively own 96.12% of ENSG.
• The Ensign Group reported quarterly earnings of $1.92 per share, beating estimates of $1.80, while revenue rose 16.7% year over year to $1.44 billion. The company provided fiscal 2026 EPS guidance of $7.75–$7.85.
• Analyst sentiment remains positive but mixed, with four Buy ratings and two Holds, producing a “Moderate Buy” consensus and an average price target of $216.25. Two directors recently sold shares under pre-arranged Rule 10b5-1 plans.

Bank of New York Mellon Corp bought a new stake in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 408,418 shares of the company's stock, valued at approximately $65,470,000. Bank of New York Mellon Corp owned approximately 0.70% of The Ensign Group at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ENSG. Monetary Solutions Ltd bought a new stake in The Ensign Group in the 4th quarter valued at $30,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of The Ensign Group by 55.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company's stock worth $30,000 after acquiring an additional 61 shares during the period. Bayban bought a new position in shares of The Ensign Group during the 4th quarter worth about $31,000. Cedar Mountain Advisors LLC acquired a new stake in shares of The Ensign Group during the 1st quarter valued at about $32,000. Finally, Larson Financial Group LLC boosted its position in shares of The Ensign Group by 76.9% during the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company's stock valued at $36,000 after acquiring an additional 90 shares in the last quarter. 96.12% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director John O. Agwunobi sold 392 shares of the firm's stock in a transaction 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 in the company, valued at approximately $1,625,583.18. This trade represents a 3.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through 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 dated 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 transaction, the director directly 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 research analysts recently issued reports on ENSG shares. Wall Street Zen lowered shares of The Ensign Group from a "buy" rating to a "hold" rating in a research report on Saturday, July 25th. Weiss Ratings downgraded The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, June 16th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $228.00 price objective on shares of The Ensign Group in a research note on Tuesday, July 28th. Finally, Truist Financial increased their target price on The Ensign Group from $202.00 to $207.00 and gave the stock a "hold" rating in a report on Thursday, July 30th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, The Ensign Group currently has an average rating of "Moderate Buy" and an average target price of $216.25.

The Ensign Group Price Performance

NASDAQ:ENSG opened at $180.63 on Thursday. The firm has a market cap of $10.53 billion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 1.72 and a beta of 0.68. The Ensign Group, Inc. has a 12 month low of $141.58 and a 12 month high of $218.00. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 0.06. The company's 50-day moving average price is $172.62 and its two-hundred day moving average price is $184.47.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last posted its quarterly earnings data on Monday, July 27th. The company reported $1.92 earnings per share for the quarter, topping 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 company had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.44 billion. During the same quarter last year, the business posted $1.59 earnings per share. The company'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. On average, equities analysts anticipate that The Ensign Group, Inc. will post 6.93 EPS for the current fiscal year.

The Ensign Group Announces Dividend

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

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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