Crow s Nest Holdings LP Decreases Stock Position in The Ensign Group, Inc. $ENSG

Key Points

• Crow’s Nest Holdings LP cut its Ensign Group stake by 25.3% in the second quarter, selling 77,708 shares and retaining 230,000 shares worth approximately $36.9 million. Ensign remains the fund’s third-largest holding and represents 11.2% of its portfolio.
• Ensign reported quarterly EPS of $1.92, ahead of the $1.80 consensus, while revenue increased 16.7% year over year to $1.44 billion. Institutional investors own 96.12% of the company, which also maintains low leverage with a 0.06 debt-to-equity ratio.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $216.25, but recent securities-law investigations by Rosen Law Firm and Kaplan Fox introduce additional litigation and reputational risk.

Crow s Nest Holdings LP decreased its stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 25.3% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 230,000 shares of the company's stock after selling 77,708 shares during the period. The Ensign Group accounts for 11.2% of Crow s Nest Holdings LP's investment portfolio, making the stock its 3rd largest position. Crow s Nest Holdings LP owned about 0.39% of The Ensign Group worth $36,869,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Cedar Mountain Advisors LLC purchased a new stake in shares of The Ensign Group in the first quarter worth about $32,000. Transamerica Financial Advisors LLC bought a new position in shares of The Ensign Group in the second quarter valued at approximately $26,000. Monetary Solutions Ltd purchased a new position in The Ensign Group during the fourth quarter valued at approximately $30,000. Northwestern Mutual Wealth Management Co. grew its stake in 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 acquiring an additional 61 shares in the last quarter. Finally, Bayban bought a new stake in The Ensign Group during the 4th quarter worth approximately $31,000. Institutional investors own 96.12% of the company's stock.

The Ensign Group Stock Performance

Shares of ENSG opened at $170.79 on Monday. The firm's 50 day simple moving average is $174.45 and its 200 day simple moving average is $182.73. The company has a market capitalization of $9.95 billion, a P/E ratio of 26.77, a P/E/G ratio of 1.62 and a beta of 0.69. 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 Ensign Group, Inc. has a 1-year low of $141.58 and a 1-year high of $218.00.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced 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 analyst estimates of $1.44 billion. During the same period in the previous year, the business posted $1.59 earnings per share. The Ensign Group's revenue for the quarter 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 forecast that The Ensign Group, Inc. will post 7.04 earnings per share for the current fiscal year.

The Ensign Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were given a $0.065 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $0.26 annualized dividend and a yield of 0.2%. The Ensign Group's payout ratio is 4.08%.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Weiss Ratings downgraded shares of The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, June 16th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $228.00 price target on shares of The Ensign Group in a report on Tuesday, July 28th. Truist Financial increased their price objective 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. Finally, Wall Street Zen lowered The Ensign Group from a "buy" rating to a "hold" rating in a research note on Saturday, July 25th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $216.25.

Key The Ensign Group News

Here are the key news stories impacting The Ensign Group this week:

• Positive Sentiment: Zacks Research raised its earnings forecasts across multiple periods. Estimates increased to $6.98 EPS for fiscal 2026, $7.26 for fiscal 2027 and $8.19 for fiscal 2028, from prior forecasts of $6.77, $7.06 and $7.89, respectively. Quarterly estimates were also lifted, including Q3 2026 to $1.73 EPS and Q4 2026 to $1.86. The revisions indicate improving analyst expectations for Ensign’s growth and could support the shares. MarketBeat analyst estimates
• Neutral Sentiment: Ensign’s latest reported quarter showed $1.92 EPS, above the $1.80 consensus estimate, while revenue rose 16.7% year over year to $1.44 billion. The company also maintains modest leverage, with a debt-to-equity ratio of 0.06. These fundamentals provide some support, although the market is focusing more heavily on the current legal developments.
• Negative Sentiment: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations. The firms are seeking investors who suffered losses and allege that Ensign may have provided materially misleading business information. The announcements do not establish wrongdoing, and no outcome has been reported, but the investigations add litigation risk, potential costs and reputational pressure. The repeated notices likely explain much of the current weakness in ENSG. Rosen Law Firm investigation Kaplan Fox investigation

Insider Transactions at The Ensign Group

In related news, Director John Agwunobi sold 392 shares of the 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 transaction, the director owned 9,503 shares of the company's stock, valued at $1,625,583.18. This represents a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 4.00% of the company's stock.

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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