Mitsubishi UFJ Trust & Banking Corp Purchases 18,699 Shares of The Ensign Group, Inc. $ENSG

Key Points

• Mitsubishi UFJ Trust & Banking boosted its stake in The Ensign Group by 52.5%, buying 18,699 shares to hold 54,336 shares worth about $9.47 million, and institutional investors now own roughly 96.12% of the stock.
• The Ensign Group beat Q1 EPS expectations ($1.85 vs. $1.79), raised FY‑2026 EPS guidance to 7.48–7.62, but Q1 revenue of $1.39B slightly missed estimates and the stock traded down (~1.6%) with a consensus target of $216.75.
• Company insiders have sold a total of 17,173 shares (~$3.38M) over the last 90 days (insiders now own ~4% of shares), including recent Rule 10b5‑1 sales by a director and the VP.

Mitsubishi UFJ Trust & Banking Corp grew its position in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 52.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 54,336 shares of the company's stock after purchasing an additional 18,699 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.09% of The Ensign Group worth $9,465,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ENSG. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in The Ensign Group by 9.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 161,946 shares of the company's stock worth $20,956,000 after buying an additional 14,590 shares during the period. Geneos Wealth Management Inc. grew its stake in The Ensign Group by 150.3% in the first quarter. Geneos Wealth Management Inc. now owns 383 shares of the company's stock valued at $50,000 after acquiring an additional 230 shares during the period. EverSource Wealth Advisors LLC grew its stake in The Ensign Group by 65.9% in the second quarter. EverSource Wealth Advisors LLC now owns 536 shares of the company's stock valued at $83,000 after acquiring an additional 213 shares during the period. Amundi increased its holdings in shares of The Ensign Group by 480,216.7% in the second quarter. Amundi now owns 57,638 shares of the company's stock worth $8,583,000 after acquiring an additional 57,626 shares in the last quarter. Finally, Brown Advisory Inc. increased its holdings in shares of The Ensign Group by 26.1% in the second quarter. Brown Advisory Inc. now owns 2,037 shares of the company's stock worth $314,000 after acquiring an additional 421 shares in the last quarter. 96.12% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, Director Barry M. Smith sold 700 shares of the firm's stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $196.65, for a total value of $137,655.00. Following the completion of the transaction, the director owned 22,152 shares of the company's stock, valued at approximately $4,356,190.80. This trade represents a 3.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Beverly B. Wittekind sold 500 shares of The Ensign Group stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $210.23, for a total transaction of $105,115.00. Following the completion of the sale, the vice president owned 32,779 shares in the company, valued at $6,891,129.17. The trade was a 1.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,173 shares of company stock valued at $3,377,311 over the last 90 days. 4.00% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on ENSG shares. Weiss Ratings reiterated a "buy (b)" rating on shares of The Ensign Group in a report on Tuesday, April 21st. Zacks Research downgraded shares of The Ensign Group from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. Wall Street Zen raised shares of The Ensign Group from a "hold" rating to a "buy" rating in a research note on Saturday, February 7th. UBS Group set a $230.00 price target on shares of The Ensign Group and gave the company a "buy" rating in a report on Friday, February 6th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, The Ensign Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $216.75.

The Ensign Group Stock Down 1.6%

ENSG stock opened at $183.72 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.42 and a quick ratio of 1.42. The stock has a market capitalization of $10.64 billion, a P/E ratio of 29.92, a P/E/G ratio of 1.80 and a beta of 0.73. The Ensign Group, Inc. has a fifty-two week low of $128.08 and a fifty-two week high of $218.00. The business has a 50-day moving average of $202.39 and a 200-day moving average of $189.34.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $1.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.79 by $0.06. The business had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.40 billion. The Ensign Group had a return on equity of 17.26% and a net margin of 6.89%.The Ensign Group's revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter last year, the firm earned $1.52 EPS. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. On average, sell-side analysts anticipate that The Ensign Group, Inc. will post 6.79 earnings per share for the current fiscal year.

The Ensign Group Announces Dividend

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

Key The Ensign Group News

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

• Positive Sentiment: Q1 EPS beat — Ensign reported earnings of $1.85 per share versus the Zacks consensus of $1.79, up from $1.52 a year ago (accelerating profitability). Article Title
• Positive Sentiment: Raised FY‑2026 guidance — management lifted full‑year EPS guidance to roughly 7.48–7.62 (above consensus) and raised revenue targets, signaling confidence in growth and margins. Article Title
• Positive Sentiment: Portfolio expansion — Ensign announced acquisitions and real‑estate purchases (Texas and Wisconsin), expanding operating footprint and REIT-owned assets that should support revenue/lease income. Article Title
• Neutral Sentiment: Conference call/webcast scheduled — management will host a call and provide slides tomorrow; useful for color on patient mix, margin drivers and the assumptions behind the raised guidance. Article Title
• Negative Sentiment: Revenue slightly missed estimates — Q1 revenue came in about $1.39B vs. ~$1.40B consensus; some coverage flagged sales below estimates, which can temper enthusiasm despite the EPS beat. Article Title

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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