Oppenheimer Asset Management Inc. Sells 6,217 Shares of The Ensign Group, Inc. $ENSG

Key Points

• Oppenheimer Asset Management trimmed its position in The Ensign Group by 8.7%, selling 6,217 shares and ending the quarter with 65,085 shares worth roughly $11.34 million.
• The Ensign Group beat Q1 EPS expectations at $1.85 and raised FY‑2026 guidance to about 7.48–7.62 EPS, though Q1 revenue slightly missed estimates at $1.39 billion, and the company announced acquisitions and real‑estate purchases to expand its footprint.
• Insiders have been net sellers (17,173 shares sold in the past 90 days, including recent sales by a director and the CFO); institutional ownership is high at about 96% while insiders own roughly 4%.

Oppenheimer Asset Management Inc. cut its holdings in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 8.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 65,085 shares of the company's stock after selling 6,217 shares during the period. Oppenheimer Asset Management Inc. owned 0.11% of The Ensign Group worth $11,338,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the business. Private Trust Co. NA increased its position in The Ensign Group by 156.5% in the 4th quarter. Private Trust Co. NA now owns 159 shares of the company's stock worth $28,000 after buying an additional 97 shares during the period. Harbor Investment Advisory LLC increased its position in The Ensign Group by 125.6% in the 4th quarter. Harbor Investment Advisory LLC now owns 194 shares of the company's stock worth $34,000 after buying an additional 108 shares during the period. Root Financial Partners LLC bought a new position in The Ensign Group in the 3rd quarter worth approximately $35,000. Larson Financial Group LLC increased its position in The Ensign Group by 76.9% in the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company's stock worth $36,000 after buying an additional 90 shares during the period. Finally, Caitlin John LLC bought a new position in The Ensign Group in the 3rd quarter worth approximately $39,000. 96.12% of the stock is currently owned by institutional investors.

More 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

Insiders Place Their Bets

In other news, Director Daren Shaw sold 1,000 shares of the business's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $213.43, for a total value of $213,430.00. Following the transaction, the director directly owned 23,726 shares of the company's stock, valued at $5,063,840.18. The trade was a 4.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Suzanne D. Snapper sold 8,258 shares of the business's stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $194.48, for a total value of $1,606,015.84. Following the completion of the transaction, the chief financial officer directly owned 277,462 shares in the company, valued at $53,960,809.76. The trade was a 2.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 17,173 shares of company stock worth $3,377,311 over the last ninety days. 4.00% of the stock is owned by insiders.

The Ensign Group Stock Down 1.6%

Shares of ENSG opened at $183.72 on Friday. The company has a market capitalization of $10.64 billion, a P/E ratio of 31.46, a PEG ratio of 1.83 and a beta of 0.73. 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 Ensign Group, Inc. has a one year low of $128.08 and a one year high of $218.00. The business's 50 day simple moving average is $202.39 and its 200-day simple moving average is $189.26.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $1.85 EPS for the quarter, topping the consensus estimate of $1.79 by $0.06. The business had revenue of $1.39 billion for the quarter, compared to the consensus estimate 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 was up 18.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.52 EPS. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, sell-side analysts predict that The Ensign Group, Inc. will post 6.79 EPS for the current fiscal year.

The Ensign Group Announces Dividend

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

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Zacks Research downgraded The Ensign Group from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 6th. UBS Group set a $230.00 price objective on The Ensign Group and gave the company a "buy" rating in a research note on Friday, February 6th. Wall Street Zen upgraded The Ensign Group from a "hold" rating to a "buy" rating in a research note on Saturday, February 7th. Truist Financial set a $215.00 price objective on The Ensign Group and gave the company a "hold" rating in a research note on Friday, February 6th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a research note on Monday, February 9th. Four investment 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 company presently has a consensus rating of "Moderate Buy" and an average target price of $216.75.

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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