Strs Ohio Buys 5,800 Shares of The Ensign Group, Inc. $ENSG

Key Points

• Strs Ohio increased its stake in The Ensign Group by 81.7%, acquiring 5,800 shares to hold 12,900 shares valued at about $2.247 million per its latest SEC filing.
• Company insiders have been selling recently — the CFO sold 8,258 shares and the VP 500 shares, with insiders offloading 16,473 shares (~$3.26 million) in the past 90 days; insiders now own roughly 4% of the stock.
• The Ensign Group beat quarterly EPS estimates ($1.85 vs. $1.79), reported 18.4% year-over-year revenue growth, and set FY2026 EPS guidance of 7.48–7.62; analysts have a "Moderate Buy" consensus and an average target of $216.75.

Strs Ohio boosted its stake in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 81.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,900 shares of the company's stock after purchasing an additional 5,800 shares during the quarter. Strs Ohio's holdings in The Ensign Group were worth $2,247,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Private Trust Co. NA lifted its position in shares of The Ensign Group by 156.5% in the fourth quarter. Private Trust Co. NA now owns 159 shares of the company's stock worth $28,000 after buying an additional 97 shares in the last quarter. Harbor Investment Advisory LLC grew its holdings in The Ensign Group by 125.6% during the 4th quarter. Harbor Investment Advisory LLC now owns 194 shares of the company's stock valued at $34,000 after buying an additional 108 shares in the last quarter. Root Financial Partners LLC purchased a new position in The Ensign Group during the 3rd quarter valued at approximately $35,000. Larson Financial Group LLC raised its holdings 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 worth $36,000 after acquiring an additional 90 shares in the last quarter. Finally, Caitlin John LLC purchased a new stake in shares of The Ensign Group during the 3rd quarter worth approximately $39,000. Institutional investors own 96.12% of the company's stock.

Insider Activity

In other The Ensign Group news, VP Beverly B. Wittekind sold 500 shares of the firm's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $210.23, for a total value of $105,115.00. Following the completion of the sale, the vice president owned 32,779 shares of the company's stock, valued at $6,891,129.17. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Suzanne D. Snapper sold 8,258 shares of the firm's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $194.48, for a total transaction of $1,606,015.84. Following the completion of the sale, the chief financial officer directly owned 277,462 shares of the company's stock, valued at approximately $53,960,809.76. The trade was a 2.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 16,473 shares of company stock worth $3,257,233 in the last 90 days. Company insiders own 4.00% of the company's stock.

The Ensign Group Stock Performance

NASDAQ ENSG opened at $175.95 on Wednesday. The business's 50 day moving average price is $201.70 and its 200-day moving average price is $189.41. The Ensign Group, Inc. has a fifty-two week low of $129.91 and a fifty-two week high of $218.00. The company has a market cap of $10.28 billion, a P/E ratio of 28.66, a P/E/G ratio of 1.79 and a beta of 0.73. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.56 and a current ratio of 1.56.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $1.85 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.79 by $0.06. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. The Ensign Group had a return on equity of 16.78% and a net margin of 6.89%.The Ensign Group's revenue was up 18.4% on a year-over-year basis. During the same period last year, the company earned $1.52 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. Sell-side analysts predict that The Ensign Group, Inc. will post 6.79 earnings per share for the current year.

The Ensign Group Dividend Announcement

The company 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 was Tuesday, March 31st. The Ensign Group's dividend payout ratio (DPR) is 4.23%.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Weiss Ratings reissued a "buy (b)" rating on shares of The Ensign Group in a report on Tuesday, April 21st. Truist Financial set a $215.00 price objective on shares of The Ensign Group and gave the company a "hold" rating in a research report on Friday, February 6th. UBS Group set a $230.00 price objective on shares of The Ensign Group and gave the stock a "buy" rating in a research note on Friday, February 6th. Royal Bank Of Canada restated an "outperform" rating and set a $222.00 target price (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Finally, Wall Street Zen raised shares of The Ensign Group from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $216.75.

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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