The Ensign Group, Inc. $ENSG Shares Sold by Copeland Capital Management LLC

Key Points

• Copeland Capital Management trimmed its stake in The Ensign Group by 5.3% in Q4, selling 35,799 shares and now owns 641,400 shares (about 1.11% of the company) valued at $111.7M, with institutional investors holding 96.12% of the stock.
• Insider selling has been notable: the CFO sold 4,573 shares for roughly $896,811 and a director sold 392 shares, with insiders offloading 17,173 shares (~$3.38M) in the past 90 days; insiders still own 4.0%.
• Analysts and results: ENSG holds a "Moderate Buy" consensus (five Buys, two Holds) with a $204.60 price target, and recently beat EPS estimates while reporting 20.2% YoY revenue growth and issuing FY2026 guidance of $7.41–$7.61 EPS.

Copeland Capital Management LLC lessened its stake in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 5.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 641,400 shares of the company's stock after selling 35,799 shares during the quarter. The Ensign Group makes up 2.5% of Copeland Capital Management LLC's holdings, making the stock its biggest position. Copeland Capital Management LLC owned about 1.11% of The Ensign Group worth $111,732,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. CWM LLC boosted its holdings in shares of The Ensign Group by 8.4% in the 3rd quarter. CWM LLC now owns 732 shares of the company's stock valued at $126,000 after buying an additional 57 shares during the last quarter. Profund Advisors LLC boosted its holdings in shares of The Ensign Group by 2.5% in the 3rd quarter. Profund Advisors LLC now owns 2,378 shares of the company's stock valued at $411,000 after buying an additional 59 shares during the last quarter. UMB Bank n.a. boosted its holdings in shares of The Ensign Group by 7.3% in the 3rd quarter. UMB Bank n.a. now owns 911 shares of the company's stock valued at $157,000 after buying an additional 62 shares during the last quarter. Davidson Capital Management Inc. boosted its holdings in shares of The Ensign Group by 0.3% in the 4th quarter. Davidson Capital Management Inc. now owns 23,337 shares of the company's stock valued at $4,065,000 after buying an additional 66 shares during the last quarter. Finally, HB Wealth Management LLC boosted its holdings in shares of The Ensign Group by 3.9% in the 4th quarter. HB Wealth Management LLC now owns 1,880 shares of the company's stock valued at $327,000 after buying an additional 70 shares during the last quarter. Institutional investors and hedge funds own 96.12% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on ENSG shares. Wall Street Zen raised The Ensign Group from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Zacks Research cut shares of The Ensign Group from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 6th. Truist Financial set a $215.00 price objective on shares of The Ensign Group and gave the stock 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 report on Friday, February 6th. Finally, Royal Bank Of Canada reaffirmed 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. Five equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, The Ensign Group presently has a consensus rating of "Moderate Buy" and a consensus price target of $204.60.

Insider Activity at The Ensign Group

In other news, CFO Suzanne D. Snapper sold 4,573 shares of The Ensign Group stock in a transaction on Friday, February 6th. The stock was sold at an average price of $196.11, for a total transaction of $896,811.03. Following the completion of the sale, the chief financial officer owned 272,889 shares of the company's stock, valued at approximately $53,516,261.79. This trade represents a 1.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction on Monday, April 20th. The stock was sold at an average price of $199.97, for a total value of $78,388.24. Following the sale, the director directly owned 9,295 shares of the company's stock, valued at $1,858,721.15. This represents a 4.05% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 17,173 shares of company stock valued at $3,377,311. 4.00% of the stock is currently owned by insiders.

The Ensign Group Trading Up 1.7%

ENSG stock opened at $189.34 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 company has a fifty day moving average price of $204.66 and a two-hundred day moving average price of $188.85. The Ensign Group, Inc. has a one year low of $123.56 and a one year high of $218.00. The stock has a market cap of $10.97 billion, a price-to-earnings ratio of 32.42, a price-to-earnings-growth ratio of 1.83 and a beta of 0.81.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 EPS for the quarter, topping analysts' consensus estimates of $1.75 by $0.07. The Ensign Group had a net margin of 6.80% and a return on equity of 16.76%. The firm had revenue of $1.36 billion during the quarter, compared to analysts' expectations of $1.37 billion. During the same period in the previous year, the business posted $1.49 earnings per share. The company's revenue for the quarter was up 20.2% compared to the same quarter last year. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. Equities analysts anticipate that The Ensign Group, Inc. will post 6.79 EPS for the current year.

The Ensign Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.065 per share. The ex-dividend date of this dividend is 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 currently 4.45%.

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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