The Ensign Group, Inc. $ENSG Shares Sold by Counterpoint Mutual Funds LLC

Key Points

• Counterpoint Mutual Funds cut its Ensign Group stake by 88% in the third quarter, selling 38,972 shares and retaining 5,299 shares valued at approximately $911,000. Institutional investors collectively own 96.12% of ENSG.
• Ensign reported quarterly EPS of $1.92, beating estimates by $0.12, while revenue reached $1.44 billion, up 16.7% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $216.25.
• Shares opened at $176.63, below the company’s 52-week high of $218.00. The company also declared a quarterly dividend of $0.065 per share, while ongoing securities-class-action allegations pose potential legal and reputational risks.

Counterpoint Mutual Funds LLC lessened its stake in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 88.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,299 shares of the company's stock after selling 38,972 shares during the quarter. Counterpoint Mutual Funds LLC's holdings in The Ensign Group were worth $911,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Transamerica Financial Advisors LLC acquired a new position in The Ensign Group during the second quarter valued at approximately $26,000. Monetary Solutions Ltd bought a new position in shares of The Ensign Group during the 4th quarter valued at about $30,000. Bayban acquired a new position in shares of The Ensign Group in the 4th quarter valued at approximately $31,000. Caitlin John LLC acquired a new stake in The Ensign Group during the 2nd quarter worth approximately $31,000. Finally, Cedar Mountain Advisors LLC bought a new stake in shares of The Ensign Group during the first quarter worth $32,000. Institutional investors and hedge funds own 96.12% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on ENSG shares. Truist Financial raised their price target on shares of The Ensign Group from $202.00 to $207.00 and gave the stock a "hold" rating in a research note on Thursday, July 30th. Weiss Ratings raised The Ensign Group from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, October 8th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $228.00 price target on shares of The Ensign Group in a research note on Tuesday, July 28th. Finally, Wall Street Zen cut The Ensign Group from a "buy" rating to a "hold" rating in a research report on Saturday. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $216.25.

The Ensign Group Trading Down 0.8%

Shares of ENSG opened at $176.63 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.21 and a current ratio of 1.21. The Ensign Group, Inc. has a 52-week low of $141.58 and a 52-week high of $218.00. The firm has a market cap of $10.29 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 1.67 and a beta of 0.66. The business's fifty day moving average is $175.42 and its 200-day moving average is $175.59.

The Ensign Group (NASDAQ:ENSG - Get Free Report) last posted its earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, beating the consensus estimate of $1.80 by $0.12. The firm had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.44 billion. The Ensign Group had a return on equity of 16.75% and a net margin of 6.90%. The business's quarterly revenue was up 16.7% on a year-over-year basis. During the same period last year, the company earned $1.59 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Equities analysts anticipate that The Ensign Group, Inc. will post 7.04 EPS for the current fiscal year.

The Ensign Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Wednesday, September 30th will be paid a dividend of $0.0650 per share. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Wednesday, September 30th. The Ensign Group's dividend payout ratio is 4.08%.

Insider Transactions at The Ensign Group

In other news, Director John Agwunobi sold 392 shares of the business's stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $171.06, for a total transaction of $67,055.52. Following the completion of the sale, the director directly owned 9,503 shares of the company's stock, valued at $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 4.00% of the company's stock.

Key Headlines Impacting The Ensign Group

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

• Neutral Sentiment: Investors who purchased Ensign securities between February 10, 2022, and June 18, 2026, may seek appointment as lead plaintiff in the pending federal class action. The deadline to file that motion is December 7, 2026. Kaplan Fox announcement
• Negative Sentiment: Multiple investor-rights firms, including Rosen Law Firm, Kaplan Fox, Robbins Geller and others, are soliciting investors in connection with the same lawsuit. The repeated announcements increase the visibility of the allegations and add to investor uncertainty. Rosen Law Firm announcement
• Negative Sentiment: The complaint alleges that Ensign and certain executives made false or misleading statements or failed to disclose material information during the class period. These are allegations, not established findings, but potential legal damages, defense costs, management distraction and reputational harm can weigh on valuation. Robbins Geller announcement

The Ensign Group Profile

The Ensign Group, Inc NASDAQ: ENSG is a healthcare services company that operates through a network of skilled nursing, rehabilitation and senior living facilities. Its centers provide post-acute care, including nursing services, physical, occupational and speech therapy, short-term rehabilitation, and long-term residential care for older adults and patients recovering from illness, injury or surgery.

The company also provides home health and hospice services, as well as a range of ancillary services supporting post-acute care.

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