The Ensign Group, Inc. $ENSG Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard Group Inc. trimmed its stake in The Ensign Group by 0.2%, selling 15,155 shares and still owning 6,056,125 shares (10.46% of the company) valued at about $1.055 billion, while institutional investors hold roughly 96% of the stock.
• Ensign beat Q1 EPS estimates with $1.85 (vs. $1.79) and reported revenue of $1.39B (slightly below estimates) as revenue rose 18.4% year‑over‑year, and management raised FY2026 guidance to 7.48–7.62 EPS, above consensus.
• Insiders have sold a total of 17,173 shares worth about $3.38M in the past 90 days (insiders now own ~4%), and the company pays a very small quarterly dividend of $0.065 (≈0.1% yield).

Vanguard Group Inc. trimmed its holdings in The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 0.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,056,125 shares of the company's stock after selling 15,155 shares during the period. Vanguard Group Inc. owned 10.46% of The Ensign Group worth $1,054,977,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in ENSG. Private Trust Co. NA lifted its stake in shares of The Ensign Group by 156.5% in the 4th quarter. Private Trust Co. NA now owns 159 shares of the company's stock valued at $28,000 after purchasing an additional 97 shares in the last quarter. Harbor Investment Advisory LLC lifted its stake in shares of The Ensign Group by 125.6% in the 4th quarter. Harbor Investment Advisory LLC now owns 194 shares of the company's stock valued at $34,000 after purchasing an additional 108 shares in the last quarter. Root Financial Partners LLC acquired a new position in shares of The Ensign Group in the 3rd quarter valued at about $35,000. Larson Financial Group LLC lifted its stake in shares of The Ensign Group by 76.9% in the 3rd quarter. Larson Financial Group LLC now owns 207 shares of the company's stock valued at $36,000 after purchasing an additional 90 shares in the last quarter. Finally, Caitlin John LLC acquired a new position in shares of The Ensign Group in the 3rd quarter valued at about $39,000. 96.12% of the stock is owned by institutional investors and hedge funds.

The Ensign Group Stock Performance

The Ensign Group stock opened at $183.72 on Friday. The stock's 50 day moving average price is $202.39 and its 200 day moving average price is $189.26. The firm has a market capitalization of $10.64 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 1.83 and a beta of 0.73. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.42 and a current 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 Ensign Group (NASDAQ:ENSG - Get Free Report) last released its quarterly 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 firm 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% on a year-over-year basis. During the same period in the previous year, the company posted $1.52 EPS. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, sell-side analysts expect that The Ensign Group, Inc. will post 6.79 EPS for the current fiscal year.

The Ensign Group Dividend Announcement

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

Insider Activity

In related news, Director Barry M. Smith sold 700 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $171.54, for a total transaction of $120,078.00. Following the transaction, the director directly owned 23,552 shares of the company's stock, valued at approximately $4,040,110.08. The trade was a 2.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director John O. Agwunobi sold 392 shares of the business's stock in a transaction that occurred 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 transaction, the director directly owned 9,295 shares in the company, valued at $1,858,721.15. This trade represents a 4.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 17,173 shares of company stock worth $3,377,311 in the last ninety days. 4.00% of the stock is currently owned by company insiders.

Key Headlines Impacting The Ensign Group

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

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Zacks Research lowered The Ensign Group from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 6th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of The Ensign Group in a research note on Tuesday, April 21st. 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. Wall Street Zen raised The Ensign Group from a "hold" rating to a "buy" rating in a research note on Saturday, February 7th. Finally, 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. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target 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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