UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 15,869 Shares of The Ensign Group, Inc. $ENSG

Key Points

• UBS Asset Management increased its Ensign Group stake by 12%, purchasing 15,869 shares to own 147,819 shares valued at approximately $23.7 million. Institutional investors collectively hold 96.12% of the company.
• Ensign reported quarterly EPS of $1.92, exceeding the $1.80 consensus estimate, while revenue rose 16.7% year over year to $1.44 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $216.25.
• Potential securities-law violations are under investigation by Rosen Law Firm and Kaplan Fox, creating litigation and reputational risks despite the company’s solid operating results and modest debt levels.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG - Free Report) by 12.0% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 147,819 shares of the company's stock after buying an additional 15,869 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.25% of The Ensign Group worth $23,695,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Transamerica Financial Advisors LLC bought a new position in shares of The Ensign Group during the second quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. increased its stake in The Ensign Group by 55.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company's stock worth $30,000 after acquiring an additional 61 shares during the period. Monetary Solutions Ltd acquired a new position in The Ensign Group in the 4th quarter valued at $30,000. Bayban acquired a new position in The Ensign Group in the 4th quarter valued at $31,000. Finally, Caitlin John LLC bought a new stake in shares of The Ensign Group during the 2nd quarter valued at $31,000. Institutional investors own 96.12% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Truist Financial raised their price target on The Ensign Group from $202.00 to $207.00 and gave the stock a "hold" rating in a research report on Thursday, July 30th. Weiss Ratings downgraded shares of The Ensign Group from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, June 16th. Royal Bank Of Canada restated an "outperform" rating and issued a $228.00 target price on shares of The Ensign Group in a research report on Tuesday, July 28th. Finally, Wall Street Zen downgraded shares of The Ensign Group from a "buy" rating to a "hold" rating in a report on Saturday, July 25th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, The Ensign Group currently has an average rating of "Moderate Buy" and an average price target of $216.25.

More The Ensign Group News

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

• Positive Sentiment: Zacks Research raised its earnings forecasts across multiple periods. Estimates increased to $6.98 EPS for fiscal 2026, $7.26 for fiscal 2027 and $8.19 for fiscal 2028, from prior forecasts of $6.77, $7.06 and $7.89, respectively. Quarterly estimates were also lifted, including Q3 2026 to $1.73 EPS and Q4 2026 to $1.86. The revisions indicate improving analyst expectations for Ensign’s growth and could support the shares. MarketBeat analyst estimates
• Neutral Sentiment: Ensign’s latest reported quarter showed $1.92 EPS, above the $1.80 consensus estimate, while revenue rose 16.7% year over year to $1.44 billion. The company also maintains modest leverage, with a debt-to-equity ratio of 0.06. These fundamentals provide some support, although the market is focusing more heavily on the current legal developments.
• Negative Sentiment: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations. The firms are seeking investors who suffered losses and allege that Ensign may have provided materially misleading business information. The announcements do not establish wrongdoing, and no outcome has been reported, but the investigations add litigation risk, potential costs and reputational pressure. The repeated notices likely explain much of the current weakness in ENSG. Rosen Law Firm investigation Kaplan Fox investigation

The Ensign Group Trading Down 0.8%

Shares of The Ensign Group stock opened at $170.79 on Friday. The firm's 50 day moving average is $174.45 and its 200 day moving average is $182.95. The firm has a market capitalization of $9.95 billion, a PE ratio of 26.77, a price-to-earnings-growth ratio of 1.63 and a beta of 0.69. The Ensign Group, Inc. has a 1 year low of $141.58 and a 1 year high of $218.00. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 0.06.

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

The Ensign Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th were paid a dividend of $0.065 per share. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 30th. The Ensign Group's dividend payout ratio (DPR) is presently 4.08%.

Insider Activity at The Ensign Group

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

The Ensign Group Company 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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