Ensign Group on Pace for Largest Percent Decrease Since April 2025 -- Data Talk
Ensign Group (ENSG) is experiencing its largest percentage decrease since April 2025, with its stock down 3.69%. The article also briefly mentions Unity Software's (U.US) fourth-quarter financial results, which reported revenue of $609 million, beating consensus estimates, and a quarterly loss of 66 cents per share.
Ensign Group (ENSG) CIO reports tax withholding on vested award shares
Ensign Group's CIO and EVP, Chad Keetch, reported a tax-withholding transaction where 387 shares of common stock were disposed of at $176.66 per share to cover tax obligations on a Restricted Stock Award. This award, granted on May 18, 2023, vests in five equal annual installments starting May 18, 2024. Following this transaction, Keetch directly holds 110,367 shares of Ensign Group common stock.
Ensign Group (NASDAQ: ENSG) CFO reports tax withholding on vested shares
Ensign Group's CFO, Suzanne D. Snapper, reported a tax-withholding disposition of 489 shares at $176.66 per share. This was related to a Restricted Stock Award granted in May 2023, which began vesting in May 2024, and was not an open-market sale. Following this transaction, Snapper directly holds 293,383 shares and indirectly holds 56,340 shares through a family trust.
Ensign Group (Nasdaq:ENSG) - Stock Analysis
This Simply Wall St analysis on Ensign Group (ENSG) highlights its strong financial performance, with earnings forecast to grow by 13.21% annually and significant past revenue and EPS growth. The report also addresses recent events, including a shareholder investigation into corporate governance practices and consistent insider selling, alongside details of its Q1 2026 earnings results and strategic acquisitions. The company's stock is currently considered 19.1% undervalued with an analyst price target of US$220.4, but also notes that insiders have collectively sold significantly more than they bought.
The Ensign Group Stockholders Back Directors and Governance
At its 2026 Annual Meeting, The Ensign Group's stockholders elected four directors, ratified Deloitte & Touche LLP as its auditor, and approved executive compensation, indicating strong support for the company's current leadership and governance. The company's stock (ENSG) currently carries a Hold rating with a $215.00 price target from analysts, while TipRanks' AI Analyst, Spark, rates it as Outperform due to solid financial performance despite weak technical momentum and premium valuation.
Ensign Group (ENSG) shareholders back board slate, auditor and pay in 2026 vote
Ensign Group (ENSG) shareholders held their 2026 Annual Meeting where they voted on several key matters. Shareholders elected four directors, ratified Deloitte & Touche LLP as the independent auditor for the 2026 fiscal year, and approved on an advisory basis the compensation for named executive officers. These decisions reflect broad shareholder support for the company's governance and executive pay practices.
The Ensign Group stock (US29358P1012): New trading snapshot after latest market close
The Ensign Group (ENSG) stock traded lower on May 15, 2026, though the post-acute care operator continues to show steady growth in the U.S. healthcare sector. The company, which operates skilled nursing and senior-care services, traded at $177.67, down 0.89% for the session but remained near the top end of its 52-week range. Its business model, tied to recurring demand in healthcare rather than discretionary spending, makes it attractive to investors focused on defensive growth themes.
2 Reasons to Like ENSG and 1 to Stay Skeptical
The Ensign Group (ENSG) has seen flat performance since November 2025 but shows strong fundamentals with impressive 17.6% compounded annual revenue growth and 16.4% annual EPS growth over the last five years. However, a concerning decline in units sold, averaging 8.9% year-on-year drops over the past two years, suggests potential market saturation or increased competition. Despite this, the article concludes that the company's strengths outweigh its weaknesses, especially with the stock trading at 22.9x forward P/E.
Ensign lifts 2026 outlook to $7.48-$7.62 EPS and $5.81B-$5.86B revenue as occupancy hits 84.3%
Ensign Group (ENSG) has raised its 2026 earnings per share outlook to $7.48-$7.62 and revenue guidance to $5.81 billion-$5.86 billion. This optimistic forecast is attributed to continued strong demand, with occupancy rates reaching 84.3%. The group also reaffirmed its 2024 and 2025 guidance.
The Ensign Group stock (US29358P1012): Q1 2026 earnings beat estimates
The Ensign Group (ENSG) announced Q1 2026 earnings per share of $1.85, surpassing the consensus estimate of $1.79. The company's stock traded at $186.05 on Nasdaq, reflecting its strength in the post-acute care market. Ensign Group's business model focuses on skilled nursing and senior living in the Western and Southern US, supported by a decentralized operational structure and strong revenue from Medicare and Medicaid reimbursements.
The Ensign Group, Inc. $ENSG Shares Sold by UBS Group AG
UBS Group AG reduced its stake in The Ensign Group, Inc. by 18.7% in the fourth quarter, selling 23,789 shares. Other institutional investors adjusted their holdings, while company insiders, including Director John O. Agwunobi and VP Beverly B. Wittekind, also sold shares. The Ensign Group reported strong Q1 2026 earnings with EPS of $1.85, exceeding estimates, and issued FY 2026 EPS guidance of $7.48 to $7.62.
Earnings call transcript: Ensign Group beats Q1 2026 EPS estimates but sees stock dip
The Ensign Group reported strong financial results for Q1 2026, exceeding EPS estimates with an adjusted EPS of $1.85 against a forecast of $1.8. Despite the earnings beat, the company's stock dipped 1.44% in after-hours trading, closing at $183.72, signaling mixed market sentiment. The company saw significant year-over-year growth in EPS (21.7%) and revenue (18.4%), driven by strategic acquisitions and record occupancy levels in its facilities, and has raised its 2026 earnings guidance.
Earnings call transcript: Ensign Group beats Q1 2026 EPS estimates but sees stock dip By Investing.com
The Ensign Group reported strong Q1 2026 financial results, with adjusted EPS of $1.85 surpassing forecasts, and a 21.7% year-over-year increase. Despite this earnings beat, the company's stock dipped 1.44% in after-hours trading, closing at $183.72, signaling cautious market sentiment. The company raised its annual 2026 earnings guidance, attributing growth to strategic acquisitions, record occupancy levels, and operational efficiencies, while also addressing analyst concerns regarding clinical review intensity and M&A impact.
Earnings call transcript: Ensign Group beats Q1 2026 EPS estimates but sees stock dip By Investing.com
The Ensign Group reported strong Q1 2026 results, exceeding EPS estimates with an adjusted EPS of $1.85 against a forecast of $1.8, and showcasing significant year-over-year growth in both adjusted EPS (21.7%) and revenue (18.4%). Despite this, the stock dipped 1.44% in after-hours trading, with InvestingPro suggesting it is overvalued and oversold. The company raised its annual 2026 earnings guidance, driven by strategic acquisitions and robust operational performance in the skilled nursing facility market.
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of The Ensign Group, Inc. (NASDAQ: ENSG)
Purcell & Lefkowitz LLP has initiated a shareholder investigation into The Ensign Group, Inc. (NASDAQ: ENSG). The law firm is seeking to determine if the company's directors breached their fiduciary duties through recent corporate actions. Shareholders of The Ensign Group, Inc. are invited to contact Purcell & Lefkowitz LLP for more information regarding their rights and options.
Number of shareholders of Ensign Group, Inc. – MIL:1ENSG
This article provides financial information for Ensign Group, Inc. (MIL:1ENSG) on the TradingView platform. It details how users can access financials, news, community insights, and technical analysis for the company. The content also lists various features and products offered by TradingView.
Ensign group director Barry Smith sells $127,547 in shares
Barry M. Smith, a director at ENSIGN GROUP, INC (NASDAQ:ENSG), sold 700 shares of company stock for $127,547 on May 4, 2026, as part of a pre-arranged trading plan. Despite the stock trading below the transaction price, it has shown a 32% return over the past year. The company recently surpassed Q1 2026 EPS expectations with stable revenue, even though its stock saw a minor decline.
Ensign Group (ENSG) director sells 700 shares under Rule 10b5-1 plan
Ensign Group director Barry M. Smith sold 700 shares of Common Stock at $182.21 per share in an open-market transaction. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on July 29, 2025. After the transaction, Smith directly holds 22,052 shares of the company.
Ensign Group Q1 2026 Financial Results: Revenue Miss, EPS Beat, and Updated Guidance - News and Statistics
The Ensign Group reported its Q1 2026 financial results, missing revenue estimates with $1.39 billion but beating profit expectations with a non-GAAP EPS of $1.85. The company raised its full-year revenue guidance slightly to $5.84 billion and maintained its adjusted EPS guidance at $7.55, citing strong occupancy rates and strategic acquisitions. Despite the EPS beat and maintained guidance, the market reacted negatively to the revenue miss.
The Ensign Group, Inc. (NASDAQ:ENSG) Q1 2026 Earnings Call Transcript
The Ensign Group, Inc. (NASDAQ:ENSG) released its Q1 2026 earnings call transcript, highlighting record-high occupancy rates, increased skilled revenue, and significant growth in Medicare and managed care census. The company raised its annual 2026 earnings guidance to $7.48-$7.62 per diluted share and revenue guidance to $5.81-$5.86 billion, citing strong performance and recent acquisitions. ENSG also discussed its acquisition strategy, emphasizing its ability to integrate larger portfolios and its continued success in recruiting and retaining talent, which contributes to high-quality patient care and operational success.
Ensign Group (NasdaqGS:ENSG) Stock Forecast & Analyst Predictions
Ensign Group (ENSG) is forecast to grow earnings by 13.2% and revenue by 10.4% annually, with EPS expected to increase by 11% per year. The company's Q1 2026 revenue was US$1.39 billion, exceeding previous Q1 results, and adjusted EPS of US$1.85 topped consensus due to record occupancy and a higher skilled nursing mix. Ensign Group has completed 22 acquisitions and raised its full-year 2026 guidance, reflecting confidence in its growth strategy and clinical focus, although its stock trades at a higher forward P/E ratio compared to the industry average.
A Look At Ensign Group (ENSG) Valuation After Recent Share Price Weakness
This article analyzes Ensign Group's (ENSG) valuation following recent share price weakness, noting its strong long-term returns but a premium valuation. The P/E ratio of 29.3x suggests the stock is overvalued compared to industry and peer averages, and its fair value based on a discounted cash flow model also indicates it is currently rich. Investors are advised to consider these valuation metrics despite the company's solid revenue and net income growth.
ENSG (NASDAQ: ENSG) selling-holder reports two 700-share Rule 144 sales
The Ensign Group (NASDAQ: ENSG) reported Rule 144 sales by Barry M. Smith, detailing two dispositions of 700 shares each on March 2, 2026, and April 2, 2026, with proceeds of $149,114.00 and $137,655.00, respectively. The filing also indicated 58,445,400 shares outstanding as of May 4, 2026, and scheduled restricted stock vesting events tied to compensation through April 2025.
The Ensign Group expands skilled nursing, senior living footprint with 19 acquisitions in Texas, Wisconsin
The Ensign Group, through its real estate company Standard Bearer Healthcare REIT, has acquired 19 skilled nursing and senior living facilities across Texas and Wisconsin. This strategic expansion includes 17 properties in Texas, featuring both standalone skilled nursing facilities and campuses offering skilled nursing and senior living, and two assisted living facilities in Wisconsin. These acquisitions bring Ensign's total portfolio to 395 operations, reinforcing its presence in key states and adding newer builds to its real estate footprint.
Ensign Group Q1 EPS Strength Reinforces Bullish Earnings Narrative Despite Premium P/E
Ensign Group (ENSG) reported strong Q1 2026 results with US$1.4 billion in revenue and US$1.73 basic EPS, showing consistent growth over the past five quarters. Despite a premium P/E of 29.5x compared to peers and its DCF fair value, the company's TTM earnings growth of 17.4% and net profit margin near 7% suggest a robust earnings engine, though some critics point to slightly softer margins as a counterpoint to the strongest bullish claims. Investors are evaluating the long-term trend, considering the balance between strong earnings performance and a high valuation.
Mitsubishi UFJ Trust & Banking Corp Purchases 18,699 Shares of The Ensign Group, Inc. $ENSG
Mitsubishi UFJ Trust & Banking Corp increased its stake in The Ensign Group by 52.5%, purchasing an additional 18,699 shares to bring its total holding to 54,336 shares valued at approximately $9.47 million. This move is part of broader institutional investor activity, with various hedge funds also adjusting their positions in ENSG. The Ensign Group recently reported strong Q1 EPS results, beating expectations, and raised its FY-2026 EPS guidance, although Q1 revenue slightly missed estimates.
Oppenheimer Asset Management Inc. Sells 6,217 Shares of The Ensign Group, Inc. $ENSG
Oppenheimer Asset Management Inc. reduced its stake in The Ensign Group, Inc. by 8.7% in the fourth quarter, selling 6,217 shares and holding 65,085 shares valued at $11.34 million. Despite the reduction, The Ensign Group exceeded Q1 EPS expectations and raised its full-year EPS guidance, signaling confidence in future growth and margins, although Q1 revenue slightly missed estimates. Insiders have been net sellers, with 17,173 shares sold over the last 90 days, while institutional ownership remains high at about 96%.
Sanctuary Advisors LLC Purchases 20,983 Shares of The Ensign Group, Inc. $ENSG
Sanctuary Advisors LLC significantly increased its stake in The Ensign Group, Inc. (NASDAQ:ENSG) by 594.9%, acquiring an additional 20,983 shares, bringing their total holdings to 24,510 shares valued at $4.27 million. This move comes as The Ensign Group reported strong Q1 2026 earnings, beating EPS estimates, raising full-year guidance, and showing significant revenue growth, despite a slight miss on analyst revenue estimates. Insider selling has also occurred, with insiders divesting 17,173 shares totaling $3.38 million in the last 90 days.
Managed care ‘noise’ can’t stunt Ensign’s growth
Ensign Group reported record-high occupancy and an increase in managed care patients, bucking a broader industry trend. CEO Barry Port emphasized that while managed care volumes may fluctuate, the demand for skilled nursing care for high-acuity patients remains strong, playing into Ensign's clinical strengths. The company continues to expand its footprint, adding 71 operations since the start of 2025, and raised its annual earnings guidance based on strong first-quarter performance and recent acquisitions.
Transcript : The Ensign Group, Inc., Q1 2026 Earnings Call, May 01, 2026
This article provides the transcript for The Ensign Group, Inc.'s First Quarter 2026 Earnings Call, held on May 1, 2026. The call details the company's financial performance, with recent news indicating adjusted earnings and revenue increases for Q1 2026, and boosted 2026 guidance. It also includes information on the company's Q1 adjusted EPS of $1.85 and Q1 revenue of $1.39 billion, along with a recent dividend announcement.
Earnings call transcript: Ensign Group beats Q1 2026 EPS forecast, stock dips
Ensign Group (ENSG) reported Q1 2026 earnings, surpassing EPS forecasts at $1.85 against an expected $1.80, while revenue matched projections at $1.39 billion. Despite the positive earnings surprise, the company's stock saw a slight decline of 0.54%. Ensign Group also provided optimistic 2026 guidance, projecting annual diluted EPS between $7.41 and $7.61, and revenue between $5.77 billion and $5.84 billion, attributed to strong operational performance, strategic acquisitions, and a focus on high-quality post-acute care.
Ensign Group acquires nursing, senior living facilities in two states
The Ensign Group Inc. (NASDAQ:ENSG) has announced the acquisition of multiple healthcare facilities in Wisconsin and Texas, expanding its portfolio to 395 operations across 17 states. These strategic acquisitions, including 15 skilled nursing facilities and two campus operations in Texas, and two residential care facilities in Wisconsin, underscore the company's strong financial momentum with a 19% revenue growth and a 45% stock return over the past year. Despite the stock appearing overvalued by InvestingPro analysis, Truist Securities raised its price target for Ensign Group to $215, maintaining a Hold rating due to strong fourth-quarter results and strategic growth.
The Ensign Group Acquires Real Estate and Expands Operations in Texas
The Ensign Group, Inc. (Nasdaq: ENSG) announced the acquisition of 17 skilled nursing and senior living facilities in Texas, with the real estate acquired by its captive real estate company, Standard Bearer Healthcare REIT, Inc. Additionally, Ensign acquired the real estate for two residential care facilities in Wisconsin in a separate transaction. These acquisitions, effective May 1, 2026, expand Ensign's portfolio to 395 healthcare operations across 17 states, demonstrating its continued growth strategy.
Ensign Group: Q1 Earnings Snapshot
The Ensign Group Inc. (ENSG) reported first-quarter earnings of $99.7 million, or $1.67 per share, with adjusted earnings of $1.85 per share. The company, which provides nursing and rehabilitative care, posted revenues of $1.39 billion for the period. Ensign Group also provided full-year earnings guidance ranging from $7.48 to $7.62 per share, with revenue guidance between $5.81 billion and $5.86 billion.
Ensign Group (NASDAQ: ENSG) posts strong Q1 2026 results and lifts full-year outlook
The Ensign Group (NASDAQ: ENSG) reported strong first-quarter 2026 results, with revenue up 18.4% to $1.39 billion and adjusted diluted EPS rising 21.7% to $1.85. Driven by increased occupancy and patient days, the company raised its full-year 2026 diluted EPS guidance to $7.48–$7.62 and revenue guidance to $5.81–$5.86 billion. Ensign also expanded its portfolio with 22 new operations, including 21 real estate assets, maintaining strong liquidity with $539.5 million in cash.
Ensign reaches 395 care operations after Wisconsin and Texas deals
The Ensign Group (ENSG) announced the acquisition of real estate and operations for several facilities in Wisconsin and Texas, effective May 1, 2026. These transactions increase Ensign's portfolio to 395 healthcare operations, including 48 senior living operations, across 17 states, and add over 2,000 skilled nursing beds and 100 senior living units. Ensign's real estate subsidiaries now own 179 assets, with the newly acquired Wisconsin properties operating under long-term triple net leases.
Earnings Flash (ENSG) The Ensign Group, Inc. Reports Q1 Revenue $1.39B, vs. FactSet Est of $1.40B
The Ensign Group, Inc. (ENSG) reported its Q1 revenue at $1.39 billion, falling slightly short of FactSet's estimate of $1.40 billion. This financial update was published on April 30, 2026, at 04:33 pm EDT. The company also released other financial performance indicators and guidance around the same period.
Vanguard Capital Management holds 3,033,106 Ensign shares (NASDAQ: ENSG)
Vanguard Capital Management has disclosed beneficial ownership of 3,033,106 shares in Ensign Group (NASDAQ: ENSG), representing a 5.21% stake in the company's common stock. This Schedule 13G filing indicates a passive investment, with Vanguard having sole voting power over 440,201 shares and sole dispositive power over all 3,033,106 shares. The disclosure clarifies that these holdings are attributed to Vanguard Capital Management and its affiliated business units, and do not suggest an intent to control Ensign Group.
Vanguard Portfolio Management holds 3.17M shares in Ensign Group (ENSG)
Vanguard Portfolio Management has reported a 5.45% beneficial ownership stake in Ensign Group (ENSG), holding 3,170,587 shares of Common Stock. This disclosure, made via a Schedule 13G filing, indicates Vanguard has sole dispositive power over all these shares and sole voting power for 50,289 shares. The filing clarifies that Vanguard acts on behalf of its funds and managed accounts, including affiliates like Vanguard Fiduciary Trust Company and Vanguard Global Advisers, and signals a passive investment approach.
The Ensign Group (ENSG) Proxy filing Summary
The Ensign Group (ENSG) released a summary of its proxy filing, detailing the upcoming Annual Meeting scheduled for May 13, 2026. Shareholders will vote on the election of three Class I directors and one Class II director, the ratification of Deloitte & Touche LLP as the independent registered public accounting firm, and the advisory approval of executive compensation. The board recommends voting for all director nominees and proposals.
The Ensign Group Schedules First Quarter 2026 Earnings Call for Friday, May 1, 2026
The Ensign Group, Inc. has announced it will release its first quarter 2026 financial results on Thursday, April 30, 2026. Following the release, the company will host a live webcast and conference call on Friday, May 1, 2026, at 10:00 a.m. Pacific Time to discuss its performance. The webcast will also be available for replay until May 29, 2026.
ENSG SEC Filings - Ensign Group Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Ensign Group (ENSG) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It leverages AI-powered tools to summarize key information and analyze sentiment from these regulatory documents. Recent filings highlight an S-8 registration for employee stock plans and an insider stock option exercise and sale by a VP.
B. Metzler seel. Sohn & Co. AG Has $8.13 Million Position in The Ensign Group, Inc. $ENSG
B. Metzler seel. Sohn & Co. AG significantly increased its stake in The Ensign Group, Inc. (NASDAQ:ENSG) by 46.9% in the fourth quarter, now holding 46,660 shares valued at approximately $8.13 million. Institutional investors collectively own 96.12% of the company, with notable increases from other hedge funds like SG Americas Securities LLC, Baillie Gifford & Co., and Equitable Trust Co. The Ensign Group has a "Moderate Buy" consensus rating from analysts, with share prices opening at $189.34 and the company reporting strong Q4 earnings, beating EPS estimates, and issuing positive FY2026 guidance.
The Ensign Group, Inc. $ENSG Shares Sold by Copeland Capital Management LLC
Copeland Capital Management LLC reduced its stake in The Ensign Group (ENSG) by 5.3% in Q4 2025, selling 35,799 shares but still holding 641,400 shares valued at $111.7 million, making it their largest position. Insider selling has also been reported, with the CFO and a director selling shares, totaling 17,173 shares worth approximately $3.38 million in the last 90 days, though insiders still own 4% of the stock. Despite these sales, analysts maintain a "Moderate Buy" consensus rating with a price target of $204.60, and ENSG reported strong Q4 earnings, beating EPS estimates and showing 20.2% year-over-year revenue growth.
The Ensign Group (NASDAQ:ENSG) Director Sells $78,388.24 in Stock
The Ensign Group (NASDAQ:ENSG) Director John Agwunobi sold 392 shares of the company's stock for $78,388.24 on April 20, 2026, reducing his holdings by 4.05%. The company recently reported strong quarterly results and provided optimistic FY2026 guidance, yet the stock traded down 2.9% following the news. Analysts currently maintain a "Moderate Buy" rating for ENSG with an average price target of $204.60.
Ensign Group director John O. Agwunobi sells $78,388 in stock
Ensign Group director John O. Agwunobi sold 392 shares of the company's common stock for $78,388 on April 20, 2026, at a price of $199.97 per share. This sale was conducted under a Rule 10b5-1 trading plan. Following the transaction, Agwunobi directly owns 9,295.149 shares.
Ensign Group director John O. Agwunobi sells $78,388 in stock
Ensign Group director John O. Agwunobi sold 392 shares of the company's common stock for $78,388 on April 20, 2026, at a price of $199.97 per share, as per an SEC filing. This transaction was executed under a Rule 10b5-1 trading plan adopted in July 2025. Following the sale, Agwunobi directly owns 9,295.149 shares, with the ENSG stock currently trading at $186.22, despite a 57% return over the past year.
Director at Ensign Group (NASDAQ: ENSG) sells 392 shares under 10b5-1 plan
John O. Agwunobi, a director at Ensign Group (NASDAQ: ENSG), reported an open-market sale of 392 shares of Common Stock at $199.97 per share. This transaction, totaling $78,388, was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on July 31, 2025. Following the sale, Agwunobi directly holds 9,295.149 shares of ENSG.
Ensign Group earnings on deck: Can acquisitions fuel growth? By Investing.com
The Ensign Group Inc. is reporting its first-quarter results, with analysts expecting strong year-over-year growth in earnings and revenue. Investors will particularly focus on the company's ability to integrate its recent acquisitions effectively and maintain profitability, as well as any adjustments to its aggressive full-year guidance. The performance of its captive real estate investment trust, Standard Bearer, will also be under scrutiny.
Director Ann Scott Blouin receives 600 ENSIGN GROUP (ENSG) stock units
Ann Scott Blouin, a director at ENSIGN GROUP, INC (ENSG), was granted 600 shares of common stock on April 15, 2026, as a compensation award with no cash exercise price. These shares will vest in three equal annual installments starting April 15, 2027, serving as a retention incentive. Following this transaction, Blouin directly holds a total of 23,452 shares of ENSG common stock.
