Public Employees Retirement System of Ohio Sells 4,714 Shares of The Ensign Group, Inc. $ENSG

Public Employees Retirement System of Ohio lessened its stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 14.1% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 28,769 shares of the company’s stock after selling 4,714 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in The Ensign Group were worth $5,797,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Mitsubishi UFJ Trust & Banking Corp lifted its position in The Ensign Group by 52.5% during the fourth quarter. Mitsubishi UFJ Trust & Banking Corp now owns 54,336 shares of the company’s stock worth $9,465,000 after acquiring an additional 18,699 shares during the last quarter. SG Americas Securities LLC boosted its holdings in shares of The Ensign Group by 70.2% during the fourth quarter. SG Americas Securities LLC now owns 38,029 shares of the company’s stock worth $6,625,000 after acquiring an additional 15,683 shares during the period. Allspring Global Investments Holdings LLC grew its position in shares of The Ensign Group by 14.9% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 129,756 shares of the company’s stock valued at $22,567,000 after purchasing an additional 16,853 shares during the last quarter. Sanctuary Advisors LLC grew its position in shares of The Ensign Group by 594.9% in the fourth quarter. Sanctuary Advisors LLC now owns 24,510 shares of the company’s stock valued at $4,270,000 after purchasing an additional 20,983 shares during the last quarter. Finally, NewEdge Wealth LLC bought a new position in shares of The Ensign Group during the fourth quarter worth approximately $5,224,000. Institutional investors own 96.12% of the company’s stock.

Insiders Place Their Bets

In other news, Director John O. Agwunobi sold 392 shares of the company’s stock in a transaction on Monday, July 20th. The stock was 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 in the company, valued at approximately $1,625,583.18. This represents a 3.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $164.28, for a total value of $114,996.00. Following the sale, the director owned 21,352 shares of the company’s stock, valued at approximately $3,507,706.56. The trade was a 3.17% decrease in their ownership of the stock. 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 90 days, insiders have sold 1,792 shares of company stock worth $309,599. Corporate insiders own 4.00% of the company’s stock.

The Ensign Group News Roundup

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

• Positive Sentiment: Q2 earnings beat expectations: Adjusted EPS was $1.92, exceeding the $1.80 consensus estimate and rising 20.8% year over year. GAAP diluted EPS increased 16.7% to $1.68, while revenue climbed 17.3% to $1.44 billion. The Ensign Group Reports Second Quarter 2026 Results
• Positive Sentiment: Guidance was raised: Ensign increased 2026 adjusted EPS guidance to $7.75–$7.85 from $7.48–$7.62 and revenue guidance to $5.87–$5.92 billion from $5.81–$5.86 billion. The new EPS midpoint is projected to grow 18.7% from 2025.
• Positive Sentiment: Operating trends remained favorable: Same-facility occupancy improved to 84.1%, skilled mix revenue increased 10.1%, and management cited clinical quality measures above peer averages and rehospitalization rates below the national average. Ensign also added 20 operations and reported $262.3 million in cash plus $591.6 million of available credit.
• Positive Sentiment: Analyst valuation support: The reported consensus price target is approximately $213.50, implying potential upside relative to recent trading levels. Consensus price target report
• Neutral Sentiment: Insider selling: Director John O. Agwunobi sold 392 shares for approximately $67,056 under a pre-arranged Rule 10b5-1 plan. The transaction reduced his holdings by 3.96%, but the planned nature of the sale limits its significance as a bearish signal.
• Negative Sentiment: Legal overhang persists: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations tied to allegations raised in a Hunterbrook short-seller report concerning staffing, care quality and financial disclosures. The claims remain allegations and could create litigation, regulatory and reputational risks. Kaplan Fox investigation
• Negative Sentiment: Acquisition execution risk: Newly acquired facilities have below-average occupancy and significant clinical and operational challenges, which could pressure margins if integration takes longer than expected.

The Ensign Group Stock Performance

NASDAQ ENSG opened at $183.14 on Wednesday. The firm has a 50-day moving average price of $165.47 and a two-hundred day moving average price of $183.93. The Ensign Group, Inc. has a 12-month low of $141.58 and a 12-month high of $218.00. The company has a market capitalization of $10.70 billion, a P/E ratio of 28.71, a P/E/G ratio of 1.74 and a beta of 0.69. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.06.

The Ensign Group (NASDAQ:ENSG) last announced its earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, topping the consensus estimate of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 17.12%. The company had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.44 billion. During the same period last year, the firm earned $1.59 earnings per share. The business’s revenue for the quarter 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. Analysts anticipate that The Ensign Group, Inc. will post 6.82 earnings per share for the current year.

The Ensign Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be given a dividend of $0.065 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The Ensign Group’s dividend payout ratio is currently 4.08%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Zacks Research cut The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $228.00 price objective on shares of The Ensign Group in a report on Tuesday. Truist Financial lowered their price objective on The Ensign Group from $215.00 to $202.00 and set a “hold” rating on the stock in a research report on Tuesday, July 14th. Weiss Ratings cut The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Finally, Wall Street Zen downgraded The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday. Four 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 an average rating of “Moderate Buy” and a consensus price target of $215.00.

The Ensign Group 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.