Gateway Wealth Partners LLC acquired a new stake in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 3,448 shares of the company’s stock, valued at approximately $695,000.
Several other institutional investors and hedge funds have also recently modified their holdings of ENSG. Parkside Financial Bank & Trust lifted its stake in The Ensign Group by 2.9% during the 4th quarter. Parkside Financial Bank & Trust now owns 2,000 shares of the company’s stock worth $348,000 after acquiring an additional 57 shares in the last quarter. Csenge Advisory Group grew its position in The Ensign Group by 3.7% in the 4th quarter. Csenge Advisory Group now owns 1,642 shares of the company’s stock valued at $286,000 after acquiring an additional 58 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in shares of The Ensign Group by 0.4% during the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 14,451 shares of the company’s stock worth $2,912,000 after purchasing an additional 58 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of The Ensign Group by 55.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company’s stock worth $30,000 after purchasing an additional 61 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. boosted its stake in shares of The Ensign Group by 2.9% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,189 shares of the company’s stock valued at $381,000 after purchasing an additional 62 shares during the period. Hedge funds and other institutional investors own 96.12% of the company’s stock.
The Ensign Group Stock Down 1.7%
The Ensign Group stock opened at $178.83 on Friday. The stock has a market cap of $10.42 billion, a PE ratio of 28.03, a P/E/G ratio of 1.78 and a beta of 0.69. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.56. The stock’s fifty day moving average is $165.69 and its two-hundred day moving average is $184.00. The Ensign Group, Inc. has a 1-year low of $141.58 and a 1-year high of $218.00.
The Ensign Group Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be issued a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Tuesday, June 30th. The Ensign Group’s dividend payout ratio is 4.08%.
Insider Activity at The Ensign Group
In related news, Director John O. Agwunobi sold 392 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $171.06, for a total value of $67,055.52. Following the transaction, the director directly owned 9,503 shares of the company’s stock, valued at $1,625,583.18. This trade represents a 3.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of The Ensign Group stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total transaction of $114,996.00. Following the sale, the director owned 21,352 shares in the company, valued at $3,507,706.56. This represents a 3.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,792 shares of company stock worth $309,599 over the last quarter. 4.00% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In
A number of research analysts recently weighed in on ENSG shares. Wall Street Zen cut shares of The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Royal Bank Of Canada reissued an “outperform” rating and issued a $228.00 price target on shares of The Ensign Group in a research report on Tuesday. 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. Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Finally, Truist Financial increased their price objective on The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research note on Thursday. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $216.25.
Read Our Latest Research Report on The Ensign Group
Key Stories Impacting The Ensign Group
Here are the key news stories impacting The Ensign Group this week:
- Positive Sentiment: Q2 results exceeded expectations: Ensign reported adjusted EPS of $1.92, above the $1.80 consensus, while revenue reached approximately $1.44 billion and increased 16.7% year over year. Growth was supported by higher occupancy, patient days and contributions from acquired facilities. ENSG Q2 Earnings Beat Estimates
- Positive Sentiment: 2026 outlook was raised: Management increased full-year adjusted EPS guidance to $7.75–$7.85, signaling continued confidence in occupancy trends, facility growth and operating performance.
- Positive Sentiment: Truist raised its price target: Truist Financial lifted its target from $202 to $207, although it retained a “hold” rating. The revision provides valuation support but reflects a more cautious view than a bullish upgrade. Truist raises ENSG price target
- Neutral Sentiment: Insider transaction: Director John Agwunobi sold 392 shares worth about $67,056 under a pre-arranged Rule 10b5-1 plan. The relatively small, planned sale reduces its value as a bearish signal.
- Negative Sentiment: Legal overhang intensified: Rosen Law Firm announced an investigation into allegations that Ensign may have issued materially misleading business information. The announcement follows similar investigations by Kaplan Fox and Bleichmar Fonti & Auld, creating potential litigation, regulatory and reputational risks. The allegations have not been proven. Rosen Law Firm Ensign investigation
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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