The Ensign Group (NASDAQ:ENSG) Announces Quarterly Earnings Results

The Ensign Group (NASDAQ:ENSG) announced its quarterly earnings data on Wednesday. The company reported $1.82 EPS for the quarter, topping analysts’ consensus estimates of $1.75 by $0.07, FiscalAI reports. The company had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.37 billion. The Ensign Group had a net margin of 6.80% and a return on equity of 16.77%. The Ensign Group’s quarterly revenue was up 20.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.49 EPS. The Ensign Group updated its FY 2026 guidance to 7.410-7.610 EPS.

The Ensign Group Price Performance

ENSG traded up $22.36 during trading on Thursday, reaching $195.54. 417,164 shares of the stock were exchanged, compared to its average volume of 328,757. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.46 and a quick ratio of 1.46. The company has a market capitalization of $11.33 billion, a price-to-earnings ratio of 34.98, a P/E/G ratio of 1.80 and a beta of 0.88. The Ensign Group has a 1 year low of $118.73 and a 1 year high of $199.01. The business’s 50 day moving average price is $176.91 and its two-hundred day moving average price is $173.10.

The Ensign Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Wednesday, December 31st were issued a dividend of $0.065 per share. This is a boost from The Ensign Group’s previous quarterly dividend of $0.06. This represents a $0.26 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Wednesday, December 31st. The Ensign Group’s payout ratio is presently 4.65%.

Insider Buying and Selling at The Ensign Group

In other The Ensign Group news, VP Beverly B. Wittekind sold 8,400 shares of The Ensign Group stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $175.48, for a total transaction of $1,474,032.00. Following the completion of the transaction, the vice president owned 32,779 shares in the company, valued at approximately $5,752,058.92. The trade was a 20.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Barry M. Smith sold 700 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $173.59, for a total transaction of $121,513.00. Following the completion of the sale, the director directly owned 23,652 shares in the company, valued at $4,105,750.68. This trade represents a 2.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 50,388 shares of company stock worth $9,027,059. Insiders own 3.90% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of ENSG. Fiduciary Trust Co grew its holdings in The Ensign Group by 0.9% during the 3rd quarter. Fiduciary Trust Co now owns 8,446 shares of the company’s stock valued at $1,459,000 after buying an additional 75 shares during the last quarter. Larson Financial Group LLC lifted its position in shares of The Ensign Group by 76.9% in the third quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock valued at $36,000 after acquiring an additional 90 shares in the last quarter. Quadrant Capital Group LLC lifted its position in shares of The Ensign Group by 1.7% in the third quarter. Quadrant Capital Group LLC now owns 6,540 shares of the company’s stock valued at $1,130,000 after acquiring an additional 110 shares in the last quarter. Captrust Financial Advisors boosted its stake in shares of The Ensign Group by 1.7% during the second quarter. Captrust Financial Advisors now owns 7,222 shares of the company’s stock valued at $1,114,000 after acquiring an additional 124 shares during the last quarter. Finally, Orion Porfolio Solutions LLC increased its position in The Ensign Group by 1.8% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,474 shares of the company’s stock worth $1,461,000 after purchasing an additional 168 shares in the last quarter. 96.12% of the stock is owned by hedge funds and other institutional investors.

The Ensign Group News Roundup

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

• Positive Sentiment: Q4 earnings beat — Adjusted Q4 EPS of $1.82 topped consensus and showed solid year-over-year growth, supporting upside to profitability expectations. Ensign Group (ENSG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Aggressive FY‑2026 guidance — Management issued EPS guidance of $7.41–$7.61 (well above Street) and revenue guidance near $5.77–$5.84B, signaling confidence in organic recovery and M&A contribution. The Ensign Group Reports Fiscal Year and Fourth Quarter 2025 Results; Issues 2026 Guidance
• Positive Sentiment: Record operating results & liquidity — FY‑2025 revenue and adjusted EPS were record highs, occupancy and Medicare revenue improved, and the company ended the year with roughly $504M cash plus ~$592M available on its credit line. Ensign Group Reports Record Fiscal Year and Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Acquisition activity expands footprint — Multiple small-to-mid market acquisitions in AZ, TX and WI broaden the revenue base; accretive over time but require execution and capital deployment. Nursing Home Giant Expands Footprint
• Neutral Sentiment: Analyst/street tone constructive — Recent buy/outperform calls and above‑consensus price targets give potential upside if management hits guidance; valuation sensitivity remains to execution. Assessing Ensign Group (ENSG) Valuation
• Neutral Sentiment: Dividend continuity — Company paid an increased quarterly dividend and reiterated commitment to payouts, but yield remains modest vs. peers; supports shareholder signal rather than major income appeal. Q4 Press Release (PDF)
• Negative Sentiment: Revenue slight miss vs. estimates — Service revenue (~$1.36B) was marginally below some analyst expectations, which capped upside despite the EPS beat and could temper near-term multiple expansion. ENSG Misses Q4 Sales Expectations
• Negative Sentiment: Insider selling — Director Barry M. Smith disclosed a sale of 700 shares and broader recent insider sales are visible in filings; persistent selling can raise short‑term governance/sentiment questions. Barry Smith Sells 700 Shares

Wall Street Analyst Weigh In

ENSG has been the subject of several analyst reports. Truist Financial increased their price target on shares of The Ensign Group from $190.00 to $200.00 and gave the stock a “hold” rating in a report on Monday, November 10th. Weiss Ratings reissued a “buy (b)” rating on shares of The Ensign Group in a research note on Thursday, January 22nd. UBS Group restated a “buy” rating and issued a $220.00 price target (up from $205.00) on shares of The Ensign Group in a research note on Wednesday, November 5th. Stephens upped their price objective on The Ensign Group from $185.00 to $200.00 and gave the stock an “overweight” rating in a report on Wednesday, November 5th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $206.00 target price (up previously from $177.00) on shares of The Ensign Group in a report on Friday, November 14th. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $196.40.

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.