The Ensign Group (NASDAQ:ENSG) Issues FY 2025 Earnings Guidance

The Ensign Group (NASDAQ:ENSG) issued an update on its FY 2025 earnings guidance on Monday morning. The company provided earnings per share guidance of 6.480-6.540 for the period, compared to the consensus earnings per share estimate of 6.170. The company issued revenue guidance of $5.1 billion-$5.1 billion, compared to the consensus revenue estimate of $5.0 billion.

The Ensign Group Stock Performance

NASDAQ:ENSG opened at $183.88 on Tuesday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.07. The Ensign Group has a 12-month low of $118.73 and a 12-month high of $188.25. The stock has a 50-day moving average price of $174.78 and a 200 day moving average price of $157.06. The stock has a market capitalization of $10.61 billion, a P/E ratio of 33.37, a P/E/G ratio of 2.10 and a beta of 0.93.

The Ensign Group (NASDAQ:ENSG) last released its earnings results on Monday, November 3rd. The company reported $1.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.59 by $0.05. The Ensign Group had a return on equity of 16.92% and a net margin of 6.99%.The firm had revenue of $1.30 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter last year, the business posted $1.39 earnings per share. The firm’s revenue was up 19.8% on a year-over-year basis. The Ensign Group has set its FY 2025 guidance at 6.480-6.540 EPS. Equities research analysts forecast that The Ensign Group will post 5.59 EPS for the current fiscal year.

The Ensign Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, October 31st. Investors of record on Tuesday, September 30th were given a dividend of $0.0625 per share. The ex-dividend date was Tuesday, September 30th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is currently 4.54%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ENSG. Weiss Ratings restated a “buy (b)” rating on shares of The Ensign Group in a report on Wednesday, October 8th. Stephens raised their price target on The Ensign Group from $165.00 to $170.00 and gave the company an “overweight” rating in a report on Monday, July 28th. UBS Group raised their price target on The Ensign Group from $195.00 to $205.00 and gave the company a “buy” rating in a report on Tuesday, September 2nd. Finally, Truist Financial set a $190.00 price target on The Ensign Group in a report on Tuesday, October 14th. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $180.25.

Insider Activity

In other news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $172.06, for a total value of $120,442.00. Following the completion of the sale, the director directly owned 27,052 shares of the company’s stock, valued at $4,654,567.12. This trade represents a 2.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 3.90% of the stock is owned by insiders.

Institutional Investors Weigh In On The Ensign Group

Several institutional investors have recently modified their holdings of ENSG. Wasatch Advisors LP lifted its stake in shares of The Ensign Group by 6.0% during the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock worth $548,961,000 after acquiring an additional 199,983 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of The Ensign Group by 17.4% during the 2nd quarter. Bank of America Corp DE now owns 499,723 shares of the company’s stock worth $77,087,000 after acquiring an additional 74,019 shares during the last quarter. Onex Canada Asset Management Inc. bought a new stake in shares of The Ensign Group during the 2nd quarter worth approximately $9,026,000. Amundi lifted its stake in shares of The Ensign Group by 480,216.7% during the 2nd quarter. Amundi now owns 57,638 shares of the company’s stock worth $8,583,000 after acquiring an additional 57,626 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in shares of The Ensign Group by 45.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 128,032 shares of the company’s stock worth $19,750,000 after acquiring an additional 39,973 shares during the last quarter. 96.12% of the stock is owned by institutional investors.

The Ensign Group Company Profile

The Ensign Group, Inc provides skilled nursing, senior living, and rehabilitative services. It operates through two segments: Skilled Services and Standard Bearer. The company's Skilled Services segment engages in the operation of skilled nursing facilities and rehabilitation therapy services for patients with chronic conditions, prolonged illness, and the elderly; and offers nursing facilities including specialty care, such as on-site dialysis, ventilator care, cardiac, and pulmonary management, as well as standard services comprising room and board, special nutritional programs, social services, recreational activities, entertainment, and other services.