The Ensign Group (NASDAQ:ENSG) Releases FY 2026 Earnings Guidance

The Ensign Group (NASDAQ:ENSG) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 7.410-7.610 for the period, compared to the consensus estimate of 6.930. The company issued revenue guidance of $5.8 billion-$5.8 billion, compared to the consensus revenue estimate of $5.7 billion.

Wall Street Analyst Weigh In

A number of research firms have commented on ENSG. Stephens increased their target price on shares of The Ensign Group from $185.00 to $200.00 and gave the company an “overweight” rating in a report on Wednesday, November 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $206.00 price objective (up previously from $177.00) on shares of The Ensign Group in a research report on Friday, November 14th. 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 research note on Monday, November 10th. Weiss Ratings reissued a “buy (b)” rating on shares of The Ensign Group in a research report on Thursday, January 22nd. Finally, UBS Group reissued a “buy” rating and issued a $220.00 price objective (up from $205.00) on shares of The Ensign Group in a research report on Wednesday, November 5th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, The Ensign Group has an average rating of “Moderate Buy” and a consensus target price of $196.40.

The Ensign Group Stock Down 0.2%

Shares of ENSG traded down $0.42 during mid-day trading on Wednesday, hitting $173.18. 492,804 shares of the company’s stock were exchanged, compared to its average volume of 314,797. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.07. The stock has a market cap of $10.03 billion, a price-to-earnings ratio of 30.98, a P/E/G ratio of 1.80 and a beta of 0.88. The Ensign Group has a twelve month low of $118.73 and a twelve month high of $193.99. The firm has a fifty day moving average of $176.91 and a two-hundred day moving average of $173.10.

The Ensign Group (NASDAQ:ENSG) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $1.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.07. The firm had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.37 billion. The Ensign Group had a net margin of 6.80% and a return on equity of 16.77%. The business’s revenue for the quarter was up 20.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.49 EPS. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. On average, sell-side analysts forecast that The Ensign Group will post 5.59 earnings per share for the current year.

The Ensign Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Wednesday, December 31st were paid a $0.065 dividend. This represents a $0.26 annualized dividend and a dividend yield of 0.2%. This is a boost from The Ensign Group’s previous quarterly dividend of $0.06. The ex-dividend date was Wednesday, December 31st. The Ensign Group’s dividend payout ratio is currently 4.65%.

Insider Buying and Selling

In other The Ensign Group news, CEO Barry Port sold 28,315 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $180.71, for a total value of $5,116,803.65. Following the completion of the sale, the chief executive officer directly owned 56,481 shares in the company, valued at approximately $10,206,681.51. This trade represents a 33.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Beverly B. Wittekind sold 8,400 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $175.48, for a total transaction of $1,474,032.00. Following 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 50,634 shares of company stock worth $9,073,521 in the last ninety days. Insiders own 3.90% of the company’s stock.

More The Ensign Group News

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

• Positive Sentiment: Q4 earnings beat — Ensign reported adjusted Q4 EPS of $1.82, topping consensus and up materially vs. a year ago; adjusted results and margins showed healthy improvement, supporting valuation. Ensign Group (ENSG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Aggressive FY‑2026 guidance — management raised annual EPS guidance to $7.41–$7.61 (well above consensus ~$6.93) and issued revenue guidance ~ $5.77–$5.84B, signaling confidence in organic growth and acquisitions. That guidance is a key bullish driver. The Ensign Group Reports Fiscal Year and Fourth Quarter 2025 Results; Issues 2026 Guidance
• Positive Sentiment: Record operating performance — FY‑2025 revenue and adjusted EPS set records, Medicare revenue, skilled days and occupancy all improved; liquidity remains strong (~$504M cash + ~$592M available), which supports further M&A and dividend continuity. The Ensign Group Reports Record Fiscal Year and Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Ongoing acquisition activity — multiple small-to-mid acquisitions announced (Arizona, Texas, Wisconsin) that expand footprint and revenue base; these are accretive over time but require onboarding execution. The Ensign Group Acquires Real Estate and Operations in Texas
• Neutral Sentiment: Analyst coverage remains constructive — recent buy/outperform calls and mid‑$200s price targets indicate upside for investors who buy the growth story; but targets are contingent on guidance execution. Assessing Ensign Group (ENSG) Valuation After Recent Moves
• Negative Sentiment: Revenue slight miss vs. near-term estimates — Q4 service revenue ~$1.36B was marginally below some analyst expectations (~$1.37B), which capped upside despite the EPS beat. Q4 Press Release (PDF)
• Negative Sentiment: Insider selling — director Barry M. Smith disclosed a sale of 700 shares; Quiver/insider-trade data also shows multiple recent insider sales across executives, which can concern some investors about near-term sentiment. Director Insider Sale Filing

Hedge Funds Weigh In On The Ensign Group

Large investors have recently modified their holdings of the stock. Fiduciary Trust Co boosted its holdings in The Ensign Group by 0.9% in the third quarter. Fiduciary Trust Co now owns 8,446 shares of the company’s stock valued at $1,459,000 after purchasing an additional 75 shares during the last quarter. Larson Financial Group LLC increased its stake in shares of The Ensign Group by 76.9% during the third quarter. Larson Financial Group LLC now owns 207 shares of the company’s stock worth $36,000 after purchasing 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 The Ensign Group by 1.7% during the 2nd quarter. Captrust Financial Advisors now owns 7,222 shares of the company’s stock worth $1,114,000 after purchasing an additional 124 shares during the last quarter. Finally, Orion Porfolio Solutions LLC raised its holdings in The Ensign Group by 1.8% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,474 shares of the company’s stock valued at $1,461,000 after acquiring an additional 168 shares during the last quarter. Hedge funds and other institutional investors own 96.12% of the company’s stock.

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.