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

The Ensign Group (NASDAQ:ENSG) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.480-7.620 for the period, compared to the consensus EPS estimate of 7.370. The company issued revenue guidance of $5.8 billion-$5.9 billion, compared to the consensus revenue estimate of $5.8 billion.

Wall Street Analysts Forecast Growth

ENSG has been the subject of a number of research analyst reports. Wall Street Zen upgraded The Ensign Group from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $222.00 price target (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Truist Financial set a $215.00 price target on The Ensign Group and gave the stock a “hold” rating in a research note on Friday, February 6th. UBS Group set a $230.00 price objective on The Ensign Group and gave the stock a “buy” rating in a report on Friday, February 6th. Finally, Zacks Research lowered The Ensign Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Five investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $204.60.

The Ensign Group Stock Down 1.6%

The Ensign Group stock traded down $2.99 during trading on Friday, reaching $183.70. 833,248 shares of the company’s stock were exchanged, compared to its average volume of 383,213. The Ensign Group has a 52-week low of $128.08 and a 52-week high of $218.00. The firm has a market cap of $10.64 billion, a price-to-earnings ratio of 31.46, a PEG ratio of 1.83 and a beta of 0.81. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.42 and a current ratio of 1.42. The company’s 50-day moving average is $202.39 and its two-hundred day moving average is $189.26.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 EPS for the quarter, beating the consensus estimate of $1.75 by $0.07. The company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.37 billion. The Ensign Group had a return on equity of 16.76% and a net margin of 6.80%.The firm’s revenue was up 20.2% compared to the same quarter last year. During the same period last year, the company posted $1.49 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. On average, analysts predict that The Ensign Group will post 6.79 earnings per share for the current year.

The Ensign Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Tuesday, March 31st were issued a $0.065 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The Ensign Group’s payout ratio is currently 4.45%.

Insider Transactions at The Ensign Group

In other The Ensign Group news, Director John O. Agwunobi sold 392 shares of the firm’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $199.97, for a total transaction of $78,388.24. Following the completion of the sale, the director owned 9,295 shares in the company, valued at $1,858,721.15. This trade represents a 4.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Beverly B. Wittekind sold 500 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $210.23, for a total value of $105,115.00. Following the transaction, the vice president owned 32,779 shares of the company’s stock, valued at approximately $6,891,129.17. This trade represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 17,173 shares of company stock valued at $3,377,311 in the last three months. 4.00% of the stock is currently owned by company insiders.

Key The Ensign Group News

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

• Positive Sentiment: Q1 EPS beat — Ensign reported earnings of $1.85 per share versus the Zacks consensus of $1.79, up from $1.52 a year ago (accelerating profitability). Article Title
• Positive Sentiment: Raised FY‑2026 guidance — management lifted full‑year EPS guidance to roughly 7.48–7.62 (above consensus) and raised revenue targets, signaling confidence in growth and margins. Article Title
• Positive Sentiment: Portfolio expansion — Ensign announced acquisitions and real‑estate purchases (Texas and Wisconsin), expanding operating footprint and REIT-owned assets that should support revenue/lease income. Article Title
• Neutral Sentiment: Conference call/webcast scheduled — management will host a call and provide slides tomorrow; useful for color on patient mix, margin drivers and the assumptions behind the raised guidance. Article Title
• Negative Sentiment: Revenue slightly missed estimates — Q1 revenue came in about $1.39B vs. ~$1.40B consensus; some coverage flagged sales below estimates, which can temper enthusiasm despite the EPS beat. Article Title

Institutional Trading of The Ensign Group

Several hedge funds have recently made changes to their positions in ENSG. Meeder Advisory Services Inc. acquired a new stake in shares of The Ensign Group in the 4th quarter worth about $212,000. Danske Bank A S bought a new stake in The Ensign Group in the 3rd quarter valued at about $86,000. Integrated Investment Consultants LLC acquired a new position in The Ensign Group during the 3rd quarter valued at about $206,000. Moneta Group Investment Advisors LLC bought a new position in The Ensign Group in the 3rd quarter worth about $210,000. Finally, Johnson Financial Group Inc. bought a new position in The Ensign Group in the 3rd quarter worth about $65,000. 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.