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

The Ensign Group (NASDAQ:ENSG) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 7.750-7.850 for the period, compared to the consensus earnings per share estimate of 7.410. The company issued revenue guidance of $5.9 billion-$5.9 billion, compared to the consensus revenue estimate of $5.8 billion.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. 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 downgraded The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Truist Financial dropped their price target on The Ensign Group from $215.00 to $202.00 and set a “hold” rating on the stock in a research report on Tuesday, July 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $228.00 price target on shares of The Ensign Group in a research note on Tuesday. Finally, Wall Street Zen lowered The Ensign Group from a “buy” rating to a “hold” rating in a research report on Saturday. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $215.00.

The Ensign Group Stock Performance

Shares of NASDAQ ENSG opened at $183.14 on Wednesday. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $10.70 billion, a price-to-earnings ratio of 28.71, a price-to-earnings-growth ratio of 1.74 and a beta of 0.69. The Ensign Group has a 12-month low of $141.58 and a 12-month high of $218.00. The firm has a 50 day moving average of $165.47 and a 200 day moving average of $183.93.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings results on Monday, July 27th. The company reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.12. The Ensign Group had a return on equity of 17.12% and a net margin of 6.90%.The business had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.44 billion. During the same quarter in the previous year, the company posted $1.59 earnings per share. The Ensign Group’s revenue for the quarter was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. On average, research analysts anticipate that The Ensign Group will post 6.82 earnings per share for the current year.

The Ensign Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be given a dividend of $0.065 per share. The ex-dividend date is Tuesday, June 30th. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is currently 4.08%.

Insider Activity at The Ensign Group

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $164.28, for a total value of $114,996.00. Following the sale, the director owned 21,352 shares in the company, valued at $3,507,706.56. The trade was a 3.17% 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, Director John O. Agwunobi sold 392 shares of the stock in a transaction that occurred 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 approximately $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,792 shares of company stock worth $309,599 in the last three months. 4.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On The Ensign Group

Several institutional investors have recently bought and sold shares of ENSG. Wasatch Advisors LP grew its position in The Ensign Group by 6.0% in the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock valued at $548,961,000 after acquiring an additional 199,983 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in The Ensign Group by 9.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,332,505 shares of the company’s stock valued at $232,124,000 after buying an additional 118,110 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of The Ensign Group by 0.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,090,838 shares of the company’s stock valued at $190,033,000 after purchasing an additional 5,458 shares during the period. T. Rowe Price Investment Management Inc. grew its stake in The Ensign Group by 28.5% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 683,884 shares of the company’s stock worth $119,133,000 after purchasing an additional 151,792 shares in the last quarter. Finally, Franklin Resources Inc. increased its holdings in The Ensign Group by 0.8% during the 3rd quarter. Franklin Resources Inc. now owns 522,691 shares of the company’s stock worth $90,305,000 after purchasing an additional 4,206 shares during the period. 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.