Public Employees Retirement System of Ohio Makes New Investment in The Ensign Group, Inc. $ENSG

Public Employees Retirement System of Ohio acquired a new position in The Ensign Group, Inc. (NASDAQ:ENSG) during the second quarter, HoldingsChannel reports. The firm acquired 16,477 shares of the company’s stock, valued at approximately $2,641,000.

Several other hedge funds and other institutional investors have also modified their holdings of the company. NewEdge Wealth LLC purchased a new stake in The Ensign Group during the 4th quarter worth $5,224,000. Norges Bank purchased a new position in The Ensign Group in the fourth quarter valued at about $134,660,000. Dockside LLC purchased a new position in The Ensign Group in the second quarter valued at about $2,180,000. Mawer Investment Management Ltd. lifted its stake in shares of The Ensign Group by 15.8% during the fourth quarter. Mawer Investment Management Ltd. now owns 126,186 shares of the company’s stock worth $21,982,000 after purchasing an additional 17,225 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of The Ensign Group by 3.4% during the fourth quarter. Geode Capital Management LLC now owns 1,498,673 shares of the company’s stock worth $261,107,000 after purchasing an additional 49,117 shares in the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on ENSG shares. Truist Financial increased their target price on The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research note on Thursday, July 30th. Royal Bank Of Canada restated an “outperform” rating and issued a $228.00 price target on shares of The Ensign Group in a report on Tuesday, July 28th. Wall Street Zen lowered shares of The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Weiss Ratings cut shares of The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $216.25.

More The Ensign Group News

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

• Positive Sentiment: Zacks Research raised its earnings forecasts across multiple periods. Estimates increased to $6.98 EPS for fiscal 2026, $7.26 for fiscal 2027 and $8.19 for fiscal 2028, from prior forecasts of $6.77, $7.06 and $7.89, respectively. Quarterly estimates were also lifted, including Q3 2026 to $1.73 EPS and Q4 2026 to $1.86. The revisions indicate improving analyst expectations for Ensign’s growth and could support the shares. MarketBeat analyst estimates
• Neutral Sentiment: Ensign’s latest reported quarter showed $1.92 EPS, above the $1.80 consensus estimate, while revenue rose 16.7% year over year to $1.44 billion. The company also maintains modest leverage, with a debt-to-equity ratio of 0.06. These fundamentals provide some support, although the market is focusing more heavily on the current legal developments.
• Negative Sentiment: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations. The firms are seeking investors who suffered losses and allege that Ensign may have provided materially misleading business information. The announcements do not establish wrongdoing, and no outcome has been reported, but the investigations add litigation risk, potential costs and reputational pressure. The repeated notices likely explain much of the current weakness in ENSG. Rosen Law Firm investigation Kaplan Fox investigation

The Ensign Group Stock Down 0.8%

Shares of The Ensign Group stock opened at $170.79 on Friday. The Ensign Group, Inc. has a 1-year low of $141.58 and a 1-year high of $218.00. The company has a market capitalization of $9.95 billion, a PE ratio of 26.77, a P/E/G ratio of 1.62 and a beta of 0.69. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.21 and a quick ratio of 1.21. The business has a 50-day moving average of $174.45 and a 200-day moving average of $182.95.

The Ensign Group (NASDAQ:ENSG) last issued its quarterly earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, beating analysts’ consensus estimates of $1.80 by $0.12. The firm had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.44 billion. The Ensign Group had a return on equity of 16.75% and a net margin of 6.90%.The Ensign Group’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.59 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, equities analysts forecast that The Ensign Group, Inc. will post 7.04 EPS for the current fiscal year.

The Ensign Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were paid a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Tuesday, June 30th. The Ensign Group’s payout ratio is 4.08%.

Insider Transactions at The Ensign Group

In related news, Director John Agwunobi sold 392 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $171.06, for a total value of $67,055.52. Following the completion of the sale, the director directly owned 9,503 shares of the company’s stock, valued at $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.00% of the stock is owned by corporate insiders.

The Ensign Group 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.