The Ensign Group, Inc. $ENSG Shares Sold by Gagnon Securities LLC

Gagnon Securities LLC trimmed its position in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 6.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 163,342 shares of the company’s stock after selling 10,569 shares during the period. The Ensign Group makes up about 4.9% of Gagnon Securities LLC’s holdings, making the stock its 3rd largest holding. Gagnon Securities LLC owned about 0.28% of The Ensign Group worth $28,095,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in ENSG. King Luther Capital Management Corp lifted its position in shares of The Ensign Group by 4.2% during the third quarter. King Luther Capital Management Corp now owns 54,794 shares of the company’s stock worth $9,425,000 after purchasing an additional 2,215 shares in the last quarter. Maryland State Retirement & Pension System boosted its position in The Ensign Group by 12.8% in the 3rd quarter. Maryland State Retirement & Pension System now owns 3,269 shares of the company’s stock valued at $562,000 after buying an additional 372 shares during the period. Jacobi Capital Management LLC purchased a new position in The Ensign Group in the 3rd quarter valued at approximately $47,000. Machina Capital S.A.S. acquired a new position in shares of The Ensign Group in the third quarter worth $447,000. Finally, Bahl & Gaynor LLC grew its stake in shares of The Ensign Group by 1.0% in the third quarter. Bahl & Gaynor LLC now owns 210,086 shares of the company’s stock worth $36,135,000 after acquiring an additional 2,044 shares in the last quarter. 96.12% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about The Ensign Group

Here are a few of the latest headlines about ENSG:

• Positive Sentiment: U.S. News & World Report named 101 Ensign-affiliated facilities to its 2027 Best Nursing Homes list, with each receiving a “High Performing” rating. The recognition may support the company’s reputation for care quality, though its direct financial impact is unclear. Article: U.S. News names Ensign affiliates among Best Nursing Homes
• Negative Sentiment: Several law firms reiterated that investors have until December 7, 2026, to seek lead-plaintiff status in a filed securities class action covering shares acquired from February 10, 2022, through June 18, 2026. The suit follows allegations—including patient-care, staffing, data, and billing issues—that reportedly contributed to an earlier 8% stock drop. These are allegations, not established findings; repeated law-firm notices may nevertheless weigh on sentiment by highlighting potential legal costs and reputational risk. Article: Ensign investor notification and lawsuit allegations

The Ensign Group Trading Up 0.6%

NASDAQ:ENSG opened at $186.19 on Thursday. The Ensign Group, Inc. has a 1 year low of $141.58 and a 1 year high of $218.00. The stock has a market cap of $10.86 billion, a P/E ratio of 27.71, a P/E/G ratio of 1.75 and a beta of 0.66. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.20 and a current ratio of 1.20. The stock has a 50-day simple moving average of $175.91 and a 200-day simple moving average of $181.79.

The Ensign Group (NASDAQ:ENSG) last issued its earnings results on Tuesday, October 27th. The company reported $2.03 earnings per share for the quarter, topping the consensus estimate of $1.97 by $0.06. The business had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.51 billion. The Ensign Group had a return on equity of 16.79% and a net margin of 7.03%. The business’s quarterly revenue was up 14.5% on a year-over-year basis. During the same quarter last year, the company earned $1.64 EPS. As a group, analysts anticipate that The Ensign Group, Inc. will post 7.07 earnings per share for the current fiscal year.

The Ensign Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Wednesday, September 30th were issued a dividend of $0.0650 per share. The ex-dividend date of this dividend was Wednesday, September 30th. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is presently 3.87%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Weiss Ratings raised The Ensign Group from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Truist Financial set a $210.00 price target on The Ensign Group and gave the company a “hold” rating in a research report on Thursday, October 29th. UBS Group reiterated a “buy” rating and issued a $240.00 price objective (up from $230.00) on shares of The Ensign Group in a research note on Thursday, October 29th. Royal Bank Of Canada boosted their price objective on The Ensign Group from $228.00 to $239.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 3rd. Finally, Oppenheimer upped their target price on shares of The Ensign Group from $210.00 to $215.00 and gave the stock an “outperform” rating in a research note on Thursday, October 29th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $226.00.

The Ensign Group Company Profile

The Ensign Group, Inc. is a healthcare services company focused on post-acute care and senior living. Through its subsidiaries, it operates skilled nursing and rehabilitation facilities, assisted living communities, and independent living communities. The company also provides home health and hospice services, as well as mobile diagnostics and other ancillary services that support patients and care facilities. Its operations serve communities across multiple U.S. states. Founded in 1999, Ensign has grown from a skilled nursing operator into a broader provider of healthcare and senior services.