3,177 Shares in The Ensign Group, Inc. $ENSG Bought by Keybank National Association OH

Keybank National Association OH bought a new stake in The Ensign Group, Inc. (NASDAQ:ENSG) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,177 shares of the company’s stock, valued at approximately $549,000.

Several other large investors also recently modified their holdings of ENSG. Arizona State Retirement System grew its position in shares of The Ensign Group by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 16,970 shares of the company’s stock valued at $2,932,000 after purchasing an additional 228 shares during the period. Pittenger & Anderson Inc. boosted its holdings in shares of The Ensign Group by 192.3% in the third quarter. Pittenger & Anderson Inc. now owns 3,800 shares of the company’s stock valued at $657,000 after buying an additional 2,500 shares during the period. AE Wealth Management LLC bought a new stake in shares of The Ensign Group during the third quarter worth $617,000. Ballentine Partners LLC acquired a new stake in shares of The Ensign Group during the third quarter worth $226,000. Finally, Federated Hermes Inc. lifted its position in The Ensign Group by 18.4% in the 3rd quarter. Federated Hermes Inc. now owns 15,934 shares of the company’s stock valued at $2,753,000 after acquiring an additional 2,473 shares in the last quarter. 96.12% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on ENSG. Stephens increased their target price on The Ensign Group from $185.00 to $200.00 and gave the stock an “overweight” rating in a report on Wednesday, November 5th. UBS Group reaffirmed a “buy” rating and set a $220.00 price objective (up from $205.00) on shares of The Ensign Group in a research report on Wednesday, November 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a report on Thursday, January 22nd. Truist Financial boosted their target price on The Ensign Group from $190.00 to $200.00 and gave the company a “hold” rating in a research note on Monday, November 10th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $206.00 price target (up previously from $177.00) on shares of The Ensign Group in a research report on Friday, November 14th. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $196.40.

The Ensign Group Stock Performance

ENSG opened at $197.16 on Friday. The business’s 50-day simple moving average is $177.12 and its 200 day simple moving average is $173.27. The Ensign Group, Inc. has a 52-week low of $118.73 and a 52-week high of $199.01. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.46 and a current ratio of 1.46. The firm has a market capitalization of $11.42 billion, a PE ratio of 33.76, a PEG ratio of 1.80 and a beta of 0.88.

The Ensign Group (NASDAQ:ENSG) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $1.82 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.07. The Ensign Group had a return on equity of 17.20% and a net margin of 6.80%.The firm had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.37 billion. During the same period last year, the company earned $1.49 earnings per share. The business’s revenue was up 20.2% compared to the same quarter last year. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. As a group, sell-side analysts expect that The Ensign Group, Inc. will post 5.59 earnings per share for the current fiscal year.

The Ensign Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Stockholders of record on Wednesday, December 31st were paid a dividend of $0.065 per share. The ex-dividend date was Wednesday, December 31st. This represents a $0.26 annualized dividend and a dividend yield of 0.1%. This is a boost from The Ensign Group’s previous quarterly dividend of $0.06. The Ensign Group’s dividend payout ratio (DPR) is presently 4.65%.

Key Headlines Impacting The Ensign Group

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

• Positive Sentiment: Management issued high FY‑2026 guidance (EPS $7.41–$7.61; revenue $5.77B–$5.84B), well above prior consensus — a direct bullish catalyst supporting multiple quarters of earnings growth expectations. Read More.
• Positive Sentiment: Q4 adjusted EPS of $1.82 beat estimates ($1.75) and showed solid year‑over‑year growth, which validates margin and operational improvement. Read More.
• Positive Sentiment: Operational metrics are strong: record occupancy and Medicare/skilled-revenue growth, plus healthy liquidity (~$504M cash + ~$592M available capacity), supporting both organic margin expansion and continued M&A. Read More.
• Positive Sentiment: Analyst coverage is constructive (recent buy/outperform notes and raised targets), which can amplify upside if guidance is executed. Read More.
• Neutral Sentiment: Management is actively adding assets (multiple acquisitions/real‑estate additions announced). These expand scale and future revenue but require successful integration to realize accretion. Read More.
• Neutral Sentiment: Investors can review the full Q4 / FY press release and supplemental metrics (detailed occupancy, payor mix, FFO and segment disclosure) to judge sustainability of the beat and guidance assumptions. Read More.
• Negative Sentiment: Service revenue for Q4 (~$1.36B) was marginally below some analyst estimates (~$1.37B); that small miss is a reminder that top-line execution must track management’s ambitious targets. Read More.
• Negative Sentiment: Insider selling disclosed (director sold 700 shares; broader pattern of insider sales noted by third‑party trackers). While not large vs. total holdings, repeated executive sales can create short‑term investor caution. Read More.

Insider Buying and Selling

In other The Ensign Group news, Director John O. Agwunobi sold 146 shares of the firm’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $178.31, for a total transaction of $26,033.26. Following the completion of the sale, the director owned 9,087 shares of the company’s stock, valued at $1,620,302.97. This trade represents a 1.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Daren Shaw sold 1,000 shares of The Ensign Group stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $178.57, for a total transaction of $178,570.00. Following the transaction, the director directly owned 24,126 shares of the company’s stock, valued at approximately $4,308,179.82. This trade represents a 3.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 50,315 shares of company stock worth $9,013,767 in the last 90 days. 3.90% 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.