The Ensign Group, Inc. $ENSG Shares Sold by Crow s Nest Holdings LP

Crow s Nest Holdings LP cut its holdings in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 432,100 shares of the company’s stock after selling 7,900 shares during the period. The Ensign Group accounts for approximately 15.6% of Crow s Nest Holdings LP’s investment portfolio, making the stock its 2nd biggest holding. Crow s Nest Holdings LP’s holdings in The Ensign Group were worth $74,654,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new position in The Ensign Group during the 3rd quarter worth $35,000. Steward Partners Investment Advisory LLC boosted its holdings in The Ensign Group by 638.7% in the second quarter. Steward Partners Investment Advisory LLC now owns 229 shares of the company’s stock worth $35,000 after acquiring an additional 198 shares in the last quarter. MAI Capital Management grew its stake in shares of The Ensign Group by 1,009.5% during the second quarter. MAI Capital Management now owns 233 shares of the company’s stock worth $36,000 after acquiring an additional 212 shares during the last quarter. Hantz Financial Services Inc. grew its stake in shares of The Ensign Group by 1,128.6% during the second quarter. Hantz Financial Services Inc. now owns 258 shares of the company’s stock worth $40,000 after acquiring an additional 237 shares during the last quarter. Finally, SBI Securities Co. Ltd. increased its holdings in shares of The Ensign Group by 872.4% during the second quarter. SBI Securities Co. Ltd. now owns 282 shares of the company’s stock valued at $44,000 after acquiring an additional 253 shares in the last quarter. Hedge funds and other institutional investors own 96.12% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on ENSG. UBS Group set a $230.00 target price on shares of The Ensign Group and gave the stock a “buy” rating in a research note on Friday, February 6th. Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a research note on Thursday, January 22nd. Stephens boosted their price objective on shares of The Ensign Group from $185.00 to $200.00 and gave the company an “overweight” rating in a report on Wednesday, November 5th. Wall Street Zen upgraded The Ensign Group from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Finally, Truist Financial set a $215.00 price target on The Ensign Group and gave the stock a “hold” rating in a research report on Friday, February 6th. Five investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, The Ensign Group has a consensus rating of “Moderate Buy” and a consensus price target of $204.60.

The Ensign Group Price Performance

Shares of ENSG opened at $213.34 on Monday. The business’s 50-day moving average is $180.23 and its two-hundred day moving average is $176.35. The company has a market capitalization of $12.36 billion, a P/E ratio of 36.53, a P/E/G ratio of 2.23 and a beta of 0.88. The Ensign Group, Inc. has a fifty-two week low of $118.73 and a fifty-two week high of $216.92. 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 Ensign Group (NASDAQ:ENSG) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.07. The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.37 billion. The Ensign Group had a return on equity of 16.76% and a net margin of 6.80%.The company’s revenue for the quarter was up 20.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.49 EPS. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS. Research analysts predict that The Ensign Group, Inc. will post 5.59 earnings per share for the current year.

The Ensign Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Shareholders of record on Wednesday, December 31st were given a $0.065 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $0.26 annualized dividend and a yield of 0.1%. This is a boost from The Ensign Group’s previous quarterly dividend of $0.06. The Ensign Group’s payout ratio is currently 4.45%.

Insider Buying and Selling at The Ensign Group

In related news, VP Beverly B. Wittekind sold 2,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.00, for a total value of $360,000.00. Following the completion of the transaction, the vice president directly owned 32,779 shares in the company, valued at $5,900,220. The trade was a 5.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Suzanne D. Snapper sold 4,573 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $196.11, for a total transaction of $896,811.03. Following the sale, the chief financial officer owned 272,889 shares in the company, valued at approximately $53,516,261.79. This represents a 1.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 29,032 shares of company stock worth $5,373,698. 3.90% of the stock is currently owned by insiders.

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.