Zacks Research Has Negative Outlook for ENSG FY2026 Earnings

The Ensign Group, Inc. (NASDAQ:ENSG) – Zacks Research lowered their FY2026 earnings per share (EPS) estimates for shares of The Ensign Group in a research report issued on Tuesday, April 7th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $6.78 for the year, down from their previous forecast of $6.79. Zacks Research has a “Hold” rating on the stock. The consensus estimate for The Ensign Group’s current full-year earnings is $5.59 per share. Zacks Research also issued estimates for The Ensign Group’s Q1 2027 earnings at $1.75 EPS.

The Ensign Group (NASDAQ:ENSG) last released its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 earnings per share for the quarter, beating the consensus estimate of $1.75 by $0.07. The Ensign Group had a return on equity of 16.76% 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 business posted $1.49 EPS. The Ensign Group’s quarterly revenue was up 20.2% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.410-7.610 EPS.

Other equities analysts also recently issued reports about the company. UBS Group set a $230.00 price objective on The Ensign Group and gave the company a “buy” rating in a research note on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a research note on Thursday, January 22nd. Wall Street Zen raised The Ensign Group from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. 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. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $222.00 price target (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Five investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $204.60.

The Ensign Group Stock Performance

NASDAQ ENSG opened at $204.79 on Thursday. The Ensign Group has a 1-year low of $118.73 and a 1-year high of $218.00. The company has a market capitalization of $11.86 billion, a P/E ratio of 35.07, a PEG ratio of 1.93 and a beta of 0.81. The business has a 50 day moving average price of $203.17 and a 200 day moving average price of $187.05. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.42 and a quick ratio of 1.42.

Institutional Investors Weigh In On The Ensign Group

Several hedge funds have recently made changes to their positions in the business. Hsbc Holdings PLC boosted its holdings in shares of The Ensign Group by 515.5% during the fourth quarter. Hsbc Holdings PLC now owns 16,446 shares of the company’s stock worth $2,873,000 after purchasing an additional 13,774 shares during the last quarter. Rockefeller Capital Management L.P. boosted its holdings in shares of The Ensign Group by 40.1% during the fourth quarter. Rockefeller Capital Management L.P. now owns 2,461 shares of the company’s stock worth $429,000 after purchasing an additional 705 shares during the last quarter. World Investment Advisors boosted its holdings in shares of The Ensign Group by 16.7% during the fourth quarter. World Investment Advisors now owns 1,667 shares of the company’s stock worth $290,000 after purchasing an additional 238 shares during the last quarter. Bayban acquired a new stake in shares of The Ensign Group during the fourth quarter worth $31,000. Finally, Caitong International Asset Management Co. Ltd boosted its holdings in shares of The Ensign Group by 702.8% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 859 shares of the company’s stock worth $150,000 after purchasing an additional 752 shares during the last quarter. Institutional investors and hedge funds own 96.12% of the company’s stock.

Insider Activity at The Ensign Group

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $171.54, for a total transaction of $120,078.00. Following the completion of the transaction, the director owned 23,552 shares of the company’s stock, valued at approximately $4,040,110.08. This trade represents a 2.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Daren Shaw sold 1,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $213.43, for a total value of $213,430.00. Following the transaction, the director directly owned 23,726 shares of the company’s stock, valued at $5,063,840.18. The trade was a 4.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,073 shares of company stock valued at $3,349,532 in the last ninety days. 3.90% of the stock is owned by insiders.

The Ensign Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.065 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $0.26 annualized dividend and a yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is presently 4.45%.

The Ensign Group Company 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.