Mawer Investment Management Ltd. Raises Stake in The Ensign Group, Inc. $ENSG

Mawer Investment Management Ltd. grew its stake in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 15.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 126,186 shares of the company’s stock after purchasing an additional 17,225 shares during the period. Mawer Investment Management Ltd.’s holdings in The Ensign Group were worth $21,982,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Equitable Trust Co. boosted its position in shares of The Ensign Group by 260.5% during the 3rd quarter. Equitable Trust Co. now owns 29,026 shares of the company’s stock worth $5,015,000 after purchasing an additional 20,975 shares in the last quarter. Citigroup Inc. boosted its position in shares of The Ensign Group by 16.6% in the 3rd quarter. Citigroup Inc. now owns 56,612 shares of the company’s stock worth $9,781,000 after buying an additional 8,056 shares in the last quarter. Cypress Wealth Services LLC purchased a new stake in shares of The Ensign Group in the 4th quarter worth about $1,508,000. Mitsubishi UFJ Trust & Banking Corp boosted its position in shares of The Ensign Group by 52.5% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 54,336 shares of the company’s stock worth $9,465,000 after buying an additional 18,699 shares in the last quarter. Finally, Segall Bryant & Hamill LLC boosted its position in shares of The Ensign Group by 2.3% in the 3rd quarter. Segall Bryant & Hamill LLC now owns 331,596 shares of the company’s stock worth $57,290,000 after buying an additional 7,495 shares in the last quarter. 96.12% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at The Ensign Group

In other news, Director Barry M. Smith sold 700 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $196.65, for a total transaction of $137,655.00. Following the completion of the transaction, the director owned 22,152 shares of the company’s stock, valued at $4,356,190.80. This represents a 3.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John O. Agwunobi sold 392 shares of the company’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $199.97, for a total transaction of $78,388.24. Following the transaction, the director directly owned 9,295 shares of the company’s stock, valued at approximately $1,858,721.15. This represents a 4.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 1,892 shares of company stock valued at $363,250. Corporate insiders own 4.00% of the company’s stock.

The Ensign Group Trading Down 1.6%

Shares of ENSG stock opened at $165.00 on Tuesday. The firm has a 50-day moving average price of $187.66 and a 200 day moving average price of $188.09. The Ensign Group, Inc. has a twelve month low of $134.79 and a twelve month high of $218.00. The company has a market capitalization of $9.64 billion, a price-to-earnings ratio of 26.87, a PEG ratio of 1.65 and a beta of 0.68. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.06.

The Ensign Group (NASDAQ:ENSG) last announced its earnings results on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.79 by $0.06. The Ensign Group had a net margin of 6.89% and a return on equity of 16.78%. The firm had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the previous year, the company posted $1.52 EPS. The firm’s revenue for the quarter was up 18.4% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. Research analysts forecast that The Ensign Group, Inc. will post 6.79 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 Thursday, April 30th. Stockholders of record on Tuesday, March 31st were paid a dividend of $0.065 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.2%. The Ensign Group’s dividend payout ratio is currently 4.23%.

Analyst Ratings Changes

Several research firms recently commented on ENSG. Truist Financial set a $215.00 price objective on shares of The Ensign Group and gave the stock a “hold” rating in a research report on Friday, February 6th. Zacks Research lowered shares of The Ensign Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. UBS Group set a $230.00 price objective on shares of The Ensign Group and gave the stock a “buy” rating in a research report on Friday, February 6th. Wall Street Zen upgraded shares of The Ensign Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $222.00 price objective (up from $206.00) on shares of The Ensign Group in a research report on Monday, February 9th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $216.75.

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.