Hunter Perkins Capital Management LLC Has $4.41 Million Stock Holdings in The Ensign Group, Inc. $ENSG

Hunter Perkins Capital Management LLC trimmed its position in The Ensign Group, Inc. (NASDAQ:ENSG) by 20.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 25,330 shares of the company’s stock after selling 6,649 shares during the quarter. Hunter Perkins Capital Management LLC’s holdings in The Ensign Group were worth $4,414,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the company. USA Financial Formulas acquired a new position in The Ensign Group during the fourth quarter worth approximately $72,000. Exchange Traded Concepts LLC lifted its position in shares of The Ensign Group by 21.6% in the fourth quarter. Exchange Traded Concepts LLC now owns 5,641 shares of the company’s stock valued at $983,000 after buying an additional 1,001 shares during the last quarter. Ausbil Investment Management Ltd boosted its stake in shares of The Ensign Group by 95.2% during the 4th quarter. Ausbil Investment Management Ltd now owns 6,626 shares of the company’s stock worth $1,154,000 after acquiring an additional 3,231 shares during the period. Fort Washington Investment Advisors Inc. OH boosted its stake in shares of The Ensign Group by 8.4% during the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 163,131 shares of the company’s stock worth $28,417,000 after acquiring an additional 12,602 shares during the period. Finally, Legacy Wealth Asset Management LLC increased its holdings in shares of The Ensign Group by 0.8% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 11,404 shares of the company’s stock worth $1,987,000 after acquiring an additional 95 shares during the last quarter. 96.12% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. Zacks Research raised The Ensign Group from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 26th. Truist Financial set a $215.00 price objective on shares of The Ensign Group and gave the company a “hold” rating in a research report on Friday, February 6th. 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. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $222.00 target price (up from $206.00) on shares of The Ensign Group in a report on Monday, February 9th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of The Ensign Group in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $204.60.

Insiders Place Their Bets

In other The Ensign Group news, Director Barry M. Smith sold 700 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $213.02, for a total transaction of $149,114.00. Following the transaction, the director owned 22,852 shares in the company, valued at $4,867,933.04. This represents a 2.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Suzanne D. Snapper sold 4,573 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $196.11, for a total transaction of $896,811.03. Following the transaction, the chief financial officer directly owned 272,889 shares in the company, valued at $53,516,261.79. This represents a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 17,073 shares of company stock worth $3,333,390. 3.90% of the stock is currently owned by insiders.

The Ensign Group Stock Performance

ENSG opened at $200.66 on Friday. The business has a fifty day simple moving average of $199.37 and a 200 day simple moving average of $185.18. The company has a market capitalization of $11.62 billion, a PE ratio of 34.36, a price-to-earnings-growth ratio of 1.97 and a beta of 0.83. The Ensign Group, Inc. has a 1 year low of $118.73 and a 1 year high of $218.00. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.42 and a quick ratio of 1.42.

The Ensign Group (NASDAQ:ENSG) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $1.82 earnings per share for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $1.37 billion. During the same quarter last year, the business earned $1.49 EPS. The company’s quarterly 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. Research analysts expect that The Ensign Group, Inc. will post 5.59 EPS for the current year.

The Ensign Group Dividend Announcement

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

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.