De Lisle Partners LLP Takes $4.20 Million Position in The Ensign Group, Inc. $ENSG

De Lisle Partners LLP acquired a new position in The Ensign Group, Inc. (NASDAQ:ENSG) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 26,189 shares of the company’s stock, valued at approximately $4,199,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. BlackRock Inc. bought a new position in The Ensign Group during the 2nd quarter worth approximately $937,218,000. Wasatch Advisors LP increased its stake in The Ensign Group by 6.0% in the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock worth $548,961,000 after purchasing an additional 199,983 shares during the period. Geode Capital Management LLC lifted its position in The Ensign Group by 3.4% in the fourth quarter. Geode Capital Management LLC now owns 1,498,673 shares of the company’s stock valued at $261,107,000 after purchasing an additional 49,117 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in The Ensign Group by 9.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,332,505 shares of the company’s stock valued at $232,124,000 after purchasing an additional 118,110 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of The Ensign Group by 0.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,090,838 shares of the company’s stock valued at $190,033,000 after purchasing an additional 5,458 shares during the period. Institutional investors own 96.12% of the company’s stock.

Insiders Place Their Bets

In related news, Director Barry M. Smith sold 700 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $164.28, for a total transaction of $114,996.00. Following the transaction, the director owned 21,352 shares in the company, valued at $3,507,706.56. The trade was a 3.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John O. Agwunobi sold 392 shares of the stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $171.06, for a total transaction of $67,055.52. Following the completion of the transaction, the director directly owned 9,503 shares of the company’s stock, valued at approximately $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. 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. 4.00% of the stock is currently owned by insiders.

The Ensign Group Price Performance

Shares of ENSG stock opened at $179.48 on Friday. The firm has a market cap of $10.46 billion, a P/E ratio of 28.13, a P/E/G ratio of 1.73 and a beta of 0.68. The Ensign Group, Inc. has a fifty-two week low of $141.58 and a fifty-two week high of $218.00. The business’s 50 day moving average price is $171.11 and its 200-day moving average price is $184.42. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.21 and a current ratio of 1.21.

The Ensign Group (NASDAQ:ENSG) last posted its earnings results on Monday, July 27th. The company reported $1.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.12. The firm had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.44 billion. The Ensign Group had a return on equity of 16.75% and a net margin of 6.90%.The business’s revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.59 earnings per share. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. On average, equities research analysts anticipate that The Ensign Group, Inc. will post 6.93 earnings per share for the current year.

The Ensign Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th were 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 was Tuesday, June 30th. The Ensign Group’s payout ratio is presently 4.08%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on ENSG shares. Truist Financial lifted their target price on shares of The Ensign Group from $202.00 to $207.00 and gave the stock a “hold” rating in a research note on Thursday, July 30th. Royal Bank Of Canada reissued an “outperform” rating and set a $228.00 price target on shares of The Ensign Group in a research report on Tuesday, July 28th. Wall Street Zen lowered shares of The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Finally, Weiss Ratings cut shares of The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $216.25.

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.