UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 15,869 Shares of The Ensign Group, Inc. $ENSG

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of The Ensign Group, Inc. (NASDAQ:ENSG) by 12.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 147,819 shares of the company’s stock after acquiring an additional 15,869 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in The Ensign Group were worth $23,695,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of The Ensign Group in the 4th quarter worth $134,660,000. NewEdge Wealth LLC bought a new position in shares of The Ensign Group during the fourth quarter valued at about $5,224,000. Dockside LLC purchased a new position in The Ensign Group during the second quarter worth about $2,180,000. Mawer Investment Management Ltd. boosted its holdings in The Ensign Group by 15.8% during the fourth quarter. Mawer Investment Management Ltd. now owns 126,186 shares of the company’s stock worth $21,982,000 after purchasing an additional 17,225 shares during the last quarter. Finally, Wasatch Advisors LP grew its position in The Ensign Group by 10.7% in the 2nd quarter. Wasatch Advisors LP now owns 2,278,324 shares of the company’s stock worth $365,215,000 after purchasing an additional 220,329 shares in the last quarter. Institutional investors own 96.12% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on ENSG shares. 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. Royal Bank Of Canada reiterated an “outperform” rating and set a $228.00 price target on shares of The Ensign Group in a report on Tuesday, July 28th. Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Finally, Truist Financial upped their price objective on The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research note on Thursday, July 30th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $216.25.

The Ensign Group Stock Down 0.8%

The Ensign Group stock opened at $170.79 on Friday. The firm has a 50 day moving average price of $174.45 and a 200-day moving average price of $182.95. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a twelve month low of $141.58 and a twelve month high of $218.00. The company has a market capitalization of $9.95 billion, a P/E ratio of 26.77, a P/E/G ratio of 1.63 and a beta of 0.69.

The Ensign Group (NASDAQ:ENSG) last posted its quarterly earnings results on Monday, July 27th. The company reported $1.92 EPS for the quarter, topping analysts’ consensus estimates of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 16.75%. The company had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.44 billion. During the same quarter in the previous year, the firm posted $1.59 EPS. The Ensign Group’s revenue was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, equities analysts predict that The Ensign Group, Inc. will post 7.04 EPS for the current year.

The Ensign Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders 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 dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 30th. The Ensign Group’s dividend payout ratio is currently 4.08%.

Key The Ensign Group News

Here are the key news stories impacting The Ensign Group this week:

• Positive Sentiment: Zacks Research raised its earnings forecasts across multiple periods. Estimates increased to $6.98 EPS for fiscal 2026, $7.26 for fiscal 2027 and $8.19 for fiscal 2028, from prior forecasts of $6.77, $7.06 and $7.89, respectively. Quarterly estimates were also lifted, including Q3 2026 to $1.73 EPS and Q4 2026 to $1.86. The revisions indicate improving analyst expectations for Ensign’s growth and could support the shares. MarketBeat analyst estimates
• Neutral Sentiment: Ensign’s latest reported quarter showed $1.92 EPS, above the $1.80 consensus estimate, while revenue rose 16.7% year over year to $1.44 billion. The company also maintains modest leverage, with a debt-to-equity ratio of 0.06. These fundamentals provide some support, although the market is focusing more heavily on the current legal developments.
• Negative Sentiment: Rosen Law Firm and Kaplan Fox announced investigations into potential securities-law violations. The firms are seeking investors who suffered losses and allege that Ensign may have provided materially misleading business information. The announcements do not establish wrongdoing, and no outcome has been reported, but the investigations add litigation risk, potential costs and reputational pressure. The repeated notices likely explain much of the current weakness in ENSG. Rosen Law Firm investigation Kaplan Fox investigation

Insider Buying and Selling at The Ensign Group

In related news, Director John Agwunobi sold 392 shares of The Ensign Group stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $171.06, for a total value of $67,055.52. Following the completion of the sale, the director owned 9,503 shares of the company’s stock, valued at approximately $1,625,583.18. This trade represents a 3.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 4.00% of the company’s stock.

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.