The Ensign Group (NASDAQ:ENSG) Updates FY 2026 Earnings Guidance
by Renee Jackson · The Cerbat GemThe Ensign Group (NASDAQ:ENSG – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 7.480-7.620 for the period, compared to the consensus earnings per share estimate of 7.370. The company issued revenue guidance of $5.8 billion-$5.9 billion, compared to the consensus revenue estimate of $5.8 billion.
The Ensign Group Price Performance
The Ensign Group stock traded down $2.97 during mid-day trading on Friday, reaching $183.72. 838,126 shares of the company were exchanged, compared to its average volume of 337,796. The company has a fifty day simple moving average of $202.39 and a 200-day simple moving average of $189.26. The Ensign Group has a 12 month low of $128.08 and a 12 month 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 firm has a market cap of $10.64 billion, a PE ratio of 31.46, a PEG ratio of 1.83 and a beta of 0.73.
The Ensign Group (NASDAQ:ENSG – Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06. The firm had revenue of $1.39 billion for the quarter, compared to the consensus estimate of $1.40 billion. The Ensign Group had a return on equity of 17.26% and a net margin of 6.89%.The company’s revenue was up 18.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.52 EPS. The Ensign Group has set its FY 2026 guidance at 7.480-7.620 EPS. As a group, equities research analysts expect that The Ensign Group will post 6.79 earnings per share for the current fiscal year.
The Ensign Group Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Tuesday, March 31st were issued a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 31st. The Ensign Group’s dividend payout ratio (DPR) is currently 4.45%.
Wall Street Analysts Forecast Growth
A number of equities research analysts have weighed in on ENSG shares. Zacks Research downgraded The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. UBS Group set a $230.00 target price on The Ensign Group and gave the company a “buy” rating in a report on Friday, February 6th. Wall Street Zen raised The Ensign Group from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of The Ensign Group in a report on Tuesday, April 21st. Finally, Truist Financial set a $215.00 target price on The Ensign Group and gave the company a “hold” rating in a report on Friday, February 6th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, The Ensign Group has a consensus rating of “Moderate Buy” and a consensus target price of $216.75.
View Our Latest Stock Analysis on ENSG
Insider Activity at The Ensign Group
In related news, Director Barry M. Smith sold 700 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $196.65, for a total transaction of $137,655.00. Following the sale, the director owned 22,152 shares of the company’s stock, valued at $4,356,190.80. This trade represents a 3.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Daren Shaw sold 1,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $213.43, for a total value of $213,430.00. Following the sale, the director directly owned 23,726 shares in the company, valued at approximately $5,063,840.18. This trade represents a 4.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 17,173 shares of company stock worth $3,377,311 over the last 90 days. 4.00% of the stock is currently owned by company insiders.
The Ensign Group News Summary
Here are the key news stories impacting The Ensign Group this week:
- Positive Sentiment: Q1 EPS beat — Ensign reported earnings of $1.85 per share versus the Zacks consensus of $1.79, up from $1.52 a year ago (accelerating profitability). Article Title
- Positive Sentiment: Raised FY‑2026 guidance — management lifted full‑year EPS guidance to roughly 7.48–7.62 (above consensus) and raised revenue targets, signaling confidence in growth and margins. Article Title
- Positive Sentiment: Portfolio expansion — Ensign announced acquisitions and real‑estate purchases (Texas and Wisconsin), expanding operating footprint and REIT-owned assets that should support revenue/lease income. Article Title
- Neutral Sentiment: Conference call/webcast scheduled — management will host a call and provide slides tomorrow; useful for color on patient mix, margin drivers and the assumptions behind the raised guidance. Article Title
- Negative Sentiment: Revenue slightly missed estimates — Q1 revenue came in about $1.39B vs. ~$1.40B consensus; some coverage flagged sales below estimates, which can temper enthusiasm despite the EPS beat. Article Title
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. T. Rowe Price Investment Management Inc. lifted its holdings in The Ensign Group by 28.5% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 683,884 shares of the company’s stock worth $119,133,000 after buying an additional 151,792 shares during the period. Invesco Ltd. lifted its holdings in The Ensign Group by 17.1% during the 4th quarter. Invesco Ltd. now owns 304,132 shares of the company’s stock worth $52,980,000 after buying an additional 44,466 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in The Ensign Group by 16.7% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 4,448 shares of the company’s stock worth $775,000 after buying an additional 635 shares during the period. State of Tennessee Department of Treasury lifted its holdings in The Ensign Group by 18.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 17,455 shares of the company’s stock worth $2,996,000 after buying an additional 2,765 shares during the period. Finally, EP Wealth Advisors LLC acquired a new position in The Ensign Group during the 4th quarter worth about $287,000. 96.12% of the stock is owned by institutional investors and hedge funds.
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.