Ensign Group（ENSG）株式概要The Ensign Group, Inc.は、熟練した看護、高齢者向け生活、リハビリテーションサービスを提供しています。 詳細ENSG ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金0/6報酬収益は年間13.21%増加すると予測されています 過去1年間で収益は17.4%増加しました アナリストらは、株価が32.2%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、ENSG 、リスクは検出されなかった。すべてのリスクチェックを見るENSG Community Fair Values Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$166.688.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture09b2016201920222025202620282031Revenue US$8.6bEarnings US$595.1mAdvancedSet Fair ValueView all narrativesThe Ensign Group, Inc. 競合他社Encompass HealthSymbol: NYSE:EHCMarket cap: US$10.1bUniversal Health ServicesSymbol: NYSE:UHSMarket cap: US$8.6bTenet HealthcareSymbol: NYSE:THCMarket cap: US$14.1bPACS GroupSymbol: NYSE:PACSMarket cap: US$5.8b価格と性能株価の高値、安値、推移の概要Ensign Group過去の株価現在の株価US$166.6852週高値US$218.0052週安値US$134.80ベータ0.731ヶ月の変化-8.43%3ヶ月変化-19.59%1年変化10.09%3年間の変化77.09%5年間の変化100.55%IPOからの変化1,965.43%最新ニュースライブニュース • May 31Ensign Group Q1 Revenue Grows 18.4% but Misses Estimates and Shares FallEnsign Group reported Q1 revenue of US$1.39b, which was 18.4% higher year over year but 8.4% below analyst expectations. The stock fell 4.9% after the earnings release, with the revenue shortfall cited as a key driver of the reaction. Management continues to emphasize a focus on high-acuity patients and an increasing mix of Medicare and managed care within its skilled nursing, senior living, and rehabilitation operations across 15 states. The core story here is that revenue is growing while the market is reacting to the gap versus expectations and indications that sales volumes may be feeling pressure from competition or potential saturation. For investors, the key questions are how sustainable the current growth mix in higher-acuity and managed care patients is, and whether recent volume trends point to a temporary adjustment or a longer-term constraint on expansion.Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$1.73 (up from US$1.41 in 1Q 2025). Revenue: US$1.39b (up 18% from 1Q 2025). Net income: US$99.7m (up 24% from 1Q 2025). Profit margin: 7.2% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28The Ensign Group, Inc. to Report Q1, 2026 Results on Apr 30, 2026The Ensign Group, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Apr 04The Ensign Group, Inc., Annual General Meeting, May 13, 2026The Ensign Group, Inc., Annual General Meeting, May 13, 2026. Location: ensign services, inc, service center 29222 rancho, suite 127, san juan capistrano, california 92675., United StatesDeclared Dividend • Mar 25Fourth quarter dividend of US$0.065 announcedShareholders will receive a dividend of US$0.065. Ex-date: 31st March 2026 Payment date: 30th April 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%.Seeking Alpha • Feb 12The Ensign Group: Real Estate Value Anchors A Growth StorySummary The Ensign Group sustains premium valuation through consistent growth, operational excellence, and strategic distressed asset acquisitions. ENSG's decentralized cluster model drives superior occupancy, rapid turnaround of new facilities, and regulatory outperformance, supporting compounding cash flow. Standard Bearer, ENSG's captive REIT, captures real estate value and provides a valuation floor, with 2025 FFO up 33.9% year-over-year. Despite sector risks from reimbursement changes and wage inflation, ENSG's robust balance sheet and double-digit earnings guidance underpin its long-term growth thesis. Read the full article on Seeking Alpha最新情報をもっと見るRecent updatesライブニュース • May 31Ensign Group Q1 Revenue Grows 18.4% but Misses Estimates and Shares FallEnsign Group reported Q1 revenue of US$1.39b, which was 18.4% higher year over year but 8.4% below analyst expectations. The stock fell 4.9% after the earnings release, with the revenue shortfall cited as a key driver of the reaction. Management continues to emphasize a focus on high-acuity patients and an increasing mix of Medicare and managed care within its skilled nursing, senior living, and rehabilitation operations across 15 states. The core story here is that revenue is growing while the market is reacting to the gap versus expectations and indications that sales volumes may be feeling pressure from competition or potential saturation. For investors, the key questions are how sustainable the current growth mix in higher-acuity and managed care patients is, and whether recent volume trends point to a temporary adjustment or a longer-term constraint on expansion.Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$1.73 (up from US$1.41 in 1Q 2025). Revenue: US$1.39b (up 18% from 1Q 2025). Net income: US$99.7m (up 24% from 1Q 2025). Profit margin: 7.2% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28The Ensign Group, Inc. to Report Q1, 2026 Results on Apr 30, 2026The Ensign Group, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Apr 04The Ensign Group, Inc., Annual General Meeting, May 13, 2026The Ensign Group, Inc., Annual General Meeting, May 13, 2026. Location: ensign services, inc, service center 29222 rancho, suite 127, san juan capistrano, california 92675., United StatesDeclared Dividend • Mar 25Fourth quarter dividend of US$0.065 announcedShareholders will receive a dividend of US$0.065. Ex-date: 31st March 2026 Payment date: 30th April 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%.Seeking Alpha • Feb 12The Ensign Group: Real Estate Value Anchors A Growth StorySummary The Ensign Group sustains premium valuation through consistent growth, operational excellence, and strategic distressed asset acquisitions. ENSG's decentralized cluster model drives superior occupancy, rapid turnaround of new facilities, and regulatory outperformance, supporting compounding cash flow. Standard Bearer, ENSG's captive REIT, captures real estate value and provides a valuation floor, with 2025 FFO up 33.9% year-over-year. Despite sector risks from reimbursement changes and wage inflation, ENSG's robust balance sheet and double-digit earnings guidance underpin its long-term growth thesis. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$204, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Healthcare industry in the US. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$149 per share.Recent Insider Transactions Derivative • Feb 06CFO, Executive VP & Director notifies of intention to sell stockSuzanne Snapper intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$194, it would amount to US$1.6m. Since March 2025, Suzanne's direct individual holding has decreased from 328.08k shares to 325.54k. Company insiders have collectively sold US$8.9m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Feb 06Now 34% undervaluedOver the last 90 days, the stock has risen 9.6% to US$197. The fair value is estimated to be US$300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.00 (up from US$5.26 in FY 2024). Revenue: US$5.06b (up 19% from FY 2024). Net income: US$344.0m (up 15% from FY 2024). Profit margin: 6.8% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 05The Ensign Group, Inc. Provides Earnings Guidance for the Year 2026The Ensign Group, Inc. provided earnings guidance for the year 2026. For the period, the company expects annual 2026 earnings guidance of $7.41 to $7.61 per diluted share and annual revenue guidance of $5.77 billion to $5.84 billion. The midpoint of this 2026 earnings guidance represents an increase of 14.3% over 2025 results and is 36.5% higher than 2024 results.お知らせ • Feb 03The Ensign Group, Inc. to Report Q4, 2025 Results on Feb 04, 2026The Ensign Group, Inc. announced that they will report Q4, 2025 results on Feb 04, 2026分析記事 • Jan 04Is Ensign Group (NASDAQ:ENSG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Declared Dividend • Dec 24Third quarter dividend increased to US$0.065Dividend of US$0.065 is 4.0% higher than last year. Ex-date: 31st December 2025 Payment date: 31st January 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 5%.お知らせ • Dec 19The Ensign Group, Inc. Increases Quarterly Cash Dividend, Payable on or Before January 31, 2026The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0650 per share of Ensign common stock, payable on or before January 31, 2026, to shareholders of record as of December 31, 2025.Recent Insider Transactions Derivative • Dec 14Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$175, it would amount to US$1.5m. Since March 2025, Beverly's direct individual holding has increased from 38.21k shares to 38.68k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 14CEO & Chairman of the Board notifies of intention to sell stockBarry Port intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$181, it would amount to US$5.1m. For the year to December 2018, Barry's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Barry's direct individual holding has decreased from 214.10k shares to 211.78k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Nov 09Price target increased by 8.6% to US$201Up from US$185, the current price target is an average from 5 analysts. New target price is 12% above last closing price of US$180. Stock is up 21% over the past year. The company is forecast to post earnings per share of US$5.88 for next year compared to US$5.26 last year.Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.46 (up from US$1.38 in 3Q 2024). Revenue: US$1.30b (up 20% from 3Q 2024). Net income: US$83.8m (up 6.9% from 3Q 2024). Profit margin: 6.5% (down from 7.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04The Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company expects earnings guidance to between $6.48 to $6.54 per diluted share, up from $6.34 to $6.46 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of 18.4% over 2024 results and is 36.5% higher than 2023 results. The company also increasing annual revenue guidance to $5.05 billion to $5.07 billion, up from $4.99 billion to $5.02 billion, to account for current quarter growth and acquisitions have closed and anticipate closing through the remainder of the year.分析記事 • Oct 28Estimating The Intrinsic Value Of The Ensign Group, Inc. (NASDAQ:ENSG)Key Insights Ensign Group's estimated fair value is US$165 based on 2 Stage Free Cash Flow to Equity Ensign Group's...お知らせ • Oct 21The Ensign Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025The Ensign Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025ナラティブの更新 • Oct 08Rising US Eldercare Demand And Acquisitions Will Drive ExpansionNarrative Update: Analyst Price Target Increased for Ensign Group Analysts have raised their price target on Ensign Group by $3 to $180, citing a continued recovery and positive operating momentum in the skilled nursing facility sector. Analyst Commentary Recent analyst discussions and price target adjustments reflect a renewed optimism in Ensign Group’s prospects as well as a careful eye on sector dynamics.分析記事 • Sep 27What Does The Ensign Group, Inc.'s (NASDAQ:ENSG) Share Price Indicate?The Ensign Group, Inc. ( NASDAQ:ENSG ), is not the largest company out there, but it saw a significant share price rise...Declared Dividend • Sep 22Second quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 30th September 2025 Payment date: 31st October 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 10%.ナラティブの更新 • Sep 20Rising US Eldercare Demand And Acquisitions Will Drive ExpansionWith both Ensign Group’s future P/E and consensus revenue growth forecasts holding steady, analysts have made only a marginal upward adjustment to the fair value target, raising the consensus price target from $174.67 to $177.40. What's in the News Ensign Group settled a whistleblower case for over $47.3 million, resolving allegations of Medicare and Medicaid fraud, kickbacks to physicians, and violations of the False Claims Acts and Anti-Kickback Statutes.お知らせ • Sep 19The Ensign Group, Inc. Declares A Quarterly Cash Dividend , Payable on or Before October 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before October 31, 2025, to shareholders of record as of September 30, 2025.ナラティブの更新 • Sep 05Rising US Eldercare Demand And Acquisitions Will Drive ExpansionWith no changes observed in either Ensign Group’s future P/E ratio or net profit margin, the consensus analyst price target remains stable at $174.67. What's in the News Ensign Group settled a whistleblower lawsuit for over $47.3 million, resolving allegations of nationwide Medicare and Medicaid fraud, kickbacks, and violations of federal and state laws, as well as breaching a prior Corporate Integrity Agreement.お知らせ • Sep 03Ensign Pays over $47 Million to Settle Claims in Whistleblower Suit Alleging Fraud and KickbacksWhistleblower Law Collaborative LLC, Hirst Law Group, P.C., and Bird, Marella, Rhow, Lincenberg, Drooks, & Nessim, LLP announced a settlement of over $47.3 million in a whistleblower case against The Ensign Group, Inc., and Ensign Services, Inc. ("Ensign"). The settled claims, brought in a lawsuit filed by a whistleblower in 2015, resolve allegations that Ensign knowingly engaged in fraud perpetrated against Medicare, Medicaid, and other government health care programs. The complaint, filed as a qui tam suit under the federal and California False Claims Acts (FCAs), alleged that nationwide Ensign knowingly paid kickbacks to physicians for referrals of patients to Ensign's skilled nursing facilities (SNFs) in violations of the FCAs, the federal and California Anti-Kickback Statutes, and the federal Stark self-referral law. The complaint also alleged that Ensign violated a previous Corporate Integrity Agreement (CIA) that Ensign signed with the Department of Health and Human Services (HHS) in 2013 as part of an earlier False Claims Act case settled by the company. The whistleblower worked as a former Contracts Manager at Ensign. In that role, she was responsible for reviewing, tracking, and monitoring contracts entered into by Ensign's Facilities. She also served on the Company's Compliance Committee where one of her responsibilities was to ensure that payment provisions in Ensign's contracts were in accordance with the law. The whistleblower alleged that she complained about the fraud she observed but could not get Ensign to change its conduct. As the second amended complaint alleged, as part of her work, the whistleblower observed, among other fraud, that: Ensign made inflated monthly payments to physicians to serve as medical directors and in other "consulting" capacities, when those excessive payments were designed to induce the doctors to refer patients to the Ensign's SNFs; Ensign SNF administrators admitted that while they used to pay for patient referrals with "donuts," they were now paying for referrals with "dollars"; Another Ensign administrator admitted that he performed a return on investment calculation to determine the number of referrals needed from each doctor to break even on the monthly payments made to those doctors -- and that he would raise or lower the payments to the doctors based on their number of referrals; and Ensign paid thousands of dollars each month for multiple medical directors and consultants. At one SNF alone, Ensign paid four doctors to serve as "medical directors" and paid at least ten additional doctors for "consulting agreements."The whistleblower alleged that she attempted to stop the fraud by changing the contracts to institute hourly rates tied to actual work and fair market value, rather than excessive monthly lump sum payments to induce referrals, but her attempts were overridden by Ensign. Whistleblower Law Collaborative and Hirst Law Group filed the FCAqui tam suit on behalf of the whistleblower, who alleged that Ensign had both engaged in fraud and failed to disclose its illegal conduct to the government as required. When the government allowed the whistleblower to proceed with the FCA suit in 2020, Whistleblower Law Collaborative and Hirst Law Group went forward with the case with Bird Marella as taint counsel. The team proceeded to successfully litigate the case for four years and were in the midst of discovery when the settlement was reached.Reported Earnings • Jul 25Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$1.48 (up from US$1.26 in 2Q 2024). Revenue: US$1.23b (up 19% from 2Q 2024). Net income: US$84.4m (up 19% from 2Q 2024). Profit margin: 6.9% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 25Ensign Group (NASDAQ:ENSG) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 25the Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company is raising annual 2025 earnings guidance to between $6.34 to $6.46 per diluted share, up from previously raised guidance of $6.22 to $6.38 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of more than 16% over 2024 results and is 34% higher than 2023 results. The company is also increasing annual revenue guidance to $4.99 billion to $5.02 billion, up from $4.89 billion to $4.94 billion, to account for current quarter performance and acquisitions company anticipate closing through the third quarter.お知らせ • Jul 22The Ensign Group, Inc. to Report Q2, 2025 Results on Jul 24, 2025The Ensign Group, Inc. announced that they will report Q2, 2025 results on Jul 24, 2025Recent Insider Transactions Derivative • Jul 08CFO, Executive VP & Director notifies of intention to sell stockSuzanne Snapper intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of July. If the sale is conducted around the recent share price of US$148, it would amount to US$1.2m. Since September 2024, Suzanne's direct individual holding has increased from 311.66k shares to 326.47k. Company insiders have collectively sold US$7.8m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 24When Should You Buy The Ensign Group, Inc. (NASDAQ:ENSG)?The Ensign Group, Inc. ( NASDAQ:ENSG ), might not be a large cap stock, but it led the NASDAQGS gainers with a...Declared Dividend • Jun 23First quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 30th June 2025 Payment date: 31st July 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 26%.お知らせ • Jun 21The Ensign Group, Inc. Announces Board Changes, Effective September 1, 2025The Ensign Group, Inc. announced that Christopher Christensen, Executive Chairman and member of the Ensign Board of Directors, has provided notice to the board of his intent to retire from both his roles effective September 1, 2025. Barry R. Port, Ensign’s Chief Executive Officer, has been appointed to serve as Chair of the Board of Directors, effective September 1, 2025. Mr. Port will continue to serve as Ensign’s Chief Executive Officer, a role he’s held since May 30, 2019. Prior to that, he served as Chief Operating Officer for Ensign Services, Inc. for five years and has been with the organization in various operational roles for over 21 years. Mr. Port has served as Chief Executive Officer since May 2019 and is a currently a member of the board. Before becoming CEO, Mr. Port served as Chief Operating Officer at Ensign Services, Inc. from January 2012 to May 2019, overseeing field support and back-office services for affiliated skilled nursing and senior living operations nationwide. Prior to that, he was President of Keystone Care, Inc. from March 2006 to December 2011, where he provided operational oversight for facilities across Texas. Earlier in his career, he held various roles operating affiliated skilled nursing campuses in Arizona and Texas. In addition, Marivic Uychiat has been appointed to serve as a member of the Board of Directors, filling the vacancy on the board created by Mr. Christensen’s retirement, effective September 1, 2025. Ms. Uychiat has been a key contributor in the organization for over 22 years and has served as Executive Vice President of Clinical Services at Ensign Services, Inc. since 2016. Before assuming her current role, Ms. Uychiat served as Director of Clinical Services for the company’s California operations. Her extensive background also includes a decade-long tenure as Director of Nursing at Vista Knoll Specialized Care, where she oversaw comprehensive care for psychiatric/neuro-behavioral, dementia, and short-term post-acute rehabilitation patients. Ms. Uychiat holds a Bachelor's Degree in nursing, graduating Cum Laude from the University of St. La Salle. She also completed the Chief Nursing Officer program at University of California Irvine Paul Merage School of Business. She brings nearly three decades of leadership in the Skilled Nursing and Post-Acute Care industry to the board.Her professional expertise spans skilled healthcare management, clinical program development, and policymaking.Recent Insider Transactions Derivative • Jun 20Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of June. If the sale is conducted around the recent share price of US$155, it would amount to US$731k. Since March 2025, Beverly's direct individual holding has increased from 38.21k shares to 38.68k. Company insiders have collectively sold US$7.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 20the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before July 31, 2025, to shareholders of record as of June 30, 2025.お知らせ • Jun 03The Ensign Group, Inc. (NasdaqGS:ENSG) acquired operations of Ironwood Rehabilitation and Care Center.The Ensign Group, Inc. (NasdaqGS:ENSG) acquired operations of Ironwood Rehabilitation and Care Center on June 1, 2025. The Ensign Group, Inc. (NasdaqGS:ENSG) completed the acquisition of operations of Ironwood Rehabilitation and Care Center on June 1, 2025.Recent Insider Transactions Derivative • May 18Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$150, it would amount to US$531k. Since June 2024, Beverly's direct individual holding has decreased from 38.32k shares to 38.21k. Company insiders have collectively sold US$9.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Apr 30First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.41 (up from US$1.22 in 1Q 2024). Revenue: US$1.17b (up 16% from 1Q 2024). Net income: US$80.3m (up 17% from 1Q 2024). Profit margin: 6.8% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30+ 1 more updateThe Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company now expected earnings guidance to between $6.22 to $6.38 per diluted share, up from $6.16 to $6.34 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of 14.5% over their 2024 results and is 32.1% higher than their 2023 results. The company also increased annual revenue guidance to $4.89 billion to $4.94 billion, up from $4.83 billion to $4.91 billion, to account for current quarter growth and acquisitions and anticipate closing during the first half of 2025.お知らせ • Apr 23The Ensign Group, Inc. to Report Q1, 2025 Results on Apr 29, 2025The Ensign Group, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025お知らせ • Apr 07The Ensign Group, Inc., Annual General Meeting, May 15, 2025The Ensign Group, Inc., Annual General Meeting, May 15, 2025. Location: 11701 studebaker road, calfornia 90650, norwalk United StatesDeclared Dividend • Mar 23Fourth quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 31st March 2025 Payment date: 30th April 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 8%.お知らせ • Mar 20The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before April 30, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before April 30, 2025, to shareholders of record as of March 31, 2025.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$126, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Healthcare industry in the US. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$173 per share.Buy Or Sell Opportunity • Feb 06Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to US$136. The fair value is estimated to be US$185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Feb 06The Ensign Group, Inc. Provides Earnings Guidance for the Year 2025The Ensign Group, Inc. provided earnings guidance for the year 2025. The company annual 2025 earnings guidance of $6.16 to $6.34 per diluted share and annual revenue guidance of $4.83 billion to $4.91 billion. The midpoint of this 2025 earnings guidance represents an increase of 13.8% over 2024 results and is 31.0% higher than 2023 results.お知らせ • Feb 01The Ensign Group, Inc. to Report Q4, 2024 Results on Feb 05, 2025The Ensign Group, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025Declared Dividend • Dec 16Third quarter dividend increased to US$0.063Dividend of US$0.063 is 4.2% higher than last year. Ex-date: 31st December 2024 Payment date: 31st January 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.お知らせ • Dec 13The Ensign Group, Inc. Declares Quarterly Cash Dividend, Payable on or Before January 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before January 31, 2025, to shareholders of record as of December 31, 2024.Seeking Alpha • Nov 18Ensign Group: Expensive Despite Excellent Growth ProspectsSummary The Ensign Group's unique local, field-driven management structure contributes to high service quality and leadership retention. Astonishing revenue growth at a 15% CAGR over 10 years, but rising costs and capex hinder free cash flow, making the stock expensive. Recent strategic acquisitions of distressed assisted living facilities in Wisconsin and Nebraska signal sustainable growth and value-add opportunities. Shares are a hold with a price target of $150. Read the full article on Seeking Alphaお知らせ • Nov 05The Ensign Group, Inc. (NasdaqGS:ENSG) acquired Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc.The Ensign Group, Inc. (NasdaqGS:ENSG) acquired Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc. on November 1, 2024. The Ensign Group, Inc. (NasdaqGS:ENSG) completed the acquisition of Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc. on November 1, 2024.Price Target Changed • Oct 28Price target increased by 8.2% to US$168Up from US$156, the current price target is an average from 5 analysts. New target price is 11% above last closing price of US$152. Stock is up 59% over the past year. The company is forecast to post earnings per share of US$5.12 for next year compared to US$3.76 last year.Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.38 (up from US$1.14 in 3Q 2023). Revenue: US$1.08b (up 15% from 3Q 2023). Net income: US$78.4m (up 23% from 3Q 2023). Profit margin: 7.3% (up from 6.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 25The Ensign Group, Inc. Raises Earnings Guidance for the Full Year 2024The Ensign Group, Inc. raised earnings guidance for the full year 2024. For the year, the company raising and narrowing annual 2024 earnings guidance to between $5.46 to $5.52 per diluted share, up from $5.38 to $5.50 per diluted share. The new midpoint of 2024 earnings guidance represents an increase of more than 15.1% of 2023 results and is 32.6% higher than 2022 results. The company also increasing annual revenue guidance to between $4.25 billion to $4.26 billion, up from previous guidance of $4.20 billion to $4.22 billion to account for current quarter growth and acquisitions anticipate closing by the end of the year.お知らせ • Oct 22The Ensign Group, Inc. to Report Q3, 2024 Results on Oct 24, 2024The Ensign Group, Inc. announced that they will report Q3, 2024 results on Oct 24, 2024お知らせ • Oct 21the Ensign Group, Inc. Appoints Mark Parkinson to the Board of DirectorsThe Ensign Group, Inc. announced that the Board of Directors appointed Mark Parkinson to serve on the Board as its ninth director. In May of this year, Ensign shareholders, at the recommendation of the Board, voted to approve an amendment to the Company's Certificate of Incorporation, expanding the size of the Board from eight to nine members. Mr. Parkinson, who recently retired from his 14-year service as the President and CEO of the American Health Care Association (AHCA) and National Center for Assisted Living (NCAL), fills the vacancy created by the increase in size of the Board. Parkinsons appointment is for a term starting on October 21, 2024, and ending on the date of the Company's 2025 annual shareholders meeting. It is anticipated that the Board and the Nomination and Governance Committee of the Board will nominate Mr. Parkinson for election by shareholders at the 2025 Annual Shareholder meeting to serve as a Class II director for a two-year term ending at the Companys annual shareholder meeting in 2027. Parkinson has held several positions in both the public and private sector and is currently the Principal of the American Health Care Association and the National Center for Assisted Living (AHCA/NCAL), which represents more than 14,000 nursing homes, assisted living communities, and intermediate care facilities for individuals with disabilities. Previously, Parkinson was the associations President and CEO for 14 years from 2011 to 2024. Under Parkinsons leadership, AHCA/NCAL focused on delivering policy solutions to Congress and the Executive Branch, with a special emphasis on quality care. During his tenure, AHCA/NCAL remained the largest association in long term care and enjoyed record membership. Prior to his role as President and CEO for AHCA/NCAL, Parkinson served as the 45th Governor of the State of Kansas from 2009 to 2011, the 47th Lieutenant Governor of the State of Kansas from 2007 to 2009, and a Kansas state legislator. He also built, owned, and operated nursing home and senior living facilities in Kansas and Missouri between 1996 and 2006. Mr. Parkinson earned his Bachelor of Arts degree from Wichita State University and his Juris Doctor from the University of Kansas.Declared Dividend • Sep 16Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 30th September 2024 Payment date: 31st October 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 20%.お知らせ • Sep 13the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before October 31, 2024The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.06 per share of Ensign common stock, payable on or before October 31, 2024, to shareholders of record as of September 30, 2024.新しいナラティブ • Aug 27Calculated Acquisitions And Market Expansion Fuel Robust Growth Prospects Ensign Group's strategy for growth involves acquisitions, geographical expansion, and operational efficiency, indicating a potential for increased revenue and margins. Recent Insider Transactions Derivative • Aug 25CEO & Director notifies of intention to sell stockBarry Port intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$145, it would amount to US$508k. For the year to December 2017, Barry's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Barry's direct individual holding has increased from 184.83k shares to 194.55k. Company insiders have collectively sold US$8.5m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jul 29Price target increased by 11% to US$149Up from US$134, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$143. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$5.02 for next year compared to US$3.76 last year.お知らせ • Jul 27The Ensign Group, Inc. Revises Earnings Guidance for the Year 2024The Ensign Group, Inc. revised earnings guidance for the year 2024. The company raising and narrowing annual 2024 earnings guidance to between $5.38 to $5.50 per diluted share, up from $5.29 to $5.47 per diluted share. This new midpoint of 2024 earnings guidance represents an increase of more than 14% of 2023 results and is 31% higher than 2022 results. The company are also increasing annual revenue guidance to between $4.20 billion to $4.22 billion, up from previous guidance of $4.13 billion to $4.17 billion.Reported Earnings • Jul 26Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.26 (up from US$1.15 in 2Q 2023). Revenue: US$1.04b (up 13% from 2Q 2023). Net income: US$71.0m (up 11% from 2Q 2023). Profit margin: 6.9% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 24The Ensign Group, Inc. to Report Q2, 2024 Results on Jul 25, 2024The Ensign Group, Inc. announced that they will report Q2, 2024 results on Jul 25, 2024Recent Insider Transactions Derivative • Jul 15President & COO notifies of intention to sell stockSpencer Burton intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of July. If the sale is conducted around the recent share price of US$135, it would amount to US$1.0m. Since September 2023, Spencer's direct individual holding has decreased from 47.75k shares to 47.23k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jun 17First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 28th June 2024 Payment date: 31st July 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.お知らせ • Jun 15The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2024The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.06 per share of Ensign common stock, payable on or before July 31, 2024, to shareholders of record as of June 30, 2024.Seeking Alpha • Jun 12Ensign Group: Priced On Asset Growth, Supported By FundamentalsSummary ENSG continues to show growth in same-facility operations and reinvestment of earnings to build assets. Q1 FY 2024 earnings breakdown shows continued top-line growth and affirmed guidance for the year. Factors supporting additional price change include market pricing on asset growth vs. earnings and growth in earnings power. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jun 09Chief Investment Officer notifies of intention to sell stockChad Keetch intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$121, it would amount to US$3.3m. Since September 2023, Chad's direct individual holding has increased from 86.19k shares to 86.95k. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • May 03+ 1 more updateThe Ensign Group, Inc. Reports Consolidated Impairment of Long-Lived Assets for the First Quarter Ended March 31, 2024The Ensign Group, Inc. reported consolidated Impairment of long-lived assets for the first quarter ended March 31, 2024. For the quarter, the company reported Impairment of long-lived assets of $1,849,000.株主還元ENSGUS HealthcareUS 市場7D-3.1%-1.3%0.3%1Y10.1%12.4%26.2%株主還元を見る業界別リターン: ENSG過去 1 年間で12.4 % の収益を上げたUS Healthcare業界を下回りました。リターン対市場: ENSGは、過去 1 年間で26.2 % のリターンを上げたUS市場を下回りました。価格変動Is ENSG's price volatile compared to industry and market?ENSG volatilityENSG Average Weekly Movement3.0%Healthcare Industry Average Movement7.2%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: ENSG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ENSGの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199946,000Barry Portensigngroup.netエンサイン・グループは、熟練看護師、高齢者生活、リハビリテーション・サービスを提供している。2つのセグメントで事業を展開している：スキルドサービス事業とスタンダードベアラー事業である。スキルド・サービス事業では、慢性疾患、長期病、高齢者を対象とした短期および長期の看護ケアサービス、施設内での透析、人工呼吸器ケア、心臓管理、肺管理などの専門ケア、部屋代と食事代、特別栄養プログラム、ソーシャルサービス、レクリエーション活動、娯楽、その他のサービスなどの標準的なサービスを提供している。スタンダードベアラー部門は、ヘルスケア事業者に急性期医療施設を賃貸している。また、高齢者向け住宅の運営や、デジタルレントゲン、超音波、心電図、亜急性期サービス、透析、呼吸器、介護薬局、患者の自宅や介護施設への移送、移動診断などの付帯サービスも提供している。同社はアラバマ州、アラスカ州、アリゾナ州、コロラド州、アイダホ州、アイオワ州、カンザス州、オレゴン州、ネブラスカ州、ネバダ州、サウスカロライナ州、テネシー州、テキサス州、ユタ州、ワシントン州、ウィスコンシン州で医療施設を運営している。同社は1999年に法人化され、カリフォルニア州サン・ファン・キャピストラーノを拠点としている。もっと見るThe Ensign Group, Inc. 基礎のまとめEnsign Group の収益と売上を時価総額と比較するとどうか。ENSG 基礎統計学時価総額US$9.60b収益（TTM）US$363.36m売上高(TTM)US$5.27b26.6xPER（株価収益率1.8xP/SレシオENSG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ENSG 損益計算書（TTM）収益US$5.27b売上原価US$4.41b売上総利益US$866.58mその他の費用US$503.22m収益US$363.36m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.27グロス・マージン16.43%純利益率6.89%有利子負債／自己資本比率5.9%ENSG の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り4%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/03 04:40終値2026/06/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Ensign Group, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Tao QiuBerenbergJoseph FranceCantor Fitzgerald & Co.Peter MartinCitizens JMP Securities, LLC10 その他のアナリストを表示
ライブニュース • May 31Ensign Group Q1 Revenue Grows 18.4% but Misses Estimates and Shares FallEnsign Group reported Q1 revenue of US$1.39b, which was 18.4% higher year over year but 8.4% below analyst expectations. The stock fell 4.9% after the earnings release, with the revenue shortfall cited as a key driver of the reaction. Management continues to emphasize a focus on high-acuity patients and an increasing mix of Medicare and managed care within its skilled nursing, senior living, and rehabilitation operations across 15 states. The core story here is that revenue is growing while the market is reacting to the gap versus expectations and indications that sales volumes may be feeling pressure from competition or potential saturation. For investors, the key questions are how sustainable the current growth mix in higher-acuity and managed care patients is, and whether recent volume trends point to a temporary adjustment or a longer-term constraint on expansion.
Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$1.73 (up from US$1.41 in 1Q 2025). Revenue: US$1.39b (up 18% from 1Q 2025). Net income: US$99.7m (up 24% from 1Q 2025). Profit margin: 7.2% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28The Ensign Group, Inc. to Report Q1, 2026 Results on Apr 30, 2026The Ensign Group, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Apr 04The Ensign Group, Inc., Annual General Meeting, May 13, 2026The Ensign Group, Inc., Annual General Meeting, May 13, 2026. Location: ensign services, inc, service center 29222 rancho, suite 127, san juan capistrano, california 92675., United States
Declared Dividend • Mar 25Fourth quarter dividend of US$0.065 announcedShareholders will receive a dividend of US$0.065. Ex-date: 31st March 2026 Payment date: 30th April 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%.
Seeking Alpha • Feb 12The Ensign Group: Real Estate Value Anchors A Growth StorySummary The Ensign Group sustains premium valuation through consistent growth, operational excellence, and strategic distressed asset acquisitions. ENSG's decentralized cluster model drives superior occupancy, rapid turnaround of new facilities, and regulatory outperformance, supporting compounding cash flow. Standard Bearer, ENSG's captive REIT, captures real estate value and provides a valuation floor, with 2025 FFO up 33.9% year-over-year. Despite sector risks from reimbursement changes and wage inflation, ENSG's robust balance sheet and double-digit earnings guidance underpin its long-term growth thesis. Read the full article on Seeking Alpha
ライブニュース • May 31Ensign Group Q1 Revenue Grows 18.4% but Misses Estimates and Shares FallEnsign Group reported Q1 revenue of US$1.39b, which was 18.4% higher year over year but 8.4% below analyst expectations. The stock fell 4.9% after the earnings release, with the revenue shortfall cited as a key driver of the reaction. Management continues to emphasize a focus on high-acuity patients and an increasing mix of Medicare and managed care within its skilled nursing, senior living, and rehabilitation operations across 15 states. The core story here is that revenue is growing while the market is reacting to the gap versus expectations and indications that sales volumes may be feeling pressure from competition or potential saturation. For investors, the key questions are how sustainable the current growth mix in higher-acuity and managed care patients is, and whether recent volume trends point to a temporary adjustment or a longer-term constraint on expansion.
Reported Earnings • May 01First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$1.73 (up from US$1.41 in 1Q 2025). Revenue: US$1.39b (up 18% from 1Q 2025). Net income: US$99.7m (up 24% from 1Q 2025). Profit margin: 7.2% (up from 6.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28The Ensign Group, Inc. to Report Q1, 2026 Results on Apr 30, 2026The Ensign Group, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Apr 04The Ensign Group, Inc., Annual General Meeting, May 13, 2026The Ensign Group, Inc., Annual General Meeting, May 13, 2026. Location: ensign services, inc, service center 29222 rancho, suite 127, san juan capistrano, california 92675., United States
Declared Dividend • Mar 25Fourth quarter dividend of US$0.065 announcedShareholders will receive a dividend of US$0.065. Ex-date: 31st March 2026 Payment date: 30th April 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%.
Seeking Alpha • Feb 12The Ensign Group: Real Estate Value Anchors A Growth StorySummary The Ensign Group sustains premium valuation through consistent growth, operational excellence, and strategic distressed asset acquisitions. ENSG's decentralized cluster model drives superior occupancy, rapid turnaround of new facilities, and regulatory outperformance, supporting compounding cash flow. Standard Bearer, ENSG's captive REIT, captures real estate value and provides a valuation floor, with 2025 FFO up 33.9% year-over-year. Despite sector risks from reimbursement changes and wage inflation, ENSG's robust balance sheet and double-digit earnings guidance underpin its long-term growth thesis. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$204, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Healthcare industry in the US. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$149 per share.
Recent Insider Transactions Derivative • Feb 06CFO, Executive VP & Director notifies of intention to sell stockSuzanne Snapper intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$194, it would amount to US$1.6m. Since March 2025, Suzanne's direct individual holding has decreased from 328.08k shares to 325.54k. Company insiders have collectively sold US$8.9m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Feb 06Now 34% undervaluedOver the last 90 days, the stock has risen 9.6% to US$197. The fair value is estimated to be US$300, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$6.00 (up from US$5.26 in FY 2024). Revenue: US$5.06b (up 19% from FY 2024). Net income: US$344.0m (up 15% from FY 2024). Profit margin: 6.8% (down from 7.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 05The Ensign Group, Inc. Provides Earnings Guidance for the Year 2026The Ensign Group, Inc. provided earnings guidance for the year 2026. For the period, the company expects annual 2026 earnings guidance of $7.41 to $7.61 per diluted share and annual revenue guidance of $5.77 billion to $5.84 billion. The midpoint of this 2026 earnings guidance represents an increase of 14.3% over 2025 results and is 36.5% higher than 2024 results.
お知らせ • Feb 03The Ensign Group, Inc. to Report Q4, 2025 Results on Feb 04, 2026The Ensign Group, Inc. announced that they will report Q4, 2025 results on Feb 04, 2026
分析記事 • Jan 04Is Ensign Group (NASDAQ:ENSG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Declared Dividend • Dec 24Third quarter dividend increased to US$0.065Dividend of US$0.065 is 4.0% higher than last year. Ex-date: 31st December 2025 Payment date: 31st January 2026 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 5%.
お知らせ • Dec 19The Ensign Group, Inc. Increases Quarterly Cash Dividend, Payable on or Before January 31, 2026The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0650 per share of Ensign common stock, payable on or before January 31, 2026, to shareholders of record as of December 31, 2025.
Recent Insider Transactions Derivative • Dec 14Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$175, it would amount to US$1.5m. Since March 2025, Beverly's direct individual holding has increased from 38.21k shares to 38.68k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 14CEO & Chairman of the Board notifies of intention to sell stockBarry Port intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$181, it would amount to US$5.1m. For the year to December 2018, Barry's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Barry's direct individual holding has decreased from 214.10k shares to 211.78k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Nov 09Price target increased by 8.6% to US$201Up from US$185, the current price target is an average from 5 analysts. New target price is 12% above last closing price of US$180. Stock is up 21% over the past year. The company is forecast to post earnings per share of US$5.88 for next year compared to US$5.26 last year.
Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.46 (up from US$1.38 in 3Q 2024). Revenue: US$1.30b (up 20% from 3Q 2024). Net income: US$83.8m (up 6.9% from 3Q 2024). Profit margin: 6.5% (down from 7.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04The Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company expects earnings guidance to between $6.48 to $6.54 per diluted share, up from $6.34 to $6.46 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of 18.4% over 2024 results and is 36.5% higher than 2023 results. The company also increasing annual revenue guidance to $5.05 billion to $5.07 billion, up from $4.99 billion to $5.02 billion, to account for current quarter growth and acquisitions have closed and anticipate closing through the remainder of the year.
分析記事 • Oct 28Estimating The Intrinsic Value Of The Ensign Group, Inc. (NASDAQ:ENSG)Key Insights Ensign Group's estimated fair value is US$165 based on 2 Stage Free Cash Flow to Equity Ensign Group's...
お知らせ • Oct 21The Ensign Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025The Ensign Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
ナラティブの更新 • Oct 08Rising US Eldercare Demand And Acquisitions Will Drive ExpansionNarrative Update: Analyst Price Target Increased for Ensign Group Analysts have raised their price target on Ensign Group by $3 to $180, citing a continued recovery and positive operating momentum in the skilled nursing facility sector. Analyst Commentary Recent analyst discussions and price target adjustments reflect a renewed optimism in Ensign Group’s prospects as well as a careful eye on sector dynamics.
分析記事 • Sep 27What Does The Ensign Group, Inc.'s (NASDAQ:ENSG) Share Price Indicate?The Ensign Group, Inc. ( NASDAQ:ENSG ), is not the largest company out there, but it saw a significant share price rise...
Declared Dividend • Sep 22Second quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 30th September 2025 Payment date: 31st October 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 10%.
ナラティブの更新 • Sep 20Rising US Eldercare Demand And Acquisitions Will Drive ExpansionWith both Ensign Group’s future P/E and consensus revenue growth forecasts holding steady, analysts have made only a marginal upward adjustment to the fair value target, raising the consensus price target from $174.67 to $177.40. What's in the News Ensign Group settled a whistleblower case for over $47.3 million, resolving allegations of Medicare and Medicaid fraud, kickbacks to physicians, and violations of the False Claims Acts and Anti-Kickback Statutes.
お知らせ • Sep 19The Ensign Group, Inc. Declares A Quarterly Cash Dividend , Payable on or Before October 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before October 31, 2025, to shareholders of record as of September 30, 2025.
ナラティブの更新 • Sep 05Rising US Eldercare Demand And Acquisitions Will Drive ExpansionWith no changes observed in either Ensign Group’s future P/E ratio or net profit margin, the consensus analyst price target remains stable at $174.67. What's in the News Ensign Group settled a whistleblower lawsuit for over $47.3 million, resolving allegations of nationwide Medicare and Medicaid fraud, kickbacks, and violations of federal and state laws, as well as breaching a prior Corporate Integrity Agreement.
お知らせ • Sep 03Ensign Pays over $47 Million to Settle Claims in Whistleblower Suit Alleging Fraud and KickbacksWhistleblower Law Collaborative LLC, Hirst Law Group, P.C., and Bird, Marella, Rhow, Lincenberg, Drooks, & Nessim, LLP announced a settlement of over $47.3 million in a whistleblower case against The Ensign Group, Inc., and Ensign Services, Inc. ("Ensign"). The settled claims, brought in a lawsuit filed by a whistleblower in 2015, resolve allegations that Ensign knowingly engaged in fraud perpetrated against Medicare, Medicaid, and other government health care programs. The complaint, filed as a qui tam suit under the federal and California False Claims Acts (FCAs), alleged that nationwide Ensign knowingly paid kickbacks to physicians for referrals of patients to Ensign's skilled nursing facilities (SNFs) in violations of the FCAs, the federal and California Anti-Kickback Statutes, and the federal Stark self-referral law. The complaint also alleged that Ensign violated a previous Corporate Integrity Agreement (CIA) that Ensign signed with the Department of Health and Human Services (HHS) in 2013 as part of an earlier False Claims Act case settled by the company. The whistleblower worked as a former Contracts Manager at Ensign. In that role, she was responsible for reviewing, tracking, and monitoring contracts entered into by Ensign's Facilities. She also served on the Company's Compliance Committee where one of her responsibilities was to ensure that payment provisions in Ensign's contracts were in accordance with the law. The whistleblower alleged that she complained about the fraud she observed but could not get Ensign to change its conduct. As the second amended complaint alleged, as part of her work, the whistleblower observed, among other fraud, that: Ensign made inflated monthly payments to physicians to serve as medical directors and in other "consulting" capacities, when those excessive payments were designed to induce the doctors to refer patients to the Ensign's SNFs; Ensign SNF administrators admitted that while they used to pay for patient referrals with "donuts," they were now paying for referrals with "dollars"; Another Ensign administrator admitted that he performed a return on investment calculation to determine the number of referrals needed from each doctor to break even on the monthly payments made to those doctors -- and that he would raise or lower the payments to the doctors based on their number of referrals; and Ensign paid thousands of dollars each month for multiple medical directors and consultants. At one SNF alone, Ensign paid four doctors to serve as "medical directors" and paid at least ten additional doctors for "consulting agreements."The whistleblower alleged that she attempted to stop the fraud by changing the contracts to institute hourly rates tied to actual work and fair market value, rather than excessive monthly lump sum payments to induce referrals, but her attempts were overridden by Ensign. Whistleblower Law Collaborative and Hirst Law Group filed the FCAqui tam suit on behalf of the whistleblower, who alleged that Ensign had both engaged in fraud and failed to disclose its illegal conduct to the government as required. When the government allowed the whistleblower to proceed with the FCA suit in 2020, Whistleblower Law Collaborative and Hirst Law Group went forward with the case with Bird Marella as taint counsel. The team proceeded to successfully litigate the case for four years and were in the midst of discovery when the settlement was reached.
Reported Earnings • Jul 25Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$1.48 (up from US$1.26 in 2Q 2024). Revenue: US$1.23b (up 19% from 2Q 2024). Net income: US$84.4m (up 19% from 2Q 2024). Profit margin: 6.9% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 25Ensign Group (NASDAQ:ENSG) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 25the Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company is raising annual 2025 earnings guidance to between $6.34 to $6.46 per diluted share, up from previously raised guidance of $6.22 to $6.38 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of more than 16% over 2024 results and is 34% higher than 2023 results. The company is also increasing annual revenue guidance to $4.99 billion to $5.02 billion, up from $4.89 billion to $4.94 billion, to account for current quarter performance and acquisitions company anticipate closing through the third quarter.
お知らせ • Jul 22The Ensign Group, Inc. to Report Q2, 2025 Results on Jul 24, 2025The Ensign Group, Inc. announced that they will report Q2, 2025 results on Jul 24, 2025
Recent Insider Transactions Derivative • Jul 08CFO, Executive VP & Director notifies of intention to sell stockSuzanne Snapper intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of July. If the sale is conducted around the recent share price of US$148, it would amount to US$1.2m. Since September 2024, Suzanne's direct individual holding has increased from 311.66k shares to 326.47k. Company insiders have collectively sold US$7.8m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 24When Should You Buy The Ensign Group, Inc. (NASDAQ:ENSG)?The Ensign Group, Inc. ( NASDAQ:ENSG ), might not be a large cap stock, but it led the NASDAQGS gainers with a...
Declared Dividend • Jun 23First quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 30th June 2025 Payment date: 31st July 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 26%.
お知らせ • Jun 21The Ensign Group, Inc. Announces Board Changes, Effective September 1, 2025The Ensign Group, Inc. announced that Christopher Christensen, Executive Chairman and member of the Ensign Board of Directors, has provided notice to the board of his intent to retire from both his roles effective September 1, 2025. Barry R. Port, Ensign’s Chief Executive Officer, has been appointed to serve as Chair of the Board of Directors, effective September 1, 2025. Mr. Port will continue to serve as Ensign’s Chief Executive Officer, a role he’s held since May 30, 2019. Prior to that, he served as Chief Operating Officer for Ensign Services, Inc. for five years and has been with the organization in various operational roles for over 21 years. Mr. Port has served as Chief Executive Officer since May 2019 and is a currently a member of the board. Before becoming CEO, Mr. Port served as Chief Operating Officer at Ensign Services, Inc. from January 2012 to May 2019, overseeing field support and back-office services for affiliated skilled nursing and senior living operations nationwide. Prior to that, he was President of Keystone Care, Inc. from March 2006 to December 2011, where he provided operational oversight for facilities across Texas. Earlier in his career, he held various roles operating affiliated skilled nursing campuses in Arizona and Texas. In addition, Marivic Uychiat has been appointed to serve as a member of the Board of Directors, filling the vacancy on the board created by Mr. Christensen’s retirement, effective September 1, 2025. Ms. Uychiat has been a key contributor in the organization for over 22 years and has served as Executive Vice President of Clinical Services at Ensign Services, Inc. since 2016. Before assuming her current role, Ms. Uychiat served as Director of Clinical Services for the company’s California operations. Her extensive background also includes a decade-long tenure as Director of Nursing at Vista Knoll Specialized Care, where she oversaw comprehensive care for psychiatric/neuro-behavioral, dementia, and short-term post-acute rehabilitation patients. Ms. Uychiat holds a Bachelor's Degree in nursing, graduating Cum Laude from the University of St. La Salle. She also completed the Chief Nursing Officer program at University of California Irvine Paul Merage School of Business. She brings nearly three decades of leadership in the Skilled Nursing and Post-Acute Care industry to the board.Her professional expertise spans skilled healthcare management, clinical program development, and policymaking.
Recent Insider Transactions Derivative • Jun 20Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of June. If the sale is conducted around the recent share price of US$155, it would amount to US$731k. Since March 2025, Beverly's direct individual holding has increased from 38.21k shares to 38.68k. Company insiders have collectively sold US$7.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 20the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before July 31, 2025, to shareholders of record as of June 30, 2025.
お知らせ • Jun 03The Ensign Group, Inc. (NasdaqGS:ENSG) acquired operations of Ironwood Rehabilitation and Care Center.The Ensign Group, Inc. (NasdaqGS:ENSG) acquired operations of Ironwood Rehabilitation and Care Center on June 1, 2025. The Ensign Group, Inc. (NasdaqGS:ENSG) completed the acquisition of operations of Ironwood Rehabilitation and Care Center on June 1, 2025.
Recent Insider Transactions Derivative • May 18Executive VP & General Counsel notifies of intention to sell stockBeverly Wittekind intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$150, it would amount to US$531k. Since June 2024, Beverly's direct individual holding has decreased from 38.32k shares to 38.21k. Company insiders have collectively sold US$9.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Apr 30First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.41 (up from US$1.22 in 1Q 2024). Revenue: US$1.17b (up 16% from 1Q 2024). Net income: US$80.3m (up 17% from 1Q 2024). Profit margin: 6.8% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30+ 1 more updateThe Ensign Group, Inc. Raises Earnings Guidance for the Year 2025The Ensign Group, Inc. raised earnings guidance for the year 2025. For the year, the company now expected earnings guidance to between $6.22 to $6.38 per diluted share, up from $6.16 to $6.34 per diluted share. The new midpoint of this increased 2025 earnings guidance represents an increase of 14.5% over their 2024 results and is 32.1% higher than their 2023 results. The company also increased annual revenue guidance to $4.89 billion to $4.94 billion, up from $4.83 billion to $4.91 billion, to account for current quarter growth and acquisitions and anticipate closing during the first half of 2025.
お知らせ • Apr 23The Ensign Group, Inc. to Report Q1, 2025 Results on Apr 29, 2025The Ensign Group, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025
お知らせ • Apr 07The Ensign Group, Inc., Annual General Meeting, May 15, 2025The Ensign Group, Inc., Annual General Meeting, May 15, 2025. Location: 11701 studebaker road, calfornia 90650, norwalk United States
Declared Dividend • Mar 23Fourth quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 31st March 2025 Payment date: 30th April 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 8%.
お知らせ • Mar 20The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before April 30, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before April 30, 2025, to shareholders of record as of March 31, 2025.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$126, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Healthcare industry in the US. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$173 per share.
Buy Or Sell Opportunity • Feb 06Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to US$136. The fair value is estimated to be US$185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Feb 06The Ensign Group, Inc. Provides Earnings Guidance for the Year 2025The Ensign Group, Inc. provided earnings guidance for the year 2025. The company annual 2025 earnings guidance of $6.16 to $6.34 per diluted share and annual revenue guidance of $4.83 billion to $4.91 billion. The midpoint of this 2025 earnings guidance represents an increase of 13.8% over 2024 results and is 31.0% higher than 2023 results.
お知らせ • Feb 01The Ensign Group, Inc. to Report Q4, 2024 Results on Feb 05, 2025The Ensign Group, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025
Declared Dividend • Dec 16Third quarter dividend increased to US$0.063Dividend of US$0.063 is 4.2% higher than last year. Ex-date: 31st December 2024 Payment date: 31st January 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 14%.
お知らせ • Dec 13The Ensign Group, Inc. Declares Quarterly Cash Dividend, Payable on or Before January 31, 2025The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.0625 per share of Ensign common stock, payable on or before January 31, 2025, to shareholders of record as of December 31, 2024.
Seeking Alpha • Nov 18Ensign Group: Expensive Despite Excellent Growth ProspectsSummary The Ensign Group's unique local, field-driven management structure contributes to high service quality and leadership retention. Astonishing revenue growth at a 15% CAGR over 10 years, but rising costs and capex hinder free cash flow, making the stock expensive. Recent strategic acquisitions of distressed assisted living facilities in Wisconsin and Nebraska signal sustainable growth and value-add opportunities. Shares are a hold with a price target of $150. Read the full article on Seeking Alpha
お知らせ • Nov 05The Ensign Group, Inc. (NasdaqGS:ENSG) acquired Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc.The Ensign Group, Inc. (NasdaqGS:ENSG) acquired Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc. on November 1, 2024. The Ensign Group, Inc. (NasdaqGS:ENSG) completed the acquisition of Operations of Benedictine Living Community Wausau from Benedictine Living Communities, Inc. on November 1, 2024.
Price Target Changed • Oct 28Price target increased by 8.2% to US$168Up from US$156, the current price target is an average from 5 analysts. New target price is 11% above last closing price of US$152. Stock is up 59% over the past year. The company is forecast to post earnings per share of US$5.12 for next year compared to US$3.76 last year.
Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$1.38 (up from US$1.14 in 3Q 2023). Revenue: US$1.08b (up 15% from 3Q 2023). Net income: US$78.4m (up 23% from 3Q 2023). Profit margin: 7.3% (up from 6.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 25The Ensign Group, Inc. Raises Earnings Guidance for the Full Year 2024The Ensign Group, Inc. raised earnings guidance for the full year 2024. For the year, the company raising and narrowing annual 2024 earnings guidance to between $5.46 to $5.52 per diluted share, up from $5.38 to $5.50 per diluted share. The new midpoint of 2024 earnings guidance represents an increase of more than 15.1% of 2023 results and is 32.6% higher than 2022 results. The company also increasing annual revenue guidance to between $4.25 billion to $4.26 billion, up from previous guidance of $4.20 billion to $4.22 billion to account for current quarter growth and acquisitions anticipate closing by the end of the year.
お知らせ • Oct 22The Ensign Group, Inc. to Report Q3, 2024 Results on Oct 24, 2024The Ensign Group, Inc. announced that they will report Q3, 2024 results on Oct 24, 2024
お知らせ • Oct 21the Ensign Group, Inc. Appoints Mark Parkinson to the Board of DirectorsThe Ensign Group, Inc. announced that the Board of Directors appointed Mark Parkinson to serve on the Board as its ninth director. In May of this year, Ensign shareholders, at the recommendation of the Board, voted to approve an amendment to the Company's Certificate of Incorporation, expanding the size of the Board from eight to nine members. Mr. Parkinson, who recently retired from his 14-year service as the President and CEO of the American Health Care Association (AHCA) and National Center for Assisted Living (NCAL), fills the vacancy created by the increase in size of the Board. Parkinsons appointment is for a term starting on October 21, 2024, and ending on the date of the Company's 2025 annual shareholders meeting. It is anticipated that the Board and the Nomination and Governance Committee of the Board will nominate Mr. Parkinson for election by shareholders at the 2025 Annual Shareholder meeting to serve as a Class II director for a two-year term ending at the Companys annual shareholder meeting in 2027. Parkinson has held several positions in both the public and private sector and is currently the Principal of the American Health Care Association and the National Center for Assisted Living (AHCA/NCAL), which represents more than 14,000 nursing homes, assisted living communities, and intermediate care facilities for individuals with disabilities. Previously, Parkinson was the associations President and CEO for 14 years from 2011 to 2024. Under Parkinsons leadership, AHCA/NCAL focused on delivering policy solutions to Congress and the Executive Branch, with a special emphasis on quality care. During his tenure, AHCA/NCAL remained the largest association in long term care and enjoyed record membership. Prior to his role as President and CEO for AHCA/NCAL, Parkinson served as the 45th Governor of the State of Kansas from 2009 to 2011, the 47th Lieutenant Governor of the State of Kansas from 2007 to 2009, and a Kansas state legislator. He also built, owned, and operated nursing home and senior living facilities in Kansas and Missouri between 1996 and 2006. Mr. Parkinson earned his Bachelor of Arts degree from Wichita State University and his Juris Doctor from the University of Kansas.
Declared Dividend • Sep 16Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 30th September 2024 Payment date: 31st October 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 20%.
お知らせ • Sep 13the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before October 31, 2024The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.06 per share of Ensign common stock, payable on or before October 31, 2024, to shareholders of record as of September 30, 2024.
新しいナラティブ • Aug 27Calculated Acquisitions And Market Expansion Fuel Robust Growth Prospects Ensign Group's strategy for growth involves acquisitions, geographical expansion, and operational efficiency, indicating a potential for increased revenue and margins.
Recent Insider Transactions Derivative • Aug 25CEO & Director notifies of intention to sell stockBarry Port intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$145, it would amount to US$508k. For the year to December 2017, Barry's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Barry's direct individual holding has increased from 184.83k shares to 194.55k. Company insiders have collectively sold US$8.5m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jul 29Price target increased by 11% to US$149Up from US$134, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$143. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$5.02 for next year compared to US$3.76 last year.
お知らせ • Jul 27The Ensign Group, Inc. Revises Earnings Guidance for the Year 2024The Ensign Group, Inc. revised earnings guidance for the year 2024. The company raising and narrowing annual 2024 earnings guidance to between $5.38 to $5.50 per diluted share, up from $5.29 to $5.47 per diluted share. This new midpoint of 2024 earnings guidance represents an increase of more than 14% of 2023 results and is 31% higher than 2022 results. The company are also increasing annual revenue guidance to between $4.20 billion to $4.22 billion, up from previous guidance of $4.13 billion to $4.17 billion.
Reported Earnings • Jul 26Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.26 (up from US$1.15 in 2Q 2023). Revenue: US$1.04b (up 13% from 2Q 2023). Net income: US$71.0m (up 11% from 2Q 2023). Profit margin: 6.9% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 24The Ensign Group, Inc. to Report Q2, 2024 Results on Jul 25, 2024The Ensign Group, Inc. announced that they will report Q2, 2024 results on Jul 25, 2024
Recent Insider Transactions Derivative • Jul 15President & COO notifies of intention to sell stockSpencer Burton intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of July. If the sale is conducted around the recent share price of US$135, it would amount to US$1.0m. Since September 2023, Spencer's direct individual holding has decreased from 47.75k shares to 47.23k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jun 17First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 28th June 2024 Payment date: 31st July 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.
お知らせ • Jun 15The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2024The Ensign Group, Inc. announced that it has declared a quarterly cash dividend of $0.06 per share of Ensign common stock, payable on or before July 31, 2024, to shareholders of record as of June 30, 2024.
Seeking Alpha • Jun 12Ensign Group: Priced On Asset Growth, Supported By FundamentalsSummary ENSG continues to show growth in same-facility operations and reinvestment of earnings to build assets. Q1 FY 2024 earnings breakdown shows continued top-line growth and affirmed guidance for the year. Factors supporting additional price change include market pricing on asset growth vs. earnings and growth in earnings power. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jun 09Chief Investment Officer notifies of intention to sell stockChad Keetch intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$121, it would amount to US$3.3m. Since September 2023, Chad's direct individual holding has increased from 86.19k shares to 86.95k. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • May 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • May 03+ 1 more updateThe Ensign Group, Inc. Reports Consolidated Impairment of Long-Lived Assets for the First Quarter Ended March 31, 2024The Ensign Group, Inc. reported consolidated Impairment of long-lived assets for the first quarter ended March 31, 2024. For the quarter, the company reported Impairment of long-lived assets of $1,849,000.
