View ValuationEnsign Group 향후 성장Future 기준 점검 1/6Ensign Group (는) 각각 연간 13.2% 및 10.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.3% 로 예상됩니다.핵심 정보13.2%이익 성장률11.04%EPS 성장률Healthcare 이익 성장18.4%매출 성장률10.4%향후 자기자본이익률17.28%애널리스트 커버리지Low마지막 업데이트04 May 2026최근 향후 성장 업데이트공시 • 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.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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates속보 • May 15Ensign Group Shows Strong Growth as Shareholder Investigation Raises Governance QuestionsEnsign Group is highlighted in recent coverage as a market-beating stock, with revenue growth of 19.3% annually over the last two years and projected revenue growth of 16.4% over the next 12 months. Earnings per share are reported to have grown 16.4% annually over the last five years, outpacing peers in the skilled nursing and senior living sector. Law firm Purcell & Lefkowitz LLP has launched a shareholder investigation into whether Ensign Group’s directors breached their fiduciary duties in connection with recent corporate actions. The combination of strong reported growth metrics and an active shareholder investigation puts the focus squarely on both Ensign’s operating performance and its corporate governance practices. Anyone following the stock may want to keep an eye on developments from the legal review, since governance outcomes can affect risk perception even when financial trends appear favorable.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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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, 2026분석 기사 • 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%.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2025내러티브 업데이트 • 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.분석 기사 • 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%.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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.분석 기사 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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%.공시 • 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.공시 • 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.공시 • 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%.공시 • 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 Alpha공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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%.공시 • 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.새로운 내러티브 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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.이익 및 매출 성장 예측NasdaqGS:ENSG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287,040528394N/A312/31/20276,433476352N/A512/31/20265,841421341N/A53/31/20265,274363406592N/A12/31/20255,058344371564N/A9/30/20254,829328290481N/A6/30/20254,615323277463N/A3/31/20254,423309212384N/A12/31/20244,260298189347N/A9/30/20244,109240247332N/A6/30/20243,968225202321N/A3/31/20243,853218255364N/A12/31/20233,729209270377N/A9/30/20233,559248164342N/A6/30/20233,388240141311N/A3/31/20233,199234109275N/A12/31/20223,025225185273N/A9/30/20222,90921356294N/A6/30/20222,808204114297N/A3/31/20222,714196102287N/A12/31/20212,627195108276N/A9/30/20212,563192226296N/A6/30/20212,494188234308N/A3/31/20212,440179320381N/A12/31/20202,403170298373N/A9/30/20202,334152193342N/A6/30/20202,247131120299N/A3/31/20202,155111-25200N/A12/31/20192,03792N/A192N/A9/30/20191,72858N/A185N/A6/30/20191,73056N/A176N/A3/31/20191,73458N/A190N/A12/31/20181,75559N/A210N/A9/30/20181,99177N/A167N/A6/30/20181,94871N/A149N/A3/31/20181,90061N/A94N/A12/31/20171,59817N/A80N/A9/30/20171,79548N/A66N/A6/30/20171,75145N/A62N/A3/31/20171,71344N/A81N/A12/31/20161,65550N/A74N/A9/30/20161,59545N/A91N/A6/30/20161,51848N/A63N/A3/31/20161,41949N/A40N/A12/31/20151,34255N/A33N/A9/30/20151,24653N/A31N/A6/30/20151,15549N/A55N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ENSG 의 연간 예상 수익 증가율(13.2%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ENSG 의 연간 수익(13.2%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ENSG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ENSG 의 수익(연간 10.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ENSG 의 수익(연간 10.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ENSG의 자본 수익률은 3년 후 17.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 02:41종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스The Ensign Group, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tao QiuBerenbergJoseph FranceCantor Fitzgerald & Co.Peter MartinCitizens JMP Securities, LLC11명의 분석가 더 보기
공시 • 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.
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
속보 • May 15Ensign Group Shows Strong Growth as Shareholder Investigation Raises Governance QuestionsEnsign Group is highlighted in recent coverage as a market-beating stock, with revenue growth of 19.3% annually over the last two years and projected revenue growth of 16.4% over the next 12 months. Earnings per share are reported to have grown 16.4% annually over the last five years, outpacing peers in the skilled nursing and senior living sector. Law firm Purcell & Lefkowitz LLP has launched a shareholder investigation into whether Ensign Group’s directors breached their fiduciary duties in connection with recent corporate actions. The combination of strong reported growth metrics and an active shareholder investigation puts the focus squarely on both Ensign’s operating performance and its corporate governance practices. Anyone following the stock may want to keep an eye on developments from the legal review, since governance outcomes can affect risk perception even when financial trends appear favorable.
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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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%.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
내러티브 업데이트 • 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.
분석 기사 • 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%.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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.
분석 기사 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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%.
공시 • 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.
새로운 내러티브 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
