Declared Dividend • Jun 24
First quarter dividend of US$0.065 announced Shareholders will receive a dividend of US$0.065. Ex-date: 30th June 2026 Payment date: 31st July 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%. Tillkännagivande • Jun 20
The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2026 The 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 July 31, 2026, to shareholders of record as of June 30, 2026. Tillkännagivande • Jun 10
The Ensign Group, Inc. (NasdaqGS:ENSG) announces an Equity Buyback for $40 million worth of its shares. The Ensign Group, Inc. (NasdaqGS:ENSG) announces a share repurchase program. Under the program, the company will repurchase $40 million worth of common stock. Direktnyheter • Jun 10
Ensign Group Faces Legal Scrutiny After Short Seller Report Sparks Stock Decline Ensign Group is the subject of multiple securities investigations by law firms including Levi & Korsinsky, Block & Leviton, and Rosen Law Firm following a short-seller report from Hunterbrook Media.
The report alleges systemic understaffing, improper billing practices, manipulation of quality measures, and violations of patient care regulations across Ensign’s skilled nursing facilities.
The publication of the report coincided with a stock price decline of nearly 7% and has prompted calls for investors who reported losses to consider potential securities class action lawsuits related to the company’s disclosures.
These developments put a spotlight on Ensign’s compliance, billing, and care standards, as well as the accuracy of its public statements around operations and outlook.
For investors, the key questions are the scope and findings of these investigations and whether any regulatory or legal outcomes could affect future earnings quality, legal costs, or management focus. Direktnyheter • May 31
Ensign Group Q1 Revenue Grows 18.4% but Misses Estimates and Shares Fall Ensign 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 01
First quarter 2026 earnings: EPS misses analyst expectations First 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. Tillkännagivande • Apr 28
The Ensign Group, Inc. to Report Q1, 2026 Results on Apr 30, 2026 The Ensign Group, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026 Tillkännagivande • Apr 04
The Ensign Group, Inc., Annual General Meeting, May 13, 2026 The 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 25
Fourth quarter dividend of US$0.065 announced Shareholders 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%. Valuation Update With 7 Day Price Move • Feb 11
Investor 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 06
CFO, Executive VP & Director notifies of intention to sell stock Suzanne 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 06
Now 34% undervalued Over 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 05
Full year 2025 earnings: EPS misses analyst expectations Full 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. Tillkännagivande • Feb 05
The Ensign Group, Inc. Provides Earnings Guidance for the Year 2026 The 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. Tillkännagivande • Feb 03
The Ensign Group, Inc. to Report Q4, 2025 Results on Feb 04, 2026 The Ensign Group, Inc. announced that they will report Q4, 2025 results on Feb 04, 2026 Declared Dividend • Dec 24
Third quarter dividend increased to US$0.065 Dividend 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%. Tillkännagivande • Dec 19
The Ensign Group, Inc. Increases Quarterly Cash Dividend, Payable on or Before January 31, 2026 The 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 14
Executive VP & General Counsel notifies of intention to sell stock Beverly 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 14
CEO & Chairman of the Board notifies of intention to sell stock Barry 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 09
Price target increased by 8.6% to US$201 Up 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 04
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Tillkännagivande • Nov 04
The Ensign Group, Inc. Raises Earnings Guidance for the Year 2025 The 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. Tillkännagivande • Oct 21
The Ensign Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025 The Ensign Group, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025 Declared Dividend • Sep 22
Second quarter dividend of US$0.063 announced Shareholders 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%. Tillkännagivande • Sep 19
The Ensign Group, Inc. Declares A Quarterly Cash Dividend , Payable on or Before October 31, 2025 The 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. Tillkännagivande • Sep 03
Ensign Pays over $47 Million to Settle Claims in Whistleblower Suit Alleging Fraud and Kickbacks Whistleblower 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 25
Second quarter 2025 earnings: Revenues and EPS in line with analyst expectations Second 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. Tillkännagivande • Jul 25
the Ensign Group, Inc. Raises Earnings Guidance for the Year 2025 The 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. Tillkännagivande • Jul 22
The Ensign Group, Inc. to Report Q2, 2025 Results on Jul 24, 2025 The Ensign Group, Inc. announced that they will report Q2, 2025 results on Jul 24, 2025 Recent Insider Transactions Derivative • Jul 08
CFO, Executive VP & Director notifies of intention to sell stock Suzanne 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. Declared Dividend • Jun 23
First quarter dividend of US$0.063 announced Shareholders 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%. Tillkännagivande • Jun 21
The Ensign Group, Inc. Announces Board Changes, Effective September 1, 2025 The 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 20
Executive VP & General Counsel notifies of intention to sell stock Beverly 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. Tillkännagivande • Jun 20
the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2025 The 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. Tillkännagivande • Jun 03
The 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 18
Executive VP & General Counsel notifies of intention to sell stock Beverly 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 30
First quarter 2025 earnings: EPS misses analyst expectations First 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. Tillkännagivande • Apr 23
The Ensign Group, Inc. to Report Q1, 2025 Results on Apr 29, 2025 The Ensign Group, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025 Tillkännagivande • Apr 07
The Ensign Group, Inc., Annual General Meeting, May 15, 2025 The Ensign Group, Inc., Annual General Meeting, May 15, 2025. Location: 11701 studebaker road, calfornia 90650, norwalk United States Declared Dividend • Mar 23
Fourth quarter dividend of US$0.063 announced Shareholders 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%. Tillkännagivande • Mar 20
The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before April 30, 2025 The 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 12
Investor 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 06
Now 26% undervalued after recent price drop Over 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. Tillkännagivande • Feb 06
The Ensign Group, Inc. Provides Earnings Guidance for the Year 2025 The 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. Tillkännagivande • Feb 01
The Ensign Group, Inc. to Report Q4, 2024 Results on Feb 05, 2025 The Ensign Group, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025 Declared Dividend • Dec 16
Third quarter dividend increased to US$0.063 Dividend 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%. Tillkännagivande • Dec 13
The Ensign Group, Inc. Declares Quarterly Cash Dividend, Payable on or Before January 31, 2025 The 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. Tillkännagivande • Nov 05
The 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 28
Price target increased by 8.2% to US$168 Up 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 25
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third 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. Tillkännagivande • Oct 25
The Ensign Group, Inc. Raises Earnings Guidance for the Full Year 2024 The 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. Tillkännagivande • Oct 22
The Ensign Group, Inc. to Report Q3, 2024 Results on Oct 24, 2024 The Ensign Group, Inc. announced that they will report Q3, 2024 results on Oct 24, 2024 Tillkännagivande • Oct 21
the Ensign Group, Inc. Appoints Mark Parkinson to the Board of Directors The 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 16
Second quarter dividend of US$0.06 announced Shareholders 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%. Tillkännagivande • Sep 13
the Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before October 31, 2024 The 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. Recent Insider Transactions Derivative • Aug 25
CEO & Director notifies of intention to sell stock Barry 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 29
Price target increased by 11% to US$149 Up 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. Tillkännagivande • Jul 27
The Ensign Group, Inc. Revises Earnings Guidance for the Year 2024 The 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 26
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second 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. Tillkännagivande • Jul 24
The Ensign Group, Inc. to Report Q2, 2024 Results on Jul 25, 2024 The Ensign Group, Inc. announced that they will report Q2, 2024 results on Jul 25, 2024 Recent Insider Transactions Derivative • Jul 15
President & COO notifies of intention to sell stock Spencer 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 17
First quarter dividend of US$0.06 announced Shareholders 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%. Tillkännagivande • Jun 15
The Ensign Group, Inc. Declares Quarterly Dividend, Payable on or Before July 31, 2024 The 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. Recent Insider Transactions Derivative • Jun 09
Chief Investment Officer notifies of intention to sell stock Chad 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 19
New minor risk - Shareholder dilution The 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. 
