The Ensign Group
Operates locally managed skilled nursing, rehabilitation and senior living services across U.S. markets.
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Profile
Provides skilled nursing, rehabilitation and senior living through locally managed subsidiaries, with ancillary diagnostics, transportation and healthcare real estate. Skilled nursing produces most revenue; centralized support serves independent facility leaders, while reimbursement relies heavily on Medicare and Medicaid and most operating sites are leased.
Operates independent subsidiaries providing skilled nursing, post-acute rehabilitation, senior living, mobile diagnostics and medical transportation across western, southern and central U.S. markets. Skilled nursing facilities generate most revenue, serving both short-stay rehabilitation patients and long-term residents.
Combines local facility leadership with centralized accounting, payroll, technology, legal and risk-management support. Growth centers on acquiring and improving healthcare operations, while Standard Bearer Healthcare REIT owns and leases post-acute properties to affiliated and third-party operators.
Revenue depends heavily on Medicare and Medicaid reimbursement, alongside state staffing mandates, licensure, inspections and other healthcare regulation. Most operated facilities are leased under long-term arrangements, generally requiring the tenant to bear property taxes, insurance and maintenance.
Company facts
Key statistics
Year to date −0.6% · Average volume (30d) 362.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 28, 2026 | RBC Capital | Reiterate | Outperform | $222 | $228 |
| Jul 14, 2026 | Truist Financial | Target | $215 | $202 | |
| Feb 9, 2026 | RBC Capital | Reiterate | Outperform | $206 | $222 |
| Feb 6, 2026 | Truist Financial | Target | $200 | $215 | |
| Feb 6, 2026 | UBS | Target | $220 | $230 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 27, 2026Q2 FY26 | $1.80 | $1.92 | +6.7% | $1.44B | $1.44B | −0.1% | +2.85% |
| Apr 30, 2026Q1 FY26 | $1.79 | $1.85 | +3.4% | $1.40B | $1.39B | −0.5% | −1.59% |
| Feb 4, 2026Q4 FY25 | $1.75 | $1.82 | +4.0% | $1.37B | $1.36B | −0.5% | +13.85% |
| Nov 3, 2025Q3 FY25 | $1.59 | $1.64 | +3.1% | $1.37B | $1.30B | −5.2% | +0.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.17B | $1.23B | $1.30B | $1.36B | $1.39B | $1.44B | |
| Gross profit | $188.1M | $198.8M | $190.2M | $118.0M | $227.9M | $239.8M | |
| Operating income | $101.4M | $103.9M | $96.2M | $123.8M | $124.9M | $122.5M | |
| Net income | $80.3M | $84.4M | $83.8M | $95.5M | $99.7M | $99.7M | |
| Diluted EPS | $1.37 | $1.44 | $1.42 | $1.61 | $1.67 | $1.68 | |
| Gross margin | 16.0% | 16.2% | 14.7% | 8.7% | 16.4% | 16.6% | |
| Operating margin | 8.6% | 8.5% | 7.4% | 9.1% | 9.0% | 8.5% |
Fiscal years (4-quarter sums)FY21 $2.63B · FY22 $3.03B · FY23 $3.73B · FY24 $4.26B · FY25 $5.06B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $320.8M · Total debt $2.25B · Total assets $5.75B · Shareholders' equity $2.44B
Dividends
Raised for 17 straight years — most recently to $0.065 from $0.0625 in Dec 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 31 | $0.065 | |
| Mar 31, 2026 | Mar 31 | Apr 30 | $0.065 | |
| Dec 31, 2025 | Dec 31 | Jan 31 | $0.065 | raised from $0.0625 |
| Sep 30, 2025 | Sep 30 | Oct 31 | $0.0625 | |
| Jun 30, 2025 | Jun 30 | Jul 31 | $0.0625 | |
| Mar 31, 2025 | Mar 31 | Apr 30 | $0.0625 | |
| Dec 31, 2024 | Dec 31 | Jan 31 | $0.0625 | raised from $0.06 |
| Sep 30, 2024 | Sep 30 | Oct 31 | $0.06 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 58.28M · Float 56.19M · 96.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.85M | 10.03% | 13F | Aug 7, 2026 |
| Baillie Gifford & Co | 5.03M | 8.63% | 13F | Aug 6, 2026 |
| Vanguard Portfolio Management LLC | 2.87M | 4.92% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.62M | 4.50% | 13F | Aug 13, 2026 |
| FMR LLC | 2.54M | 4.36% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 27, 2026 | Ann Scott Blouin | director | −375 | $183.54 |
| Jul 20, 2026 | John O. Agwunobi | director | −392 | $171.06 |
| Jul 16, 2026 | Mark Vincent Parkinson | director | −100 | $168.12 |
| Jun 2, 2026 | Barry M. Smith | director | −700 | $164.28 |
| May 4, 2026 | Barry M. Smith | director | −700 | $182.21 |
Peers
- PACS Group
Pure-play SNF operator running same decentralized turnaround model in 17 states.
- Encompass Health
Nation’s largest IRF operator; contests the same post-acute patients as SNFs.
- National HealthCare
Oldest publicly traded SNF operator; pure-play skilled nursing, 80 facilities.
- The Pennant Group
Ensign’s 2019 spin-off; same operating model, overlapping senior living markets.
- Brookdale Senior Living
Largest US senior living operator; overlaps Ensign’s retained ALF communities.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The Ensign Group | $172.98 | +0.01% | $10.08B | 27.1 | 21.2 | 1.8 | +17.3% |
| PACS Group | $42.60 | −0.46% | $6.77B | 25.6 | 17.2 | 1.2 | — |
| Encompass Health | $120.85 | 0.00% | $11.99B | 19.7 | 18.9 | 1.9 | +9.6% |
| National HealthCare | $222.70 | +0.21% | $3.48B | 25.1 | — | 2.2 | +9.4% |
| The Pennant Group | $37.08 | +0.05% | $1.29B | 41.2 | 25.6 | 1.2 | +35.8% |
| Brookdale Senior Living | $11.60 | −1.11% | $2.80B | — | 482.1 | 0.9 | −11.6% |
| Median | 25.3 | 22.2 | 1.2 | +9.5% |