The Ensign Group
ENSG
About: Ensign Group Inc provides post-acute healthcare services in the United States. Its regional subsidiaries oversee skilled nursing, assisted living, home health and hospice, mobile ancillary, and urgent care operations. Medicare and Medicaid programs contribute majority of revenue received for Ensign's services. The firm operates through two segments, Skilled services, and Standard Bearer. The skilled services segment includes the operation of skilled nursing facilities and rehabilitation therapy services. The Standard Bearer segment comprises of properties owned by the company through its captive REIT and leased to skilled nursing and assisted living operations. The majority of the revenue is generated from the skilled services segment.
Employees: 39,300
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
317% more call options, than puts
Call options by funds: $7.79M | Put options by funds: $1.87M
33% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 51
22% more capital invested
Capital invested by funds: $6.79B [Q1] → $8.26B (+$1.47B) [Q2]
1.82% more ownership
Funds ownership: 91.35% [Q1] → 93.18% (+1.82%) [Q2]
2% more funds holding
Funds holding: 480 [Q1] → 488 (+8) [Q2]
2% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 177
9% less funds holding in top 10
Funds holding in top 10: 11 [Q1] → 10 (-1) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
UBS
A.J. Rice
|
$205
|
Buy
Maintained
|
2 Sep 2025 |
|
Truist Securities
David Macdonald
|
$165
|
Hold
Maintained
|
28 Jul 2025 |
|
Stephens & Co.
Raj Kumar
|
$170
|
Overweight
Maintained
|
28 Jul 2025 |
Financial journalist opinion
Based on 5 articles about ENSG published over the past 30 days
