The Ensign Group (ENSG)
Operates locally managed skilled nursing, rehabilitation and senior living services across U.S. markets.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 28, 2026 | RBC Capital | Reiterate | Rating: —Target: $222 | Target: $228 |
| Jul 14, 2026 | Truist Financial | Target | Target: $215 | Target: $202 |
| Feb 9, 2026 | RBC Capital | Reiterate | Rating: —Target: $206 | Target: $222 |
| Feb 6, 2026 | Truist Financial | Target | Target: $200 | Target: $215 |
| Feb 6, 2026 | UBS | Target | Target: $220 | Target: $230 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $320.8M · Total debt $2.25B · Total assets $5.75B · Shareholders' equity $2.44B
- Revenue
- $1.44B
- Operating income
- $122.5M
- Net income
- $99.7M
HistoryDividendAnnual yieldUpcoming
| Institutions | 91.62% | 53.40M shares | |
|---|---|---|---|
| 560 holders · as of Jun 30, 2026 | |||
| Insiders | 1.59% | 924.1K shares | |
| 13 holders · as of Sep 14, 2026 | |||
| Other | 6.79% | 3.96M shares | |
| remainder | |||
58.28M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.03% | 5.85M | as of Jun 30, 2026 |
Baillie Gifford & CoInstitution | 8.63% | 5.03M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.92% | 2.87M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.50% | 2.62M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.36% | 2.54M | as of Jun 30, 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 |
- 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.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The Ensign Group | $176.83 | +0.29% | $10.28B | 27.6 | 21.6 | 1.9 | +17.3% |
| PACS Group | $41.22 | −0.75% | $6.58B | 24.9 | 16.6 | 1.2 | +9.1% |
| Encompass Health | $124.08 | +1.08% | $12.18B | 20.0 | 19.4 | 2.0 | +9.6% |
| National HealthCare | $223.46 | +0.27% | $3.48B | 25.1 | — | 2.2 | +9.4% |
| The Pennant Group | $39.32 | −0.23% | $1.37B | 43.8 | 27.1 | 1.2 | +35.8% |
| Brookdale Senior Living | $11.28 | −1.01% | $2.72B | — | 520.4 | 0.9 | −11.6% |
| Median | 25.0 | 23.2 | 1.2 | +9.4% |