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ENSG

ENSIGN GROUP, INC

At today's price, ENSIGN GROUP, INC (ENSG) is priced for +9.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+9.3% growth
Priced In
within-range

Key Takeaways

- Ensign's defining feature is its capital allocation: a decentralized operating model that buys underperforming skilled-nursing facilities and turns them around. It added 46 operations in 2025 and 22 more in the first quarter of 2026, funding it all with a net-cash balance sheet and interest coverage near 57 times. - The first quarter validated the engine: revenue of $1.39 billion rose 18.4 percent, adjusted EPS of $1.85 grew about 22 percent and beat the $1.78 estimate, and management raised f

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Institutional ownership

551 institutional managers reported holding ENSG in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 51%. 63 opened new positions that quarter. Held by BlackRock, Vanguard Group, Baillie Gifford, among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

ENSG's share count grew 6.1% over the past five years even with $60.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 12 years straight; the current rate is $0.25 a share annually. Cash returned over the past three years: $38.33M in dividends and $20.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at ENSG over the trailing three years: 2024: 1 buy totaling $0k. 13 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

ENSG's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-28+1.4%-0.1%
2023-10-26-1.4%+19.3%
2024-02-02+6.7%-0.9%
2024-05-02-1.5%+8.5%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

ENSG's latest 8-K filings: 2026-06-15 (items 8.01, 9.01); 2026-06-10 (items 8.01); 2026-05-18 (items 5.07); 2026-04-30 (items 2.02, 9.01); 2026-02-04 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare ENSG

BTSG vs ENSGCHE vs ENSGCON vs ENSGEHC vs ENSGENSG vs FMSENSG vs NHC

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.