ENSIGN GROUP, INC
In the published model solve dated 2026-Q2, anchored at $170.79, ENSIGN GROUP, INC (ENSG) is priced for +7.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Growth here is bought one building at a time and then improved: the 10-K reports that ⟦"During the year ended December 31, 2025, we added 46 new operations."⟧, and consolidated revenue rose 18.7% to $5,057.8 million for the year. • Governments set most of the prices, with Medicaid at 59.0% of skilled nursing patient days and Medicare at roughly a quarter of skilled services revenue [Source: FY2025 10-K, filed February 2026]. • The next markers are occupancy and acquisition pace, both of which
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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.
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.
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.
ENSG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next 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.
ENSG's latest 8-K filings: 2026-08-25 (items 5.03, 9.01); 2026-08-20 (items 1.01, 2.03, 7.01, 9.01); 2026-07-27 (items 2.02, 9.01); 2026-06-15 (items 8.01, 9.01); 2026-06-10 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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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.