The Ensign GroupENSG
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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 51
10% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 163
2% more funds holding
Funds holding: 467 [Q3] → 475 (+8) [Q4]
3.07% less ownership
Funds ownership: 93.98% [Q3] → 90.91% (-3.07%) [Q4]
10% less capital invested
Capital invested by funds: $7.7B [Q3] → $6.92B (-$778M) [Q4]
12% less call options, than puts
Call options by funds: $7.85M | Put options by funds: $8.94M
40% less funds holding in top 10
Funds holding in top 10: 15 [Q3] → 9 (-6) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stephens & Co. Raj Kumar 33% 1-year accuracy 1 / 3 met price target | 27%upside $160 | Overweight Maintained | 7 Feb 2025 |
Macquarie Tao Qiu 29% 1-year accuracy 5 / 17 met price target | 31%upside $166 | Outperform Maintained | 4 Feb 2025 |
Truist Securities David Macdonald 59% 1-year accuracy 57 / 96 met price target | 23%upside $155 | Hold Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 21 articles about ENSG published over the past 30 days
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