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 a 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: 35,300
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
593% more call options, than puts
Call options by funds: $8.37M | Put options by funds: $1.21M
110% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 40
15% more funds holding in top 10
Funds holding in top 10: 13 [Q2] → 15 (+2) [Q3]
12% more capital invested
Capital invested by funds: $6.79B [Q2] → $7.64B (+$848M) [Q3]
10% more funds holding
Funds holding: 422 [Q2] → 466 (+44) [Q3]
10% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 172
3.2% less ownership
Funds ownership: 96.51% [Q2] → 93.31% (-3.2%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
UBS A.J. Rice 41% 1-year accuracy 7 / 17 met price target | 30%upside $175 | Buy Initiated | 21 Nov 2024 |
RBC Capital Ben Hendrix 25% 1-year accuracy 18 / 71 met price target | 28%upside $172 | Outperform Maintained | 28 Oct 2024 |
Stephens & Co. Scott Fidel 51% 1-year accuracy 22 / 43 met price target | 24%upside $167 | Overweight Maintained | 28 Oct 2024 |
Truist Securities David Macdonald 56% 1-year accuracy 49 / 87 met price target | 26%upside $170 | Hold Maintained | 28 Oct 2024 |
Oppenheimer Michael Wiederhorn 30% 1-year accuracy 12 / 40 met price target | 25%upside $168 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 9 articles about ENSG published over the past 30 days