Ensign Group (ENSG) Stock Insights

ENSG price $184.00 +14.50 +8.56%

Ticker
ENSG
Price
$184.00
Change
+14.50 +8.56%
Market cap ?
$10.72B
P/E ?
24.53
Forward P/E ?
23.55
Dividend yield ?
0.15%
Beta ?
0.66
Sector
Healthcare
Industry
Medical - Care Facilities
Stocklytics score
51
Value
48
Quality
40
Growth
64

Stocklytics score rationale: value 48, quality 40, growth 64.

Financials

2016201720182019202020212022202320242025
1654864000159832600017546010002036524000240259600026274610003025468000372935500042604850005057841000

The Ensign Group, Inc. operates as a healthcare provider, primarily concentrating on post-acute care services, alongside other supporting business ventures. The company's activities are organized into two main divisions: Skilled Services and Real Estate. Within its Skilled Services segment, Ensign provides extensive short-term and long-term nursing care tailored for patients recovering from extended illnesses…

Fair value

ENSG fair value $165.93. Price $184.00. Price is 11% above fair value.

Above fair value, around its usual premium.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 509.91M. Growth 10.45%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 58.28M. Net debt 3.65B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare ENSG

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-02-03—2.08—1.57B
2026-10-272.031.971.48B1.51B
2026-07-271.921.801.44B1.44B
2026-04-301.851.821.39B1.40B
2026-02-041.821.751.36B1.37B
2025-11-031.641.591.30B1.37B
2025-07-241.591.551.23B1.22B
2025-04-291.521.491.17B1.17B
2025-02-051.491.471.13B1.13B
2024-10-241.391.381.08B1.07B
2024-07-251.321.301.04B1.02B
2024-05-011.301.29982.91M1.00B
2024-02-011.281.27980.38M975.72M
2023-10-251.201.19940.79M938.73M
2023-07-271.161.14921.35M917.46M
2023-04-261.131.10886.84M912.97M
2023-02-021.101.10809.53M802.31M
2022-10-261.041.03770.00M751.25M
2022-08-011.011.00732.49M729.44M
2022-04-280.990.98713.45M704.36M
2022-02-090.970.96693.14M698.33M
2021-10-270.910.90668.53M666.63M
2021-07-280.890.88638.54M666.63M
2021-04-290.870.84627.25M632.83M
2021-02-030.800.78629.03M642.66M
2020-10-280.780.73599.25M560.84M
2020-08-050.780.54584.70M404.79M
2020-05-110.770.62589.61M474.75M
2020-02-050.600.55560.19M285.22M
2019-10-300.550.55600.51M600.51M
2019-08-010.540.53575.65M483.79M
2019-05-060.550.53549.21M454.17M
2019-02-060.540.51544.85M237.73M
2018-10-310.460.45514.36M503.22M
2018-08-020.440.43496.39M485.12M
2018-05-020.450.45492.13M492.10M
2018-02-080.400.39487.70M487.70M
2017-11-080.360.38471.59M497.80M
2017-08-030.310.36448.28M520.61M
2017-05-010.340.34441.74M428.71M

Dividends

Yield 0.14%. Payout ratio 3.75%. Frequency Quarterly.

Safety score 91/100 · Safe. Payout ratio is 4% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 20 separate years. Yield is 0.1%, which is low.

Ex-dateDividendRecordPaymentFrequency
2026-09-30$0.072026-09-302026-10-31Quarterly
2026-06-30$0.072026-06-302026-07-31Quarterly
2026-03-31$0.072026-03-312026-04-30Quarterly
2025-12-31$0.072025-12-312026-01-31Quarterly
2025-09-30$0.062025-09-302025-10-31Quarterly
2025-06-30$0.062025-06-302025-07-31Quarterly
2025-03-31$0.062025-03-312025-04-30Quarterly
2024-12-31$0.062024-12-312025-01-31Quarterly
2024-09-30$0.062024-09-302024-10-31Quarterly
2024-06-28$0.062024-06-302024-07-31Quarterly
2024-03-27$0.062024-03-312024-04-30Quarterly
2023-12-28$0.062023-12-312024-01-31Quarterly
2023-09-28$0.062023-09-302023-10-31Quarterly
2023-06-29$0.062023-06-302023-07-31Quarterly
2023-03-30$0.062023-03-312023-04-28Quarterly
2022-12-29$0.062022-12-312023-01-31Quarterly
2022-09-29$0.062022-09-302022-10-31Quarterly
2022-06-29$0.062022-06-302022-07-29Quarterly
2022-03-30$0.062022-03-312022-04-29Quarterly
2021-12-30$0.062021-12-312022-01-31Quarterly
2021-09-29$0.052021-09-302021-10-31Quarterly
2021-06-29$0.052021-06-302021-07-31Quarterly
2021-03-30$0.052021-03-312021-04-30Quarterly
2020-12-30$0.052020-12-312021-01-31Quarterly
2020-09-29$0.052020-09-302020-10-31Quarterly
2020-06-29$0.052020-06-302020-07-31Quarterly
2020-03-30$0.052020-03-312020-04-30Quarterly
2019-12-30$0.052019-12-312020-01-31Quarterly
2019-09-27$0.042019-09-302019-10-31Quarterly
2019-06-27$0.042019-06-302019-07-31Quarterly
2019-03-28$0.042019-03-312019-04-30Quarterly
2018-12-28$0.042018-12-312019-01-31Quarterly
2018-09-27$0.042018-09-302018-10-31Quarterly
2018-06-28$0.042018-06-302018-07-31Quarterly
2018-03-28$0.042018-03-312018-04-30Quarterly
2017-12-28$0.042017-12-312018-01-31Quarterly
2017-09-28$0.042017-09-302017-10-31Quarterly
2017-06-28$0.042017-06-302017-07-31Quarterly
2017-03-29$0.042017-03-312017-04-30Quarterly
2016-12-28$0.042016-12-312017-01-31Quarterly
2016-09-28$0.042016-09-302016-10-31Quarterly
2016-06-28$0.042016-06-302016-07-31Quarterly
2016-03-29$0.042016-03-312016-04-30Quarterly
2015-12-29$0.042015-12-312016-01-31Quarterly
2015-09-28$0.042015-09-302015-10-31Quarterly
2015-06-26$0.042015-06-302015-07-31Quarterly
2015-03-27$0.042015-03-312015-04-30Quarterly
2014-12-29$0.042014-12-312015-01-31Quarterly
2014-09-26$0.032014-09-302014-10-31Quarterly
2014-06-26$0.032014-06-302014-07-31Quarterly
2014-03-27$0.022014-03-312014-04-30Quarterly
2013-12-27$0.022013-12-312014-01-31Quarterly
2013-09-26$0.022013-09-302013-10-31Quarterly
2013-06-26$0.022013-06-302013-07-31Quarterly
2013-03-26$0.022013-03-312013-04-30Quarterly
2012-12-13$0.022012-12-172012-12-28Quarterly
2012-09-26$0.022012-09-302012-10-31Quarterly
2012-06-27$0.022012-06-302012-07-31Quarterly
2012-03-28$0.022012-03-312012-04-30Quarterly
2011-12-28$0.022011-12-312012-01-31Quarterly
2011-09-28$0.012011-09-302011-10-31Quarterly
2011-06-28$0.012011-06-302011-07-31Quarterly
2011-03-29$0.012011-03-312011-04-30Quarterly
2010-12-29$0.012010-12-312011-01-31Quarterly
2010-09-28$0.012010-09-302010-10-31Quarterly
2010-06-28$0.012010-06-302010-07-31Quarterly
2010-03-29$0.012010-03-312010-04-30Quarterly
2009-12-29$0.012009-12-312010-01-31Quarterly
2009-09-28$0.012009-09-302009-10-31Quarterly
2009-06-26$0.012009-06-302009-07-31Quarterly
2009-03-27$0.012009-03-312009-04-30Quarterly
2008-12-29$0.012008-12-312009-01-31Quarterly
2008-09-26$0.012008-09-302008-10-31Quarterly
2008-06-26$0.012008-06-302008-07-31Quarterly
2008-03-27$0.012008-03-312008-04-30Quarterly
2007-12-27$0.012007-12-312008-01-30Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-16Parkinson Mark VincentSell100$179.6217.96K
2026-10-15Parkinson Mark VincentBuy600——
2026-10-15Agwunobi John OBuy600——
2026-10-15Abbott Swati BargotraBuy600——
2026-10-15Blouin Ann ScottBuy600——
2026-10-15Shaw DarenBuy600——
2026-10-15SMITH BARRY MBuy600——
2026-09-10Uychiat Pison MarivicSell580——
2026-08-11Burton SpencerSell2.50K——
2026-07-27Blouin Ann ScottSell175$181.8831.83K
2026-07-27Blouin Ann ScottSell200$185.0037.00K
2026-07-20Agwunobi John OSell392$171.0667.06K
2026-07-16Parkinson Mark VincentSell100$168.1216.81K
2026-07-15SMITH BARRY MBuy600——
2026-07-15Shaw DarenBuy600——
2026-07-15Blouin Ann ScottBuy600——
2026-07-15Abbott Swati BargotraBuy600——
2026-07-15Agwunobi John OBuy600——
2026-07-15Parkinson Mark VincentBuy600——
2026-06-02SMITH BARRY MSell700$164.28115.00K
2026-05-27Burton SpencerSell264$171.9745.40K
2026-05-27Keetch ChadSell306$171.9752.62K
2026-05-27Port BarrySell509$171.9787.53K
2026-05-27Snapper Suzanne D.Sell458$171.9778.76K
2026-05-27Wittekind Beverly B.Sell102$171.9717.54K
2026-05-26Burton SpencerSell281$172.4248.45K
2026-05-26Keetch ChadSell326$172.4256.21K
2026-05-26Port BarrySell509$172.4287.76K
2026-05-26Snapper Suzanne D.Sell458$172.4278.97K
2026-05-26Wittekind Beverly B.Sell123$172.4221.21K
2026-05-18Wittekind Beverly B.Sell102$176.6618.02K
2026-05-18Wittekind Beverly B.Sell102$176.6618.02K
2026-05-18Uychiat Pison MarivicSell82$176.6614.49K
2026-05-18Snapper Suzanne D.Sell489$176.6686.39K
2026-05-18Port BarrySell550$176.6697.16K
2026-05-18Keetch ChadSell387$176.6668.37K
2026-05-18Burton SpencerSell351$176.6662.01K
2026-05-15Wittekind Beverly B.Sell102$177.6718.12K
2026-05-04SMITH BARRY MSell700$182.21127.55K
2026-04-20Agwunobi John OSell392$199.9778.39K
2026-04-16Parkinson Mark VincentSell100$196.6019.66K
2026-04-15Abbott Swati BargotraBuy600——
2026-04-15Agwunobi John OBuy600——
2026-04-15Blouin Ann ScottBuy600——
2026-04-15Shaw DarenBuy600——
2026-04-15SMITH BARRY MBuy600——
2026-04-15Parkinson Mark VincentBuy600——
2026-04-02SMITH BARRY MSell700$196.65137.66K
2026-03-02SMITH BARRY MSell700$213.02149.11K
2026-02-26Wittekind Beverly B.Buy1.00K——
2026-02-26Wittekind Beverly B.Buy2.50K$212.65531.62K
2026-02-26Snapper Suzanne D.Buy9.00K——
2026-02-26Snapper Suzanne D.Buy22.50K$212.654.78M
2026-02-26Burton SpencerBuy8.50K——
2026-02-26Burton SpencerBuy21.25K$212.654.52M
2026-02-26Keetch ChadBuy8.00K——
2026-02-26Keetch ChadBuy20.00K$212.654.25M
2026-02-26Port BarryBuy12.00K——
2026-02-26Port BarryBuy30.00K$212.656.38M
2026-02-20Uychiat Pison MarivicSell67$204.9213.73K
2026-02-19Uychiat Pison MarivicSell83$211.0217.51K
2026-02-19Wittekind Beverly B.Buy500$83.6441.82K
2026-02-19Wittekind Beverly B.Sell500$210.23105.11K
2026-02-19Wittekind Beverly B.Sell113$204.7823.14K
2026-02-19Wittekind Beverly B.Sell500$83.6441.82K
2026-02-18Snapper Suzanne D.Buy11.98K$209.962.52M
2026-02-18Keetch ChadBuy8.34K$209.961.75M
2026-02-18Burton SpencerBuy9.70K$209.962.04M
2026-02-18Port BarryBuy13.87K$209.962.91M
2026-02-17Shaw DarenSell1.00K$213.43213.43K
2026-02-09Blouin Ann ScottSell375$198.0074.25K
2026-02-09Parkinson Mark VincentSell100$198.0019.80K
2026-02-06Snapper Suzanne D.Buy4.13K$15.9365.77K
2026-02-06Snapper Suzanne D.Buy4.13K$15.8065.24K
2026-02-06Snapper Suzanne D.Sell2.21K$196.07432.33K
2026-02-06Snapper Suzanne D.Sell2.27K$196.11444.77K
2026-02-06Snapper Suzanne D.Sell100$197.2119.72K
2026-02-06Snapper Suzanne D.Sell4.13K$15.8065.24K
2026-02-06Snapper Suzanne D.Sell4.13K$15.9365.77K
2026-02-05Snapper Suzanne D.Sell728$185.22134.84K
2026-02-05Snapper Suzanne D.Sell200$187.2837.46K
2026-02-05Snapper Suzanne D.Sell550$192.09105.65K
2026-02-05Snapper Suzanne D.Sell644$193.52124.63K
2026-02-05Snapper Suzanne D.Sell1.74K$194.96339.63K
2026-02-05Snapper Suzanne D.Buy4.13K$15.9365.77K
2026-02-05Snapper Suzanne D.Sell2.07K$196.01406.13K
2026-02-05Snapper Suzanne D.Sell1.59K$196.87314.01K
2026-02-05Snapper Suzanne D.Sell727$197.68143.71K
2026-02-05Snapper Suzanne D.Buy4.13K$15.8065.24K
2026-02-05Snapper Suzanne D.Sell4.13K$15.9365.77K
2026-02-05Snapper Suzanne D.Sell4.13K$15.8065.24K
2026-02-02SMITH BARRY MSell700$171.54120.08K
2026-01-21Agwunobi John OSell146$178.3126.03K
2026-01-20Agwunobi John OSell246$179.8244.24K
2026-01-15SMITH BARRY MBuy600——
2026-01-15Shaw DarenBuy600——
2026-01-15Blouin Ann ScottBuy600——
2026-01-15Abbott Swati BargotraBuy600——
2026-01-15Agwunobi John OBuy600——
2026-01-15Parkinson Mark VincentBuy600——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 561, holders -21 vs prior quarter. Ownership 92.44%.

HolderSharesChangeChange %Value
BLACKROCK, INC.5.85M-1.52M-20.61%937.22M
BAILLIE GIFFORD & CO5.03M203.10K+4.21%806.19M
VANGUARD PORTFOLIO MANAGEMENT LLC2.87M-253.74K-8.13%459.51M
VANGUARD CAPITAL MANAGEMENT LLC2.62M31.71K+1.22%420.73M
FMR LLC2.54M243.89K+10.62%407.22M
WASATCH ADVISORS LP2.28M220.33K+10.71%365.22M
CAPITAL RESEARCH GLOBAL INVESTORS2.02M617.60K+44.05%323.76M
STATE STREET CORP1.80M-265.27K-12.86%288.27M
GEODE CAPITAL MANAGEMENT, LLC1.67M-19.34K-1.15%267.42M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.08M617.43K+134.91%172.34M
DIMENSIONAL FUND ADVISORS LP963.83K3.25K+0.34%154.49M
NORGES BANK728.80K728.80KNew116.83M
TURTLE CREEK ASSET MANAGEMENT INC.652.05K394.89K+153.56%104.52M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC649.40K-130.83K-16.77%104.10M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.649.40K649.40KNew104.10M
VAN BERKOM & ASSOCIATES INC.623.50K103.31K+19.86%99.95M
EVERSEPT PARTNERS, LP602.08K602.08KNew96.51M
FULLER & THALER ASSET MANAGEMENT, INC.593.07K19.50K+3.40%95.07M
MORGAN STANLEY588.65K99.42K+20.32%94.36M
COPELAND CAPITAL MANAGEMENT, LLC568.90K-24.53K-4.13%91.19M
NORTHERN TRUST CORP544.87K-222.29K-28.98%87.34M
CLARK CAPITAL MANAGEMENT GROUP, INC.544.35K15.74K+2.98%87.26M
HOOD RIVER CAPITAL MANAGEMENT LLC504.52K14.09K+2.87%80.87M
FRANKLIN TEMPLETON INC503.18K-152.81K-23.29%80.66M
GOLDMAN SACHS GROUP INC446.20K9.18K+2.10%71.53M

Insights

Revenue by product
PeriodValue
FY2014Intersegment Eliminations: -2801000.0
FY2015Intersegment Eliminations: -3328000.0
FY2016Intersegment Eliminations: -5113000.0
FY2017Intersegment Eliminations: -6058000.0
FY2018All Other: 40813000.0, Assisted and Independent Living Services Segment: 151797000.0, Home Health and Hospice Segment: 169037000.0, Intersegment Eliminations: -7295000.0, Transitional and Skilled Services Segment: 1679012000.0
FY2019Transitional and Skilled Services Segment: 1934640000.0
FY2020Rental: 15157000.0, Service: 2387439000.0
FY2021Rental: 15985000.0, Service: 2611476000.0
FY2022Skilled Services Segment: 2906215000.0
FY2023Rental: 21284000.0, Service: 3708071000.0
FY2024Rental: 95086000.0, Service: 4237525000.0
FY2025Skilled Services Segment: 4837809000.0, Standard Bearer Segment: 126930000.0
Revenue by region
PeriodValue
FY2014All Other: 45879000.0
FY2015All Other: 74787000.0
FY2017All Other: 53151000.0
FY2018All Other: 40813000.0

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Ensign Group (ENSG) Stock Insights

ENSG$184.00+14.50 +8.56%

$10.72B

Market Cap

24.53

P/E

23.55

Forward P/E

51

Score

Price History