Ensign Group, Inc. (ENSG)

Ensign Group reported a 20% increase in Earnings Per Share (EPS) in Q2 2025. The company announced strong third-quarter results, surpassing analyst expectations for adjusted EPS and revenue, leading to a stock price increase and raised annual guidance. Ensign Group expanded its portfolio through acquisitions in Iowa, California, Wisconsin, Alabama, and Utah, which are viewed positively. The company declared its twenty-third consecutive annual dividend increase, resulting in a gain in ENSG stock. There has been notable insider selling activity over the past six months.

Demand for Ensign Group's services, particularly in skilled nursing facilities, increases during the winter months due to a rise in respiratory illnesses. Staffing needs may decrease during the summer months. Occupancy rates in senior living tend to rise in the summer months and after holidays.

The Ensign Group, Inc. specializes in skilled nursing, rehabilitative care, and senior living services, operating within the Health Care sector. Its core business includes skilled nursing services, assisted and senior living, rehabilitation services, and ancillary businesses like mobile diagnostics and home health. The company operates with a decentralized model, empowering local leadership at its facilities.

The Ensign Group, Inc. operates a network of healthcare facilities across 17 states in the U.S., including Alabama, Alaska, Arizona, California, Colorado, Idaho, Iowa, Kansas, Nebraska, Nevada, Oregon, South Carolina, Tennessee, Texas, Utah, Washington, and Wisconsin. As of December 1, 2025, the company's portfolio comprised 373 healthcare operations, including 47 senior living facilities, with subsidiaries owning 156 real estate assets.

Purcell & Lefkowitz LLP initiated an investigation into Ensign Group Inc. regarding potential breaches of fiduciary duties by its directors. The company reached a $47.3 million settlement in a whistleblower lawsuit alleging kickbacks for patient referrals. Ensign Group has a history of nursing home violations and lawsuits related to substandard care and insufficient staffing, with approximately 68 violations cited since 2022.

The Ensign Group, Inc. is a publicly traded company with ownership largely dispersed among institutional investors, including BlackRock, Inc., The Vanguard Group, Inc., and others. Insiders, including founder Christopher R. Christensen and other senior executives, hold a meaningful minority stake. Roy E. Christensen is noted as a significant individual shareholder.