The Ensign Group, Inc. (ENSG) AI Stock Analysis

The Ensign Group, Inc. provides skilled nursing, senior living, and rehabilitative services, along with ancillary healthcare offerings. Operating through two core segments, Skilled Services provides skilled nursing facilities and rehabilitation therapy for patients with chronic conditions, ventilator care, dialysis, and cardiac management. The Standard Bearer segment owns real estate properties leased to skilled nursing and senior living operators across states such as Arizona, California, Texas, and Utah. Ensign Group also delivers ancillary services including digital x-ray, ultrasound, sub-acute services, and patient transportation.

Ensign Group expanded annual revenue from $2.63B in FY2021 to $5.06B in FY2025, reflecting a 5-year revenue CAGR of 16.1%. Over that timeframe, net income increased from $194.7M to $344.0M, with annual diluted EPS rising from $3.62 to $6.42. Gross margin moderated from 17.8% in FY2021 to 15.8% in FY2025, while operating margin went from 9.9% to 8.4%. Over the trailing twelve months, revenue reached $5.49B with a profit margin of 6.9%. For the latest quarter ended June 30, 2026, quarterly revenue increased 17.3% and quarterly earnings grew 16.7% year-over-year.

As of June 30, 2026, Ensign Group held $320.8M in cash and short-term investments against total debt of $2.25B, resulting in net debt of $1.93B. The company recorded a current ratio of 1.21 and a debt-to-equity ratio of 0.92, supported by shareholders' equity of $2.44B. In FY2025, operating cash flow reached $564.3M and free cash flow stood at $370.7M. Capital allocation in FY2025 included $193.6M in capital expenditures, $21.4M in share buybacks, and $14.4M in dividends paid.

Ensign Group trades at a trailing P/E of 27.7x and a forward P/E of 20.7x, both above the median of its US-listed Healthcare peers at 24.6x and 17.3x, respectively. Its EV/EBITDA of 19.5x also trades above the peer median of 12.0x, though its price-to-sales ratio of 1.9x sits below the peer median of 4.1x. Over the past year, ENSG stock declined 1.4%, lagging the S&P 500 return of 16.8%. Over a 5-year period, however, the stock returned 145.0% compared to 83.0% for the S&P 500.

Ensign Group pays an annual forward dividend of $0.26 per share, providing a dividend yield of 0.15% with a payout ratio of 3.7%. The company distributes dividends quarterly and has paid dividends for 20 consecutive years. Its 5-year annualized dividend growth rate stands at 4.5%, with the most recent ex-dividend date on September 30, 2026.

Wall Street analysts maintain 3 Strong Buy, 1 Buy, and 1 Hold ratings on ENSG, with zero Sell or Strong Sell ratings. The mean price target of $220.00 indicates a 24.6% premium over the last close of $176.63. Consensus estimates project FY2026 revenue of $5.90B and EPS of $7.81, followed by FY2027 revenue of $6.57B. Ensign Group has beaten earnings estimates in each of the last 4 quarters, with its next earnings date scheduled for November 2, 2026.

This page is an AI-written research summary of The Ensign Group, Inc. (ENSG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ENSG income statement, ENSG balance sheet, ENSG key metrics, ENSG analyst forecast, ENSG chart. See the ENSG stock overview for the latest quote and news.