Recent Acquisitions: The Ensign Group has sparked considerable discussion on X following its recent expansion with acquisitions in Arizona, Kansas, and Colorado. Posts on the platform highlight the company’s growing portfolio, now at 373 healthcare operations across 17 states. Many users see this as a strategic move to strengthen its footprint in the skilled nursing sector.
Stock Performance Buzz: Conversations on X also focus on the stock’s strong historical performance, with some pointing to an annualized return of over 21% in the past 15 years. There’s chatter about recent analyst upgrades, including a raised price target, fueling optimism among investors. The tone suggests confidence in the company’s ongoing growth trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
The Ensign Group Insider Trading Activity
The Ensign Group insiders have traded $ENSG stock on the open market 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $ENSG stock by insiders over the last 6 months:
- BARRY PORT (Chief Executive Officer) has made 0 purchases and 6 sales selling 30,714 shares for an estimated $5,500,539.
- SPENCER BURTON (President and COO) has made 0 purchases and 3 sales selling 11,798 shares for an estimated $2,107,712.
- SUZANNE D. SNAPPER (CFO) has made 0 purchases and 3 sales selling 8,379 shares for an estimated $1,241,820.
- BEVERLY B. WITTEKIND (VP and Chief Legal Officer) sold 4,719 shares for an estimated $731,445
- BARRY M SMITH has made 0 purchases and 5 sales selling 3,500 shares for an estimated $579,726.
- DAREN SHAW has made 0 purchases and 2 sales selling 2,000 shares for an estimated $344,740.
- ANN SCOTT BLOUIN sold 425 shares for an estimated $63,422
- JOHN O AGWUNOBI sold 246 shares for an estimated $46,462
- PISON MARIVIC UYCHIAT sold 73 shares for an estimated $13,291
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
The Ensign Group had revenues of $1.3B in Q3 2025. This is an increase of 19.84% from the same period in the prior year.
You can track ENSG financials on Quiver Quantitative's ENSG stock page.
The Ensign Group Hedge Fund Activity
We have seen 212 institutional investors add shares of The Ensign Group stock to their portfolio, and 294 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 1,382,035 shares (+96.2%) to their portfolio in Q3 2025, for an estimated $238,774,186
- PRICE T ROWE ASSOCIATES INC /MD/ added 622,690 shares (+105.2%) to their portfolio in Q3 2025, for an estimated $107,582,151
- TURTLE CREEK ASSET MANAGEMENT INC. added 456,332 shares (+inf%) to their portfolio in Q3 2025, for an estimated $78,840,479
- VICTORY CAPITAL MANAGEMENT INC added 339,534 shares (+195.4%) to their portfolio in Q3 2025, for an estimated $58,661,289
- VOYA INVESTMENT MANAGEMENT LLC removed 306,733 shares (-86.3%) from their portfolio in Q3 2025, for an estimated $52,994,260
- AXA S.A. removed 172,802 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,855,001
- GILLSON CAPITAL LP removed 167,904 shares (-79.7%) from their portfolio in Q3 2025, for an estimated $29,008,774
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
The Ensign Group Government Contracts
We have seen $5,792,837 of award payments to $ENSG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- COMMUNITY NURSING HOME: $700,000
- EXPRESS REPORT: NURSING HOME SERVICES: $309,438
- EXPRESS REPORT: JAN 2025: $240,070
- EXPRESS REPORT: MAY 2025: $228,849
- EXPRESS REPORT - NURSING HOME SERVICES OCT 2024 (FY25): $228,041
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
The Ensign Group Analyst Ratings
Wall Street analysts have issued reports on $ENSG in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 11/14/2025
- UBS issued a "Buy" rating on 11/05/2025
- Stephens & Co. issued a "Overweight" rating on 07/28/2025
To track analyst ratings and price targets for The Ensign Group, check out Quiver Quantitative's $ENSG forecast page.
The Ensign Group Price Targets
Multiple analysts have issued price targets for $ENSG recently. We have seen 4 analysts offer price targets for $ENSG in the last 6 months, with a median target of $203.0.
Here are some recent targets:
- Ben Hendrix from RBC Capital set a target price of $206.0 on 11/14/2025
- David Macdonald from Truist Securities set a target price of $200.0 on 11/10/2025
- Raj Kumar from Stephens & Co. set a target price of $200.0 on 11/05/2025
- A.J. Rice from UBS set a target price of $220.0 on 11/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
