Core Insights - The Ensign Group, Inc. (ENSG) is positioned to benefit from a growing aging population, increasing demand for rehabilitation services, strategic acquisitions, and strong cash generation capabilities, leading to a positive business outlook for 2025 [1] Financial Performance - Ensign Group currently holds a Zacks Rank 2 (Buy) and has seen its stock price increase by 4.4% over the past year, outperforming the industry growth of 0.6% [2] - The Zacks Consensus Estimate for ENSG's 2025 earnings is projected at $6.24 per share, reflecting a growth of 13.5%, while revenues are expected to reach $4.9 billion, indicating a rise of 14.3% from the previous year [4] - The earnings consensus for 2026 is $6.83 per share, showing an improvement of 9.5%, with revenues estimated at $5.3 billion, representing an 8.6% increase from 2025 [4] - The Zacks Consensus Estimate for 2025 earnings has been revised upward by 0.6% in the past week [6] - Ensign Group has consistently outperformed earnings estimates in the last four quarters, with an average surprise of 1.48% [7] Operational Efficiency - The return on equity for ENSG stands at 18.8%, significantly higher than the industry's negative return of 14.5%, indicating effective utilization of shareholders' funds [8] - Ensign Group's revenues have been bolstered by increased service revenues, particularly in skilled nursing, rehabilitation, and senior living facilities [10] Growth Drivers - The aging population in the U.S. is expected to sustain demand for Ensign Group's senior living services, while the need for effective rehabilitation solutions continues to drive growth in the Skilled Services segment [11] - Ensign Group's Standard Bearer division generates rental income through triple-net lease agreements, allowing the company to earn rental revenues while transferring property-related expenses to tenants [12] - The company's inorganic growth strategy involves acquiring healthcare facilities across various U.S. regions, enhancing its ability to deliver quality healthcare services [13] - Ensign Group's healthcare portfolio includes 340 operations across 17 states, with recent acquisitions expanding its footprint in Oregon, Alaska, Washington, and Arizona [14] Financial Stability - Ensign Group's strong financial position, characterized by sound cash reserves and adequate cash flow generation, supports ongoing business investments and shareholder rewards [15] - The operating cash flow for 2024 reached $347.2 million, and the total debt-to-total capital ratio improved to 7.3%, well below the industry average of 85.6% [16]

The Ensign Group, Inc. (ENSG) recently purchased the real estate and operations of a healthcare campus in Oregon, one skilled nursing facility and another senior living unit in Alaska, a skilled nursing facility in Washington and two skilled nursing facilities in Arizona. In each of these cases, the real estate assets were acquired by ENSG’s captive real estate company, Standard Bearer Healthcare REIT, Inc.The healthcare campus in Oregon, named Mt. Angel Health and Rehabilitation and Mt. Angel Orchard House ...

Core Insights - The Ensign Group, Inc. has acquired multiple skilled nursing and senior living facilities, expanding its operations in Arizona and other states [1][3][4] - The acquisitions include Citrus Heights Respiratory and Rehabilitation and Springdale Village Post Acute in Arizona, as well as facilities in Alaska, Oregon, and Washington [1][3] - Ensign's portfolio now consists of 340 healthcare operations across 17 states, with 140 real estate assets owned by its subsidiaries [4][5] Company Expansion - The acquisition of facilities in Arizona strengthens Ensign's presence in a key market, as stated by the CEO [2] - The company is actively seeking further acquisition opportunities in skilled nursing and senior living sectors across the United States [4] Operational Details - The newly acquired facilities will be operated by an Ensign affiliated operator, ensuring continuity in care and services [3] - Ensign's subsidiaries provide a wide range of healthcare services, including skilled nursing and rehabilitative therapies, across its facilities [5]

Core Insights - The Ensign Group, Inc. has announced the acquisition of skilled nursing and senior living facilities in Oregon and Alaska, expanding its footprint in these states [3][5] - The company acquired two skilled nursing facilities in Mesa, Arizona, further enhancing its portfolio [4][5] - Ensign's portfolio now includes 340 healthcare operations across 17 states, with a total of 140 real estate assets owned by its subsidiaries [5][6] Acquisition Details - The acquisition of facilities in Oregon includes Mt. Angel Health and Rehabilitation and Mt. Angel Orchard House, while in Alaska, it includes Polaris Extended Care and Horizon House [8] - The real estate and operations of the facilities were acquired by Standard Bearer Healthcare REIT, Inc., effective March 1, 2025 [2][4] - The Mesa, Arizona facilities acquired are Citrus Heights Respiratory and Rehabilitation (204 beds) and Springdale Village Post Acute (122 beds) [4] Strategic Growth - The CEO of Ensign expressed enthusiasm about entering new markets and emphasized the importance of these acquisitions for future growth [3] - Ensign is actively seeking additional acquisition opportunities in skilled nursing, senior living, and healthcare-related businesses across the United States [5] - The company aims to build clusters of operations in new states, enhancing its service capacity and community presence [4][5]

Healthcare has lagged the S&P 500 over the past two years, with investors showing real interest in mega-cap tech and growth stocks based on the artificial intelligence (AI) boom. While a late-year rally in 2023 saw the sector staging a recovery, it did not stop healthcare from becoming one of the S&P 500’s worst-performing sectors in 2023 and 2024. The sector grew just 2.5% in 2024 compared with the benchmark index’s 23.3% jump.While the healthcare sector's weighting in the S&P 500 has declined to a 25-year ...

Core Viewpoint - Growth stocks are appealing due to their above-average financial growth, but identifying strong growth stocks is challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Ensign Group (ENSG) is currently highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being highly desirable [4] - Ensign Group has a historical EPS growth rate of 16.1%, with projected EPS growth of 10.6% this year, surpassing the industry average of 10.4% [5] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for assessing a growth stock's efficiency [6] - Ensign Group's S/TA ratio is 0.94, indicating it generates $0.94 in sales for every dollar in assets, which is higher than the industry average of 0.9 [6] Group 4: Sales Growth - Sales growth is another key indicator, with Ensign Group expected to achieve a sales growth of 12.9% this year, compared to the industry average of 8.6% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [8] - Ensign Group has seen upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 0.2% over the past month [9] Group 6: Overall Assessment - Ensign Group has earned a Growth Score of B and a Zacks Rank 2, indicating it is a potential outperformer and a solid choice for growth investors [11]

Investors in The Ensign Group, Inc. (ENSG) need to pay close attention to the stock based on moves in the options market lately. That is because the Mar 21, 2025 $110 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could ...

Group 1: Stock Performance and Technical Analysis - Ensign Group (ENSG) shares have declined by 11.2% over the past week, but a hammer chart pattern formed in the last trading session suggests potential support and a possible trend reversal [1] - The hammer pattern indicates a nearing bottom with potential exhaustion of selling pressure, which is a positive technical signal for the stock [2] - The hammer chart pattern is characterized by a small candle body and a long lower wick, indicating that buying interest has emerged after a downtrend [3][4] Group 2: Fundamental Indicators - There has been an upward trend in earnings estimate revisions for ENSG, which is a bullish indicator suggesting potential price appreciation [6] - Over the last 30 days, the consensus EPS estimate for the current year has increased by 0.2%, indicating that analysts expect better earnings than previously predicted [7] - ENSG currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [8]

Shares of The Ensign Group, Inc. (ENSG) lost 12% since it reported fourth-quarter 2024 results on Feb. 5, 2025. Despite an earnings beat, the quarterly results were hurt by an elevated expense level due to higher cost of services and rent-cost of services. Nevertheless, the downside was partly offset by improved occupancy rates, higher patient days and higher skilled service revenues. See the Zacks Earnings Calendar to stay ahead of market-making news.ENSG reported fourth-quarter 2024 adjusted earnings per ...

Ensign Group (ENSG) closed the last trading session at $131, gaining 0% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $165.17 indicates a 26.1% upside potential.The mean estimate comprises six short-term price targets with a standard deviation of $8.47. While the lowest estimate of $155 indicates an 18.3% increase from the current price level, the most optimistic analyst expects ...