Turtle Creek Asset Management Inc. Has $51.82 Million Holdings in The Ensign Group, Inc. $ENSG

Posted by Geri Gentry on Jul 30th, 2026

Turtle Creek Asset Management Inc. trimmed its position in shares of The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 23.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 257,160 shares of the company’s stock after selling 79,910 shares during the quarter. The Ensign Group accounts for approximately 1.9% of Turtle Creek Asset Management Inc.’s investment portfolio, making the stock its 21st largest holding. Turtle Creek Asset Management Inc.’s holdings in The Ensign Group were worth $51,818,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Baillie Gifford & Co. increased its holdings in shares of The Ensign Group by 62.1% during the fourth quarter. Baillie Gifford & Co. now owns 4,569,254 shares of the company’s stock worth $795,964,000 after buying an additional 1,750,645 shares in the last quarter. Norges Bank acquired a new position in shares of The Ensign Group in the 4th quarter worth approximately $134,660,000. Wasatch Advisors LP grew its position in The Ensign Group by 6.0% during the 2nd quarter. Wasatch Advisors LP now owns 3,558,675 shares of the company’s stock worth $548,961,000 after acquiring an additional 199,983 shares during the last quarter. Candriam S.C.A. grew its position in The Ensign Group by 264.9% during the 1st quarter. Candriam S.C.A. now owns 259,917 shares of the company’s stock worth $52,373,000 after acquiring an additional 188,679 shares during the last quarter. Finally, T. Rowe Price Investment Management Inc. grew its position in The Ensign Group by 28.5% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 683,884 shares of the company’s stock worth $119,133,000 after acquiring an additional 151,792 shares during the last quarter. Institutional investors and hedge funds own 96.12% of the company’s stock.

Analyst Ratings Changes

ENSG has been the subject of several research analyst reports. Truist Financial cut their price objective on The Ensign Group from $215.00 to $202.00 and set a “hold” rating for the company in a research report on Tuesday, July 14th. Wall Street Zen cut The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Zacks Research cut The Ensign Group from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Weiss Ratings lowered shares of The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 16th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $228.00 price objective on shares of The Ensign Group in a research report on Tuesday. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $215.00.

Check Out Our Latest Analysis on ENSG

Key Stories Impacting The Ensign Group

Here are the key news stories impacting The Ensign Group this week:

Positive Sentiment: Q2 earnings beat expectations: Ensign reported adjusted EPS of $1.92, ahead of the $1.80 consensus estimate and up from $1.59 a year earlier. Revenue reached approximately $1.44 billion, increasing about 17% year over year. The Ensign Group 2026 Q2 Results Earnings Call Presentation
Positive Sentiment: Raised full-year outlook: Management set 2026 adjusted EPS guidance at $7.75–$7.85, supporting expectations for continued earnings growth. Operating indicators, including occupancy, skilled-mix revenue and facility expansion, also remained favorable.
Positive Sentiment: Analyst support: Recent coverage described Ensign as a bullish healthcare name, with reported analyst targets generally above recent trading levels. RBC maintained an outperform rating and a $228 target, while the broader consensus remains “Moderate Buy.” Analysts Are Bullish on The Ensign Group
Neutral Sentiment: Planned insider sale: Director John Agwunobi sold 392 shares for approximately $67,056, reducing his holdings by 3.96%. Because the transaction occurred under a pre-arranged Rule 10b5-1 plan, it is a limited bearish signal. John Agwunobi Sells Ensign Shares
Negative Sentiment: Legal and reputational overhang: Kaplan Fox, Bleichmar Fonti & Auld and Rosen Law Firm announced investigations into potential securities-law violations tied to allegations in a Hunterbrook short report concerning staffing, care quality, regulatory issues and disclosures. The claims remain unproven, but the investigations could increase litigation, regulatory and reputational risks. Kaplan Fox Ensign Investigation

The Ensign Group Trading Down 0.7%

Shares of ENSG opened at $181.89 on Thursday. The stock’s fifty day simple moving average is $165.54 and its 200-day simple moving average is $183.97. The firm has a market capitalization of $10.60 billion, a PE ratio of 28.51, a price-to-earnings-growth ratio of 1.79 and a beta of 0.69. The Ensign Group, Inc. has a 12-month low of $141.58 and a 12-month high of $218.00. The company has a quick ratio of 1.56, a current ratio of 1.21 and a debt-to-equity ratio of 0.06.

The Ensign Group (NASDAQ:ENSG – Get Free Report) last announced its quarterly earnings data on Monday, July 27th. The company reported $1.92 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.12. The firm had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.44 billion. The Ensign Group had a return on equity of 16.75% and a net margin of 6.90%.The company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.59 EPS. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, research analysts predict that The Ensign Group, Inc. will post 6.82 earnings per share for the current year.

The Ensign Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th will be paid a $0.065 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The Ensign Group’s dividend payout ratio (DPR) is presently 4.08%.

Insiders Place Their Bets

In related news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction on Monday, July 20th. The stock was sold at an average price of $171.06, for a total transaction of $67,055.52. Following the completion of the sale, the director directly owned 9,503 shares of the company’s stock, valued at $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $164.28, for a total value of $114,996.00. Following the completion of the sale, the director owned 21,352 shares of the company’s stock, valued at $3,507,706.56. This represents a 3.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,792 shares of company stock valued at $309,599 in the last ninety days. Company insiders own 4.00% of the company’s stock.

The Ensign Group Company Profile

(Free Report)

The Ensign Group, Inc is a diversified provider of post-acute healthcare services in the United States, operating a network of skilled nursing, assisted living, independent living, home health and hospice care centers. The company’s model emphasizes integrated care by employing multidisciplinary teams—including nursing staff, therapists and physicians—to deliver personalized rehabilitation and long-term care services for seniors and other patients recovering from injury, illness or surgery.

Through its owned and managed centers, The Ensign Group offers a broad spectrum of rehabilitation services such as physical, occupational and speech therapy.