ENSIGN GROUP, INC
ENSG · Services-Skilled Nursing Care Facilities · 58.4M shares · +1%/yr ↑ shares · EDGAR filings ↗
Reference price $164.28 · est. market cap ~$9.6B — last insider sale, 2026-06-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Ensign Group — best-in-class skilled-nursing operator with high returns, low leverage.
Strengths
- ROE 15.4% (75th pct), ROA (85th), revenue +19%
- Very low leverage (25th); disciplined acquisition model
Risks
- Medicaid/Medicare reimbursement and labor exposure
- Acquisition-integration risk
Notable findings
- Customer concentration~96% of revenue from one customer/distributor — For the year ended December 31, 2025, we generated approximately 95
- Strong balance sheetStrong balance sheet — $572M cash & investments
- Insider sellingInsider selling — 27 open-market sale(s) by 8 insider(s) (cluster of 8 insiders, ~$4M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
20.5%
Operating margin
8.4%
Net margin
6.8%
Return on equity
15.4%
Return on assets
6.3%
ROIC
14.2%
Revenue growth (QoQ)
2.1%
Net-income growth
15.4%
Debt / equity
0.1×
Net debt / EBITDA
-0.8×
Current ratio
1.4×
EBITDA
$530M
Tangible book value
$2.1B
Cash & investments
$572M
Stock comp / revenue
1.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-02 | SMITH BARRY M | Sell | 700 | $164.28 |
| 2026-05-27 | Keetch Chad | Tax withheld | 306 | $171.97 |
| 2026-05-27 | Wittekind Beverly B. | Tax withheld | 102 | $171.97 |
| 2026-05-27 | Snapper Suzanne D. | Tax withheld | 458 | $171.97 |
| 2026-05-27 | Burton Spencer | Tax withheld | 264 | $171.97 |
| 2026-05-27 | Port Barry | Tax withheld | 509 | $171.97 |
| 2026-05-26 | Wittekind Beverly B. | Tax withheld | 123 | $172.42 |
| 2026-05-26 | Snapper Suzanne D. | Tax withheld | 458 | $172.42 |
| 2026-05-26 | Burton Spencer | Tax withheld | 281 | $172.42 |
| 2026-05-26 | Keetch Chad | Tax withheld | 326 | $172.42 |
| 2026-05-26 | Port Barry | Tax withheld | 509 | $172.42 |
| 2026-05-18 | Port Barry | Tax withheld | 550 | $176.66 |
| 2026-05-18 | Uychiat Pison Marivic | Tax withheld | 82 | $176.66 |
| 2026-05-18 | Burton Spencer | Tax withheld | 351 | $176.66 |
| 2026-05-18 | Keetch Chad | Tax withheld | 387 | $176.66 |
| 2026-05-18 | Wittekind Beverly B. | Tax withheld | 102 | $176.66 |
| 2026-05-18 | Wittekind Beverly B. | Tax withheld | 102 | $176.66 |
| 2026-05-18 | Snapper Suzanne D. | Tax withheld | 489 | $176.66 |
| 2026-05-15 | Wittekind Beverly B. | Tax withheld | 102 | $177.67 |
| 2026-05-04 | SMITH BARRY M | Sell | 700 | $182.21 |
| 2026-04-20 | Agwunobi John O | Sell | 392 | $199.97 |
| 2026-04-16 | Parkinson Mark Vincent | Sell | 100 | $196.60 |
| 2026-04-15 | Shaw Daren | Grant | 600 | — |
| 2026-04-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2026-04-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2026-04-15 | Agwunobi John O | Grant | 600 | — |
| 2026-04-15 | SMITH BARRY M | Grant | 600 | — |
| 2026-04-15 | Blouin Ann Scott | Grant | 600 | — |
| 2026-04-02 | SMITH BARRY M | Sell | 700 | $196.65 |
| 2026-03-02 | SMITH BARRY M | Sell | 700 | $213.02 |
| 2026-02-26 | Wittekind Beverly B. | Grant | 1.0K | — |
| 2026-02-26 | Snapper Suzanne D. | Grant | 9.0K | — |
| 2026-02-26 | Port Barry | Grant | 12K | — |
| 2026-02-26 | Burton Spencer | Grant | 8.5K | — |
| 2026-02-26 | Keetch Chad | Grant | 8.0K | — |
| 2026-02-20 | Uychiat Pison Marivic | Sell | 67 | $204.92 |
| 2026-02-19 | Wittekind Beverly B. | Sell | 500 | $210.23 |
| 2026-02-19 | Uychiat Pison Marivic | Sell | 83 | $211.02 |
| 2026-02-19 | Wittekind Beverly B. | Option exercise | 500 | $83.64 |
| 2026-02-19 | Wittekind Beverly B. | Tax withheld | 113 | $204.78 |
| 2026-02-18 | Keetch Chad | Grant | 8.3K | $209.96 |
| 2026-02-18 | Burton Spencer | Grant | 9.7K | $209.96 |
| 2026-02-18 | Snapper Suzanne D. | Grant | 12K | $209.96 |
| 2026-02-18 | Port Barry | Grant | 14K | $209.96 |
| 2026-02-17 | Shaw Daren | Sell | 1.0K | $213.43 |
| 2026-02-09 | Blouin Ann Scott | Sell | 375 | $198.00 |
| 2026-02-09 | Parkinson Mark Vincent | Sell | 100 | $198.00 |
| 2026-02-06 | Snapper Suzanne D. | Sell | 2.3K | $196.11 |
| 2026-02-06 | Snapper Suzanne D. | Option exercise | 4.1K | $15.80 |
| 2026-02-06 | Snapper Suzanne D. | Sell | 2.2K | $196.07 |
| 2026-02-06 | Snapper Suzanne D. | Option exercise | 4.1K | $15.93 |
| 2026-02-06 | Snapper Suzanne D. | Sell | 100 | $197.21 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 727 | $197.68 |
| 2026-02-05 | Snapper Suzanne D. | Option exercise | 4.1K | $15.80 |
| 2026-02-05 | Snapper Suzanne D. | Option exercise | 4.1K | $15.93 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 728 | $185.22 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 200 | $187.28 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 550 | $192.09 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 644 | $193.52 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 1.7K | $194.96 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 2.1K | $196.01 |
| 2026-02-05 | Snapper Suzanne D. | Sell | 1.6K | $196.87 |
| 2026-02-02 | SMITH BARRY M | Sell | 700 | $171.54 |
| 2026-01-21 | Agwunobi John O | Sell | 146 | $178.31 |
| 2026-01-20 | Agwunobi John O | Sell | 246 | $179.82 |
| 2026-01-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2026-01-15 | Agwunobi John O | Grant | 600 | — |
| 2026-01-15 | Shaw Daren | Grant | 600 | — |
| 2026-01-15 | Blouin Ann Scott | Grant | 600 | — |
| 2026-01-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2026-01-15 | SMITH BARRY M | Grant | 600 | — |
| 2026-01-02 | SMITH BARRY M | Sell | 700 | $173.59 |
| 2025-12-19 | Wittekind Beverly B. | Sell | 2.0K | $180.00 |
| 2025-12-19 | Wittekind Beverly B. | Option exercise | 2.0K | $83.64 |
| 2025-12-12 | Wittekind Beverly B. | Sell | 5.8K | $175.52 |
| 2025-12-12 | Wittekind Beverly B. | Option exercise | 2.5K | $44.84 |
| 2025-12-12 | Wittekind Beverly B. | Sell | 1.0K | $174.11 |
| 2025-12-12 | Wittekind Beverly B. | Sell | 1.6K | $176.21 |
| 2025-12-01 | SMITH BARRY M | Sell | 700 | $184.27 |
| 2025-11-20 | Burton Spencer | Option exercise | 3.7K | $15.93 |
| 2025-11-20 | Burton Spencer | Sell | 3.7K | $180.00 |
| 2025-11-18 | Burton Spencer | Option exercise | 2.2K | $15.93 |
| 2025-11-18 | Shaw Daren | Sell | 1.0K | $178.57 |
| 2025-11-18 | Burton Spencer | Sell | 2.2K | $180.00 |
| 2025-11-17 | Burton Spencer | Option exercise | 5.9K | $16.60 |
| 2025-11-17 | Burton Spencer | Sell | 5.9K | $177.30 |
| 2025-11-17 | Burton Spencer | Gift | 4.2K | — |
| 2025-11-12 | Port Barry | Sell | 12K | $180.10 |
| 2025-11-12 | Port Barry | Sell | 9.9K | $181.02 |
| 2025-11-12 | Port Barry | Sell | 4.1K | $182.11 |
| 2025-11-12 | Port Barry | Option exercise | 9.4K | $15.80 |
| 2025-11-12 | Port Barry | Option exercise | 19K | $45.34 |
| 2025-11-12 | Port Barry | Sell | 400 | $182.95 |
| 2025-11-12 | Port Barry | Sell | 2.0K | $179.44 |
| 2025-11-11 | Port Barry | Gift | 4.8K | — |
| 2025-11-07 | Uychiat Pison Marivic | Sell | 73 | $182.08 |
| 2025-11-07 | Snapper Suzanne D. | Gift | 2.7K | — |
| 2025-11-07 | Snapper Suzanne D. | Gift | 2.7K | — |
| 2025-11-07 | Snapper Suzanne D. | Gift | 2.7K | — |
| 2025-11-06 | Keetch Chad | Tax withheld | 386 | $182.91 |
| 2025-11-06 | Agwunobi John O | Sell | 246 | $188.87 |
| 2025-11-06 | Snapper Suzanne D. | Tax withheld | 488 | $182.91 |
| 2025-11-06 | Port Barry | Tax withheld | 549 | $182.91 |
| 2025-11-06 | Burton Spencer | Tax withheld | 351 | $182.91 |
| 2025-11-05 | Uychiat Pison Marivic | Grant | 1.6K | — |
| 2025-11-03 | SMITH BARRY M | Sell | 700 | $180.64 |
| 2025-10-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2025-10-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2025-10-15 | Blouin Ann Scott | Grant | 600 | — |
| 2025-10-15 | Agwunobi John O | Grant | 600 | — |
| 2025-10-15 | Shaw Daren | Grant | 600 | — |
| 2025-10-15 | SMITH BARRY M | Grant | 600 | — |
| 2025-10-01 | SMITH BARRY M | Sell | 700 | $172.00 |
| 2025-09-05 | Keetch Chad | Gift | 2.8K | — |
| 2025-09-02 | SMITH BARRY M | Sell | 700 | $172.06 |
| 2025-09-02 | SMITH BARRY M | Gift | 1.2K | — |
| 2025-08-15 | Shaw Daren | Sell | 1.0K | $166.17 |
| 2025-08-08 | Port Barry | Option exercise | 2.4K | $15.93 |
| 2025-08-08 | Port Barry | Sell | 2.4K | $160.00 |
| 2025-08-01 | SMITH BARRY M | Sell | 700 | $150.00 |
| 2025-07-31 | Blouin Ann Scott | Sell | 425 | $149.23 |
| 2025-07-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2025-07-15 | Agwunobi John O | Grant | 600 | — |
| 2025-07-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2025-07-15 | Blouin Ann Scott | Grant | 600 | — |
| 2025-07-15 | Shaw Daren | Grant | 600 | — |
| 2025-07-15 | SMITH BARRY M | Grant | 600 | — |
| 2025-07-07 | Snapper Suzanne D. | Option exercise | 11K | $21.39 |
| 2025-07-07 | Snapper Suzanne D. | Sell | 5.6K | $147.79 |
| 2025-07-07 | Snapper Suzanne D. | Sell | 2.5K | $148.90 |
| 2025-07-07 | Snapper Suzanne D. | Sell | 300 | $150.07 |
| 2025-07-01 | SMITH BARRY M | Sell | 700 | $153.48 |
| 2025-06-18 | Wittekind Beverly B. | Option exercise | 4.7K | $45.34 |
| 2025-06-18 | Wittekind Beverly B. | Sell | 4.7K | $155.00 |
| 2025-06-02 | SMITH BARRY M | Sell | 700 | $146.51 |
| 2025-05-28 | Wittekind Beverly B. | Tax withheld | 102 | $146.31 |
| 2025-05-28 | Snapper Suzanne D. | Tax withheld | 204 | $146.31 |
| 2025-05-28 | Port Barry | Tax withheld | 204 | $146.31 |
| 2025-05-28 | Keetch Chad | Tax withheld | 204 | $146.31 |
| 2025-05-28 | Christensen Christopher R. | Tax withheld | 158 | $146.31 |
| 2025-05-28 | Burton Spencer | Tax withheld | 352 | $146.31 |
| 2025-05-27 | Port Barry | Tax withheld | 508 | $147.46 |
| 2025-05-27 | Snapper Suzanne D. | Tax withheld | 458 | $147.46 |
| 2025-05-27 | Keetch Chad | Tax withheld | 305 | $147.46 |
| 2025-05-27 | Keetch Chad | Tax withheld | 325 | $147.46 |
| 2025-05-27 | Snapper Suzanne D. | Tax withheld | 458 | $147.46 |
| 2025-05-27 | Port Barry | Tax withheld | 508 | $147.46 |
| 2025-05-27 | Christensen Christopher R. | Tax withheld | 197 | $147.46 |
| 2025-05-27 | Christensen Christopher R. | Tax withheld | 221 | $147.46 |
| 2025-05-27 | Wittekind Beverly B. | Tax withheld | 102 | $147.46 |
| 2025-05-27 | Burton Spencer | Tax withheld | 264 | $147.46 |
| 2025-05-27 | Burton Spencer | Tax withheld | 281 | $147.46 |
| 2025-05-27 | Wittekind Beverly B. | Tax withheld | 122 | $147.46 |
| 2025-05-19 | Snapper Suzanne D. | Tax withheld | 488 | $147.70 |
| 2025-05-19 | Wittekind Beverly B. | Tax withheld | 102 | $147.70 |
| 2025-05-19 | Burton Spencer | Tax withheld | 352 | $147.70 |
| 2025-05-19 | Keetch Chad | Tax withheld | 386 | $147.70 |
| 2025-05-19 | Port Barry | Tax withheld | 549 | $147.70 |
| 2025-05-19 | Christensen Christopher R. | Tax withheld | 221 | $147.70 |
| 2025-05-16 | Wittekind Beverly B. | Tax withheld | 102 | $149.75 |
| 2025-05-16 | Wittekind Beverly B. | Option exercise | 3.5K | $15.80 |
| 2025-05-16 | Wittekind Beverly B. | Sell | 3.5K | $150.00 |
| 2025-05-15 | Shaw Daren | Sell | 2.0K | $145.47 |
| 2025-05-15 | Wittekind Beverly B. | Grant | 1.0K | — |
| 2025-05-01 | SMITH BARRY M | Sell | 700 | $129.20 |
| 2025-04-15 | Shaw Daren | Grant | 600 | — |
| 2025-04-15 | Agwunobi John O | Grant | 600 | — |
| 2025-04-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2025-04-15 | SMITH BARRY M | Grant | 600 | — |
| 2025-04-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2025-04-15 | Blouin Ann Scott | Grant | 600 | — |
| 2025-04-01 | SMITH BARRY M | Sell | 700 | $129.40 |
| 2025-03-04 | Port Barry | Gift | 14K | — |
| 2025-03-04 | Port Barry | Gift | 14K | — |
| 2025-03-03 | SMITH BARRY M | Sell | 700 | $129.15 |
| 2025-02-19 | Wittekind Beverly B. | Tax withheld | 112 | $127.12 |
| 2025-02-14 | Shaw Daren | Sell | 2.0K | $129.66 |
| 2025-02-11 | Blouin Ann Scott | Sell | 450 | $128.06 |
| 2025-02-10 | Port Barry | Grant | 14K | $129.23 |
| 2025-02-10 | Snapper Suzanne D. | Grant | 12K | $129.23 |
| 2025-02-10 | Keetch Chad | Grant | 8.1K | $129.23 |
| 2025-02-10 | Burton Spencer | Grant | 10K | $129.23 |
| 2025-02-10 | Christensen Christopher R. | Grant | 5.0K | $129.23 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 24K | $45.34 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 3.5K | $15.80 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 4.0K | $44.84 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 3.8K | $82.20 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 2.8K | $80.60 |
| 2025-02-05 | Christensen Christopher R. | Option exercise | 1.4K | $90.85 |
| 2025-02-05 | Christensen Christopher R. | Sell | 36K | $148.47 |
| 2025-02-05 | Christensen Christopher R. | Sell | 3.4K | $149.09 |
| 2025-02-03 | SMITH BARRY M | Sell | 700 | $138.48 |
| 2025-01-15 | Blouin Ann Scott | Grant | 600 | — |
| 2025-01-15 | SMITH BARRY M | Grant | 600 | — |
| 2025-01-15 | Shaw Daren | Grant | 600 | — |
| 2025-01-15 | Abbott Swati Bargotra | Grant | 600 | — |
| 2025-01-15 | Agwunobi John O | Grant | 600 | — |
| 2025-01-15 | Parkinson Mark Vincent | Grant | 600 | — |
| 2025-01-02 | SMITH BARRY M | Sell | 700 | $133.43 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (2)
- Medicaid 46% of rev
- Medicare
Suppliers (1)
- CareTrust REIT, Inc.
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-12 | 0001125376-26-000031 ↗ |
| 8-K | 2026-06-10 | 2026-05-13 | 0001125376-26-000029 ↗ |
| 8-K | 2026-05-18 | 2026-05-13 | 0001125376-26-000026 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001125376-26-000023 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001125376-26-000021 ↗ |
| 10-K | 2026-02-04 | 2025-12-31 | 0001125376-26-000007 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001125376-26-000008 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0001125376-25-000171 ↗ |
| 10-Q | 2025-11-03 | 2025-09-30 | 0001125376-25-000170 ↗ |
| 8-K | 2025-08-26 | 2025-08-21 | 0001125376-25-000158 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0001125376-25-000143 ↗ |
| 10-Q | 2025-07-24 | 2025-06-30 | 0001125376-25-000142 ↗ |