Ensign Group Inc banner

Ensign Group Inc
F:EGB

Watchlist Manager
Ensign Group Inc Logo
Ensign Group Inc
F:EGB
Watchlist
Price: 130.15 EUR -1.85% Market Closed
Market Cap: €7.4B

Ensign Group Inc
Investor Relations

Ensign Group is a healthcare company that owns, leases, and manages skilled nursing facilities, assisted living and senior living communities, and related rehab and therapy services. Its core business is caring for older adults and patients who need short-term recovery or long-term nursing support after a hospital stay, illness, or injury. It also provides home health, hospice, and therapy services in some markets, which lets it follow patients through different stages of care. The company makes money mainly from patient care payments tied to these facilities and services, with reimbursement coming from government healthcare programs, private insurers, and patients or families when appropriate. In some cases, Ensign also earns fees by managing facilities it does not own outright or by leasing buildings to operators. That mix of ownership, operations, and real estate gives it more control over how care is delivered than a plain hospital operator or a simple landlord. What makes Ensign different is that it sits in the middle of the post-acute care system, where patients often move from the hospital to a nursing or rehab setting before going home. That role gives it a steady need for services tied to aging and recovery, and it can earn money from both day-to-day care and the facilities themselves. For beginner investors, it is best understood as a healthcare services and senior care operator with a strong focus on post-hospital recovery and long-term nursing care.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 1, 2026
AI Summary
Q1 2026

Record occupancy: Ensign said same-store and transitioning occupancy hit new highs of 84.3% and 85.1%, and management emphasized that demand for skilled nursing remains strong despite recent market noise around managed care.

Guidance raised: The company lifted full-year 2026 EPS guidance to $7.48 to $7.62 from $7.41 to $7.61 and revenue guidance to $5.81 billion to $5.86 billion from $5.77 billion to $5.84 billion.

Strong quarter: First-quarter GAAP diluted EPS was $1.67, up 21.9%, on revenue of $1.4 billion, up 18.4%, with net income of $99.7 million.

Acquisition engine: Ensign added 22 new operations during the quarter and since, and said its pipeline includes more mid-sized regional portfolios, with several additions expected in Q2 and Q3.

Clinical debate: Management pushed back on concerns about heightened clinical review or a broad slowdown in demand, saying it is seeing higher-acuity patients rather than fewer patients.

Balance sheet: The company said it ended the quarter with $539.5 million in cash, more than $592 million of available credit capacity, and a lease-adjusted net debt-to-EBITDA ratio of 1.73x.

Key Financials
Diluted earnings per share
$1.67
Revenue
$1.4 billion
Net income
$99.7 million
Cash and cash equivalents
$539.5 million
Cash flow from operations
$100.2 million
Lease adjusted net debt-to-EBITDA ratio
1.73x
Available capacity under line of credit
more than $592 million
Dividend per share
$0.065
Same-store occupancy
84.3%
Transitioning occupancy
85.1%
Same-store skilled revenue
9.6%
Same-store skilled days
5.1%
Same-store Medicare revenue
9.8%
Transitioning Medicare revenue
9.2%
Managed care census
6.2%
Medicare census
8.3%
New operations added
22
Real estate assets added
21
Acquisitions completed during 2025 and since
71
New skilled nursing beds added
2,662
Senior living units added
100
Independent living units added
55
Recently acquired group as share of portfolio
17.4%
Standard Bearer owned properties
173
Standard Bearer properties leased to Ensign affiliated operator
137
Standard Bearer properties leased to third-party operators
37
Standard Bearer rental revenue
$36.1 million
Standard Bearer FFO
$21.6 million
Standard Bearer EBITDAR to rent coverage ratio
2.7x
Earnings Call Recording
Other Earnings Calls

Management

Mr. Christopher R. Christensen
Co-Founder & Executive Chairman
No Bio Available
Mr. Barry R. Port
CEO & Director
No Bio Available
Mr. Spencer W. Burton
President & COO
No Bio Available
Ms. Suzanne D. Snapper CPA
CFO, Executive VP & Director
No Bio Available
Mr. Chad A. Keetch J.D.
Chief Investment Officer, Executive VP & Secretary
No Bio Available
Ms. Beverly B. Wittekind
Executive VP & General Counsel
No Bio Available
Kevin Reese
President of Keystone Healthcare Inc
No Bio Available

Contacts

Address
CALIFORNIA
San Juan Capistrano
29222 Rancho Viejo Rd Ste 127
Contacts
+19494879500.0
ensigngroup.net
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett