Analyst Consensus ?
ConsensusBuy13 ratings
Bullish969.2%
Neutral215.4%
Bearish215.4%
The Ensign Group, Inc. · ENSG · FY2025 Q4 · Calendar Q1 2026
Ensign’s record FY2025 results pair strong occupancy with continued expansion
The supplied analysis supports a constructive operating picture: record FY2025 revenue and earnings, all-time-high same-store occupancy, improved skilled mix and raised FY2026 earnings guidance point to continued growth. Whether this trajectory persists depends on execution across acquisitions, staffing and reimbursement conditions.
Reported After market closeNASDAQHealthcare
$10.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.82
Consensus $1.75
EPS surprise
+4.0%
Reported versus consensus
Reported revenue
$1.36B
Consensus $1.37B
Revenue surprise
-0.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+13.8%
Event window
SPY move
-1.2%
Same window
Abnormal move
+15.1%
Stock minus SPY
Volume
3.2×
Versus trailing sessions
Subsequent drift
+5.1%
Up to 20 sessions
ENSGSPY benchmark
Ask FN2 about ENSG FY2025 Q4
Transcript, numbers and history already loaded
Why did ENSG rise 13.8% after beating EPS estimates in FY2025 Q4?What changed in ENSG's guidance and outlook in FY2025 Q4?Give me the bull and bear case for ENSG after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current call analysis describes 18.7% year-over-year revenue growth and 19.5% adjusted EPS growth for FY2025, alongside same-store occupancy of 83.8%. Compared with the prior-quarter analysis, management’s year-end update emphasizes FY2026 earnings guidance being raised, full-year operating results, and continued investment in acquisitions, construction and technology.
Guidance delta
Raised FY2026 earnings guidance, according to the supplied call analysis; the supplied materials do not include the revised range.
Key takeaways
- Same-store occupancy reached an all-time high of 83.8%, with skilled-mix improvements cited as operating drivers.
- FY2025 revenue and adjusted EPS grew year over year, while reported-quarter EPS exceeded consensus and revenue was slightly below it.
- The company added operations and capacity through acquisitions and construction; management also described a low-leverage balance sheet and available funding for growth.
Management priorities
- Pursue acquisitions and new-construction projects while focusing on asset quality.
- Expand behavioral-health and bariatric services in select markets.
- Advance AI and data initiatives for administrative efficiency and clinical decision-making; continue focus on talent retention.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$181.52Current
$105Low
$192.22Average
$240High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 29, 2026 |
| Truist Securities | Hold | Hold | Maintain | Oct 29, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 29, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Feb 9, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Nov 5, 2025 |
| Macquarie | Outperform | Outperform | Maintain | May 2, 2025 |
| Stifel | Buy | Buy | Maintain | Sep 15, 2022 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jun 11, 2020 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Nov 2, 2018 |
| Stifel Nicolaus | Hold | Hold | Maintain | Aug 16, 2018 |
| Wells Fargo | Underperform | Market Perform | Downgrade | Apr 28, 2017 |
| JMP Securities | Market Underperform | Market Perform | Downgrade | Jan 4, 2017 |
| DA Davidson | Buy | Buy | Maintain | Aug 9, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $181.52. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $240 | $184.64 | +32.2% | Oct 29, 2026 |
| Oppenheimer | Michael Wiederhorn | $215 | $184.74 | +18.4% | Oct 29, 2026 |
| Truist Financial | Peter Osterland | $210 | $184.11 | +15.7% | Oct 29, 2026 |
| RBC Capital | Analyst unavailable | $228 | $178.07 | +25.6% | Jul 28, 2026 |
| Truist Financial | Analyst unavailable | $202 | $168.39 | +11.3% | Jul 14, 2026 |
| RBC Capital | Analyst unavailable | $222 | $198.94 | +22.3% | Feb 9, 2026 |
| Truist Financial | Analyst unavailable | $215 | $196.88 | +18.4% | Feb 6, 2026 |
| UBS | Analyst unavailable | $230 | $197.62 | +26.7% | Feb 6, 2026 |
| RBC Capital | Ben Hendrix | $206 | $179 | +13.5% | Nov 14, 2025 |
| Truist Financial | Analyst unavailable | $200 | $179.86 | +10.2% | Nov 10, 2025 |
| UBS | Analyst unavailable | $220 | $192.62 | +21.2% | Nov 5, 2025 |
| Truist Financial | David MacDonald | $190 | $176.79 | +4.7% | Oct 14, 2025 |
| UBS | Analyst unavailable | $205 | $172.53 | +12.9% | Sep 2, 2025 |
| Truist Financial | David MacDonald | $165 | $149.15 | -9.1% | Jul 28, 2025 |
| Truist Financial | David Macdonald | $170 | $152.57 | -6.3% | Oct 28, 2024 |
| RBC Capital | Ben Hendrix | $167 | $149.56 | -8.0% | Oct 21, 2024 |
| Oppenheimer | Michael Wiederhorn | $165 | $152.73 | -9.1% | Sep 16, 2024 |
| Macquarie | Tao Qiu | $134 | $120.84 | -26.2% | Jun 28, 2024 |
| RBC Capital | Ben Hendrix | $133 | $118.49 | -26.7% | May 31, 2024 |
| Stifel Nicolaus | Analyst unavailable | $105 | $85.28 | -42.2% | Sep 15, 2022 |
| Truist Financial | David MacDonald | $85 | $78.77 | -53.2% | Jul 26, 2022 |
| RBC Capital | Analyst unavailable | $101 | $79.04 | -44.4% | May 3, 2022 |
Track every rating change on ENSG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationThe Ensign Group, Inc. operates as a healthcare provider, primarily concentrating on post-acute care services, alongside other supporting business ventures. The company's activities are organized into two main divisions: Skilled Services and Real Estate. Within its Skilled Services segment, Ensign provides extensive short-term and long-term nursing care tailored for patients recovering from extended illnesses, managing chronic health conditions, or requiring elder care. This division also encompasses a variety of rehabilitative therapies, such as physical, occupational, and speech therapy, among other specialized healthcare provisions.…
Historical context
All ENSG earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| AZN AstraZeneca PLC | FY2026 Q3 · Calendar Q4 2026 | +7.3% | +7.0% | AstraZeneca pairs solid growth with pipeline investment and restructuring |
| BTSG BrightSpring Health Services, Inc. Common Stock | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +11.1% | BrightSpring posts strong Q3 growth while maintaining guidance |
| ABBV AbbVie Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.4% | +1.4% | AbbVie raises 2026 guidance as Skyrizi and Rinvoq drive Q3 growth |
| BTSGU BrightSpring Health Services, Inc. Tangible Equity Unit | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +10.0% | BrightSpring posts strong Q3 growth as pharmacy leads |
| REGN Regeneron Pharmaceuticals, Inc. | FY2026 Q3 · Calendar Q4 2026 | +21.6% | +13.3% | Regeneron posts strong Q3 growth as pipeline expands |
| EXEL Exelixis, Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +4.8% | Exelixis highlights zanzalintinib pipeline after strong Q3 |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the ENSG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T04:40:46.612714+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T04:40:46.609972+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.