Analyst Consensus ?
ConsensusBuy13 ratings
Bullish969.2%
Neutral215.4%
Bearish215.4%
The Ensign Group, Inc. · ENSG · FY2026 Q1 · Calendar Q2 2026
Ensign raises 2026 guidance as occupancy and skilled mix reach records
The current analysis supports a constructive near-term operating thesis: record occupancy, higher skilled mix, acquisitions and strong liquidity are supporting growth, while reimbursement, labor, clinical-review and integration risks remain material.
Reported After market closeNASDAQHealthcare
$10.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.85
Consensus $1.82
EPS surprise
+1.6%
Reported versus consensus
Reported revenue
$1.39B
Consensus $1.40B
Revenue surprise
-0.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-1.6%
Event window
SPY move
+0.3%
Same window
Abnormal move
-1.9%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
-10.2%
Up to 20 sessions
ENSGSPY benchmark
Ask FN2 about ENSG FY2026 Q1
Transcript, numbers and history already loaded
Why did ENSG fall 1.6% after beating EPS estimates in FY2026 Q1?What changed in ENSG's guidance and outlook in FY2026 Q1?Give me the bull and bear case for ENSG after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Occupancy and skilled mix reached new highs, Ensign added 22 operations, and management raised 2026 earnings and revenue guidance. The company also highlighted Standard Bearer REIT growth and continued ERP implementation.
Guidance delta
Management raised 2026 earnings guidance to $7.48-$7.62 per share and revenue guidance to $5.81-$5.86 billion.
Key takeaways
- Same-store occupancy reached 84.3%, while transitioning occupancy reached 85.1%.
- Skilled-mix revenue increased 9%-10% year over year.
- Ensign added 22 operations and 2,662 skilled-nursing beds, plus senior- and independent-living units.
- Management cited more than $1 billion of dry powder and net debt-to-EBITDA of 1.73x.
Management priorities
- Advance acquisitions and transitions, including planned Q2-Q3 2026 deals.
- Add beds through new construction at high-performing sites.
- Expand the Standard Bearer REIT portfolio and third-party leasing.
- Complete the ERP rollout and develop specialty-care programs.
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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 1, 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 · 2026-11-01T06:30:41.990109+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T06:30:41.987207+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 2026-11-01. For educational purposes only; not investment advice.