ENSG at a glance
ENSIGN GROUP, INC (ENSG, SEC CIK 1125376) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 27, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ENSIGN GROUP, INC (ENSG) reported revenue of $5.0 billion (up 18.1% from FY2024) and net income of $344.0 million. Diluted EPS was $5.84.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding ENSIGN GROUP, INC (ENSG) shares worth $3.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Blouin Ann Scott on July 27, 2026 of 200 shares at $185.00 per share.
- In the last 90 days, ENSG insiders reported 0 open-market purchases ($0) and 4 open-market sales ($153K) on Form 4, a net sale of $153K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.0B
- +18.1% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$153K
- 13F holders
- 34 funds
- $3.5B · −1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Operating and leasing skilled nursing and senior living healthcare facilities through independent subsidiaries
- New ERP system implemented in January 2026 to unify processes and enhance real-time operational data access, with risks of disruption and higher costs
- Strategic focus on expanding and diversifying real estate portfolio amid increased competition from healthcare REITs and other investors
- Operating 373 facilities, with 253 under long-term triple-net leases and $3.1 billion future operating lease obligations as of December 31, 2025
- Heightened risk from natural disasters and unionization efforts potentially increasing costs and operational challenges in independent subsidiaries
Risk Factors
- Regulatory risk from compliance with NIST SP 800-53 Rev 5 cybersecurity framework and ongoing audits
- Operational risk relying on Service Center's Chief Information Officer and Chief Information Security Officer with 24+ years IT experience
- Cybersecurity vulnerability requiring regular employee training and external consultant support for incident response
- No specific geopolitical, competitive market, or financial risks detailed in this section
Management Discussion & Analysis
- Total long-term debt declined to $144.4M in 2025 from $148.4M in 2024
- Operating lease obligations total $3.08B, with $238.5M due in 2026
- Interest payments on long-term debt expected $67.1M cumulative, $4.3M in 2026
- Cash required for self-insured liabilities not included; additional $48.0M settlement funds noted
- No explicit revenue, profit, or forward guidance disclosed in provided text
AI summary of the ENSG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Government-regulation discussion only; quarterly revenue and YoY change not provided
- FY 2026 SNF PPS rates up 3.2%, reflecting 3.3% market basket, 0.6% forecast error, and negative 0.7% productivity adjustment
- Medicare 24.9% of skilled nursing services revenue year-to-date, second-largest payor
- AAPM conversion factor $33.57, up 3.77%; non-AAPM factor $33.40, up 3.26%
- Medicaid changes raise risk of coverage interruptions, denied payments, and lower SNF reimbursement rates
Risk Factors
- Medicaid concentration: 45.2% of quarterly revenue, with OBBB limiting state funding avenues and Medicaid eligibility
- Regulatory risk: CMS Medicaid community-engagement rule requires implementation by January 1, 2027
- Reimbursement risk: FY 2027 PPS proposal expands QRP reporting and could reduce SNF VBP payments
- Workforce risk: Nurse shortages and minimum-staffing mandates could increase labor costs and trigger fines
- Transaction risk: OHCA CMIR may delay or prevent proposed transactions and require confidential disclosures
AI summary of the ENSG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Bylaw amendments effective August 20, 2026, aligning governance procedures with Delaware law
- Advance-notice window for 2027 nominations and proposals: January 13–February 12, 2027
Item 1.01: Entry into a Material Definitive Agreement
- Revolving credit capacity increased $200 million to $800 million, expanding liquidity for acquisitions, capital needs, and working capital
- Maturity extended to August 19, 2031, reducing near-term refinancing risk
Item 7.01: Regulation FD Disclosure
- Chad A. Keetch signed for The Ensign Group on August 20, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026; press release issued July 27, 2026
- Exhibit 99.1 contains the financial results and detailed operating metrics
AI summaries of ENSG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ENSG
Don't miss the next ENSG filing
- Alerts as it files. A push when ENSG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ENSG, by share count.
- Ask anything. An AI agent that reads every ENSG filing and answers with sources.
ENSG alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Uychiat Pison Marivic | G | Sep 10, 2026 | 580 | - |
| Burton Spencer | G | Aug 11, 2026 | 2,500 | - |
| Blouin Ann Scott | Sell | Jul 27, 2026 | 200 | $185.00 |
| Blouin Ann Scott | Sell | Jul 27, 2026 | 175 | $181.88 |
| Agwunobi John O | Sell | Jul 20, 2026 | 392 | $171.06 |
| Parkinson Mark Vincent | Sell | Jul 16, 2026 | 100 | $168.12 |
| Abbott Swati Bargotra | A | Jul 15, 2026 | 600 | - |
| SMITH BARRY M | A | Jul 15, 2026 | 600 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.7B | $4.3B | $5.0B |
| Operating Income | $255.4M | $358.3M | $425.3M |
| Net Income | $209.4M | $298.0M | $344.0M |
| Op. Margin | 6.8% | 8.4% | 8.5% |
| Net Margin | 5.6% | 7.0% | 6.8% |
| Balance Sheet | |||
| Total Assets | $4.2B | $4.7B | $5.5B |
| Equity | $1.5B | $1.8B | $2.2B |
| ROE | 14.0% | 16.2% | 15.4% |
| Per Share | |||
| EPS | $3.65 | $5.12 | $5.84 |
| Cash Flow | |||
| Operating CF | - | $347.2M | $564.3M |
Source: XBRL data in ENSIGN GROUP, INC (ENSG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ENSG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.48B |
| Q1 2026 | 35 | $4.92B |
| Q4 2025 | 32 | $4.16B |
| Q3 2025 | 31 | $4.33B |
| Q2 2025 | 31 | $3.78B |
| Q1 2025 | 28 | $2.21B |
| Q4 2024 | 25 | $2.03B |
| Q3 2024 | 23 | $895.2M |
- FMR LLC (Fidelity)+243.9K (+11%)
- Millennium Management+174.4K (+270%)
- Two Sigma Investments+143.2K (+1058%)
- Citadel Advisors LLC+135.8K (+698%)
- Morgan Stanley+99.4K (+20%)
- BlackRock−1.52M (-21%)
- T. Rowe Price Group−962.3K (-74%)
- State Street Corp−265.3K (-13%)
- Vanguard Portfolio Management LLC−253.7K (-8%)
- Northern Trust−222.3K (-29%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 239 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ENSG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 10-Q | Jul 27, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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ENSG SEC filings: frequently asked questions
Are ENSG insiders buying or selling?
In the last 90 days, ENSIGN GROUP, INC (ENSG) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $152,697 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ENSG stock?
As of June 30, 2026, the largest ENSIGN GROUP, INC (ENSG) holders among the 13F filers tracked by SignalX were BlackRock ($937.2 million), Vanguard Portfolio Management LLC ($459.5 million), Vanguard Capital Management LLC ($420.7 million), FMR LLC (Fidelity) ($407.2 million), State Street Corp ($288.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ENSG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ENSIGN GROUP, INC (ENSG) reported revenue of $5.0 billion (up 18.1% from FY2024) and net income of $344.0 million. Diluted EPS was $5.84. The figures come from the XBRL data in the 10-K.
What are the main risks in ENSG's latest 10-K?
In the 10-K filed February 4, 2026, ENSIGN GROUP, INC (ENSG) flagged: Regulatory risk from compliance with NIST SP 800-53 Rev 5 cybersecurity framework and ongoing audits. Operational risk relying on Service Center's Chief Information Officer and Chief Information Security Officer with 24+ years IT experience. (AI summary of the Risk Factors section.)
What did ENSG report in its latest 8-K?
ENSIGN GROUP, INC (ENSG) filed an 8-K on August 25, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Bylaw amendments effective August 20, 2026, aligning governance procedures with Delaware law.
What are the latest ENSG SEC filings?
ENSIGN GROUP, INC (ENSG) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 27, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 14, 2026.
What is ENSG's SEC CIK number?
ENSIGN GROUP, INC (ENSG)'s SEC Central Index Key (CIK) is 1125376. EDGAR lists every ENSG filing under that number.
Ask anything about ENSG
The research agent reads ENSG's filings, financials, insider trades and 13F holders, then answers with sources.