The Ensign Group Grows Operations in Colorado
Rhea-AI Summary
The Ensign Group (Nasdaq: ENSG) announced multiple acquisitions effective Dec 1, 2025: operations of two Colorado skilled nursing facilities—The Rehabilitation Center at Sandalwood (103 beds) and Edgewater Health and Rehabilitation (69 beds)—each under long‑term triple net leases with third‑party landlords.
On the same date Ensign acquired real estate and operations of Willow Point Rehabilitation and Nursing Center (45 beds) in Kansas City, Kansas, with real estate purchased by Standard Bearer Healthcare REIT and operations leased to an Ensign affiliate. Ensign also acquired operations of Santa Rosa Care Center (144 beds) in Tucson, Arizona, under a long‑term triple net lease.
These transactions raise Ensign’s portfolio to 373 healthcare operations (including 47 senior living) across 17 states, with subsidiaries owning 156 real estate assets. Management said the company is actively seeking further real estate and operations acquisitions nationwide.
Positive
- Added 103‑bed Rehabilitation Center at Sandalwood in Colorado
- Added 69‑bed Edgewater Health and Rehabilitation in Colorado
- Acquired 45‑bed Willow Point operations with real estate held by Standard Bearer REIT
- Added 144‑bed Santa Rosa Care Center in Arizona
- Portfolio expanded to 373 healthcare operations across 17 states
- Subsidiaries own 156 real estate assets
Negative
- None.
News Market Reaction
On the day this news was published, ENSG declined 1.35%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves, with DaVita up 0.8%, Chemed up 0.24%, Universal Health Services up 0.25%, Option Care Health down 1.76%, and Encompass Health flat, indicating stock-specific rather than broad sector momentum.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 02 | Multi-state acquisitions | Positive | -1.4% | Expanded operations and real estate across several states effective Dec 1, 2025. |
| Dec 02 | Colorado, KS, AZ deals | Positive | -1.4% | Acquisitions in Colorado, Kansas, and Arizona raised portfolio to 373 operations. |
| Dec 02 | Real estate expansion | Positive | -1.4% | Added real estate and operations in Kansas, Arizona, and Colorado under long-term leases. |
| Nov 03 | Q3 2025 earnings | Positive | +2.1% | EPS and revenue growth with raised 2025 guidance and strong cash and credit. |
| Nov 03 | Alabama, Utah adds | Positive | +2.1% | Acquired operations in Alabama and seven Utah facilities, lifting portfolio to 369 sites. |
Acquisition-heavy press releases previously saw modest negative reactions, while earnings and some expansion updates with strong financials drew positive responses.
This announcement adds to a steady expansion pattern. In early November 2025, Ensign grew to 369 operations across 17 states and 155 owned real estate assets through acquisitions in Alabama and Utah. Q3 2025 results showed higher EPS, revenue of $1.30B, and raised full-year guidance. On Dec 1, 2025, a series of deals lifted the portfolio to 373 operations and 156 owned real estate assets. Today’s Colorado-focused release reflects the same multi-state roll-up and real estate strategy.
Market Pulse Summary
This announcement detailed additional skilled nursing acquisitions in Colorado, Kansas, and Arizona, bringing Ensign’s portfolio to 373 operations across 17 states with 47 senior living sites and 156 owned real estate assets. It reinforces a consistent growth-through-acquisition strategy alongside prior deals in Alabama and Utah and solid Q3 2025 financials. Investors may monitor future updates on occupancy, margins, and integration, as well as ongoing Form 4 activity, which recently showed 39,614 shares sold over 90 days.
Key Terms
triple net lease financial
reit financial
AI-generated analysis. Not financial advice.
SAN JUAN CAPISTRANO, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it acquired the operations of (i) “The Rehabilitation Center at Sandalwood”, a 103-bed skilled nursing facility located in Wheat Ridge, Colorado, and (ii) “Edgewater Health and Rehabilitation”, a 69-bed skilled nursing facility located in Lakewood, Colorado. Both facilities are subject to a long-term, triple net lease with a third-party landlord. This acquisition was effective as of December 1, 2025.
“These two facilities were perfect additions to our recent growth in Colorado,” said Barry Port, Ensign’s Chief Executive Officer. “Colorado is a fantastic state for us, and we expect these facilities to continue that trend,” he continued.
Dave Jorgensen, President of Endura Healthcare LLC, Ensign’s Colorado-based subsidiary, added, “Both facilities have fantastic teams, and we can’t wait to get to know them in addition to the residents and their families that we will be serving.”
In a separate transaction on the same day, Ensign announced that it acquired the real estate and operations of “Willow Point Rehabilitation and Nursing Center”, a 45-bed skilled nursing facility located in Kansas City, Kansas. The real estate was purchased by a subsidiary of Standard Bearer Healthcare REIT, Inc., Ensign’s captive real estate company, and operations were leased to an Ensign-affiliated operator, subject to a long-term lease effective as of December 1, 2025.
In another transaction on the same day, Ensign announced that it acquired the operations of “Santa Rosa Care Center”, a 144-bed skilled nursing facility located in Tucson, Arizona. The facility is operated by an Ensign affiliated operator and is subject to a long-term triple net lease. This acquisition was effective as of December 1, 2025.
These acquisitions bring Ensign’s growing portfolio to 373 healthcare operations, which includes 47 senior living operations, across 17 states. Ensign subsidiaries, including Standard Bearer, own 156 real estate assets. Mr. Port reaffirmed that Ensign is actively seeking opportunities to acquire real estate and to lease both well-performing and struggling skilled nursing, senior living and other healthcare related businesses throughout the United States.
About Ensign™
The Ensign Group, Inc.’s independent operating subsidiaries provide a broad spectrum of skilled nursing and senior living services, physical, occupational and speech therapies and other rehabilitative and healthcare services at 373 healthcare facilities in Alabama, Alaska, Arizona, California, Colorado, Idaho, Iowa, Kansas, Nebraska, Nevada, Oregon, South Carolina, Tennessee, Texas, Utah, Washington and Wisconsin. More information about Ensign is available at http://www.ensigngroup.net.
Contact Information
The Ensign Group, Inc., (949) 487-9500, ir@ensignservices.net
SOURCE: The Ensign Group, Inc.
FAQ
What did Ensign (ENSG) announce on Dec 1, 2025 about Colorado operations?
How did Ensign (ENSG) structure the Willow Point transaction in Kansas City on Dec 1, 2025?
How many total healthcare operations does Ensign (ENSG) have after the Dec 1, 2025 acquisitions?
Are the newly acquired facilities leased or owned by Ensign (ENSG)?
How many real estate assets do Ensign subsidiaries own after the acquisitions?
Is Ensign (ENSG) seeking further acquisitions after Dec 1, 2025?
