ENSIGN GROUP, INC SEC Filings

ENSIGN GROUP, INC Chief Executive Officer Barry Port reported routine share movements related to equity compensation. On a Form 4 dated May 18, 2026, 550 shares of common stock were disposed of at $176.66 per share as a tax-withholding disposition tied to a previously granted Restricted Stock Award that vests in five equal annual installments beginning May 18, 2024.

After this tax withholding, Port holds 81,802 shares of common stock directly. He also has an indirect ownership entry showing 150,480 shares of common stock held by a trust of which Barry R. Port and his spouse, Michelle Port, are trustees. The filing does not report any open-market purchases or sales, only tax-related share withholding and updated direct and indirect holdings.

ENSIGN GROUP, INC executive Chad Keetch, CIO and EVP, reported a routine tax-withholding transaction related to equity compensation. On May 18, 2026, 387 shares of common stock were disposed of at $176.66 per share to satisfy tax obligations on a Restricted Stock Award.

The footnote explains this award was granted on May 18, 2023 and vests in five equal annual installments beginning May 18, 2024. Following this non‑market tax-withholding disposition, Keetch directly holds 110,367 shares of Ensign Group common stock.

ENSIGN GROUP, INC President and COO Spencer Burton reported a routine tax-withholding event related to equity compensation. On this Form 4, 351 shares of common stock were disposed of at $176.66 per share to cover tax obligations on a restricted stock award. Following this withholding, Burton directly holds 69,015 shares of common stock. The footnote explains that the shares relate to taxes withheld on a restricted stock award granted on May 18, 2023, which vests in five equal annual installments beginning May 18, 2024.

The Ensign Group, Inc. reported results of its 2026 Annual Meeting of Stockholders held on May 13, 2026. Common shares entitled to vote totaled 58,413,971 as of March 18, 2026, with 54,180,430 shares represented in person or by proxy.

Stockholders elected four directors: Barry M. Smith, Swati B. Abbott, Suzanne D. Snapper as Class I directors for three-year terms, and Marivic Uychiat Pison as a Class II director for a one-year term. Each nominee received substantially more votes "for" than "against."

Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026 and approved, on an advisory basis, the compensation of named executive officers, including the Compensation Discussion and Analysis and related tables.

Ensign Group director Barry M. Smith sold 700 shares of Common Stock in an open-market transaction at $182.21 per share. After the sale, he directly held 22,052 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on July 29, 2025, indicating it was scheduled in advance.

ENSG reported Rule 144 sales by a selling holder. The filing lists two reported dispositions of 700 shares each by Barry M. Smith on 03/02/2026 and 04/02/2026, with reported amounts $149,114.00 and $137,655.00. The record shows 58,445,400 shares and a NASDAQ listing as of 05/04/2026. The filing also lists multiple scheduled restricted stock vesting events tied to compensation on 07/17/2024, 10/17/2024, 04/15/2025, and 04/17/2025.

The Ensign Group reported strong first-quarter 2026 growth and raised its full-year outlook. Revenue reached $1.39 billion, up 18.4% from the prior-year quarter, driven by higher occupancy, more skilled patient days, and expansion of its skilled nursing footprint.

GAAP diluted EPS was $1.67, with adjusted EPS of $1.85, both rising about 22%. GAAP net income attributable to Ensign was $99.7 million, up 24.2%, while adjusted net income reached $110.2 million. Skilled services revenue grew 18.4% to $1.33 billion, supported by record occupancy and higher Medicare and managed care volumes.

Management increased 2026 diluted EPS guidance to $7.48–$7.62 and revenue guidance to $5.81–$5.86 billion. Ensign also completed or announced numerous facility and real estate acquisitions, ending the quarter with 395 healthcare operations and 179 owned real estate assets, and maintained solid liquidity with $539.5 million of cash and significant credit capacity.

The Ensign Group, Inc. reported solid growth for the quarter ended March 31, 2026. Total revenue rose to $1,389.2M from $1,173.0M, driven mainly by skilled services, with Medicare and Medicaid accounting for 69.1% of service revenue.

Net income attributable to Ensign increased to $99.7M, and diluted EPS improved to $1.67 from $1.37. Operating cash flow strengthened to $100.2M, supporting a higher cash balance of $539.5M and modest debt of $143.3M. The company operated 378 facilities and continued expanding through new skilled nursing operations and planned Texas acquisitions, while its Standard Bearer REIT grew its owned real estate portfolio.

Vanguard Capital Management reports beneficial ownership of 3,033,106 shares of Ensign Group, representing 5.21% of the outstanding common stock. The filing shows sole voting power for 440,201 shares and sole dispositive power for 3,033,106 shares. The disclosure attributes holdings to Vanguard Capital Management and affiliated Vanguard business units.