RBC Capital maintains Ensign Group at Outperform, raises price target to $239 from $228

Diversified Healthcare Trust (DHC) reported Q3 2026 results with a net loss of $0.21 per share, missing estimates. Shares fell 2.58% to $7.54. The SHOP segment saw a 50.4% NOI increase, while medical office and life science faced challenges. DHC raised same-property NOI guidance but lowered EBITDAre and FFO guidance due to management fees. The company has $260.7M in liquidity and a debt-to-EBITDAre ratio of 8.2x.

Ensign Group (ENSG) reported Q3 revenue of $1.48 billion, missing estimates by 7.1%, but beat adjusted EBITDA expectations. The company raised full-year revenue guidance to $5.91 billion and GAAP EPS guidance to $7.98. Occupancy and skilled mix gains, along with acquisitions, drove growth. Management highlighted clinical model success and market expansion, including entry into Florida.

Truist Securities raised its price target on The Ensign Group (NASDAQ:ENSG) to $210 from $207, citing strong Q3 results with revenue of $5.67B and EBITDA of $621.52M. The company beat EPS estimates and raised fiscal 2026 guidance. Truist noted positive occupancy trends, labor commentary, and M&A activity. ENSG's Q3 revenue missed estimates but earnings exceeded expectations.

Ensign Group (ENSG) reported Q3 earnings, raising its full-year 2026 adjusted earnings guidance to $7.94-$8.02 per share and revenue outlook to $5.89-$5.92 billion. The company added 22 operations, including nine in Florida, and discussed turnaround efforts for acquired facilities. Ensign had $337.6 million in cash and $512.3 million in cash flow from operations as of Sept. 30, with $1 billion in available capital.

Ensign Group Inc (ENSG) raised its 2026 guidance, citing strong occupancy and skilled mix growth. Challenges include integrating 22 new operations, particularly in Florida and Texas, which may take over a year to contribute positively. The company faces risks from reimbursement variations and litigation environments. CEO Barry Port noted strong clinical outcomes and managed care partnerships. CFO Suzanne Snapper highlighted $1B in available funds for growth.

Ensign Group (ENSG) reported Q3 earnings of $2.03 per share, up 23.8% YoY, and revenue of $1.48B, up 14.5%. CEO Barry Port highlighted strong occupancy, skilled-mix growth, and improved CMS survey performance. The company raised full-year 2026 guidance and announced 22 new acquisitions. Ensign has $1B in cash and credit capacity for future investments.