Ensign Group

Carillon Eagle Mid Cap Growth Fund said The Ensign Group detracted from performance after short-seller reports alleged understaffing, falsified care-quality data and patient harm. Management denied the claims and pointed to state and federal audits, including a CMS audit with a comparatively better error rate. The stock dropped sharply but has since rebounded, and hedge fund ownership rose to 52 portfolios from 37 in the prior quarter. » Mere på finance.yahoo.com

Ensign Group reported adjusted earnings per share of $1.92 and revenue of $1.44 billion, both above expectations, beating Q2 2026 earnings forecasts. Management raised the full-year guidance for adjusted EPS to $7.75–$7.85 (midpoint $7.80), well above the prior range. Strong balance-sheet metrics, cash of about $262.3 million, a credit facility of more than $591 million and an active acquisition pipeline contributed to the share rally and countered earlier short-seller allegations. » Mere på de.investing.com

Ensign Group has acquired the real estate and operations of Las Ventanas de Socorro (126 beds) in Socorro and the Los Arcos del Norte Care Center (124 beds) in El Paso. Subsidiaries of Standard Bearer Healthcare REIT purchased the properties, which are operated by tenants affiliated with Ensign; the transactions took effect on Tuesday. With the acquisitions, Ensign’s portfolio grows to 398 facilities in 17 states; the company recently reported revenue up 19% to $5.27 billion and has increased its dividend for 19 consecutive years. » Mere på de.investing.com

The Ensign Group completed acquisition of Woodland Health and Rehabilitation, a 62‑bed skilled nursing facility in Mount Pleasant, Iowa, with the real estate purchased by its captive REIT, Standard Bearer Healthcare REIT. The facility will be operated by an Ensign‑affiliated tenant and expands the company's skilled nursing and rehabilitative care footprint in the Midwest as part of its strategy to grow owned real estate and operations. The company said the deal is one of several concurrent acquisitions that broaden its nationwide network of healthcare properties. » Mere på finance.yahoo.com

Ensign Group’s stock dropped about 4% after a report by Muddy Waters that disclosed a short position and alleges Ensign operates roughly 20% of its facilities through leased license managers who are not on site. Muddy Waters cites visits and a consultant agreement as evidence and warns of potential False Claims Act penalties of up to about $7 billion. The report also notes that Medicare/Medicaid account for 69% of revenues and estimates that regulatory remediation could reduce EBIT in 2027 by around 35% versus consensus estimates. » Mere på de.investing.com