ENSG Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ENSG. 4 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 4 sales, a net selling of $363.3K. The largest was SMITH BARRY M (director) selling $137.7K. The stock fell 22.3% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 28, 2026 | Burton Spencerofficer: President and COO | Tax | 264 | $171.97 |
| May 28, 2026 | Keetch Chadofficer: CIO and EVP | Tax | 306 | $171.97 |
| May 28, 2026 | Wittekind Beverly B.officer: VP and Chief Legal Officer | Tax | 123 | $172.42 |
| May 28, 2026 | Wittekind Beverly B.officer: VP and Chief Legal Officer | Tax | 102 | $171.97 |
| May 28, 2026 | Keetch Chadofficer: CIO and EVP | Tax | 326 | $172.42 |
| May 28, 2026 | Burton Spencerofficer: President and COO | Tax | 281 | $172.42 |
| May 28, 2026 | Port Barrydirector, officer: Chief Executive Officer | Tax | 509 | $172.42 |
| May 28, 2026 | Snapper Suzanne D.director, officer: CFO | Tax | 458 | $172.42 |
| May 19, 2026 | Port Barrydirector, officer: Chief Executive Officer | Tax | 550 | $176.66 |
| May 19, 2026 | Wittekind Beverly B.officer: VP and Chief Legal Officer | Tax | 102 | $177.67 |
| May 19, 2026 | Burton Spencerofficer: President and COO | Tax | 351 | $176.66 |
| May 19, 2026 | Uychiat Pison Marivicdirector | Tax | 82 | $176.66 |
| May 19, 2026 | Snapper Suzanne D.director, officer: CFO | Tax | 489 | $176.66 |
| May 19, 2026 | Keetch Chadofficer: CIO and EVP | Tax | 387 | $176.66 |
| May 6, 2026 | SMITH BARRY Mdirector | Sell | 700 | $182.21 |
Source: ENSG SEC Form 4 filings, latest May 28, 2026. For informational purposes only — not investment advice.
Research
CMS Proposes 6.4% Home Health Cut — Three Operators Most at Risk
CMS has proposed a 6.4% aggregate payment cut for home health agencies in CY2026, creating material risk for operators with high Medicare home health exposure. Aveanna Healthcare (AVAH) faces the greatest financial risk due to 5.1x debt/EBITDA leverage and thin interest coverage, while Ensign Group (ENSG) is best positioned to absorb the impact given its SNF-dominated revenue mix and strong growth trajectory. Amedisys (AMED), now part of Optum/UnitedHealth, is no longer independently exposed.
AVAHAMEDCan home health companies offset the CMS 6.4% cut through volume growth and labor efficiency?
The CMS 6.4% home health payment cut for CY2026 represents a manageable headwind for leading operators. Aveanna Healthcare's 22% revenue growth, expanding preferred payer network of 30 agreements, and EBITDA margin recovery from 2.1% to over 12% provide substantial buffer, while Ensign Group's acquisition-driven 19% growth and all-time high occupancy rates insulate its primarily skilled nursing business. The effective revenue impact — estimated at 2–3% for diversified operators — appears absorbable, though compounding Medicaid rate pressure remains the key risk to watch.
AVAHAMEDIf CMS finalizes the 6.4% home health payment cut, which operators face the steepest margin compression?
Among publicly traded operators, Aveanna Healthcare (AVAH) faces the steepest margin compression from a potential 6.4% CMS home health payment cut, given its leveraged balance sheet (5.1x debt/EBITDA) and thin free cash flow ($26M), despite home health representing only ~10% of revenue. Ensign Group has minimal direct exposure as a SNF-focused operator, while Sotera Health has no home health revenue and Amedisys was acquired by UnitedHealth in 2024.
AVAHSHCUNHHow does Family First Homecare's margin profile compare to Aveanna's existing segments?
Aveanna Healthcare's three segments show wide margin dispersion — PDS at ~29-31% gross margin, HHH at ~54%, and MS at ~45%. Family First Homecare, as a pediatric PDN operator, would flow into the PDS segment and likely carries gross margins in the 28-32% range based on the Thrive Skilled Pediatrics acquisition precedent. The real accretion opportunity lies in leveraging Aveanna's 30 preferred payer agreements and corporate infrastructure to compress the target's standalone SG&A.
AVAH
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