Insider Trading February 9, 2026

Ensign Group CFO Sells $2.5 Million in Stock as Company Posts Strong Q4 Results

Suzanne D. Snapper disposed of 10,501 shares under a 10b5-1 plan after exercising options; Ensign reports EPS beat and modest revenue shortfall for Q4 2025

By Sofia Navarro ENSG
Ensign Group CFO Sells $2.5 Million in Stock as Company Posts Strong Q4 Results
ENSG

Ensign Group Chief Financial Officer Suzanne D. Snapper sold 10,501 shares of common stock on February 5 and 6, 2026, in transactions totaling roughly $2.5 million. The disposals, executed under a Rule 10b5-1 trading plan adopted in September 2025, coincided with Snapper exercising stock options and followed the company’s fourth-quarter earnings that beat EPS expectations while slightly missing revenue consensus.

Key Points

  • Ensign Group CFO Suzanne D. Snapper sold 10,501 shares on February 5 and 6, 2026, for approximately $2.5 million at prices between $185.2185 and $197.6785 per share.
  • On the same dates Snapper exercised options to acquire 16,516 shares at $15.80 and $15.93 for a total cost of $262026; after transactions she directly owns 272,889 shares and indirectly owns 56,340 shares held in trust.
  • The company reported Q4 2025 adjusted EPS of $1.82 versus an expected $1.75, with revenue of $1.36 billion slightly below the $1.37 billion forecast; Truist raised its price target to $215 from $200 while keeping a Hold rating.

Suzanne D. Snapper, the Chief Financial Officer of The Ensign Group (NASDAQ:ENSG), completed sales totaling approximately $2.5 million by disposing of 10,501 shares of common stock across February 5 and February 6, 2026. The share sales occurred at prices that ranged between $185.2185 and $197.6785 per share, according to a Form 4 filing with the Securities and Exchange Commission.

The filing records that the transactions took place on February 5 and February 6, 2026. On those same dates Snapper exercised options to acquire 16,516 shares of Ensign Group common stock at exercise prices of $15.80 and $15.93, for a total exercise value of $262026.

The Form 4 discloses that the sales were executed pursuant to a prearranged Rule 10b5-1 trading plan that Snapper adopted on September 12, 2025. Following the option exercises and the reported sales, Snapper is shown as directly owning 272,889 shares of Ensign Group common stock. The filing also notes indirect ownership of 56,340 shares held in trust.

The Ensign Group share price was trading at $199.29 at the time of the report, close to its 52-week high of $202.78, after the stock delivered a 52.38% total return over the prior year.


Separately, The Ensign Group released its fourth-quarter 2025 results, posting an adjusted earnings per share of $1.82, which exceeded the consensus forecast of $1.75 by 4%. Revenue for the quarter came in at $1.36 billion, marginally below the anticipated $1.37 billion.

In response to those results, Truist Securities increased its price target for The Ensign Group to $215 from $200 while retaining a Hold rating on the shares. Truist cited the company’s strong fourth-quarter results, noting better-than-expected margins and bottom-line performance as the rationale for the higher target.

Investor-facing analytics from InvestingPro highlighted a mixed valuation and financial picture for Ensign Group. The service flagged the stock as appearing overvalued on a price-to-earnings basis, with a reported P/E ratio of 34.41, even as it assigned the company a financial health score of "GREAT." Analyst consensus remains positive with a Buy rating overall and price targets ranging from $210 to $230.


These developments - the insider transactions carried out under an established 10b5-1 plan, the option exercises, and the quarterly results that showed an EPS beat alongside a slight revenue shortfall - are presented in the filings and company disclosures without additional commentary on motivations or future actions. The filings and analyst commentary included in public disclosures suggest continued market attention on the company’s valuation, margins, and earnings trajectory.

Risks

  • Valuation concern - InvestingPro indicates the stock appears overvalued with a P/E ratio of 34.41, which could affect investor sentiment and relative market performance.
  • Revenue shortfall - The company’s Q4 2025 revenue of $1.36 billion was marginally below expectations of $1.37 billion, an uncertainty that may influence near-term revenue guidance and market reaction.
  • Insider selling - The reported sales by the CFO, even though conducted under a Rule 10b5-1 plan, may be perceived by some investors as a liquidity event that could affect sentiment toward the stock.

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