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Ensign Group initiated with an Outperform at Macquarie

Macquarie analyst Tao Qiu initiated coverage of Ensign Group with an Outperform rating and $134 price target. Ensign is a leading operator in the highly fragmented skilled nursing industry, and it benefits from a demographic tailwind and checked supply, the analyst tells investors in a research note. The firm says the company’s decentralized operating model, value-add acquisition strategy, and “prudent financial stewardship” all yield consistent shareholder returns.

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