Energizer (NYSE:ENR – Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.250-1.350 for the period, compared to the consensus earnings per share estimate of 1.420. The company issued revenue guidance of -. Energizer also updated its FY 2026 guidance to 3.600-3.600 EPS.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently issued reports on the stock. Barclays increased their price objective on shares of Energizer from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Energizer in a research note on Wednesday, June 24th. JPMorgan Chase & Co. boosted their price objective on Energizer from $19.00 to $22.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Morgan Stanley reaffirmed a “negative” rating and set a $21.00 price target on shares of Energizer in a report on Tuesday. Finally, UBS Group raised their price target on Energizer from $19.00 to $21.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $23.43.
Read Our Latest Stock Analysis on Energizer
Energizer Trading Up 3.8%
Energizer (NYSE:ENR – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $0.75 earnings per share for the quarter, missing the consensus estimate of $0.83 by ($0.08). Energizer had a net margin of 6.55% and a return on equity of 144.22%. The company had revenue of $734.10 million during the quarter, compared to analyst estimates of $720.29 million. During the same quarter in the prior year, the company posted $2.13 EPS. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. Energizer has set its Q4 2026 guidance at 1.250-1.350 EPS and its FY 2026 guidance at 3.600-3.600 EPS. As a group, sell-side analysts expect that Energizer will post 3.56 earnings per share for the current year.
Energizer Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Investors of record on Wednesday, August 19th will be paid a dividend of $0.30 per share. The ex-dividend date is Wednesday, August 19th. This represents a $1.20 annualized dividend and a yield of 5.4%. Energizer’s dividend payout ratio is presently 43.96%.
Insider Buying and Selling
In other Energizer news, major shareholder Aqua Capital, Ltd. acquired 81,609 shares of Energizer stock in a transaction on Wednesday, May 20th. The shares were purchased at an average cost of $16.18 per share, with a total value of $1,320,433.62. Following the completion of the purchase, the insider owned 7,106,824 shares in the company, valued at $114,988,412.32. The trade was a 1.16% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. In the last 90 days, insiders acquired 538,681 shares of company stock valued at $10,406,791. 1.63% of the stock is currently owned by company insiders.
Key Stories Impacting Energizer
Here are the key news stories impacting Energizer this week:
- Positive Sentiment: Fiscal Q3 organic sales increased 2.7%, indicating that Energizer continued to generate underlying growth despite a slowing battery and auto-care category. Revenue also surpassed consensus estimates. Energizer fiscal 2026 third-quarter results
- Positive Sentiment: Management maintained full-year adjusted EPS guidance at $3.60, slightly above the referenced analyst consensus of $3.51, while positioning adjusted EPS and EBITDA toward the low end of the original fiscal 2026 ranges. Energizer Q3 earnings and revenue report
- Neutral Sentiment: The company reported a 38.2% gross margin, or 39.2% on an adjusted basis, and emphasized organic growth initiatives as it navigates slower category demand. Investors will focus on whether pricing, productivity efforts and cost controls can stabilize margins. Energizer Q3 2026 earnings call transcript
- Negative Sentiment: Adjusted EPS of $0.75 missed estimates ranging from $0.83 to $0.86 and fell sharply from $1.13 a year earlier. The earnings shortfall reflects margin and product-mix pressure despite sales growth. Energizer Q3 earnings miss
- Negative Sentiment: Fourth-quarter adjusted EPS guidance of $1.25–$1.35 was below the $1.42 consensus estimate, and Energizer lowered its fiscal 2026 organic-sales outlook. These signals reinforce concerns that near-term profitability and demand remain challenged.
Hedge Funds Weigh In On Energizer
A number of large investors have recently bought and sold shares of ENR. Northwestern Mutual Wealth Management Co. bought a new stake in shares of Energizer during the 3rd quarter worth approximately $47,000. Aster Capital Management DIFC Ltd increased its position in Energizer by 148.1% during the fourth quarter. Aster Capital Management DIFC Ltd now owns 2,077 shares of the company’s stock worth $41,000 after acquiring an additional 1,240 shares during the period. Public Employees Retirement System of Ohio grew its position in shares of Energizer by 25.5% during the 4th quarter. Public Employees Retirement System of Ohio now owns 2,479 shares of the company’s stock worth $49,000 after purchasing an additional 503 shares in the last quarter. Brooklyn Investment Group boosted its stake in shares of Energizer by 287.1% in the third quarter. Brooklyn Investment Group now owns 8,106 shares of the company’s stock valued at $202,000 after buying an additional 6,012 shares during the period. Finally, Moors & Cabot Inc. bought a new stake in shares of Energizer during the 3rd quarter valued at $209,000. Institutional investors and hedge funds own 93.74% of the company’s stock.
About Energizer
Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.
Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.
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