13,438 Shares in Enersys $ENS Purchased by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. bought a new position in Enersys (NYSE:ENS) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 13,438 shares of the industrial products company’s stock, valued at approximately $3,142,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Dimensional Fund Advisors LP grew its stake in Enersys by 1.9% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,627,245 shares of the industrial products company’s stock valued at $238,802,000 after acquiring an additional 30,760 shares in the last quarter. Invesco Ltd. grew its position in shares of Enersys by 5.9% during the 3rd quarter. Invesco Ltd. now owns 1,158,838 shares of the industrial products company’s stock valued at $130,902,000 after purchasing an additional 64,503 shares in the last quarter. Boston Partners increased its holdings in shares of Enersys by 4.7% in the third quarter. Boston Partners now owns 680,174 shares of the industrial products company’s stock worth $76,973,000 after purchasing an additional 30,767 shares during the period. AQR Capital Management LLC raised its position in shares of Enersys by 30.3% in the third quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company’s stock worth $72,986,000 after buying an additional 151,589 shares in the last quarter. Finally, LSV Asset Management raised its position in shares of Enersys by 298.9% in the fourth quarter. LSV Asset Management now owns 562,293 shares of the industrial products company’s stock worth $82,516,000 after buying an additional 421,338 shares in the last quarter. Hedge funds and other institutional investors own 94.93% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on ENS shares. Oppenheimer restated an “outperform” rating on shares of Enersys in a research report on Friday. Roth Capital reaffirmed a “buy” rating and issued a $265.00 price target on shares of Enersys in a report on Friday, May 22nd. Wall Street Zen upgraded Enersys from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Weiss Ratings lowered Enersys from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, June 26th. Finally, BTIG Research restated a “buy” rating and issued a $280.00 price objective on shares of Enersys in a research report on Thursday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Enersys currently has an average rating of “Moderate Buy” and a consensus price target of $265.00.

Enersys News Summary

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Results exceeded expectations: EnerSys reported fiscal Q1 sales of approximately $935.6 million, up 4.8% year over year, while adjusted diluted EPS rose to $3.66 from $2.23. EPS exceeded the roughly $2.82–$2.83 consensus estimate, and revenue also topped forecasts. Pricing, margin expansion, tax benefits and a tariff refund supported the earnings beat. ENS Q1 Earnings and Sales Beat on Pricing, Margin Expansion
• Positive Sentiment: Favorable second-quarter outlook: Management projected fiscal Q2 sales of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. The company highlighted demand momentum in data centers, communications, and aerospace and defense, helping offset softer material-handling trends. EnerSys jumps on earnings beat, upbeat Q2 guidance
• Positive Sentiment: Capital-return and growth initiatives: EnerSys raised its quarterly dividend approximately 9.5% to $0.2875 per share, signaling confidence in cash generation. Management also reported a cash increase and continued progress toward a U.S. lithium-cell facility, supporting the company’s longer-term strategy. EnerSys Earnings Call Highlights Lithium Push, Cash Surge
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and maintained a $280 price target, implying substantial potential upside from the reported trading level. BTIG rating reaffirmation
• Neutral Sentiment: Some of the quarter’s benefit came from tax advantages and a tariff refund, which may not fully recur. Investors will also monitor weaker material-handling demand and execution risks surrounding the lithium-cell expansion.

Enersys Stock Up 3.1%

ENS opened at $203.50 on Friday. The stock has a market cap of $7.42 billion, a PE ratio of 21.79, a P/E/G ratio of 1.12 and a beta of 1.19. The company has a quick ratio of 1.76, a current ratio of 2.80 and a debt-to-equity ratio of 0.51. Enersys has a 52 week low of $97.03 and a 52 week high of $244.30. The business’s fifty day simple moving average is $206.31 and its 200 day simple moving average is $197.25.

Enersys (NYSE:ENS) last released its quarterly earnings results on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share for the quarter, beating analysts’ consensus estimates of $2.83 by $0.83. Enersys had a return on equity of 24.02% and a net margin of 9.29%.The business had revenue of $935.64 million for the quarter, compared to the consensus estimate of $928.01 million. During the same quarter last year, the business posted $2.08 earnings per share. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. As a group, research analysts expect that Enersys will post 12.29 earnings per share for the current fiscal year.

Enersys Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 18th will be issued a dividend of $0.2875 per share. The ex-dividend date of this dividend is Friday, September 18th. This represents a $1.15 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from Enersys’s previous quarterly dividend of $0.26. Enersys’s payout ratio is 12.31%.

Enersys Company Profile

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.