Ruffer LLP Reduces Stock Holdings in Enersys $ENS

Ruffer LLP cut its stake in shares of Enersys (NYSE:ENS) by 36.5% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 41,526 shares of the industrial products company’s stock after selling 23,818 shares during the period. Ruffer LLP’s holdings in Enersys were worth $4,691,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. PFG Investments LLC acquired a new position in shares of Enersys during the third quarter worth $210,000. Strs Ohio grew its stake in shares of Enersys by 27.8% during the third quarter. Strs Ohio now owns 2,300 shares of the industrial products company’s stock valued at $260,000 after acquiring an additional 500 shares in the last quarter. Covestor Ltd increased its position in shares of Enersys by 54.8% during the third quarter. Covestor Ltd now owns 1,375 shares of the industrial products company’s stock worth $155,000 after acquiring an additional 487 shares during the last quarter. Hudson Edge Investment Partners Inc. increased its position in shares of Enersys by 1.6% during the third quarter. Hudson Edge Investment Partners Inc. now owns 7,811 shares of the industrial products company’s stock worth $882,000 after acquiring an additional 123 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Enersys by 200.3% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 45,111 shares of the industrial products company’s stock worth $5,096,000 after acquiring an additional 30,088 shares in the last quarter. Institutional investors and hedge funds own 94.93% of the company’s stock.

Enersys Price Performance

ENS opened at $180.82 on Thursday. The company has a quick ratio of 1.73, a current ratio of 2.77 and a debt-to-equity ratio of 0.63. The company’s 50-day moving average price is $153.37 and its 200 day moving average price is $124.64. Enersys has a fifty-two week low of $76.57 and a fifty-two week high of $181.26. The firm has a market cap of $6.67 billion, a price-to-earnings ratio of 21.15, a price-to-earnings-growth ratio of 1.17 and a beta of 1.10.

Enersys (NYSE:ENS) last released its quarterly earnings results on Wednesday, November 5th. The industrial products company reported $2.56 EPS for the quarter, topping the consensus estimate of $2.36 by $0.20. Enersys had a net margin of 9.05% and a return on equity of 22.48%. The business had revenue of $951.30 million during the quarter, compared to analyst estimates of $890.27 million. During the same quarter in the prior year, the firm earned $2.12 earnings per share. The company’s quarterly revenue was up 7.6% on a year-over-year basis. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS. As a group, sell-side analysts expect that Enersys will post 9.99 earnings per share for the current year.

Enersys Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Friday, December 12th were paid a dividend of $0.2625 per share. The ex-dividend date of this dividend was Friday, December 12th. This represents a $1.05 annualized dividend and a dividend yield of 0.6%. Enersys’s dividend payout ratio (DPR) is currently 12.28%.

Insider Activity

In other news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the sale, the insider directly owned 23,713 shares of the company’s stock, valued at $3,591,570.98. The trade was a 22.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.91% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. BTIG Research upgraded Enersys from a “neutral” rating to a “buy” rating in a research note on Monday, December 15th. Wall Street Zen raised shares of Enersys from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Oppenheimer reaffirmed an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Zacks Research downgraded shares of Enersys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Enersys in a research note on Tuesday. Four equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.00.

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.