Lisanti Capital Growth LLC Makes New $3.55 Million Investment in ESCO Technologies Inc. $ESE

Lisanti Capital Growth LLC purchased a new stake in ESCO Technologies Inc. (NYSE:ESE) during the 2nd quarter, Holdings Channel.com reports. The firm purchased 10,130 shares of the scientific and technical instruments company’s stock, valued at approximately $3,546,000.

A number of other institutional investors also recently modified their holdings of ESE. Quarry LP boosted its position in shares of ESCO Technologies by 842.9% during the fourth quarter. Quarry LP now owns 132 shares of the scientific and technical instruments company’s stock worth $26,000 after buying an additional 118 shares during the period. State of Wyoming bought a new position in shares of ESCO Technologies during the first quarter worth about $38,000. SBI Securities Co. Ltd. raised its position in ESCO Technologies by 3,140.0% in the 4th quarter. SBI Securities Co. Ltd. now owns 162 shares of the scientific and technical instruments company’s stock valued at $32,000 after buying an additional 157 shares during the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in ESCO Technologies in the 4th quarter valued at approximately $39,000. Finally, Osterweis Capital Management Inc. bought a new stake in ESCO Technologies in the 2nd quarter valued at approximately $39,000. 95.70% of the stock is currently owned by institutional investors.

ESCO Technologies Stock Performance

Shares of NYSE ESE opened at $289.91 on Thursday. The stock has a 50 day moving average price of $325.06 and a 200 day moving average price of $300.94. ESCO Technologies Inc. has a 52 week low of $185.75 and a 52 week high of $362.15. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.94 and a current ratio of 1.38. The stock has a market capitalization of $7.51 billion, a PE ratio of 23.88, a price-to-earnings-growth ratio of 1.76 and a beta of 1.10.

ESCO Technologies (NYSE:ESE) last posted its quarterly earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 earnings per share for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. The firm had revenue of $339.03 million during the quarter, compared to the consensus estimate of $341.40 million. ESCO Technologies had a return on equity of 13.28% and a net margin of 24.39%.The business’s revenue was up 14.4% compared to the same quarter last year. During the same period last year, the company earned $1.60 earnings per share. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. Analysts predict that ESCO Technologies Inc. will post 8.34 earnings per share for the current fiscal year.

ESCO Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Thursday, October 1st will be paid a $0.08 dividend. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. ESCO Technologies’s dividend payout ratio (DPR) is currently 2.64%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $413.00 price target on shares of ESCO Technologies in a research report on Monday, August 10th. Wall Street Zen downgraded shares of ESCO Technologies from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Weiss Ratings lowered shares of ESCO Technologies from a “buy (a)” rating to a “buy (a-)” rating in a research report on Tuesday, August 11th. Finally, JPMorgan Chase & Co. started coverage on shares of ESCO Technologies in a report on Monday, June 15th. They set an “overweight” rating and a $420.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $416.50.

ESCO Technologies Profile

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.