Roth Capital Analysts Lift Earnings Estimates for EnerSys

EnerSys (NYSE:ENS) – Analysts at Roth Capital increased their Q4 2026 EPS estimates for EnerSys in a note issued to investors on Wednesday, January 29th. Roth Capital analyst C. Moore now anticipates that the industrial products company will post earnings per share of $2.79 for the quarter, up from their prior estimate of $2.75. The consensus estimate for EnerSys’ current full-year earnings is $9.83 per share.

EnerSys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, November 6th. The industrial products company reported $2.12 EPS for the quarter, beating analysts’ consensus estimates of $2.07 by $0.05. The firm had revenue of $883.70 million for the quarter, compared to the consensus estimate of $891.78 million. EnerSys had a net margin of 8.25% and a return on equity of 20.04%. The firm’s revenue was down 1.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.84 EPS.

Several other analysts have also recently issued reports on the company. Oppenheimer upgraded EnerSys from a “market perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a research note on Friday, January 17th. StockNews.com raised shares of EnerSys from a “buy” rating to a “strong-buy” rating in a report on Friday, December 6th. One analyst has rated the stock with a hold rating, two have issued a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $117.50.

EnerSys Stock Performance

Shares of ENS stock opened at $97.30 on Thursday. The stock has a market capitalization of $3.87 billion, a price-to-earnings ratio of 13.78, a PEG ratio of 0.56 and a beta of 1.22. EnerSys has a one year low of $86.41 and a one year high of $112.53. The company’s 50-day simple moving average is $94.90 and its 200-day simple moving average is $98.31. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.87 and a current ratio of 2.97.

EnerSys Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, December 27th. Investors of record on Friday, December 13th were issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a yield of 0.99%. The ex-dividend date was Friday, December 13th. EnerSys’s payout ratio is currently 13.60%.

Insiders Place Their Bets

In other EnerSys news, CEO David M. Shaffer sold 20,000 shares of the company’s stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.01, for a total value of $2,000,200.00. Following the transaction, the chief executive officer now owns 206,724 shares of the company’s stock, valued at approximately $20,674,467.24. This represents a 8.82 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.61% of the stock is owned by company insiders.

Institutional Investors Weigh In On EnerSys

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Lightrock Netherlands B.V. acquired a new stake in EnerSys during the 4th quarter worth about $11,969,000. Trust Point Inc. raised its holdings in shares of EnerSys by 10.3% during the fourth quarter. Trust Point Inc. now owns 7,526 shares of the industrial products company’s stock valued at $696,000 after acquiring an additional 702 shares during the period. R Squared Ltd purchased a new stake in shares of EnerSys in the 4th quarter valued at approximately $47,000. KBC Group NV boosted its stake in EnerSys by 64.0% in the 4th quarter. KBC Group NV now owns 1,863 shares of the industrial products company’s stock worth $172,000 after purchasing an additional 727 shares during the period. Finally, Tributary Capital Management LLC grew its position in EnerSys by 25.9% during the 4th quarter. Tributary Capital Management LLC now owns 239,765 shares of the industrial products company’s stock worth $22,161,000 after purchasing an additional 49,392 shares in the last quarter. 94.93% of the stock is owned by institutional investors and hedge funds.

About EnerSys

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.