Geneva Capital Management LLC Reduces Stake in ESCO Technologies Inc. $ESE

Geneva Capital Management LLC lessened its holdings in ESCO Technologies Inc. (NYSE:ESE) by 0.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 879,829 shares of the scientific and technical instruments company’s stock after selling 3,130 shares during the period. ESCO Technologies comprises 3.2% of Geneva Capital Management LLC’s holdings, making the stock its 5th biggest position. Geneva Capital Management LLC owned 3.41% of ESCO Technologies worth $185,741,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Root Financial Partners LLC purchased a new stake in ESCO Technologies during the third quarter worth $27,000. Private Trust Co. NA raised its position in shares of ESCO Technologies by 118.5% in the 3rd quarter. Private Trust Co. NA now owns 142 shares of the scientific and technical instruments company’s stock worth $30,000 after acquiring an additional 77 shares in the last quarter. First Horizon Corp purchased a new stake in shares of ESCO Technologies during the 3rd quarter worth $36,000. Osterweis Capital Management Inc. bought a new stake in ESCO Technologies during the second quarter valued at about $39,000. Finally, Westside Investment Management Inc. grew its stake in ESCO Technologies by 100.0% in the third quarter. Westside Investment Management Inc. now owns 188 shares of the scientific and technical instruments company’s stock valued at $40,000 after purchasing an additional 94 shares during the last quarter. 95.70% of the stock is currently owned by institutional investors.

ESCO Technologies Price Performance

Shares of ESE opened at $270.64 on Wednesday. The firm has a market capitalization of $7.01 billion, a PE ratio of 23.03 and a beta of 1.16. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.33 and a quick ratio of 0.89. ESCO Technologies Inc. has a 1-year low of $134.78 and a 1-year high of $291.31. The company’s fifty day moving average price is $243.65 and its 200-day moving average price is $221.55.

ESCO Technologies (NYSE:ESE) last released its earnings results on Thursday, February 5th. The scientific and technical instruments company reported $1.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.32. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.The firm had revenue of $289.66 million for the quarter, compared to the consensus estimate of $289.30 million. During the same period in the prior year, the firm earned $0.92 EPS. The firm’s revenue was up 17.3% on a year-over-year basis. ESCO Technologies has set its Q2 2026 guidance at 1.750-1.850 EPS and its FY 2026 guidance at 7.900-8.15 EPS. On average, equities research analysts predict that ESCO Technologies Inc. will post 5.65 EPS for the current year.

ESCO Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be issued a dividend of $0.08 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. ESCO Technologies’s payout ratio is 2.72%.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. CJS Securities raised shares of ESCO Technologies to a “strong-buy” rating in a research report on Thursday, December 11th. Wall Street Zen downgraded shares of ESCO Technologies from a “strong-buy” rating to a “buy” rating in a research note on Sunday, February 15th. Weiss Ratings lowered shares of ESCO Technologies from a “buy (a-)” rating to a “buy (b)” rating in a report on Tuesday, February 10th. Finally, Zacks Research upgraded ESCO Technologies to a “hold” rating in a report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $200.00.

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.