William Blair Brokers Boost Earnings Estimates for EnerSys

EnerSys (NYSE:ENS) – Analysts at William Blair lifted their Q3 2025 EPS estimates for shares of EnerSys in a report issued on Wednesday, December 18th. William Blair analyst B. Drab now anticipates that the industrial products company will post earnings of $3.05 per share for the quarter, up from their previous forecast of $2.25. The consensus estimate for EnerSys’ current full-year earnings is $8.86 per share. William Blair also issued estimates for EnerSys’ Q4 2025 earnings at $2.67 EPS, FY2025 earnings at $9.80 EPS and FY2026 earnings at $10.16 EPS.

ENS has been the subject of several other research reports. Roth Mkm reaffirmed a “buy” rating and issued a $120.00 price target on shares of EnerSys in a report on Monday, September 23rd. Roth Capital raised EnerSys to a “strong-buy” rating in a research note on Tuesday, August 27th. Finally, StockNews.com raised shares of EnerSys from a “buy” rating to a “strong-buy” rating in a research report on Friday, December 6th. Two equities research analysts have rated the stock with a hold rating, one has issued a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $120.00.

EnerSys Stock Up 1.1 %

Shares of ENS opened at $92.69 on Monday. The stock has a 50 day moving average price of $96.89 and a 200 day moving average price of $99.90. EnerSys has a one year low of $86.41 and a one year high of $112.53. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.87 and a current ratio of 2.97. The stock has a market capitalization of $3.69 billion, a price-to-earnings ratio of 13.13, a PEG ratio of 0.60 and a beta of 1.22.

EnerSys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, November 6th. The industrial products company reported $2.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.07 by $0.05. The business 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 company’s revenue was down 1.9% compared to the same quarter last year. During the same period last year, the firm posted $1.84 earnings per share.

EnerSys Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 27th. Stockholders of record on Friday, December 13th will be issued a $0.24 dividend. This represents a $0.96 annualized dividend and a dividend yield of 1.04%. The ex-dividend date of this dividend is Friday, December 13th. EnerSys’s payout ratio is currently 13.60%.

Insider Transactions at EnerSys

In other EnerSys news, CEO David M. Shaffer sold 20,000 shares of the stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $100.01, for a total transaction of $2,000,200.00. Following the completion of the sale, the chief executive officer now directly owns 206,724 shares of the company’s stock, valued at approximately $20,674,467.24. This trade represents a 8.82 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.61% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in ENS. UMB Bank n.a. boosted its position in shares of EnerSys by 36.2% during the 2nd quarter. UMB Bank n.a. now owns 354 shares of the industrial products company’s stock worth $37,000 after purchasing an additional 94 shares in the last quarter. Canada Pension Plan Investment Board acquired a new position in EnerSys during the second quarter worth about $41,000. Millburn Ridgefield Corp purchased a new position in EnerSys in the third quarter valued at about $88,000. Point72 Asset Management L.P. purchased a new position in EnerSys in the third quarter valued at about $125,000. Finally, Innealta Capital LLC purchased a new stake in shares of EnerSys during the 2nd quarter worth approximately $131,000. 94.93% of the stock is owned by hedge funds and other institutional investors.

EnerSys Company Profile

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.