ESCO Technologies Inc. $ESE Stock Holdings Cut by Intech Investment Management LLC

Intech Investment Management LLC reduced its position in shares of ESCO Technologies Inc. (NYSE:ESE) by 48.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 22,487 shares of the scientific and technical instruments company’s stock after selling 21,196 shares during the quarter. Intech Investment Management LLC’s holdings in ESCO Technologies were worth $4,394,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Geode Capital Management LLC boosted its stake in ESCO Technologies by 3.3% during the 4th quarter. Geode Capital Management LLC now owns 633,821 shares of the scientific and technical instruments company’s stock valued at $123,861,000 after purchasing an additional 20,071 shares in the last quarter. Summitry LLC boosted its stake in shares of ESCO Technologies by 19.7% during the 4th quarter. Summitry LLC now owns 3,640 shares of the scientific and technical instruments company’s stock worth $711,000 after acquiring an additional 599 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of ESCO Technologies by 20.4% during the 4th quarter. EverSource Wealth Advisors LLC now owns 366 shares of the scientific and technical instruments company’s stock worth $72,000 after acquiring an additional 62 shares in the last quarter. Global Retirement Partners LLC boosted its stake in shares of ESCO Technologies by 1,731.0% during the 4th quarter. Global Retirement Partners LLC now owns 1,538 shares of the scientific and technical instruments company’s stock worth $301,000 after acquiring an additional 1,454 shares in the last quarter. Finally, ProShare Advisors LLC boosted its stake in shares of ESCO Technologies by 3.2% during the 4th quarter. ProShare Advisors LLC now owns 5,055 shares of the scientific and technical instruments company’s stock worth $988,000 after acquiring an additional 157 shares in the last quarter. 95.70% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

ESE has been the subject of several research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $400.00 price objective on shares of ESCO Technologies in a research note on Friday, April 17th. Wall Street Zen lowered ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Weiss Ratings raised ESCO Technologies from a “buy (b+)” rating to a “buy (a)” rating in a research note on Tuesday, May 12th. Two research analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $400.00.

ESCO Technologies Stock Performance

ESE opened at $291.08 on Monday. The firm has a market cap of $7.54 billion, a PE ratio of 24.48, a P/E/G ratio of 1.80 and a beta of 1.12. The business has a fifty day simple moving average of $300.80 and a 200-day simple moving average of $255.47. The company has a quick ratio of 0.98, a current ratio of 1.45 and a debt-to-equity ratio of 0.08. ESCO Technologies Inc. has a fifty-two week low of $174.92 and a fifty-two week high of $346.20.

ESCO Technologies (NYSE:ESE) last issued its earnings results on Thursday, May 7th. The scientific and technical instruments company reported $1.91 EPS for the quarter, topping the consensus estimate of $1.90 by $0.01. The business had revenue of $309.34 million during the quarter, compared to analysts’ expectations of $307.88 million. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.ESCO Technologies’s revenue was up 33.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.35 earnings per share. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. As a group, equities analysts predict that ESCO Technologies Inc. will post 8.19 EPS for the current fiscal year.

ESCO Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Thursday, July 2nd will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Thursday, July 2nd. ESCO Technologies’s dividend payout ratio (DPR) is 2.69%.

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.