Enersys (NYSE:ENS) Receives Average Recommendation of “Moderate Buy” from Brokerages

Enersys (NYSE:ENS) has received a consensus recommendation of “Moderate Buy” from the six research firms that are covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $265.00.

Several brokerages have issued reports on ENS. BTIG Research reaffirmed a “buy” rating and set a $280.00 target price on shares of Enersys in a research note on Thursday. Weiss Ratings downgraded shares of Enersys from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, June 26th. TD Cowen boosted their price target on shares of Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Oppenheimer upped their price objective on shares of Enersys from $210.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday, May 22nd. Finally, Roth Capital reiterated a “buy” rating and issued a $265.00 price objective on shares of Enersys in a report on Friday, May 22nd.

Enersys Stock Performance

NYSE ENS opened at $197.26 on Friday. The company has a market cap of $7.19 billion, a PE ratio of 21.12, a price-to-earnings-growth ratio of 1.03 and a beta of 1.19. The stock’s 50 day simple moving average is $206.76 and its 200-day simple moving average is $197.20. Enersys has a 1-year low of $97.03 and a 1-year high of $244.30. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.66 and a quick ratio of 1.76.

Enersys (NYSE:ENS) last issued its quarterly earnings results on Wednesday, August 12th. The industrial products company reported $3.66 EPS for the quarter, topping the consensus estimate of $2.83 by $0.83. Enersys had a return on equity of 24.29% and a net margin of 9.29%.The firm had revenue of $935.64 million during the quarter, compared to analysts’ expectations of $928.01 million. During the same period in the previous year, the business earned $2.08 earnings per share. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. As a group, equities research analysts anticipate that Enersys will post 12.1 EPS for the current fiscal year.

Enersys Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Friday, September 18th will be paid a dividend of $0.2875 per share. This represents a $1.15 annualized dividend and a dividend yield of 0.6%. This is a boost from Enersys’s previous quarterly dividend of $0.26. The ex-dividend date is Friday, September 18th. Enersys’s dividend payout ratio (DPR) is currently 13.62%.

Trending Headlines about Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Earnings beat expectations: EnerSys reported adjusted earnings of $3.66 per share, well above the $2.83 consensus estimate, while revenue rose 4.8% year over year to $935.6 million, exceeding expectations of approximately $928 million. Adjusted EPS increased sharply from $2.08 a year earlier. EnerSys Reports First Quarter Fiscal 2027 Results
• Positive Sentiment: Profitability and cash flow improved: Gross profit rose 23.7% to $313.4 million, operating profit climbed 75.1% to $151.4 million and operating cash flow reached $230.2 million. The results suggest stronger margins and operating execution, supporting the investment case.
• Positive Sentiment: Dividend raised: The board increased the quarterly dividend 10% to $0.2875 per share, payable October 2 to shareholders of record September 18. The increase signals management’s confidence in earnings and cash-flow generation. EnerSys Dividend Increase
• Positive Sentiment: Demand outlook remains encouraging: Management highlighted momentum in data centers, communications, aerospace and defense, along with progress on its U.S. lithium-cell facility strategy. These trends helped offset softer material-handling demand.
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and set a $280 price target, implying substantial upside based on the referenced share price. Other recent targets cited include $250 from Oppenheimer.
• Neutral Sentiment: Second-quarter guidance: EnerSys forecast revenue of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. Revenue guidance brackets the consensus estimate, but investors will monitor whether the expected sequential earnings decline reflects temporary factors or slower near-term momentum.

Institutional Investors Weigh In On Enersys

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of Enersys in the 2nd quarter worth about $1,221,455,000. Dimensional Fund Advisors LP grew its holdings in shares of Enersys by 1.9% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,627,245 shares of the industrial products company’s stock worth $238,802,000 after purchasing an additional 30,760 shares during the period. Invesco Ltd. increased its position in Enersys by 5.9% during the 3rd quarter. Invesco Ltd. now owns 1,158,838 shares of the industrial products company’s stock worth $130,902,000 after purchasing an additional 64,503 shares in the last quarter. Boston Partners increased its position in Enersys by 4.7% during the 3rd quarter. Boston Partners now owns 680,174 shares of the industrial products company’s stock worth $76,973,000 after purchasing an additional 30,767 shares in the last quarter. Finally, AQR Capital Management LLC increased its position in Enersys by 30.3% during the 3rd quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company’s stock worth $72,986,000 after purchasing an additional 151,589 shares in the last quarter. 94.93% of the stock is currently owned by institutional investors and hedge funds.

About Enersys

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.