Enersys (NYSE:ENS) Releases Earnings Results, Beats Expectations By $0.19 EPS

Enersys (NYSE:ENS) issued its quarterly earnings results on Wednesday. The industrial products company reported $3.19 EPS for the quarter, topping the consensus estimate of $3.00 by $0.19, FiscalAI reports. Enersys had a net margin of 7.83% and a return on equity of 21.48%. The business had revenue of $987.94 million for the quarter, compared to analysts’ expectations of $973.84 million. During the same quarter last year, the company posted $2.97 earnings per share. The company’s quarterly revenue was up 1.4% compared to the same quarter last year. Enersys updated its Q1 2027 guidance to 2.700-2.900 EPS.

Enersys Price Performance

Shares of ENS stock opened at $239.03 on Friday. The stock has a 50 day moving average of $195.45 and a two-hundred day moving average of $170.32. The company has a market capitalization of $8.81 billion, a P/E ratio of 31.00, a P/E/G ratio of 1.19 and a beta of 1.17. Enersys has a 12 month low of $76.60 and a 12 month high of $244.30. The company has a current ratio of 2.75, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61.

Enersys Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Friday, June 19th will be given a dividend of $0.2625 per share. The ex-dividend date of this dividend is Thursday, June 18th. This represents a $1.05 dividend on an annualized basis and a yield of 0.4%. Enersys’s dividend payout ratio is presently 13.62%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ENS. Dimensional Fund Advisors LP grew its position in shares of Enersys by 1.9% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,627,245 shares of the industrial products company’s stock valued at $238,802,000 after purchasing an additional 30,760 shares during the period. Invesco Ltd. raised its holdings in shares of Enersys by 5.9% during the third quarter. Invesco Ltd. now owns 1,158,838 shares of the industrial products company’s stock worth $130,902,000 after acquiring an additional 64,503 shares during the period. Boston Partners lifted its holdings in shares of Enersys by 4.7% in the third quarter. Boston Partners now owns 680,174 shares of the industrial products company’s stock valued at $76,973,000 after purchasing an additional 30,767 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Enersys by 30.3% during the third quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company’s stock worth $72,986,000 after buying an additional 151,589 shares in the last quarter. Finally, Millennium Management LLC raised its position in Enersys by 257.8% in the 3rd quarter. Millennium Management LLC now owns 556,771 shares of the industrial products company’s stock valued at $62,893,000 after buying an additional 401,167 shares during the last quarter. 94.93% of the stock is owned by institutional investors and hedge funds.

Enersys News Roundup

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: EnerSys beat Wall Street expectations in Q4, posting EPS of $3.19 versus the $3.00 consensus and revenue of $987.94 million versus $973.84 million expected, with sales up 1.4% year over year. Article Title
• Positive Sentiment: The company raised its Q1 fiscal 2027 outlook, guiding for EPS of $2.70 to $2.90 and revenue of $915 million to $955 million, both above consensus, suggesting continued momentum. Article Title
• Positive Sentiment: TD Cowen raised its price target on ENS from $220 to $265 and reiterated a buy rating, reinforcing the bullish case after the earnings report.
• Positive Sentiment: EnerSys also announced a quarterly dividend of $0.2625 per share, which may appeal to income-focused investors, though the yield remains modest. Article Title
• Neutral Sentiment: Updated reporting and transcript links from the earnings release largely repeat the same core message: record full-year net sales and progress on lithium data center and BESS initiatives. Article Title

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on ENS shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Enersys in a report on Friday, April 24th. Roth Mkm reissued a “buy” rating and set a $208.00 target price (up from $164.00) on shares of Enersys in a research note on Tuesday, February 3rd. BTIG Research boosted their target price on shares of Enersys from $185.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday. TD Cowen upped their price target on Enersys from $220.00 to $265.00 and gave the company a “buy” rating in a report on Thursday. Finally, Oppenheimer restated an “outperform” rating and set a $250.00 price objective on shares of Enersys in a report on Friday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $243.25.

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.