Enersys (NYSE:ENS) Updates Q4 2026 Earnings Guidance

Enersys (NYSE:ENS) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.950-3.050 for the period, compared to the consensus estimate of 2.950. The company issued revenue guidance of $960.0 million-$1.0 billion, compared to the consensus revenue estimate of $981.6 million.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on ENS. Roth Mkm reissued a “buy” rating on shares of Enersys in a research report on Tuesday. BTIG Research raised Enersys from a “neutral” rating to a “buy” rating in a report on Monday, December 15th. Oppenheimer reiterated an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Zacks Research cut Enersys from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a research note on Tuesday, January 27th. Four research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $129.00.

Enersys Trading Down 2.6%

ENS traded down $4.99 during midday trading on Wednesday, hitting $184.94. 942,423 shares of the company were exchanged, compared to its average volume of 448,369. The firm’s 50 day moving average price is $157.13 and its 200-day moving average price is $127.65. The company has a quick ratio of 1.73, a current ratio of 2.77 and a debt-to-equity ratio of 0.63. The firm has a market capitalization of $6.83 billion, a P/E ratio of 21.63, a P/E/G ratio of 1.21 and a beta of 1.11. Enersys has a 1-year low of $76.57 and a 1-year high of $194.77.

Enersys (NYSE:ENS) last announced its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.73 by $0.04. Enersys had a return on equity of 22.48% and a net margin of 9.05%.Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. As a group, equities analysts forecast that Enersys will post 9.99 EPS for the current fiscal year.

Insider Buying and Selling

In other Enersys news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total value of $1,015,084.92. Following the transaction, the insider owned 23,713 shares of the company’s stock, valued at approximately $3,591,570.98. The trade was a 22.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.91% of the company’s stock.

Institutional Trading of Enersys

Large investors have recently added to or reduced their stakes in the stock. Allworth Financial LP increased its stake in Enersys by 442.2% in the 3rd quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 199 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Enersys by 626.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock valued at $47,000 after purchasing an additional 476 shares during the last quarter. Osaic Holdings Inc. grew its position in Enersys by 211.7% during the second quarter. Osaic Holdings Inc. now owns 1,487 shares of the industrial products company’s stock valued at $129,000 after acquiring an additional 1,010 shares during the last quarter. United Services Automobile Association purchased a new position in Enersys in the 1st quarter worth $240,000. Finally, Merit Financial Group LLC lifted its stake in Enersys by 3.8% in the third quarter. Merit Financial Group LLC now owns 2,662 shares of the industrial products company’s stock worth $301,000 after purchasing an additional 97 shares during the last quarter. Hedge funds and other institutional investors own 94.93% of the company’s stock.

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.