Jupiter Asset Management Ltd. Acquires 126,693 Shares of Enersys $ENS

Jupiter Asset Management Ltd. raised its holdings in Enersys (NYSE:ENS) by 3,002.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 130,912 shares of the industrial products company’s stock after purchasing an additional 126,693 shares during the quarter. Jupiter Asset Management Ltd. owned 0.35% of Enersys worth $14,788,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. First National Bank of Omaha bought a new stake in shares of Enersys during the 3rd quarter worth $2,279,000. Rothschild Investment LLC raised its stake in Enersys by 2,690.0% during the third quarter. Rothschild Investment LLC now owns 837 shares of the industrial products company’s stock worth $95,000 after acquiring an additional 807 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Enersys by 0.6% in the third quarter. JPMorgan Chase & Co. now owns 399,419 shares of the industrial products company’s stock worth $45,118,000 after acquiring an additional 2,487 shares during the last quarter. PNC Financial Services Group Inc. boosted its stake in shares of Enersys by 44.6% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,951 shares of the industrial products company’s stock valued at $446,000 after purchasing an additional 1,218 shares in the last quarter. Finally, New South Capital Management Inc. grew its holdings in shares of Enersys by 22.6% during the 3rd quarter. New South Capital Management Inc. now owns 857,600 shares of the industrial products company’s stock valued at $96,874,000 after purchasing an additional 158,267 shares during the last quarter. Institutional investors own 94.93% of the company’s stock.

Enersys Price Performance

ENS stock opened at $173.09 on Friday. The company has a fifty day moving average price of $164.88 and a 200-day moving average price of $134.73. The company has a market capitalization of $6.38 billion, a P/E ratio of 21.45, a PEG ratio of 1.14 and a beta of 1.11. Enersys has a 52-week low of $76.57 and a 52-week high of $194.77. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.72 and a current ratio of 2.75.

Enersys (NYSE:ENS) last issued its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share for the quarter, topping the consensus estimate of $2.73 by $0.04. The company had revenue of $919.13 million for the quarter, compared to analysts’ expectations of $932.13 million. Enersys had a net margin of 8.37% and a return on equity of 21.27%. Enersys’s revenue for the quarter was up 1.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.12 earnings per share. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. As a group, equities analysts expect that Enersys will post 9.99 EPS for the current year.

Enersys Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be given a dividend of $0.2625 per share. This represents a $1.05 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, March 13th. Enersys’s dividend payout ratio (DPR) is 13.01%.

Insider Activity at Enersys

In related news, insider Chad C. Uplinger sold 6,702 shares of the company’s stock in a transaction that occurred 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 sale, the insider directly owned 23,713 shares in the company, valued at $3,591,570.98. This represents a 22.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.91% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. BTIG Research increased their price objective on shares of Enersys from $175.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. 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 research note on Tuesday, January 6th. Wall Street Zen downgraded Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 31st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Enersys in a research report on Tuesday, January 27th. Four research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $177.00.

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.