Segall Bryant & Hamill LLC Takes Position in Energizer Holdings, Inc. $ENR

Segall Bryant & Hamill LLC acquired a new position in shares of Energizer Holdings, Inc. (NYSE:ENR) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 73,812 shares of the company’s stock, valued at approximately $1,212,000.

A number of other hedge funds have also modified their holdings of the stock. Northwestern Mutual Wealth Management Co. increased its stake in Energizer by 148,623.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,794,522 shares of the company’s stock worth $55,583,000 after purchasing an additional 2,792,643 shares in the last quarter. Clarkston Capital Partners LLC lifted its stake in Energizer by 9.7% during the fourth quarter. Clarkston Capital Partners LLC now owns 4,227,520 shares of the company’s stock valued at $84,085,000 after buying an additional 372,465 shares in the last quarter. CastleKnight Management LP lifted its stake in Energizer by 131.6% during the fourth quarter. CastleKnight Management LP now owns 222,118 shares of the company’s stock valued at $4,418,000 after buying an additional 126,218 shares in the last quarter. Armistice Capital LLC acquired a new position in shares of Energizer in the fourth quarter worth about $20,606,000. Finally, Gamco Investors INC. ET AL boosted its holdings in shares of Energizer by 9.6% in the fourth quarter. Gamco Investors INC. ET AL now owns 2,043,794 shares of the company’s stock worth $40,651,000 after buying an additional 178,429 shares during the period. 93.74% of the stock is currently owned by institutional investors and hedge funds.

Energizer News Roundup

Here are the key news stories impacting Energizer this week:

• Positive Sentiment: Fiscal third-quarter net sales rose 1.2% year over year to $734.1 million, exceeding analysts’ expectations of approximately $720.3 million. Organic sales increased 2.7%, suggesting underlying demand remained positive despite a slower battery and consumer-products market. Energizer fiscal 2026 third-quarter results
• Positive Sentiment: Energizer maintained fiscal 2026 adjusted EPS guidance at $3.60, slightly above the current consensus estimate of $3.51. Management also reiterated its expectation that full-year adjusted EPS and EBITDA will be at the low end of their previously issued ranges, reducing the risk of a larger forecast cut. Energizer earnings and revenue results
• Neutral Sentiment: The company’s Q3 results and earnings call highlighted organic growth amid a broader category slowdown. Investors are weighing resilient sales against weaker profitability and the need for continued cost management. Energizer Q3 2026 earnings call transcript
• Negative Sentiment: Adjusted Q3 EPS of $0.75 missed the consensus estimate of $0.83–$0.86 and declined from $1.13 a year earlier; reported GAAP EPS was $0.58. Gross margin was 38.2%, or 39.2% on an adjusted basis, as unfavorable product mix and margin compression offset sales growth. Energizer Q3 earnings miss
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $1.25–$1.35 was below the $1.42 analyst consensus, while the fiscal-year organic sales outlook was lowered. These factors indicate that profitability and near-term growth remain pressured even though the full-year EPS target stayed above consensus. Energizer fiscal outlook

Insider Buying and Selling

In other news, major shareholder Aqua Capital, Ltd. bought 81,609 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were bought at an average cost of $16.18 per share, with a total value of $1,320,433.62. Following the transaction, the insider directly owned 7,106,824 shares in the company, valued at approximately $114,988,412.32. This trade represents a 1.16% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders bought a total of 538,681 shares of company stock valued at $10,406,791 in the last quarter. Insiders own 1.63% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on ENR. UBS Group boosted their price target on shares of Energizer from $19.00 to $21.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Barclays lifted their price objective on shares of Energizer from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. boosted their target price on shares of Energizer from $19.00 to $22.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Morgan Stanley reaffirmed a “negative” rating and issued a $21.00 target price on shares of Energizer in a research report on Tuesday. Finally, Canaccord Genuity Group set a $18.00 price target on Energizer in a report on Wednesday. Six analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Energizer currently has an average rating of “Reduce” and an average target price of $21.50.

Energizer Stock Up 4.8%

Energizer stock opened at $22.61 on Thursday. Energizer Holdings, Inc. has a twelve month low of $15.75 and a twelve month high of $30.29. The company has a debt-to-equity ratio of 16.22, a quick ratio of 1.03 and a current ratio of 2.07. The firm has a market cap of $1.55 billion, a PE ratio of 19.16 and a beta of 0.75. The firm’s 50 day moving average price is $20.62 and its two-hundred day moving average price is $19.81.

Energizer (NYSE:ENR) last issued its earnings results on Tuesday, August 4th. The company reported $0.75 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.08). Energizer had a net margin of 2.73% and a return on equity of 122.63%. The company had revenue of $734.10 million for the quarter, compared to analyst estimates of $720.29 million. During the same period last year, the business earned $2.13 EPS. The company’s quarterly revenue was up 1.2% on a year-over-year basis. Energizer has set its Q4 2026 guidance at 1.250-1.350 EPS and its FY 2026 guidance at 3.600-3.600 EPS. On average, research analysts predict that Energizer Holdings, Inc. will post 3.6 EPS for the current fiscal year.

Energizer Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Wednesday, August 19th will be paid a $0.30 dividend. The ex-dividend date is Wednesday, August 19th. This represents a $1.20 dividend on an annualized basis and a yield of 5.3%. Energizer’s payout ratio is 43.96%.

About Energizer

Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.

Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.