William Blair Has Optimistic Outlook of EnerSys Q2 Earnings

EnerSys (NYSE:ENS - Free Report) - Equities research analysts at William Blair lifted their Q2 2026 EPS estimates for EnerSys in a research note issued to investors on Tuesday, May 27th. William Blair analyst B. Drab now forecasts that the industrial products company will post earnings of $2.44 per share for the quarter, up from their prior estimate of $2.29. The consensus estimate for EnerSys' current full-year earnings is $9.99 per share. William Blair also issued estimates for EnerSys' Q3 2026 earnings at $2.59 EPS, Q4 2026 earnings at $2.93 EPS and FY2026 earnings at $10.00 EPS.

EnerSys (NYSE:ENS - Get Free Report) last posted its earnings results on Wednesday, May 21st. The industrial products company reported $2.97 earnings per share for the quarter, beating the consensus estimate of $2.78 by $0.19. The company had revenue of $974.80 million for the quarter, compared to analyst estimates of $973.45 million. EnerSys had a net margin of 9.23% and a return on equity of 20.78%. EnerSys's revenue was up 7.0% on a year-over-year basis. During the same period in the previous year, the business posted $2.08 EPS.

Several other equities analysts have also weighed in on ENS. Roth Mkm reiterated a "buy" rating and issued a $120.00 target price on shares of EnerSys in a report on Wednesday, May 14th. Roth Capital reissued a "buy" rating on shares of EnerSys in a research note on Thursday, May 22nd.

EnerSys Trading Up 4.6%

NYSE:ENS traded up $3.79 on Friday, hitting $85.87. The stock had a trading volume of 335,716 shares, compared to its average volume of 347,718. The company has a quick ratio of 2.00, a current ratio of 3.06 and a debt-to-equity ratio of 0.69. The stock has a market cap of $3.37 billion, a price-to-earnings ratio of 10.63, a PEG ratio of 0.57 and a beta of 1.13. The company has a fifty day moving average price of $87.55 and a two-hundred day moving average price of $93.43. EnerSys has a 1-year low of $76.57 and a 1-year high of $112.53.

Institutional Investors Weigh In On EnerSys

A number of large investors have recently modified their holdings of ENS. Barclays PLC increased its position in shares of EnerSys by 87.2% in the 3rd quarter. Barclays PLC now owns 184,110 shares of the industrial products company's stock valued at $18,788,000 after purchasing an additional 85,742 shares during the last quarter. Janney Montgomery Scott LLC boosted its holdings in shares of EnerSys by 12.0% in the 4th quarter. Janney Montgomery Scott LLC now owns 17,502 shares of the industrial products company's stock valued at $1,618,000 after buying an additional 1,876 shares in the last quarter. KBC Group NV boosted its holdings in shares of EnerSys by 64.0% in the 4th quarter. KBC Group NV now owns 1,863 shares of the industrial products company's stock valued at $172,000 after buying an additional 727 shares in the last quarter. R Squared Ltd acquired a new position in shares of EnerSys in the 4th quarter valued at $47,000. Finally, Trust Point Inc. boosted its holdings in shares of EnerSys by 10.3% in the 4th quarter. Trust Point Inc. now owns 7,526 shares of the industrial products company's stock valued at $696,000 after buying an additional 702 shares in the last quarter. 94.93% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other EnerSys news, CEO Shawn M. O'connell bought 475 shares of the business's stock in a transaction that occurred on Friday, May 30th. The shares were purchased at an average cost of $83.76 per share, with a total value of $39,786.00. Following the purchase, the chief executive officer now directly owns 43,030 shares in the company, valued at approximately $3,604,192.80. This represents a 1.12% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Andrea J. Funk bought 315 shares of the business's stock in a transaction that occurred on Friday, May 23rd. The shares were acquired at an average cost of $80.20 per share, for a total transaction of $25,263.00. Following the completion of the purchase, the chief financial officer now owns 50,645 shares in the company, valued at $4,061,729. This trade represents a 0.63% increase in their ownership of the stock. The disclosure for this purchase can be found here. In the last three months, insiders have purchased 1,085 shares of company stock valued at $89,726. Company insiders own 1.61% of the company's stock.

EnerSys Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 27th. Stockholders of record on Friday, June 13th will be paid a $0.24 dividend. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.12%. The ex-dividend date of this dividend is Friday, June 13th. EnerSys's dividend payout ratio (DPR) is 10.65%.

EnerSys Company Profile

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.