William Blair Issues Optimistic Outlook for EnerSys Earnings

EnerSys (NYSE:ENS - Free Report) - Equities researchers at William Blair lifted their Q2 2026 earnings per share (EPS) estimates for shares of EnerSys in a research note issued on Tuesday, May 27th. William Blair analyst B. Drab now forecasts that the industrial products company will post earnings per share of $2.44 for the quarter, up from their previous 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.

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

EnerSys Price Performance

NYSE ENS traded down $0.31 on Friday, reaching $83.66. The company had a trading volume of 485,596 shares, compared to its average volume of 298,276. EnerSys has a 12 month low of $76.57 and a 12 month high of $112.53. 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 firm's 50 day moving average price is $87.84 and its 200 day moving average price is $93.56. The stock has a market capitalization of $3.28 billion, a PE ratio of 10.35, a price-to-earnings-growth ratio of 0.57 and a beta of 1.13.

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

EnerSys Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 27th. Stockholders of record on Friday, June 13th will be issued a $0.24 dividend. The ex-dividend date of this dividend is Friday, June 13th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.15%. EnerSys's dividend payout ratio (DPR) is presently 10.65%.

Insiders Place Their Bets

In related news, CFO Andrea J. Funk acquired 315 shares of EnerSys stock in a transaction on Friday, May 23rd. The shares were bought at an average cost of $80.20 per share, with a total value of $25,263.00. Following the completion of the purchase, the chief financial officer now directly owns 50,645 shares of the company's stock, valued at $4,061,729. The trade was a 0.63% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. 1.61% of the stock is currently owned by insiders.

Hedge Funds Weigh In On EnerSys

Large investors have recently modified their holdings of the stock. Charles Schwab Investment Management Inc. increased its position in EnerSys by 2.5% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 609,520 shares of the industrial products company's stock valued at $56,338,000 after acquiring an additional 15,133 shares during the last quarter. Cetera Investment Advisers grew its holdings in EnerSys by 13.7% during the 4th quarter. Cetera Investment Advisers now owns 8,274 shares of the industrial products company's stock valued at $765,000 after purchasing an additional 997 shares during the last quarter. LPL Financial LLC grew its holdings in EnerSys by 37.0% during the 4th quarter. LPL Financial LLC now owns 13,322 shares of the industrial products company's stock valued at $1,231,000 after purchasing an additional 3,601 shares during the last quarter. EntryPoint Capital LLC bought a new position in EnerSys during the 4th quarter valued at about $389,000. Finally, Janney Montgomery Scott LLC grew its holdings in EnerSys by 12.0% during 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 purchasing an additional 1,876 shares during the last quarter. Institutional investors own 94.93% of the company's stock.

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.