29,607 Shares in Enersys $ENS Bought by TABR Capital Management LLC

Key Points

• TABR Capital Management bought 29,607 shares of Enersys (≈$4.35M) in Q4, making the position about 1.7% of TABR's portfolio and leaving TABR with roughly 0.08% ownership; overall institutional and hedge fund ownership of Enersys stands at about 94.93%.
• Analyst sentiment is broadly positive with five Buys and one Hold and a consensus price target of $180.25, while several firms recently raised targets (e.g., Roth MKM $208, TD Cowen $190, BTIG $185).
• Enersys reported Q4 EPS of $2.77 (vs. $2.73 expected) but revenue missed at $919.1M (vs. $932.1M); the company has a $6.09B market cap and announced a quarterly dividend of $0.2625 (annual $1.05, yield 0.6%, ex-dividend March 13).

TABR Capital Management LLC acquired a new stake in shares of Enersys (NYSE:ENS - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 29,607 shares of the industrial products company's stock, valued at approximately $4,345,000. Enersys makes up approximately 1.7% of TABR Capital Management LLC's investment portfolio, making the stock its 21st biggest holding. TABR Capital Management LLC owned about 0.08% of Enersys as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Enersys during the second quarter valued at about $38,229,000. Millennium Management LLC raised its stake in shares of Enersys by 257.8% during the 3rd quarter. Millennium Management LLC now owns 556,771 shares of the industrial products company's stock worth $62,893,000 after acquiring an additional 401,167 shares in the last quarter. Ophir Asset Management Pty Ltd bought a new position in shares of Enersys during the 2nd quarter worth approximately $28,719,000. Kennedy Capital Management LLC lifted its position in Enersys by 343.0% during the third quarter. Kennedy Capital Management LLC now owns 311,320 shares of the industrial products company's stock valued at $35,167,000 after acquiring an additional 241,045 shares during the last quarter. Finally, New South Capital Management Inc. boosted its stake in Enersys by 22.6% in the third quarter. New South Capital Management Inc. now owns 857,600 shares of the industrial products company's stock valued at $96,874,000 after acquiring an additional 158,267 shares in the last quarter. Hedge funds and other institutional investors own 94.93% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Wall Street Zen lowered shares of Enersys from a "strong-buy" rating to a "buy" rating in a report on Saturday, January 31st. Zacks Research cut Enersys from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 6th. BTIG Research boosted their target price on Enersys from $175.00 to $185.00 and gave the stock a "buy" rating in a research note on Thursday, February 5th. Roth Mkm reaffirmed a "buy" rating and set a $208.00 target price (up from $164.00) on shares of Enersys in a research report on Tuesday, February 3rd. Finally, TD Cowen began coverage on Enersys in a research note on Thursday. They issued a "buy" rating and a $190.00 price target for the company. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Enersys presently has an average rating of "Moderate Buy" and a consensus price target of $180.25.

Enersys Trading Down 2.0%

NYSE ENS opened at $165.23 on Monday. The company has a market capitalization of $6.09 billion, a PE ratio of 20.47, a P/E/G ratio of 1.07 and a beta of 1.11. The company has a fifty day moving average of $170.76 and a 200 day moving average of $144.47. Enersys has a 1 year low of $76.57 and a 1 year high of $194.77. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.75 and a quick ratio of 1.72.

Enersys (NYSE:ENS - Get Free Report) last announced its quarterly earnings results 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 the consensus estimate of $932.13 million. Enersys had a return on equity of 21.27% and a net margin of 8.37%.The firm's revenue for the quarter was up 1.4% compared to the same quarter last year. During the same period last year, the firm earned $3.12 EPS. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. Research analysts forecast that Enersys will post 9.99 earnings per share for the current year.

Enersys Dividend Announcement

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

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.

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