Arrowstreet Capital Limited Partnership Sells 22,530 Shares of ESCO Technologies Inc. $ESE

Key Points

• Arrowstreet Capital cut its ESCO Technologies stake by 56%, selling 22,530 shares and retaining 17,693 shares worth approximately $4.98 million. Institutional investors and hedge funds collectively own 95.7% of the company.
• ESCO Technologies reported quarterly EPS of $1.91, slightly above estimates, while revenue rose 33.5% year over year to $309.34 million. Management guided to fiscal 2026 EPS of $8.00–$8.25.
• Analysts remain broadly positive, with an average “Buy” rating and a consensus price target of $410, versus a recent share price of $314.85. The company also declared a quarterly dividend of $0.08 per share.

Arrowstreet Capital Limited Partnership lessened its stake in shares of ESCO Technologies Inc. (NYSE:ESE - Free Report) by 56.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,693 shares of the scientific and technical instruments company's stock after selling 22,530 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 0.07% of ESCO Technologies worth $4,978,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in ESE. Northwestern Mutual Wealth Management Co. raised its holdings in shares of ESCO Technologies by 97,963,600.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,938,911 shares of the scientific and technical instruments company's stock worth $574,234,000 after buying an additional 2,938,908 shares during the last quarter. Capital World Investors grew its holdings in ESCO Technologies by 103.4% during the fourth quarter. Capital World Investors now owns 902,956 shares of the scientific and technical instruments company's stock worth $176,429,000 after acquiring an additional 458,980 shares during the period. Alliancebernstein L.P. grew its holdings in ESCO Technologies by 1,204.3% in the third quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company's stock valued at $91,210,000 after purchasing an additional 398,926 shares during the period. Wasatch Advisors LP acquired a new stake in ESCO Technologies in the 1st quarter worth about $81,106,000. Finally, Invesco Ltd. boosted its stake in ESCO Technologies by 26.0% during the 3rd quarter. Invesco Ltd. now owns 891,144 shares of the scientific and technical instruments company's stock worth $188,129,000 after purchasing an additional 183,900 shares during the last quarter. 95.70% of the stock is owned by institutional investors and hedge funds.

ESCO Technologies Trading Down 0.1%

NYSE:ESE opened at $314.85 on Monday. The stock has a fifty day simple moving average of $322.08 and a 200-day simple moving average of $292.88. The company has a market capitalization of $8.16 billion, a PE ratio of 26.48, a price-to-earnings-growth ratio of 1.93 and a beta of 1.11. ESCO Technologies Inc. has a 52-week low of $174.92 and a 52-week high of $362.15. The company has a quick ratio of 0.98, a current ratio of 1.45 and a debt-to-equity ratio of 0.08.

ESCO Technologies (NYSE:ESE - Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.01. The firm had revenue of $309.34 million during the quarter, compared to the consensus estimate of $307.88 million. ESCO Technologies had a return on equity of 12.88% and a net margin of 24.69%.The company's quarterly revenue was up 33.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.35 EPS. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. On average, equities research analysts expect that ESCO Technologies Inc. will post 8.2 earnings per share for the current fiscal year.

ESCO Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 2nd were given a dividend of $0.08 per share. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $0.32 annualized dividend and a yield of 0.1%. ESCO Technologies's dividend payout ratio is 2.69%.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. JPMorgan Chase & Co. began coverage on ESCO Technologies in a report on Monday, June 15th. They issued an "overweight" rating and a $420.00 price objective on the stock. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $400.00 price objective on shares of ESCO Technologies in a report on Friday, April 17th. Weiss Ratings upgraded shares of ESCO Technologies from a "buy (a-)" rating to a "buy (a)" rating in a research note on Tuesday, July 21st. Finally, Wall Street Zen downgraded ESCO Technologies from a "buy" rating to a "hold" rating in a report on Saturday, May 9th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Buy" and a consensus price target of $410.00.

ESCO Technologies Company Profile

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers' critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO's solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.

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