Compass Financial Management LLC Takes $1.34 Million Position in Enersys $ENS

Key Points

• Compass Financial Management initiated a $1.34 million position in Enersys by purchasing 5,741 shares during the second quarter. Institutional investors collectively own 94.93% of the company.
• Analysts remain bullish, with Enersys carrying a consensus “Buy” rating and a $265 price target; BTIG Research and Roth Capital reiterated buy ratings, while several firms upgraded the stock to “Strong Buy.”
• Enersys exceeded quarterly earnings expectations, reporting $3.66 in EPS versus the $2.83 consensus and 4.8% year-over-year revenue growth. The company also raised its quarterly dividend to $0.2875, equivalent to a 0.6% annual yield.

Compass Financial Management LLC purchased a new position in Enersys (NYSE:ENS - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 5,741 shares of the industrial products company's stock, valued at approximately $1,340,000.

Several other hedge funds and other institutional investors have also modified their holdings of ENS. CIBC Private Wealth Group LLC grew its stake in Enersys by 116.7% in the fourth quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company's stock valued at $27,000 after purchasing an additional 98 shares in the last quarter. Allworth Financial LP raised its stake in shares of Enersys by 442.2% during the 3rd quarter. Allworth Financial LP now owns 244 shares of the industrial products company's stock worth $28,000 after purchasing an additional 199 shares in the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of Enersys during the 4th quarter valued at about $30,000. SBI Securities Co. Ltd. lifted its holdings in shares of Enersys by 239.7% during the 4th quarter. SBI Securities Co. Ltd. now owns 214 shares of the industrial products company's stock valued at $31,000 after buying an additional 151 shares during the last quarter. Finally, Global Retirement Partners LLC bought a new stake in shares of Enersys in the 2nd quarter valued at approximately $34,000. 94.93% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on ENS shares. BTIG Research reaffirmed a "buy" rating and set a $280.00 price objective on shares of Enersys in a research report on Thursday, August 13th. Oppenheimer reissued an "outperform" rating on shares of Enersys in a research report on Friday, August 14th. Wall Street Zen upgraded shares of Enersys from a "buy" rating to a "strong-buy" rating in a research note on Saturday, August 15th. Roth Capital restated a "buy" rating and set a $265.00 price target on shares of Enersys in a report on Friday, May 22nd. Finally, Zacks Research raised shares of Enersys from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, August 18th. One analyst has rated the stock with a Strong Buy rating and five have given a Buy rating to the company's stock. Based on data from MarketBeat.com, Enersys presently has an average rating of "Buy" and a consensus price target of $265.00.

Enersys Stock Performance

Shares of NYSE ENS opened at $182.08 on Friday. The business's 50-day simple moving average is $195.27 and its 200-day simple moving average is $198.32. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.83 and a current ratio of 2.80. Enersys has a 52 week low of $102.40 and a 52 week high of $244.30. The firm has a market cap of $6.57 billion, a price-to-earnings ratio of 19.49, a P/E/G ratio of 0.90 and a beta of 1.21.

Enersys (NYSE:ENS - Get Free Report) last posted its earnings results on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share for the quarter, topping the consensus estimate of $2.83 by $0.83. Enersys had a return on equity of 24.02% and a net margin of 9.29%.The firm had revenue of $935.64 million during the quarter, compared to analyst estimates of $928.01 million. During the same period in the previous year, the company earned $2.08 EPS. The company's revenue for the quarter was up 4.8% on a year-over-year basis. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. As a group, equities research analysts expect that Enersys will post 13.41 earnings per share for the current fiscal year.

Enersys Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 18th will be issued a $0.2875 dividend. This is a boost from Enersys's previous quarterly dividend of $0.26. The ex-dividend date is Friday, September 18th. This represents a $1.15 annualized dividend and a yield of 0.6%. Enersys's payout ratio is 11.24%.

Enersys Company Profile

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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