Enersys $ENS Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its Enersys stake by 4.2%, selling 187,564 shares to hold 4,311,901 shares (11.68% ownership) valued at about $632.8 million, while overall institutional ownership stands at roughly 94.9%.
• Analyst sentiment is bullish but the stock trades above targets: consensus rating is "Moderate Buy" with a $180.25 target, yet NYSE:ENS is trading around $212.58 near its 52-week high of $214.98.
• Recent results and payout: Q1 EPS of $2.77 beat estimates by $0.04 while revenue missed slightly at $919.1M; management set Q4 2026 EPS guidance of $2.95–$3.05 and the company pays a $0.2625 quarterly dividend ($1.05 annual, ~0.5% yield).

Vanguard Group Inc. cut its holdings in shares of Enersys (NYSE:ENS - Free Report) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,311,901 shares of the industrial products company's stock after selling 187,564 shares during the quarter. Vanguard Group Inc. owned 11.68% of Enersys worth $632,771,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the business. M&T Bank Corp acquired a new stake in Enersys during the 4th quarter worth approximately $11,963,000. Universal Beteiligungs und Servicegesellschaft mbH raised its stake in Enersys by 14.3% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 51,552 shares of the industrial products company's stock worth $7,570,000 after acquiring an additional 6,441 shares in the last quarter. TABR Capital Management LLC acquired a new stake in Enersys during the 4th quarter worth $4,345,000. Carmel Capital Management L.L.C. raised its stake in Enersys by 10.0% during the 4th quarter. Carmel Capital Management L.L.C. now owns 72,895 shares of the industrial products company's stock worth $10,697,000 after acquiring an additional 6,600 shares in the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its position in Enersys by 38.8% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 12,041 shares of the industrial products company's stock worth $1,767,000 after purchasing an additional 3,367 shares during the last quarter. 94.93% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Roth Mkm reissued a "buy" rating and set a $208.00 price objective (up from $164.00) on shares of Enersys in a research report on Tuesday, February 3rd. BTIG Research boosted their price objective on shares of Enersys from $175.00 to $185.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. TD Cowen started coverage on shares of Enersys in a report on Thursday, March 19th. They set a "buy" rating and a $190.00 price objective on the stock. Zacks Research downgraded shares of Enersys from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. Finally, Wall Street Zen downgraded Enersys from a "strong-buy" rating to a "buy" rating in a research report on Saturday, January 31st. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $180.25.

Enersys Stock Performance

NYSE:ENS opened at $212.58 on Monday. The company has a quick ratio of 1.72, a current ratio of 2.75 and a debt-to-equity ratio of 0.61. The company has a market cap of $7.83 billion, a P/E ratio of 26.34, a P/E/G ratio of 1.18 and a beta of 1.17. Enersys has a fifty-two week low of $76.60 and a fifty-two week high of $214.98. The firm's 50 day moving average is $179.20 and its two-hundred day moving average is $160.62.

Enersys (NYSE:ENS - Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share for the quarter, topping analysts' consensus estimates of $2.73 by $0.04. Enersys had a net margin of 8.37% and a return on equity of 21.27%. The company had revenue of $919.10 million for the quarter, compared to the consensus estimate of $932.13 million. During the same quarter last year, the firm posted $3.12 earnings per share. Enersys's revenue was up 1.4% on a year-over-year basis. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. Analysts expect that Enersys will post 10.35 EPS for the current year.

Enersys Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Friday, March 13th were given a $0.2625 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $1.05 annualized dividend and a dividend yield of 0.5%. Enersys's dividend payout ratio is presently 13.01%.

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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