First Trust Advisors LP Increases Stock Position in Enersys $ENS

Key Points

• First Trust Advisors LP increased its stake in Enersys by 9.4% in Q3 to 965,026 shares (about 2.61% ownership), valued at roughly $109.0 million, and institutional investors now own approximately 94.93% of the company.
• Insider Chad C. Uplinger sold 6,702 shares on December 10 at an average price of $151.46 for about $1.015 million, cutting his position by 22.04%; company insiders hold roughly 0.91% of shares.
• Analysts give Enersys a consensus Moderate Buy rating with an average price target of $177 (four Buys, one Hold); the company slightly beat quarterly EPS (2.77 vs. 2.73) and set Q4 2026 guidance of $2.95–$3.05 EPS.

First Trust Advisors LP grew its stake in Enersys (NYSE:ENS - Free Report) by 9.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 965,026 shares of the industrial products company's stock after buying an additional 82,944 shares during the period. First Trust Advisors LP owned approximately 2.61% of Enersys worth $109,009,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. United Services Automobile Association bought a new stake in shares of Enersys during the 1st quarter worth $240,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Enersys by 9.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 113,770 shares of the industrial products company's stock worth $10,419,000 after acquiring an additional 9,737 shares in the last quarter. Bank of New York Mellon Corp increased its stake in Enersys by 1.4% in the second quarter. Bank of New York Mellon Corp now owns 410,497 shares of the industrial products company's stock valued at $35,208,000 after acquiring an additional 5,631 shares during the last quarter. CSM Advisors LLC bought a new position in Enersys in the second quarter valued at $4,748,000. Finally, Vise Technologies Inc. purchased a new stake in Enersys during the second quarter valued at about $225,000. Institutional investors own 94.93% of the company's stock.

Insider Buying and Selling

In other Enersys news, insider Chad C. Uplinger sold 6,702 shares of Enersys stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the sale, the insider directly owned 23,713 shares of the company's stock, valued at approximately $3,591,570.98. The trade was a 22.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.91% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on ENS shares. Zacks Research cut Enersys from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. Weiss Ratings reissued a "buy (b)" rating on shares of Enersys in a report on Tuesday, January 27th. BTIG Research boosted their target price on Enersys from $175.00 to $185.00 and gave the stock a "buy" rating in a research report on Thursday, February 5th. Roth Mkm reaffirmed a "buy" rating and issued a $208.00 target price (up from $164.00) on shares of Enersys in a research note on Tuesday, February 3rd. Finally, Wall Street Zen cut shares of Enersys from a "strong-buy" rating to a "buy" rating in a research report on Saturday, January 31st. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $177.00.

Enersys Stock Performance

NYSE:ENS opened at $155.20 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 firm's fifty day simple moving average is $168.62 and its 200 day simple moving average is $140.15. The stock has a market cap of $5.72 billion, a P/E ratio of 19.23, a price-to-earnings-growth ratio of 1.00 and a beta of 1.11. Enersys has a twelve month low of $76.57 and a twelve month high of $194.77.

Enersys (NYSE:ENS - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.77 EPS for the quarter, topping the consensus estimate of $2.73 by $0.04. Enersys had a net margin of 8.37% and a return on equity of 21.27%. The business had revenue of $919.13 million during the quarter, compared to analyst estimates of $932.13 million. During the same period in the prior year, the business earned $3.12 EPS. The company's revenue for the quarter was up 1.4% on a year-over-year basis. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. As a group, research analysts predict that Enersys will post 9.99 EPS for the current year.

Enersys Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 13th will be paid a $0.2625 dividend. This represents a $1.05 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, March 13th. Enersys's dividend payout ratio is presently 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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