Jupiter Topco LLC Invests $3.98 Million in ESCO Technologies Inc. $ESE

Key Points

• Jupiter Topco LLC acquired a new $3.98 million stake in ESCO Technologies during the second quarter, while institutional investors collectively own 95.7% of the company.
• ESCO reported quarterly EPS of $2.20, beating estimates of $2.12, as revenue rose 14.4% year over year to $339.03 million. Management guided to fiscal 2026 EPS of $8.30–$8.40.
• Shares traded at $266.77, down 2.3%, despite a consensus “Buy” rating and average analyst price target of $416.50. The company also declared a quarterly dividend of $0.08 per share.

Jupiter Topco LLC purchased a new stake in shares of ESCO Technologies Inc. (NYSE:ESE - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,392 shares of the scientific and technical instruments company's stock, valued at approximately $3,984,000.

Other large investors have also recently added to or reduced their stakes in the company. Quarry LP boosted its holdings in ESCO Technologies by 842.9% in the fourth quarter. Quarry LP now owns 132 shares of the scientific and technical instruments company's stock worth $26,000 after purchasing an additional 118 shares during the period. SBI Securities Co. Ltd. raised its holdings in shares of ESCO Technologies by 3,140.0% during the fourth quarter. SBI Securities Co. Ltd. now owns 162 shares of the scientific and technical instruments company's stock worth $32,000 after purchasing an additional 157 shares during the period. Allworth Financial LP acquired a new stake in shares of ESCO Technologies during the second quarter worth $36,000. State of Wyoming bought a new position in shares of ESCO Technologies in the 1st quarter worth about $38,000. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of ESCO Technologies in the 4th quarter worth about $39,000. 95.70% of the stock is currently owned by institutional investors.

ESCO Technologies Trading Down 2.3%

Shares of NYSE:ESE opened at $266.77 on Wednesday. The company has a market cap of $6.91 billion, a PE ratio of 21.97, a P/E/G ratio of 1.57 and a beta of 1.10. The company's 50-day moving average price is $315.04 and its 200 day moving average price is $302.71. ESCO Technologies Inc. has a fifty-two week low of $193.68 and a fifty-two week high of $362.15. The company has a quick ratio of 0.94, a current ratio of 1.38 and a debt-to-equity ratio of 0.04.

ESCO Technologies (NYSE:ESE - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, beating the consensus estimate of $2.12 by $0.08. The company had revenue of $339.03 million for the quarter, compared to analyst estimates of $341.40 million. ESCO Technologies had a net margin of 24.39% and a return on equity of 13.28%. ESCO Technologies's revenue was up 14.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.60 earnings per share. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. Sell-side analysts anticipate that ESCO Technologies Inc. will post 8.35 earnings per share for the current year.

ESCO Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Thursday, October 1st will be given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date is Thursday, October 1st. ESCO Technologies's dividend payout ratio (DPR) is currently 2.64%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $413.00 price objective on shares of ESCO Technologies in a research note on Monday, August 10th. Weiss Ratings lowered ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a report on Tuesday, August 25th. JPMorgan Chase & Co. started coverage on ESCO Technologies in a research report on Monday, June 15th. They set an "overweight" rating and a $420.00 price target on the stock. Finally, Wall Street Zen downgraded ESCO Technologies from a "buy" rating to a "hold" rating in a report on Saturday, May 9th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, ESCO Technologies has a consensus rating of "Buy" and an average price target of $416.50.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source