Nkcfo LLC Invests $986,000 in Enersys $ENS

Key Points

• Nkcfo LLC bought a new stake of 6,720 shares in Enersys in Q4 valued at about $986,000, and institutional investors now own roughly 94.93% of the company after large position increases from funds like Millennium, Kennedy Capital, New South, AQR and Scopia.
• Enersys reported Q4 EPS of $2.77 (beat by $0.04) while revenue of $919.1M slightly missed estimates, and the company set Q4 2026 guidance of $2.95–$3.05 EPS with analysts projecting about $10.35 for the fiscal year.
• Shares trade near their 52‑week high (opened $213.43; high $214.57) with a market cap of $7.87B and a P/E of 26.45, and the company pays a quarterly dividend of $0.2625 (annualized $1.05) for a ~0.5% yield.

Nkcfo LLC bought a new stake in shares of Enersys (NYSE:ENS - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 6,720 shares of the industrial products company's stock, valued at approximately $986,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ENS. Millennium Management LLC raised its position in shares of Enersys by 257.8% in the third quarter. Millennium Management LLC now owns 556,771 shares of the industrial products company's stock worth $62,893,000 after buying an additional 401,167 shares in the last quarter. Kennedy Capital Management LLC lifted its holdings in shares of Enersys by 343.0% during the 3rd quarter. Kennedy Capital Management LLC now owns 311,320 shares of the industrial products company's stock worth $35,167,000 after acquiring an additional 241,045 shares during the last quarter. New South Capital Management Inc. lifted its stake in Enersys by 22.6% during the third quarter. New South Capital Management Inc. now owns 857,600 shares of the industrial products company's stock worth $96,874,000 after purchasing an additional 158,267 shares during the last quarter. AQR Capital Management LLC raised its holdings in shares of Enersys by 30.3% during the 3rd quarter. AQR Capital Management LLC now owns 652,128 shares of the industrial products company's stock valued at $72,986,000 after buying an additional 151,589 shares in the last quarter. Finally, Scopia Capital Management LP grew its position in Enersys by 55.3% during the third quarter. Scopia Capital Management LP now owns 370,671 shares of the industrial products company's stock valued at $41,871,000 after acquiring an additional 132,019 shares during the last quarter. Institutional investors own 94.93% of the company's stock.

Enersys Stock Up 3.9%

NYSE:ENS opened at $213.43 on Friday. The firm has a market cap of $7.87 billion, a P/E ratio of 26.45, a P/E/G ratio of 1.14 and a beta of 1.07. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.72 and a current ratio of 2.75. Enersys has a fifty-two week low of $76.60 and a fifty-two week high of $214.57. The firm has a 50-day simple moving average of $179.20 and a two-hundred day simple moving average of $160.02.

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

Enersys Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Friday, March 13th were issued a dividend of $0.2625 per share. This represents a $1.05 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, March 13th. Enersys's dividend payout ratio (DPR) is presently 13.01%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. TD Cowen began coverage on Enersys in a report on Thursday, March 19th. They issued a "buy" rating and a $190.00 price objective on the stock. Zacks Research cut Enersys from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, January 6th. Roth Mkm reissued a "buy" rating and set a $208.00 target price (up from $164.00) on shares of Enersys in a research note on Tuesday, February 3rd. Wall Street Zen lowered shares of Enersys from a "strong-buy" rating to a "buy" rating in a report on Saturday, January 31st. Finally, BTIG Research raised 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. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $180.25.

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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