Odyssean LLC Invests $1.65 Million in ESCO Technologies Inc. $ESE

Key Points

• Odyssean LLC acquired 4,722 ESCO Technologies shares worth approximately $1.65 million in the second quarter. Institutional investors collectively own 95.7% of the company.
• ESCO Technologies reported quarterly EPS of $2.20, beating estimates of $2.12, while revenue rose 14.4% year over year to $339.03 million. The company maintained fiscal 2026 EPS guidance of $8.30–$8.40.
• Analysts maintain a consensus “Buy” rating with an average price target of $416.50, substantially above the reported share price of $277.23. The company also declared a quarterly dividend of $0.08 per share.

Odyssean LLC bought a new position in shares of ESCO Technologies Inc. (NYSE:ESE - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,722 shares of the scientific and technical instruments company's stock, valued at approximately $1,653,000.

Several other large investors have also recently bought and sold shares of the business. BlackRock Inc. acquired a new stake in shares of ESCO Technologies during the 2nd quarter worth about $1,433,229,000. Northwestern Mutual Wealth Management Co. boosted its holdings in ESCO Technologies by 97,963,600.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,938,911 shares of the scientific and technical instruments company's stock valued at $574,234,000 after purchasing an additional 2,938,908 shares in the last quarter. Capital World Investors boosted its holdings in ESCO Technologies by 103.4% in the fourth quarter. Capital World Investors now owns 902,956 shares of the scientific and technical instruments company's stock valued at $176,429,000 after purchasing an additional 458,980 shares in the last quarter. Alliancebernstein L.P. boosted its holdings in ESCO Technologies by 1,204.3% in the third quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company's stock valued at $91,210,000 after purchasing an additional 398,926 shares in the last quarter. Finally, Wasatch Advisors LP purchased a new position in ESCO Technologies in the first quarter valued at approximately $81,106,000. Hedge funds and other institutional investors own 95.70% of the company's stock.

ESCO Technologies Price Performance

Shares of NYSE ESE opened at $277.23 on Wednesday. The company has a current ratio of 1.38, a quick ratio of 0.94 and a debt-to-equity ratio of 0.04. ESCO Technologies Inc. has a twelve month low of $192.05 and a twelve month high of $362.15. The stock has a 50 day moving average of $321.76 and a two-hundred day moving average of $302.28. The stock has a market cap of $7.18 billion, a P/E ratio of 22.84, a P/E/G ratio of 1.58 and a beta of 1.10.

ESCO Technologies (NYSE:ESE - Get Free Report) last announced its earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, beating analysts' consensus estimates of $2.12 by $0.08. ESCO Technologies had a net margin of 24.39% and a return on equity of 13.28%. The business had revenue of $339.03 million for the quarter, compared to analysts' expectations of $341.40 million. During the same period in the previous year, the company posted $1.60 EPS. The company's quarterly revenue was up 14.4% on a year-over-year basis. 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. On average, research analysts forecast that ESCO Technologies Inc. will post 8.35 earnings per share for the current year.

ESCO Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

ESE has been the topic of a number of research analyst reports. JPMorgan Chase & Co. initiated coverage on shares of ESCO Technologies in a report on Monday, June 15th. They set an "overweight" rating and a $420.00 price objective on the stock. Wall Street Zen cut shares of ESCO Technologies from a "buy" rating to a "hold" rating in a report on Saturday, May 9th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $413.00 target price on shares of ESCO Technologies in a research report on Monday, August 10th. Finally, Weiss Ratings cut shares of ESCO Technologies from a "buy (a)" rating to a "buy (a-)" rating in a research report on Tuesday, August 11th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and a consensus price target of $416.50.

ESCO Technologies 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.

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