Schroder Investment Management Group Has $37.56 Million Stock Holdings in ESCO Technologies Inc. $ESE

Key Points

• Schroder Investment Management trimmed its stake in ESCO by 5.0% in Q3, selling 9,540 shares to hold 181,494 shares worth about $37.56 million, and institutional investors now own roughly 95.7% of the company.
• Strong quarterly results and guidance: ESCO reported EPS of $1.64 vs. $1.32 expected and revenue of $289.66M (up 17.3% YoY), and set Q2 2026 guidance of 1.75–1.85 EPS and FY2026 guidance of 7.90–8.15 EPS.
• Analyst view vs. price: The sell-side consensus is an average “Buy” (1 Strong Buy, 2 Buy, 1 Hold) with an average price target of $200, below the current share price of about $270.78; the stock trades at a market cap of $7.01B and a PE of 23.04.

Schroder Investment Management Group decreased its stake in ESCO Technologies Inc. (NYSE:ESE - Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 181,494 shares of the scientific and technical instruments company's stock after selling 9,540 shares during the period. Schroder Investment Management Group owned about 0.70% of ESCO Technologies worth $37,564,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC grew its holdings in shares of ESCO Technologies by 9.7% during the second quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company's stock worth $132,000 after purchasing an additional 60 shares during the last quarter. Addison Advisors LLC raised its holdings in ESCO Technologies by 19.4% in the 3rd quarter. Addison Advisors LLC now owns 418 shares of the scientific and technical instruments company's stock valued at $88,000 after buying an additional 68 shares during the last quarter. Jones Financial Companies Lllp boosted its position in ESCO Technologies by 14.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 545 shares of the scientific and technical instruments company's stock worth $112,000 after buying an additional 70 shares during the period. Trust Point Inc. boosted its position in ESCO Technologies by 3.8% during the 3rd quarter. Trust Point Inc. now owns 2,046 shares of the scientific and technical instruments company's stock worth $432,000 after buying an additional 74 shares during the period. Finally, GAMMA Investing LLC grew its holdings in ESCO Technologies by 10.7% during the 3rd quarter. GAMMA Investing LLC now owns 786 shares of the scientific and technical instruments company's stock worth $166,000 after acquiring an additional 76 shares during the last quarter. Institutional investors and hedge funds own 95.70% of the company's stock.

Analyst Ratings Changes

Several brokerages have issued reports on ESE. CJS Securities upgraded shares of ESCO Technologies to a "strong-buy" rating in a research report on Thursday, December 11th. Zacks Research upgraded shares of ESCO Technologies to a "hold" rating in a report on Tuesday, December 16th. Wall Street Zen cut shares of ESCO Technologies from a "strong-buy" rating to a "buy" rating in a research note on Sunday, February 15th. Finally, Weiss Ratings downgraded ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $200.00.

ESCO Technologies Trading Up 0.2%

ESE opened at $270.78 on Thursday. ESCO Technologies Inc. has a twelve month low of $134.78 and a twelve month high of $291.31. The company has a fifty day moving average of $245.16 and a 200-day moving average of $221.89. The stock has a market cap of $7.01 billion, a PE ratio of 23.04 and a beta of 1.17. The company has a quick ratio of 0.89, a current ratio of 1.33 and a debt-to-equity ratio of 0.08.

ESCO Technologies (NYSE:ESE - Get Free Report) last released its earnings results on Thursday, February 5th. The scientific and technical instruments company reported $1.64 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.32. ESCO Technologies had a net margin of 25.28% and a return on equity of 12.55%. The business had revenue of $289.66 million for the quarter, compared to analyst estimates of $289.30 million. During the same quarter in the previous year, the business earned $0.92 earnings per share. ESCO Technologies's revenue for the quarter was up 17.3% on a year-over-year basis. ESCO Technologies has set its Q2 2026 guidance at 1.750-1.850 EPS and its FY 2026 guidance at 7.900-8.15 EPS. On average, sell-side analysts predict that ESCO Technologies Inc. will post 5.65 EPS for the current year.

ESCO Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be given a dividend of $0.08 per share. The ex-dividend date is Thursday, April 2nd. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. ESCO Technologies's dividend payout ratio is presently 2.72%.

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.

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