Skylands Capital LLC Has $7.52 Million Holdings in Enersys $ENS

Key Points

• Skylands Capital trimmed its Enersys stake by 25.5%, selling 17,575 shares and ending the quarter with 51,230 shares worth about $7.52 million.
• Enersys reported Q4 EPS of $2.77 (beating the $2.73 estimate) but missed revenue estimates ($919.1M vs. $932.13M), set Q4 2026 guidance of 2.95–3.05 EPS, and carries a consensus analyst rating of “Moderate Buy” with an average price target of $180.25.
• The stock is heavily institutionally held, with about 94.93% of shares owned by institutional investors and hedge funds.

Skylands Capital LLC cut its holdings in Enersys (NYSE:ENS - Free Report) by 25.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,230 shares of the industrial products company's stock after selling 17,575 shares during the quarter. Skylands Capital LLC owned approximately 0.14% of Enersys worth $7,518,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of ENS. Root Financial Partners LLC acquired a new stake in Enersys in the third quarter valued at about $25,000. Allworth Financial LP boosted its stake in Enersys by 442.2% in the third quarter. Allworth Financial LP now owns 244 shares of the industrial products company's stock valued at $28,000 after buying an additional 199 shares in the last quarter. Optiver Holding B.V. acquired a new stake in Enersys in the third quarter valued at about $47,000. EverSource Wealth Advisors LLC boosted its stake in Enersys by 626.3% in the second quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company's stock valued at $47,000 after buying an additional 476 shares in the last quarter. Finally, Hantz Financial Services Inc. boosted its stake in Enersys by 105.4% in the third quarter. Hantz Financial Services Inc. now owns 491 shares of the industrial products company's stock valued at $55,000 after buying an additional 252 shares in the last quarter. 94.93% of the stock is owned by institutional investors and hedge funds.

Enersys Price Performance

Enersys stock opened at $210.59 on Tuesday. The company has a current ratio of 2.75, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61. The company has a market capitalization of $7.76 billion, a PE ratio of 26.10, a P/E/G ratio of 1.16 and a beta of 1.07. Enersys has a 12 month low of $76.60 and a 12 month high of $211.79. The stock has a 50-day moving average price of $177.32 and a two-hundred day moving average price of $158.65.

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

Enersys Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Friday, March 13th were given 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 was Friday, March 13th. Enersys's dividend payout ratio (DPR) is 13.01%.

Analyst Ratings Changes

Several analysts recently weighed in on ENS shares. BTIG Research raised their price objective on Enersys from $175.00 to $185.00 and gave the company a "buy" rating in a research note on Thursday, February 5th. Zacks Research downgraded Enersys from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 6th. Roth Mkm reiterated a "buy" rating and issued a $208.00 target price (up from $164.00) on shares of Enersys in a research report on Tuesday, February 3rd. TD Cowen began coverage on Enersys in a research report on Thursday, March 19th. They issued a "buy" rating and a $190.00 target price for the company. Finally, Wall Street Zen downgraded Enersys from a "strong-buy" rating to a "buy" rating in a research report on Saturday, January 31st. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $180.25.

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.

Want to see what other hedge funds are holding ENS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Enersys (NYSE:ENS - Free Report).

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.