Teacher Retirement System of Texas Boosts Stock Position in ESCO Technologies Inc. $ESE

Key Points

• Teacher Retirement System of Texas increased its position in ESCO Technologies by 380.8% in Q4 to 32,614 shares (about $6.37M), and institutional investors now hold roughly 95.7% of the company.
• ESCO topped Q results with $1.64 EPS vs. $1.32 expected and revenue up 17.3% year-over-year, set FY2026 EPS guidance of 7.90–8.15, and carries a sell-side consensus rating of Buy (consensus target $300; Deutsche Bank target $400).

Teacher Retirement System of Texas raised its position in shares of ESCO Technologies Inc. (NYSE:ESE - Free Report) by 380.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 32,614 shares of the scientific and technical instruments company's stock after purchasing an additional 25,831 shares during the quarter. Teacher Retirement System of Texas owned 0.13% of ESCO Technologies worth $6,372,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. AQR Capital Management LLC boosted its stake in shares of ESCO Technologies by 60.5% in the first quarter. AQR Capital Management LLC now owns 7,683 shares of the scientific and technical instruments company's stock worth $1,223,000 after buying an additional 2,896 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of ESCO Technologies by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,399 shares of the scientific and technical instruments company's stock worth $2,450,000 after buying an additional 664 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in shares of ESCO Technologies in the first quarter worth about $228,000. United Services Automobile Association purchased a new stake in shares of ESCO Technologies in the first quarter worth about $261,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of ESCO Technologies by 19.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 82,500 shares of the scientific and technical instruments company's stock worth $13,127,000 after buying an additional 13,648 shares during the last quarter. Hedge funds and other institutional investors own 95.70% of the company's stock.

Analyst Ratings Changes

ESE has been the topic of a number of recent research reports. Wall Street Zen downgraded ESCO Technologies from a "strong-buy" rating to a "buy" rating in a research note on Sunday, February 15th. Weiss Ratings downgraded ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a research note on Tuesday, February 10th. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $400.00 target price on shares of ESCO Technologies in a research note on Friday, April 17th. One 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 stock. According to MarketBeat.com, ESCO Technologies presently has a consensus rating of "Buy" and a consensus target price of $300.00.

ESCO Technologies Stock Performance

NYSE ESE opened at $320.27 on Monday. The stock has a market capitalization of $8.29 billion, a price-to-earnings ratio of 27.26, a PEG ratio of 1.98 and a beta of 1.14. ESCO Technologies Inc. has a twelve month low of $152.92 and a twelve month high of $325.54. The company has a current ratio of 1.33, a quick ratio of 0.89 and a debt-to-equity ratio of 0.08. The stock has a 50-day moving average of $285.56 and a 200 day moving average of $241.09.

ESCO Technologies (NYSE:ESE - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The scientific and technical instruments company reported $1.64 earnings per share for the quarter, topping analysts' consensus estimates of $1.32 by $0.32. The company had revenue of $289.66 million during the quarter, compared to analysts' expectations of $289.30 million. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.ESCO Technologies's quarterly revenue was up 17.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.92 EPS. 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. Sell-side analysts anticipate that ESCO Technologies Inc. will post 8.16 EPS for the current fiscal year.

ESCO Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, April 2nd were issued a $0.08 dividend. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. ESCO Technologies's dividend payout ratio is presently 2.72%.

About ESCO Technologies

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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