William Blair Has Bearish Forecast for EnerSys Q2 Earnings

EnerSys (NYSE:ENS - Free Report) - William Blair lowered their Q2 2026 EPS estimates for shares of EnerSys in a research note issued on Friday, May 23rd. William Blair analyst B. Drab now expects that the industrial products company will earn $2.29 per share for the quarter, down from their prior estimate of $2.61. The consensus estimate for EnerSys' current full-year earnings is $9.99 per share. William Blair also issued estimates for EnerSys' Q3 2026 earnings at $2.43 EPS, Q4 2026 earnings at $2.80 EPS and FY2027 earnings at $10.17 EPS.

EnerSys (NYSE:ENS - Get Free Report) last issued its quarterly earnings results on Wednesday, May 21st. The industrial products company reported $2.97 earnings per share for the quarter, topping the consensus estimate of $2.78 by $0.19. The company had revenue of $974.80 million for the quarter, compared to the consensus estimate of $973.45 million. EnerSys had a return on equity of 20.78% and a net margin of 9.23%. EnerSys's revenue was up 7.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.08 EPS.

Other equities research analysts have also recently issued reports about the stock. Roth Mkm reissued a "buy" rating and issued a $120.00 price target on shares of EnerSys in a research report on Wednesday, May 14th. Roth Capital reiterated a "buy" rating on shares of EnerSys in a research note on Thursday, May 22nd.

EnerSys Stock Down 0.4%

Shares of ENS traded down $0.32 during midday trading on Monday, reaching $83.65. The stock had a trading volume of 38,330 shares, compared to its average volume of 341,091. The company has a debt-to-equity ratio of 0.69, a current ratio of 3.06 and a quick ratio of 2.00. EnerSys has a 1-year low of $76.57 and a 1-year high of $112.53. The company has a market cap of $3.28 billion, a price-to-earnings ratio of 10.35, a PEG ratio of 0.57 and a beta of 1.13. The company's fifty day simple moving average is $88.11 and its two-hundred day simple moving average is $93.69.

Institutional Trading of EnerSys

A number of hedge funds and other institutional investors have recently made changes to their positions in ENS. Hillsdale Investment Management Inc. boosted its position in shares of EnerSys by 0.3% in the fourth quarter. Hillsdale Investment Management Inc. now owns 38,150 shares of the industrial products company's stock valued at $3,526,000 after acquiring an additional 100 shares during the period. Canada Pension Plan Investment Board lifted its position in shares of EnerSys by 25.0% during the 4th quarter. Canada Pension Plan Investment Board now owns 500 shares of the industrial products company's stock worth $46,000 after buying an additional 100 shares during the period. Aquatic Capital Management LLC grew its holdings in shares of EnerSys by 2.5% in the 4th quarter. Aquatic Capital Management LLC now owns 5,433 shares of the industrial products company's stock worth $502,000 after purchasing an additional 133 shares during the last quarter. Victory Capital Management Inc. increased its holdings in shares of EnerSys by 1.0% during the first quarter. Victory Capital Management Inc. now owns 13,463 shares of the industrial products company's stock worth $1,233,000 after buying an additional 135 shares in the last quarter. Finally, Mariner LLC raised its position in EnerSys by 3.4% in the 4th quarter. Mariner LLC now owns 4,460 shares of the industrial products company's stock valued at $412,000 after purchasing an additional 147 shares during the last quarter. 94.93% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other EnerSys news, CFO Andrea J. Funk purchased 315 shares of the business's stock in a transaction dated Friday, May 23rd. The shares were bought at an average price of $80.20 per share, with a total value of $25,263.00. Following the completion of the acquisition, the chief financial officer now owns 50,645 shares in the company, valued at approximately $4,061,729. This represents a 0.63% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.61% of the stock is currently owned by corporate insiders.

EnerSys Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 27th. Stockholders of record on Friday, June 13th will be paid a $0.24 dividend. The ex-dividend date is Friday, June 13th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.15%. EnerSys's dividend payout ratio (DPR) is presently 10.65%.

About EnerSys

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.