William Blair Has Optimistic Outlook of EnerSys Q3 Earnings

EnerSys (NYSE:ENS) – Investment analysts at William Blair lifted their Q3 2025 EPS estimates for shares of EnerSys in a report released on Wednesday, December 18th. William Blair analyst B. Drab now forecasts that the industrial products company will post earnings per share of $3.05 for the quarter, up from their previous estimate of $2.25. The consensus estimate for EnerSys’ current full-year earnings is $8.86 per share. William Blair also issued estimates for EnerSys’ Q4 2025 earnings at $2.67 EPS, FY2025 earnings at $9.80 EPS and FY2026 earnings at $10.16 EPS.

EnerSys (NYSE:ENS) last issued its quarterly earnings results on Wednesday, November 6th. The industrial products company reported $2.12 earnings per share for the quarter, beating analysts’ consensus estimates of $2.07 by $0.05. EnerSys had a net margin of 8.25% and a return on equity of 20.04%. The business had revenue of $883.70 million during the quarter, compared to analyst estimates of $891.78 million. During the same quarter last year, the business posted $1.84 earnings per share. EnerSys’s revenue for the quarter was down 1.9% compared to the same quarter last year.

Several other analysts have also recently commented on ENS. Roth Mkm reiterated a “buy” rating and set a $120.00 target price on shares of EnerSys in a research report on Monday, September 23rd. Roth Capital upgraded EnerSys to a “strong-buy” rating in a report on Tuesday, August 27th. Finally, StockNews.com upgraded EnerSys from a “buy” rating to a “strong-buy” rating in a report on Friday, December 6th. Two analysts have rated the stock with a hold rating, one has given a buy rating and two have assigned a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $120.00.

EnerSys Stock Down 0.8 %

Shares of NYSE ENS opened at $91.71 on Monday. The firm’s 50-day moving average is $97.31 and its 200-day moving average is $100.08. EnerSys has a 1 year low of $86.41 and a 1 year high of $112.53. The firm has a market capitalization of $3.65 billion, a PE ratio of 12.99, a price-to-earnings-growth ratio of 0.60 and a beta of 1.22. The company has a current ratio of 2.97, a quick ratio of 1.87 and a debt-to-equity ratio of 0.65.

EnerSys Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 27th. Stockholders of record on Friday, December 13th will be issued a $0.24 dividend. This represents a $0.96 annualized dividend and a dividend yield of 1.05%. The ex-dividend date is Friday, December 13th. EnerSys’s dividend payout ratio (DPR) is 13.60%.

Insider Activity at EnerSys

In other EnerSys news, CEO David M. Shaffer sold 20,000 shares of the business’s stock in a transaction dated Monday, November 25th. The stock was sold at an average price of $100.01, for a total value of $2,000,200.00. Following the completion of the transaction, the chief executive officer now directly owns 206,724 shares of the company’s stock, valued at approximately $20,674,467.24. The trade was a 8.82 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.61% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On EnerSys

Institutional investors have recently modified their holdings of the business. State Street Corp increased its stake in EnerSys by 0.9% during the 3rd quarter. State Street Corp now owns 1,474,789 shares of the industrial products company’s stock worth $150,502,000 after purchasing an additional 13,524 shares in the last quarter. Earnest Partners LLC increased its position in shares of EnerSys by 1.9% during the second quarter. Earnest Partners LLC now owns 1,168,648 shares of the industrial products company’s stock worth $120,978,000 after acquiring an additional 21,903 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of EnerSys by 1.2% during the third quarter. Geode Capital Management LLC now owns 946,260 shares of the industrial products company’s stock worth $96,584,000 after acquiring an additional 11,384 shares during the period. AQR Capital Management LLC lifted its position in EnerSys by 17.2% in the 2nd quarter. AQR Capital Management LLC now owns 908,253 shares of the industrial products company’s stock valued at $94,022,000 after acquiring an additional 133,211 shares in the last quarter. Finally, Deprince Race & Zollo Inc. boosted its stake in EnerSys by 16.7% in the 2nd quarter. Deprince Race & Zollo Inc. now owns 646,438 shares of the industrial products company’s stock worth $66,919,000 after purchasing an additional 92,398 shares during the period. Institutional investors own 94.93% of the company’s stock.

EnerSys Company Profile

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.