Roth Capital Issues Positive Forecast for EnerSys Earnings

EnerSys (NYSE:ENS) – Analysts at Roth Capital increased their Q4 2026 earnings estimates for shares of EnerSys in a research note issued to investors on Wednesday, January 29th. Roth Capital analyst C. Moore now forecasts that the industrial products company will post earnings of $2.79 per share for the quarter, up from their prior estimate of $2.75. The consensus estimate for EnerSys’ current full-year earnings is $9.83 per share.

Other analysts have also issued reports about the stock. StockNews.com raised shares of EnerSys from a “buy” rating to a “strong-buy” rating in a research note on Friday, December 6th. Oppenheimer upgraded shares of EnerSys from a “market perform” rating to an “outperform” rating and set a $115.00 target price on the stock in a research note on Friday, January 17th. One research analyst has rated the stock with a hold rating, two have issued a buy rating and two have issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $117.50.

EnerSys Price Performance

ENS opened at $97.17 on Thursday. The business has a fifty day moving average of $94.96 and a 200 day moving average of $98.25. The stock has a market cap of $3.87 billion, a P/E ratio of 13.76, a PEG ratio of 0.55 and a beta of 1.22. The company has a quick ratio of 1.87, a current ratio of 2.97 and a debt-to-equity ratio of 0.65. EnerSys has a 52-week low of $86.41 and a 52-week high of $112.53.

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

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. R Squared Ltd bought a new position in EnerSys in the fourth quarter worth about $47,000. Millburn Ridgefield Corp purchased a new position in shares of EnerSys in the 3rd quarter worth approximately $88,000. Point72 Asset Management L.P. purchased a new position in shares of EnerSys in the 3rd quarter worth approximately $125,000. CWM LLC raised its stake in shares of EnerSys by 48.6% during the 3rd quarter. CWM LLC now owns 1,479 shares of the industrial products company’s stock worth $151,000 after acquiring an additional 484 shares in the last quarter. Finally, KBC Group NV lifted its position in EnerSys by 64.0% during the fourth quarter. KBC Group NV now owns 1,863 shares of the industrial products company’s stock valued at $172,000 after acquiring an additional 727 shares during the last quarter. 94.93% of the stock is owned by institutional investors.

Insider Buying and Selling

In other EnerSys news, CEO David M. Shaffer sold 20,000 shares of the stock in a transaction on Monday, November 25th. The stock was sold at an average price of $100.01, for a total transaction of $2,000,200.00. Following the sale, the chief executive officer now owns 206,724 shares of the company’s stock, valued at approximately $20,674,467.24. This trade represents a 8.82 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.61% of the stock is owned by insiders.

EnerSys Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 27th. Investors of record on Friday, December 13th were issued a $0.24 dividend. The ex-dividend date of this dividend was Friday, December 13th. This represents a $0.96 annualized dividend and a dividend yield of 0.99%. EnerSys’s payout ratio is currently 13.60%.

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.