Roth Capital Comments on EnerSys’ Q4 Earnings (NYSE:ENS)

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

Other equities analysts also recently issued research 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 raised EnerSys from a “market perform” rating to an “outperform” rating and set a $115.00 price target on the stock in a research note on Friday, January 17th. One investment analyst has rated the stock with a hold rating, two have given a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $117.50.

EnerSys Price Performance

EnerSys stock opened at $98.32 on Thursday. The stock has a market capitalization of $3.92 billion, a P/E ratio of 13.93, a P/E/G ratio of 0.56 and a beta of 1.22. EnerSys has a 12-month low of $86.41 and a 12-month high of $112.53. The company has a debt-to-equity ratio of 0.65, a current ratio of 2.97 and a quick ratio of 1.87. The firm’s 50-day moving average is $94.96 and its two-hundred day moving average is $98.31.

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

EnerSys Dividend Announcement

The business also recently announced 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 dividend on an annualized basis and a yield of 0.98%. EnerSys’s payout ratio is 13.60%.

Insider Buying and Selling

In related news, CEO David M. Shaffer sold 20,000 shares of EnerSys stock in a transaction on 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 transaction, the chief executive officer now owns 206,724 shares in the company, valued at approximately $20,674,467.24. This trade represents a 8.82 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.61% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On EnerSys

A number of large investors have recently modified their holdings of the company. R Squared Ltd acquired a new stake in EnerSys during the 4th quarter worth approximately $47,000. Millburn Ridgefield Corp purchased a new stake in EnerSys during the third quarter worth approximately $88,000. Point72 Asset Management L.P. acquired a new stake in shares of EnerSys in the third quarter worth $125,000. CWM LLC raised its stake in shares of EnerSys by 48.6% in the 3rd quarter. CWM LLC now owns 1,479 shares of the industrial products company’s stock valued at $151,000 after acquiring an additional 484 shares during the period. Finally, nVerses Capital LLC purchased a new position in shares of EnerSys in the 3rd quarter valued at $184,000. 94.93% of the stock is currently owned by hedge funds and other institutional investors.

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.