Research Analysts Set Expectations for EnerSys Q3 Earnings

EnerSys (NYSE:ENS) – Equities research analysts at William Blair upped their Q3 2025 EPS estimates for shares of EnerSys in a research report issued on Wednesday, December 18th. William Blair analyst B. Drab now anticipates that the industrial products company will post earnings of $3.05 per share for the quarter, up from their prior 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 earnings results on Wednesday, November 6th. The industrial products company reported $2.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.05. EnerSys had a return on equity of 20.04% and a net margin of 8.25%. The firm had revenue of $883.70 million for the quarter, compared to analysts’ expectations of $891.78 million. During the same period in the previous year, the firm posted $1.84 earnings per share. The business’s revenue was down 1.9% compared to the same quarter last year.

Several other research firms have also issued reports on ENS. StockNews.com raised EnerSys from a “buy” rating to a “strong-buy” rating in a research note on Friday, December 6th. Roth Capital raised EnerSys to a “strong-buy” rating in a research note on Tuesday, August 27th. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $120.00 price objective on shares of EnerSys in a research report on Monday, September 23rd. Two analysts have rated the stock with a hold rating, one has assigned a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat, EnerSys presently has a consensus rating of “Buy” and a consensus target price of $120.00.

EnerSys Stock Down 0.1 %

Shares of ENS opened at $92.46 on Monday. 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 stock has a market capitalization of $3.68 billion, a price-to-earnings ratio of 13.10, a price-to-earnings-growth ratio of 0.60 and a beta of 1.22. EnerSys has a 1 year low of $86.41 and a 1 year high of $112.53. The business’s 50 day simple moving average is $97.31 and its 200-day simple moving average is $100.13.

EnerSys Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 27th. Stockholders of record on Friday, December 13th will be paid a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 1.04%. The ex-dividend date is Friday, December 13th. EnerSys’s dividend payout ratio is presently 13.60%.

Insider Activity at EnerSys

In related news, CEO David M. Shaffer sold 20,000 shares of EnerSys 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 sale, the chief executive officer now directly owns 206,724 shares in the company, valued at $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 SEC, which is available through the SEC website. 1.61% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Global Alpha Capital Management Ltd. lifted its position in shares of EnerSys by 32.8% during the third quarter. Global Alpha Capital Management Ltd. now owns 27,361 shares of the industrial products company’s stock valued at $2,792,000 after buying an additional 6,764 shares during the last quarter. Foundry Partners LLC purchased a new stake in EnerSys during the third quarter valued at approximately $4,740,000. Citigroup Inc. boosted its stake in EnerSys by 99.2% in the third quarter. Citigroup Inc. now owns 48,429 shares of the industrial products company’s stock valued at $4,942,000 after acquiring an additional 24,123 shares in the last quarter. Great Lakes Advisors LLC purchased a new position in EnerSys in the second quarter worth $10,765,000. Finally, Janney Montgomery Scott LLC increased its position in shares of EnerSys by 60.8% during the third quarter. Janney Montgomery Scott LLC now owns 15,626 shares of the industrial products company’s stock worth $1,595,000 after purchasing an additional 5,909 shares in the last quarter. Hedge funds and other 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.