Roth Capital Comments on EnerSys’ Q3 Earnings (NYSE:ENS)

EnerSys (NYSE:ENS) – Stock analysts at Roth Capital issued their Q3 2025 earnings per share estimates for shares of EnerSys in a research note issued on Wednesday, January 29th. Roth Capital analyst C. Moore forecasts that the industrial products company will post earnings of $3.00 per share for the quarter. The consensus estimate for EnerSys’ current full-year earnings is $9.83 per share. Roth Capital also issued estimates for EnerSys’ Q4 2025 earnings at $2.56 EPS, FY2025 earnings at $9.65 EPS, Q1 2026 earnings at $2.15 EPS, Q2 2026 earnings at $2.22 EPS, Q3 2026 earnings at $2.51 EPS and FY2026 earnings at $9.67 EPS.

Several other analysts also recently commented on ENS. Oppenheimer raised EnerSys from a “market perform” rating to an “outperform” rating and set a $115.00 price objective for the company in a research note on Friday, January 17th. StockNews.com raised EnerSys from a “buy” rating to a “strong-buy” rating in a report on Friday, December 6th. One investment analyst has rated the stock with a hold rating, two have issued a buy rating and two have given a strong buy rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $117.50.

EnerSys Stock Performance

NYSE ENS opened at $97.17 on Friday. The company 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 fifty day simple moving average of $94.96 and a 200 day simple moving average of $98.25. EnerSys has a 12-month low of $86.41 and a 12-month high of $112.53. 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 (NYSE:ENS) last announced its earnings results on Wednesday, November 6th. The industrial products company reported $2.12 EPS for the quarter, beating 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 company had revenue of $883.70 million for the quarter, compared to analyst estimates of $891.78 million. During the same quarter in the prior year, the company earned $1.84 EPS. The firm’s revenue for the quarter was down 1.9% compared to the same quarter last year.

EnerSys Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 27th. Shareholders of record on Friday, December 13th were paid a $0.24 dividend. The ex-dividend date was Friday, December 13th. This represents a $0.96 dividend on an annualized basis and a yield of 0.99%. EnerSys’s dividend payout ratio is presently 13.60%.

Insider Buying and Selling at EnerSys

In related news, CEO David M. Shaffer sold 20,000 shares of the business’s stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $100.01, for a total transaction of $2,000,200.00. Following the transaction, the chief executive officer now 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.61% of the company’s stock.

Institutional Investors Weigh In On EnerSys

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Peregrine Asset Advisers Inc. increased its holdings in shares of EnerSys by 2.0% in the 3rd quarter. Peregrine Asset Advisers Inc. now owns 6,905 shares of the industrial products company’s stock worth $705,000 after purchasing an additional 137 shares in the last quarter. Uncommon Cents Investing LLC increased its stake in shares of EnerSys by 4.6% in the 4th quarter. Uncommon Cents Investing LLC now owns 3,400 shares of the industrial products company’s stock worth $314,000 after purchasing an additional 150 shares in the last quarter. Carolina Wealth Advisors LLC increased its holdings in EnerSys by 2.6% in the 4th quarter. Carolina Wealth Advisors LLC now owns 6,648 shares of the industrial products company’s stock worth $614,000 after acquiring an additional 169 shares in the last quarter. Aurora Investment Counsel increased its stake in shares of EnerSys by 0.9% in the third quarter. Aurora Investment Counsel now owns 20,116 shares of the industrial products company’s stock worth $2,053,000 after purchasing an additional 180 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its stake in shares of EnerSys by 6.5% in the third quarter. Quantinno Capital Management LP now owns 3,010 shares of the industrial products company’s stock worth $307,000 after acquiring an additional 183 shares during the period. 94.93% of the stock is owned by hedge funds and other institutional investors.

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.