Ruffer LLP Decreases Holdings in Enersys $ENS

Ruffer LLP reduced its position in Enersys (NYSE:ENS) by 36.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,526 shares of the industrial products company’s stock after selling 23,818 shares during the period. Ruffer LLP owned about 0.11% of Enersys worth $4,691,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Enersys in the 2nd quarter worth about $38,229,000. Ophir Asset Management Pty Ltd purchased a new stake in shares of Enersys in the second quarter valued at about $28,719,000. Allianz Asset Management GmbH grew its position in shares of Enersys by 249.0% in the second quarter. Allianz Asset Management GmbH now owns 428,394 shares of the industrial products company’s stock valued at $36,743,000 after purchasing an additional 305,635 shares during the last quarter. Tributary Capital Management LLC increased its stake in shares of Enersys by 90.9% during the 3rd quarter. Tributary Capital Management LLC now owns 261,222 shares of the industrial products company’s stock worth $29,508,000 after purchasing an additional 124,356 shares in the last quarter. Finally, Cooper Creek Partners Management LLC acquired a new position in shares of Enersys during the 2nd quarter worth approximately $8,914,000. Hedge funds and other institutional investors own 94.93% of the company’s stock.

Insider Transactions at Enersys

In other news, insider Chad C. Uplinger sold 6,702 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $151.46, for a total value of $1,015,084.92. Following the completion of the sale, the insider owned 23,713 shares of the company’s stock, valued at $3,591,570.98. This represents a 22.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.91% of the stock is currently owned by corporate insiders.

Enersys Price Performance

ENS opened at $180.82 on Thursday. Enersys has a 1 year low of $76.57 and a 1 year high of $181.26. The company’s 50 day simple moving average is $153.37 and its 200 day simple moving average is $124.64. The stock has a market capitalization of $6.67 billion, a PE ratio of 21.15, a P/E/G ratio of 1.17 and a beta of 1.10. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.73 and a current ratio of 2.77.

Enersys (NYSE:ENS) last announced its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $2.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.36 by $0.20. Enersys had a net margin of 9.05% and a return on equity of 22.48%. The company had revenue of $951.30 million during the quarter, compared to analysts’ expectations of $890.27 million. During the same period in the previous year, the company earned $2.12 EPS. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS. As a group, sell-side analysts expect that Enersys will post 9.99 EPS for the current year.

Enersys Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Friday, December 12th were issued a $0.2625 dividend. The ex-dividend date was Friday, December 12th. This represents a $1.05 annualized dividend and a yield of 0.6%. Enersys’s dividend payout ratio (DPR) is presently 12.28%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on ENS shares. Wall Street Zen raised Enersys from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Zacks Research lowered shares of Enersys from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Oppenheimer reiterated an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Enersys in a research report on Tuesday. Finally, BTIG Research upgraded shares of Enersys from a “neutral” rating to a “buy” rating in a research report on Monday, December 15th. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Enersys has an average rating of “Moderate Buy” and a consensus price target of $129.00.

Enersys Company Profile

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.