Allianz Asset Management GmbH Reduces Stock Position in Enersys $ENS

Allianz Asset Management GmbH trimmed its position in Enersys (NYSE:ENS) by 46.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 230,358 shares of the industrial products company’s stock after selling 198,036 shares during the period. Allianz Asset Management GmbH owned about 0.61% of Enersys worth $26,021,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Root Financial Partners LLC purchased a new position in shares of Enersys during the third quarter valued at approximately $25,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in Enersys in the 2nd quarter valued at $28,000. EverSource Wealth Advisors LLC lifted its stake in shares of Enersys by 626.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock worth $47,000 after purchasing an additional 476 shares during the period. Covestor Ltd boosted its holdings in shares of Enersys by 54.8% during the third quarter. Covestor Ltd now owns 1,375 shares of the industrial products company’s stock worth $155,000 after purchasing an additional 487 shares during the last quarter. Finally, Osaic Holdings Inc. grew its position in shares of Enersys by 211.7% in the second quarter. Osaic Holdings Inc. now owns 1,487 shares of the industrial products company’s stock valued at $129,000 after purchasing an additional 1,010 shares during the period. 94.93% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Q3 showing margin strength and strong cash flow; company-side cost discipline and exposure to secular growth areas (data centers, defense, advanced batteries) support a bullish case as volumes normalize. EnerSys: Showing Margin Power But Waiting For Volume Growth
• Positive Sentiment: EPS topped consensus ($2.77 vs. $2.73) and pricing/FX helped offset weaker volumes—evidence management can protect margins even in a softer demand cycle. EnerSys (ENS) Tops Q3 Earnings Estimates
• Positive Sentiment: An analyst at BTIG raised the price target to $185 with a Buy rating, lending support to the recovery in the shares. Benzinga
• Neutral Sentiment: Company confirmed dividend and continues to generate free cash flow, which supports shareholder returns (quarterly dividend $0.2625 per share). (Company release)
• Negative Sentiment: Revenue missed expectations ($919.1M vs. ~$932M estimate) and management flagged weaker volumes—key near-term headwinds in Motive Power and Transportation. EnerSys (NYSE:ENS) Misses Q4 CY2025 Sales Expectations, Stock Drops
• Negative Sentiment: Revenue guidance range ($960M–$1.0B) sits below the consensus midpoint, prompting negative market reaction and headlines about the stock plunge after the print. EnerSys (ENS) Is Down 13.8% After Mixed Q3 Results And Guidance Update Has The Bull Case Changed?
• Negative Sentiment: Media coverage framed the print as a “nosedive” story, amplifying short‑term selling pressure despite fundamental positives. Why EnerSys (ENS) stock is nosediving

Enersys Trading Up 8.2%

Shares of ENS stock opened at $172.37 on Friday. The company has a quick ratio of 1.73, a current ratio of 2.75 and a debt-to-equity ratio of 0.61. Enersys has a fifty-two week low of $76.57 and a fifty-two week high of $194.77. The firm’s 50 day moving average price is $158.88 and its two-hundred day moving average price is $128.85. The stock has a market cap of $6.35 billion, a price-to-earnings ratio of 21.36, a price-to-earnings-growth ratio of 1.03 and a beta of 1.11.

Enersys (NYSE:ENS) last issued its earnings results on Wednesday, February 4th. The industrial products company reported $2.77 EPS for the quarter, beating analysts’ consensus estimates of $2.73 by $0.04. Enersys had a net margin of 8.37% and a return on equity of 21.27%. The business had revenue of $919.13 million for the quarter, compared to the consensus estimate of $932.13 million. During the same quarter last year, the firm posted $3.12 EPS. The business’s revenue for the quarter was up 1.4% compared to the same quarter last year. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. On average, analysts anticipate that Enersys will post 9.99 EPS for the current year.

Enersys Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be issued a $0.2625 dividend. This represents a $1.05 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, March 13th. Enersys’s dividend payout ratio is currently 12.28%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on ENS shares. Oppenheimer reiterated an “outperform” rating on shares of Enersys in a research report on Friday, November 7th. Zacks Research cut shares of Enersys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Wall Street Zen downgraded shares of Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a research note on Tuesday, January 27th. Finally, BTIG Research boosted their price objective on shares of Enersys from $175.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Enersys currently has an average rating of “Moderate Buy” and a consensus target price of $177.00.

Insider Transactions at Enersys

In other news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the transaction, the insider directly owned 23,713 shares of the company’s stock, valued at approximately $3,591,570.98. The trade was a 22.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.91% of the stock is owned by company insiders.

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.