Enersys $ENS is New South Capital Management Inc.’s 6th Largest Position

New South Capital Management Inc. increased its stake in shares of Enersys (NYSE:ENS) by 22.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 857,600 shares of the industrial products company’s stock after purchasing an additional 158,267 shares during the quarter. Enersys accounts for 4.4% of New South Capital Management Inc.’s holdings, making the stock its 6th largest holding. New South Capital Management Inc. owned about 2.29% of Enersys worth $96,874,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. United Services Automobile Association acquired a new stake in shares of Enersys during the first quarter worth about $240,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Enersys by 9.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 113,770 shares of the industrial products company’s stock valued at $10,419,000 after purchasing an additional 9,737 shares in the last quarter. KLP Kapitalforvaltning AS grew its holdings in Enersys by 9.2% during the second quarter. KLP Kapitalforvaltning AS now owns 8,300 shares of the industrial products company’s stock worth $712,000 after acquiring an additional 700 shares during the period. Johnson Investment Counsel Inc. increased its holdings in shares of Enersys by 6.7% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 2,806 shares of the industrial products company’s stock valued at $241,000 after purchasing an additional 176 shares in the last quarter. Finally, CWM LLC increased its holdings in Enersys by 294.2% in the second quarter. CWM LLC now owns 6,019 shares of the industrial products company’s stock valued at $516,000 after buying an additional 4,492 shares in the last quarter. 94.93% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on ENS shares. Wall Street Zen lowered Enersys from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Weiss Ratings reissued a “buy (b)” rating on shares of Enersys in a research report on Tuesday, January 27th. Zacks Research downgraded shares of Enersys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Roth Mkm reaffirmed a “buy” rating and issued a $208.00 price objective (up previously from $164.00) on shares of Enersys in a report on Tuesday, February 3rd. Finally, BTIG Research upped their target price on Enersys from $175.00 to $185.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Enersys presently has an average rating of “Moderate Buy” and an average price target of $177.00.

Enersys Trading Up 2.5%

Shares of ENS opened at $181.33 on Friday. The business’s 50-day moving average price is $161.45 and its 200 day moving average price is $131.18. The company has a current ratio of 2.75, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $6.68 billion, a P/E ratio of 22.47, a P/E/G ratio of 1.14 and a beta of 1.11. Enersys has a 1-year low of $76.57 and a 1-year high of $194.77.

Enersys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share for the quarter, topping the consensus estimate of $2.73 by $0.04. The firm had revenue of $919.13 million for the quarter, compared to analysts’ expectations of $932.13 million. Enersys had a net margin of 8.37% and a return on equity of 21.27%. The company’s quarterly revenue was up 1.4% compared to the same quarter last year. During the same period in the previous year, the company posted $3.12 EPS. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. Analysts expect that Enersys will post 9.99 earnings per share for the current year.

Enersys Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 13th will be given a dividend of $0.2625 per share. This represents a $1.05 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, March 13th. Enersys’s dividend payout ratio (DPR) is presently 13.01%.

Insider Buying and Selling at Enersys

In other news, insider Chad C. Uplinger sold 6,702 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the completion of the sale, the insider owned 23,713 shares in the company, valued at approximately $3,591,570.98. This represents a 22.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.91% of the company’s stock.

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.