Vanguard Group Inc. Cuts Stake in Enpro Inc. $NPO

Vanguard Group Inc. reduced its holdings in shares of Enpro Inc. (NYSE:NPO) by 1.4% during the fourth quarter, Holdings Channel reports. The fund owned 2,258,530 shares of the industrial products company’s stock after selling 32,224 shares during the period. Vanguard Group Inc. owned about 0.11% of Enpro worth $483,619,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in NPO. Alliancebernstein L.P. lifted its holdings in shares of Enpro by 1,651.9% in the 2nd quarter. Alliancebernstein L.P. now owns 409,798 shares of the industrial products company’s stock worth $78,497,000 after acquiring an additional 386,406 shares during the last quarter. Wasatch Advisors LP raised its position in Enpro by 34.1% in the 2nd quarter. Wasatch Advisors LP now owns 1,065,791 shares of the industrial products company’s stock worth $204,152,000 after purchasing an additional 270,909 shares during the period. Invesco Ltd. raised its position in Enpro by 26.5% in the 3rd quarter. Invesco Ltd. now owns 825,339 shares of the industrial products company’s stock worth $186,527,000 after purchasing an additional 172,991 shares during the period. Tributary Capital Management LLC lifted its stake in Enpro by 90.2% in the third quarter. Tributary Capital Management LLC now owns 319,740 shares of the industrial products company’s stock worth $72,261,000 after purchasing an additional 151,661 shares during the last quarter. Finally, Sei Investments Co. boosted its position in Enpro by 134.5% during the second quarter. Sei Investments Co. now owns 110,361 shares of the industrial products company’s stock valued at $21,140,000 after buying an additional 63,293 shares during the period. 98.31% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Enpro

Here are the key news stories impacting Enpro this week:

• Positive Sentiment: Q1 EPS beat — Enpro reported $2.14 EPS vs. the Zacks consensus $2.08, showing year‑over‑year earnings improvement and signaling operational strength. Enpro (NPO) Q1 Earnings Top Estimates
• Positive Sentiment: Raised FY2026 guidance — Management updated full‑year EPS guidance to a range of 8.85–9.50, which implies upside potential to street estimates (consensus ~8.91) and is the primary reason the shares are trading higher. Enpro Reports First Quarter 2026 Results; Raises Full-Year Guidance
• Neutral Sentiment: Revenue roughly in line — Sales were $303.0M vs. estimates near $303.9M, and revenue grew ~10.9% YoY, suggesting healthy demand but no material beat on the top line. Enpro (NYSE:NPO) posts Q1 CY2026 sales in line with estimates
• Neutral Sentiment: Call transcript available — Management commentary (pricing, end‑market trends, margin outlook) from the earnings call will be important to parse for guidance conviction; transcripts are posted for review. Enpro Inc. (NPO) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Guidance nuance and modest top‑line miss — the revenue shortfall was small and the guidance lower bound (8.85) sits slightly below some estimates, leaving room for concern if execution or margins slip — watch upcoming quarterly cadence and margin trends. Enpro Q1 earnings and materials

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Oppenheimer raised their price objective on Enpro from $240.00 to $285.00 and gave the company an “outperform” rating in a research note on Thursday, February 19th. KeyCorp restated an “overweight” rating on shares of Enpro in a report on Wednesday. Finally, Wall Street Zen lowered Enpro from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $297.50.

Enpro Trading Up 3.6%

Shares of NPO opened at $299.97 on Wednesday. The stock has a market capitalization of $6.34 billion, a P/E ratio of 158.72, a PEG ratio of 2.17 and a beta of 1.56. Enpro Inc. has a twelve month low of $152.95 and a twelve month high of $304.59. The company has a quick ratio of 1.50, a current ratio of 2.32 and a debt-to-equity ratio of 0.42. The firm has a fifty day simple moving average of $264.72 and a two-hundred day simple moving average of $242.87.

Enpro (NYSE:NPO) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.08 by $0.06. The firm had revenue of $303.00 million for the quarter, compared to analysts’ expectations of $303.90 million. Enpro had a net margin of 3.54% and a return on equity of 11.16%. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.90 earnings per share. Enpro has set its FY 2026 guidance at 8.850-9.500 EPS. On average, research analysts anticipate that Enpro Inc. will post 8.88 EPS for the current year.

Enpro Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 17th. Investors of record on Wednesday, June 3rd will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Wednesday, June 3rd. Enpro’s payout ratio is currently 67.72%.

Insiders Place Their Bets

In other news, Director John Humphrey sold 1,300 shares of Enpro stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $268.69, for a total value of $349,297.00. Following the sale, the director directly owned 3,200 shares in the company, valued at approximately $859,808. This trade represents a 28.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Steven R. Bower sold 507 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $265.15, for a total value of $134,431.05. Following the transaction, the chief accounting officer owned 4,695 shares of the company’s stock, valued at approximately $1,244,879.25. This represents a 9.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 9,660 shares of company stock worth $2,653,220. 1.60% of the stock is currently owned by company insiders.

About Enpro

Enpro Group, Inc (NYSE: NPO) is a global industrial technology company specializing in engineered products designed to perform in critical and harsh environments. The company’s product portfolio spans proprietary bearing materials and surface enhancement technologies, high-performance sealing solutions, and fluid handling components. Enpro’s offerings are tailored for markets such as semiconductor manufacturing, aerospace, energy, chemical processing, life sciences and general industrial applications.

Formed in December 2002 as a spin-off from the aerospace and defense supplier Goodrich Corporation, Enpro has grown through a combination of targeted acquisitions and focused organic investment in research and development.