Energizer (NYSE:ENR) Issues FY 2026 Earnings Guidance

Energizer (NYSE:ENR) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.600-3.600 for the period, compared to the consensus EPS estimate of 3.510. The company issued revenue guidance of -. Energizer also updated its Q4 2026 guidance to 1.250-1.350 EPS.

Energizer Stock Performance

ENR stock traded up $0.82 on Wednesday, hitting $22.40. The company’s stock had a trading volume of 383,452 shares, compared to its average volume of 1,186,800. The stock has a market cap of $1.53 billion, a price-to-earnings ratio of 8.21 and a beta of 0.75. The firm has a 50 day moving average of $20.54 and a two-hundred day moving average of $19.80. The company has a current ratio of 2.05, a quick ratio of 1.03 and a debt-to-equity ratio of 19.08. Energizer has a 1 year low of $15.75 and a 1 year high of $30.29.

Energizer (NYSE:ENR) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $0.75 EPS for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.08). Energizer had a net margin of 6.55% and a return on equity of 144.22%. The business had revenue of $734.10 million during the quarter, compared to analyst estimates of $720.29 million. During the same quarter in the prior year, the firm posted $2.13 earnings per share. The company’s revenue for the quarter was up 1.2% compared to the same quarter last year. Energizer has set its Q4 2026 guidance at 1.250-1.350 EPS and its FY 2026 guidance at 3.600-3.600 EPS. Equities analysts predict that Energizer will post 3.56 EPS for the current fiscal year.

Energizer Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Wednesday, August 19th will be paid a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 5.4%. The ex-dividend date of this dividend is Wednesday, August 19th. Energizer’s payout ratio is currently 43.96%.

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Morgan Stanley reissued a “negative” rating and set a $21.00 price target on shares of Energizer in a report on Tuesday. UBS Group raised their price objective on shares of Energizer from $19.00 to $21.00 and gave the stock a “neutral” rating in a research note on Thursday, July 16th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Energizer in a research report on Wednesday, June 24th. Barclays increased their target price on Energizer from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Finally, Canaccord Genuity Group set a $18.00 target price on Energizer in a report on Wednesday. One investment analyst has rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $23.43.

Insiders Place Their Bets

In other Energizer news, major shareholder Aqua Capital, Ltd. bought 60,000 shares of the business’s stock in a transaction on Thursday, July 23rd. The shares were bought at an average cost of $20.25 per share, with a total value of $1,215,000.00. Following the transaction, the insider directly owned 7,940,000 shares in the company, valued at approximately $160,785,000. This trade represents a 0.76% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. In the last ninety days, insiders purchased 538,681 shares of company stock worth $10,406,791. 1.63% of the stock is owned by company insiders.

Energizer News Roundup

Here are the key news stories impacting Energizer this week:

• Positive Sentiment: Fiscal Q3 organic sales increased 2.7%, indicating that Energizer continued to generate underlying growth despite a slowing battery and auto-care category. Revenue also surpassed consensus estimates. Energizer fiscal 2026 third-quarter results
• Positive Sentiment: Management maintained full-year adjusted EPS guidance at $3.60, slightly above the referenced analyst consensus of $3.51, while positioning adjusted EPS and EBITDA toward the low end of the original fiscal 2026 ranges. Energizer Q3 earnings and revenue report
• Neutral Sentiment: The company reported a 38.2% gross margin, or 39.2% on an adjusted basis, and emphasized organic growth initiatives as it navigates slower category demand. Investors will focus on whether pricing, productivity efforts and cost controls can stabilize margins. Energizer Q3 2026 earnings call transcript
• Negative Sentiment: Adjusted EPS of $0.75 missed estimates ranging from $0.83 to $0.86 and fell sharply from $1.13 a year earlier. The earnings shortfall reflects margin and product-mix pressure despite sales growth. Energizer Q3 earnings miss
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $1.25–$1.35 was below the $1.42 consensus estimate, and Energizer lowered its fiscal 2026 organic-sales outlook. These signals reinforce concerns that near-term profitability and demand remain challenged.

Institutional Trading of Energizer

Several large investors have recently added to or reduced their stakes in ENR. Aster Capital Management DIFC Ltd boosted its position in Energizer by 148.1% during the 4th quarter. Aster Capital Management DIFC Ltd now owns 2,077 shares of the company’s stock worth $41,000 after acquiring an additional 1,240 shares during the period. Northwestern Mutual Wealth Management Co. bought a new stake in Energizer in the third quarter worth $47,000. Public Employees Retirement System of Ohio boosted its stake in shares of Energizer by 25.5% during the 4th quarter. Public Employees Retirement System of Ohio now owns 2,479 shares of the company’s stock worth $49,000 after acquiring an additional 503 shares in the last quarter. Federation des caisses Desjardins du Quebec raised its stake in shares of Energizer by 50.3% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 9,020 shares of the company’s stock valued at $179,000 after acquiring an additional 3,020 shares in the last quarter. Finally, Tower Research Capital LLC TRC lifted its holdings in Energizer by 268.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 8,947 shares of the company’s stock worth $180,000 after purchasing an additional 6,519 shares during the last quarter. 93.74% of the stock is currently owned by institutional investors and hedge funds.

About Energizer

Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.

Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.