Oppenheimer Asset Management Inc. Purchases Shares of 13,438 Enersys $ENS

Oppenheimer Asset Management Inc. acquired a new position in shares of Enersys (NYSE:ENS) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 13,438 shares of the industrial products company’s stock, valued at approximately $3,142,000.

A number of other large investors also recently modified their holdings of ENS. PFG Investments LLC grew its holdings in Enersys by 4.2% during the fourth quarter. PFG Investments LLC now owns 1,939 shares of the industrial products company’s stock worth $285,000 after buying an additional 78 shares in the last quarter. Stifel Financial Corp lifted its stake in Enersys by 2.0% during the 4th quarter. Stifel Financial Corp now owns 4,252 shares of the industrial products company’s stock valued at $624,000 after acquiring an additional 84 shares in the last quarter. Kestra Advisory Services LLC lifted its stake in Enersys by 4.9% during the 4th quarter. Kestra Advisory Services LLC now owns 2,009 shares of the industrial products company’s stock valued at $295,000 after acquiring an additional 94 shares in the last quarter. Merit Financial Group LLC boosted its holdings in Enersys by 3.8% during the 3rd quarter. Merit Financial Group LLC now owns 2,662 shares of the industrial products company’s stock worth $301,000 after acquiring an additional 97 shares during the last quarter. Finally, CIBC Private Wealth Group LLC boosted its holdings in Enersys by 116.7% during the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 98 shares during the last quarter. Institutional investors own 94.93% of the company’s stock.

Trending Headlines about Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Results exceeded expectations: EnerSys reported fiscal Q1 sales of approximately $935.6 million, up 4.8% year over year, while adjusted diluted EPS rose to $3.66 from $2.23. EPS exceeded the roughly $2.82–$2.83 consensus estimate, and revenue also topped forecasts. Pricing, margin expansion, tax benefits and a tariff refund supported the earnings beat. ENS Q1 Earnings and Sales Beat on Pricing, Margin Expansion
• Positive Sentiment: Favorable second-quarter outlook: Management projected fiscal Q2 sales of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. The company highlighted demand momentum in data centers, communications, and aerospace and defense, helping offset softer material-handling trends. EnerSys jumps on earnings beat, upbeat Q2 guidance
• Positive Sentiment: Capital-return and growth initiatives: EnerSys raised its quarterly dividend approximately 9.5% to $0.2875 per share, signaling confidence in cash generation. Management also reported a cash increase and continued progress toward a U.S. lithium-cell facility, supporting the company’s longer-term strategy. EnerSys Earnings Call Highlights Lithium Push, Cash Surge
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and maintained a $280 price target, implying substantial potential upside from the reported trading level. BTIG rating reaffirmation
• Neutral Sentiment: Some of the quarter’s benefit came from tax advantages and a tariff refund, which may not fully recur. Investors will also monitor weaker material-handling demand and execution risks surrounding the lithium-cell expansion.

Enersys Stock Performance

Shares of ENS opened at $203.50 on Friday. Enersys has a 1 year low of $97.03 and a 1 year high of $244.30. The company has a debt-to-equity ratio of 0.51, a current ratio of 2.80 and a quick ratio of 1.76. The stock’s fifty day moving average price is $206.31 and its two-hundred day moving average price is $197.25. The firm has a market cap of $7.42 billion, a PE ratio of 21.79, a PEG ratio of 1.12 and a beta of 1.19.

Enersys (NYSE:ENS) last posted its quarterly earnings results on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share for the quarter, topping the consensus estimate of $2.83 by $0.83. Enersys had a return on equity of 24.02% and a net margin of 9.29%.The company had revenue of $935.64 million during the quarter, compared to the consensus estimate of $928.01 million. During the same quarter in the prior year, the company earned $2.08 EPS. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. On average, equities research analysts forecast that Enersys will post 12.29 EPS for the current year.

Enersys Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Friday, September 18th will be given a $0.2875 dividend. This represents a $1.15 annualized dividend and a dividend yield of 0.6%. This is an increase from Enersys’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend is Friday, September 18th. Enersys’s payout ratio is presently 12.31%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on ENS. BTIG Research reiterated a “buy” rating and issued a $280.00 target price on shares of Enersys in a report on Thursday. Wall Street Zen raised shares of Enersys from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Roth Capital reiterated a “buy” rating and issued a $265.00 price objective on shares of Enersys in a research note on Friday, May 22nd. Oppenheimer reissued an “outperform” rating on shares of Enersys in a research report on Friday. Finally, TD Cowen boosted their target price on Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, Enersys presently has a consensus rating of “Moderate Buy” and an average target price of $265.00.

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.