Lisanti Capital Growth LLC Purchases New Holdings in ESCO Technologies Inc. $ESE

Lisanti Capital Growth LLC acquired a new position in ESCO Technologies Inc. (NYSE:ESE) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 10,130 shares of the scientific and technical instruments company’s stock, valued at approximately $3,546,000.

Several other large investors have also recently bought and sold shares of ESE. Horizon Investments LLC boosted its stake in shares of ESCO Technologies by 59.4% in the 4th quarter. Horizon Investments LLC now owns 11,821 shares of the scientific and technical instruments company’s stock valued at $2,309,000 after purchasing an additional 4,406 shares during the last quarter. UBS Group AG raised its stake in shares of ESCO Technologies by 14.6% during the fourth quarter. UBS Group AG now owns 28,760 shares of the scientific and technical instruments company’s stock worth $5,619,000 after buying an additional 3,674 shares during the last quarter. Principal Financial Group Inc. raised its stake in shares of ESCO Technologies by 3.1% during the first quarter. Principal Financial Group Inc. now owns 149,233 shares of the scientific and technical instruments company’s stock worth $41,990,000 after buying an additional 4,527 shares during the last quarter. Capital World Investors lifted its holdings in ESCO Technologies by 103.4% in the fourth quarter. Capital World Investors now owns 902,956 shares of the scientific and technical instruments company’s stock valued at $176,429,000 after buying an additional 458,980 shares during the period. Finally, Fifth Third Bancorp lifted its holdings in ESCO Technologies by 8,434.4% in the first quarter. Fifth Third Bancorp now owns 63,496 shares of the scientific and technical instruments company’s stock valued at $17,866,000 after buying an additional 62,752 shares during the period. Institutional investors and hedge funds own 95.70% of the company’s stock.

ESCO Technologies Stock Performance

Shares of ESCO Technologies stock opened at $289.91 on Thursday. The stock’s fifty day simple moving average is $325.06 and its 200 day simple moving average is $300.94. The company has a current ratio of 1.38, a quick ratio of 0.94 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $7.51 billion, a PE ratio of 23.88, a PEG ratio of 1.76 and a beta of 1.10. ESCO Technologies Inc. has a 12 month low of $185.75 and a 12 month high of $362.15.

ESCO Technologies (NYSE:ESE) last posted its earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. The firm had revenue of $339.03 million during the quarter, compared to analysts’ expectations of $341.40 million. ESCO Technologies had a return on equity of 13.28% and a net margin of 24.39%.The company’s revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.60 earnings per share. ESCO Technologies has set its FY 2026 guidance at 8.300-8.400 EPS and its Q4 2026 guidance at 2.550-2.650 EPS. On average, research analysts predict that ESCO Technologies Inc. will post 8.34 EPS for the current year.

ESCO Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Thursday, October 1st will be paid a $0.08 dividend. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. ESCO Technologies’s payout ratio is presently 2.64%.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ESE. JPMorgan Chase & Co. initiated coverage on shares of ESCO Technologies in a report on Monday, June 15th. They set an “overweight” rating and a $420.00 target price for the company. Wall Street Zen lowered ESCO Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $413.00 price objective on shares of ESCO Technologies in a report on Monday, August 10th. Finally, Weiss Ratings cut ESCO Technologies from a “buy (a)” rating to a “buy (a-)” rating in a report on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $416.50.

About ESCO Technologies

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.