Pinnbrook Capital Management LP Takes $8.04 Million Position in ESCO Technologies Inc. $ESE

Pinnbrook Capital Management LP bought a new stake in shares of ESCO Technologies Inc. (NYSE:ESE) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 22,960 shares of the scientific and technical instruments company’s stock, valued at approximately $8,037,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ESE. AQR Capital Management LLC boosted its holdings in ESCO Technologies by 60.5% in the first quarter. AQR Capital Management LLC now owns 7,683 shares of the scientific and technical instruments company’s stock valued at $1,223,000 after acquiring an additional 2,896 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in ESCO Technologies by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,399 shares of the scientific and technical instruments company’s stock valued at $2,450,000 after purchasing an additional 664 shares during the period. Dynamic Technology Lab Private Ltd bought a new position in ESCO Technologies in the 1st quarter worth $228,000. United Services Automobile Association purchased a new stake in shares of ESCO Technologies in the 1st quarter worth about $261,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of ESCO Technologies by 19.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 82,500 shares of the scientific and technical instruments company’s stock worth $13,127,000 after purchasing an additional 13,648 shares during the period. Hedge funds and other institutional investors own 95.70% of the company’s stock.

ESCO Technologies Price Performance

ESE opened at $287.21 on Friday. 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 cap of $7.44 billion, a price-to-earnings ratio of 23.66, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. The stock has a fifty day simple moving average of $323.86 and a two-hundred day simple moving average of $301.23. ESCO Technologies Inc. has a 12-month low of $191.80 and a 12-month high of $362.15.

ESCO Technologies (NYSE:ESE) last announced its earnings results on Thursday, August 6th. The scientific and technical instruments company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates of $2.12 by $0.08. The firm had revenue of $339.03 million for the quarter, compared to analysts’ expectations of $341.40 million. ESCO Technologies had a net margin of 24.39% and a return on equity of 13.28%. The company’s quarterly revenue was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.60 EPS. 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. Research analysts predict that ESCO Technologies Inc. will post 8.34 earnings per share for the current fiscal year.

ESCO Technologies Dividend Announcement

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

Wall Street Analyst Weigh In

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

ESCO Technologies Company Profile

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.