De Lisle Partners LLP Buys New Stake in Enersys $ENS

De Lisle Partners LLP purchased a new position in shares of Enersys (NYSE:ENS) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 15,000 shares of the industrial products company’s stock, valued at approximately $3,507,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Stifel Financial Corp increased its holdings in shares of Enersys by 2.0% during the fourth quarter. Stifel Financial Corp now owns 4,252 shares of the industrial products company’s stock valued at $624,000 after purchasing an additional 84 shares during the period. Kestra Advisory Services LLC lifted its holdings in Enersys by 4.9% in the fourth quarter. Kestra Advisory Services LLC now owns 2,009 shares of the industrial products company’s stock worth $295,000 after purchasing an additional 94 shares during the period. Merit Financial Group LLC lifted its holdings in Enersys by 3.8% in the third quarter. Merit Financial Group LLC now owns 2,662 shares of the industrial products company’s stock worth $301,000 after purchasing an additional 97 shares during the period. CIBC Private Wealth Group LLC grew its position in Enersys by 116.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock valued at $27,000 after buying an additional 98 shares in the last quarter. Finally, State of Michigan Retirement System increased its stake in Enersys by 1.1% during the 1st quarter. State of Michigan Retirement System now owns 8,872 shares of the industrial products company’s stock valued at $1,541,000 after buying an additional 100 shares during the period. Institutional investors own 94.93% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on ENS shares. Oppenheimer restated an “outperform” rating on shares of Enersys in a research report on Friday, August 14th. Zacks Research upgraded shares of Enersys from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 18th. Roth Capital reiterated a “buy” rating and set a $265.00 price objective on shares of Enersys in a research note on Friday, May 22nd. Wall Street Zen raised Enersys from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 15th. Finally, TD Cowen upped their target price on Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating and five have assigned a Buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $265.00.

Enersys Price Performance

Shares of Enersys stock opened at $189.73 on Friday. Enersys has a 52 week low of $98.44 and a 52 week high of $244.30. The company has a current ratio of 2.80, a quick ratio of 1.83 and a debt-to-equity ratio of 0.51. The stock has a market cap of $6.84 billion, a PE ratio of 20.31, a price-to-earnings-growth ratio of 0.94 and a beta of 1.19. The company’s 50-day moving average price is $203.39 and its two-hundred day moving average price is $197.78.

Enersys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share for the quarter, beating the consensus estimate of $2.83 by $0.83. The company had revenue of $935.64 million during the quarter, compared to analyst estimates of $928.01 million. Enersys had a net margin of 9.29% and a return on equity of 24.02%. The business’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the firm posted $2.08 EPS. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. As a group, sell-side analysts anticipate that Enersys will post 13.41 EPS for the current fiscal year.

Enersys Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 18th will be issued a dividend of $0.2875 per share. The ex-dividend date is Friday, September 18th. This is a positive change from Enersys’s previous quarterly dividend of $0.26. This represents a $1.15 dividend on an annualized basis and a yield of 0.6%. Enersys’s payout ratio is 11.24%.

Enersys 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.