Enersys $ENS Shares Purchased by Grantham Mayo Van Otterloo & Co. LLC

Grantham Mayo Van Otterloo & Co. LLC raised its position in Enersys (NYSE:ENS) by 41.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 92,051 shares of the industrial products company’s stock after purchasing an additional 27,027 shares during the period. Grantham Mayo Van Otterloo & Co. LLC owned about 0.25% of Enersys worth $7,895,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Intech Investment Management LLC grew its holdings in Enersys by 13.4% in the 1st quarter. Intech Investment Management LLC now owns 29,706 shares of the industrial products company’s stock valued at $2,720,000 after buying an additional 3,512 shares during the period. ABLE Financial Group LLC purchased a new stake in Enersys in the second quarter valued at approximately $1,808,000. EP Wealth Advisors LLC purchased a new stake in Enersys in the first quarter valued at approximately $229,000. Entropy Technologies LP raised its stake in Enersys by 235.6% during the second quarter. Entropy Technologies LP now owns 10,072 shares of the industrial products company’s stock worth $864,000 after purchasing an additional 7,071 shares during the period. Finally, Geode Capital Management LLC raised its stake in Enersys by 2.4% during the second quarter. Geode Capital Management LLC now owns 989,020 shares of the industrial products company’s stock worth $84,838,000 after purchasing an additional 23,252 shares during the period. 94.93% of the stock is currently owned by hedge funds and other institutional investors.

Enersys Stock Performance

Enersys stock opened at $143.11 on Friday. The stock’s 50 day moving average price is $124.59 and its 200 day moving average price is $104.23. The firm has a market capitalization of $5.28 billion, a PE ratio of 16.34, a price-to-earnings-growth ratio of 0.71 and a beta of 1.13. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.91 and a current ratio of 3.00. Enersys has a one year low of $76.57 and a one year high of $144.58.

Enersys (NYSE:ENS) last issued its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $2.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.36 by $0.20. Enersys had a net margin of 9.60% and a return on equity of 21.99%. The company had revenue of $951.30 million during the quarter, compared to the consensus estimate of $890.27 million. During the same quarter last year, the company earned $2.12 earnings per share. Enersys’s revenue for the quarter was up 7.6% on a year-over-year basis. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS. As a group, sell-side analysts expect that Enersys will post 9.99 EPS for the current fiscal year.

Enersys Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Shareholders of record on Friday, December 12th will be issued a $0.2625 dividend. The ex-dividend date is Friday, December 12th. This represents a $1.05 dividend on an annualized basis and a yield of 0.7%. Enersys’s payout ratio is currently 12.28%.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Weiss Ratings restated a “buy (b)” rating on shares of Enersys in a report on Thursday, October 30th. Zacks Research upgraded Enersys from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 10th. Wall Street Zen raised Enersys from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Oppenheimer reiterated an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Finally, Roth Capital restated a “buy” rating and issued a $120.00 price target on shares of Enersys in a report on Tuesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating and four have issued a Buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $126.00.

About Enersys

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.