Energizer (NYSE:ENR – Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.300-3.600 for the period, compared to the consensus EPS estimate of 3.340. The company issued revenue guidance of -. Energizer also updated its Q3 2026 guidance to 0.750-0.850 EPS.
Wall Street Analysts Forecast Growth
Several brokerages have recently weighed in on ENR. UBS Group reaffirmed a “neutral” rating on shares of Energizer in a report on Wednesday. Weiss Ratings reissued a “hold (c-)” rating on shares of Energizer in a research note on Friday, March 27th. Evercore set a $28.00 price objective on shares of Energizer in a research note on Tuesday, February 10th. Zacks Research raised shares of Energizer from a “strong sell” rating to a “hold” rating in a research report on Wednesday, February 11th. Finally, Barclays lifted their target price on shares of Energizer from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 14th. One analyst has rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $23.43.
Energizer Stock Performance
Energizer (NYSE:ENR – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.47. Energizer had a net margin of 7.11% and a return on equity of 143.24%. The business had revenue of $643.30 million during the quarter, compared to analysts’ expectations of $661.92 million. During the same period in the previous year, the company earned $0.67 earnings per share. Energizer’s revenue for the quarter was down 3.0% on a year-over-year basis. Energizer has set its Q3 2026 guidance at 0.750-0.850 EPS and its FY 2026 guidance at 3.300-3.600 EPS. On average, sell-side analysts forecast that Energizer will post 3.37 EPS for the current year.
Energizer Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Wednesday, May 20th will be given a dividend of $0.30 per share. The ex-dividend date of this dividend is Wednesday, May 20th. This represents a $1.20 dividend on an annualized basis and a yield of 6.4%. Energizer’s payout ratio is 40.40%.
Insider Transactions at Energizer
In related news, major shareholder Aqua Capital, Ltd. bought 14,372 shares of the company’s stock in a transaction that occurred on Wednesday, April 8th. The shares were acquired at an average price of $17.47 per share, with a total value of $251,078.84. Following the completion of the transaction, the insider owned 7,019,372 shares of the company’s stock, valued at $122,628,428.84. The trade was a 0.21% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders have acquired a total of 20,215 shares of company stock worth $361,302 over the last 90 days. Insiders own 1.63% of the company’s stock.
Key Headlines Impacting Energizer
Here are the key news stories impacting Energizer this week:
- Positive Sentiment: Earnings beat and tariff refund lifted adjusted EPS and margins — Energizer reported adjusted EPS of $0.94 vs. a $0.47 consensus, helped by a $47.6M tariff refund that drove adjusted gross margin expansion. Energizer Holdings (ENR) Surpasses Q2 Earnings Estimates
- Positive Sentiment: Management highlighted “significant” margin improvement on the call, which supports profitability even as top-line pressures persist. Energizer Holdings gains after seeing ‘significant’ margin improvement in FQ2
- Positive Sentiment: Product innovation: Energizer launched the “Ultimate Child Shield” coin lithium batteries — a differentiated safety product that could support brand positioning and address a regulatory/consumer safety niche. Energizer Introduces the World’s Only, Revolutionary Child Safety Innovation that Prevents Life-Threatening Ingestion Burns
- Neutral Sentiment: Full-year FY2026 guidance was updated to an EPS range of $3.30–$3.60 (roughly in line with Street expectations), indicating management expects limited change to annual profitability despite quarter-level noise. Energizer Holdings, Inc. Announces Fiscal 2026 Second Quarter Results
- Negative Sentiment: Near-term guidance disappointment: Q3 FY2026 EPS guidance of $0.75–$0.85 comes in below the roughly $0.93 consensus, creating short-term earnings risk and pressure on the stock. Energizer Holdings, Inc. Announces Fiscal 2026 Second Quarter Results
- Negative Sentiment: Revenue and volume weakness: Net sales were $643.3M (down 3% Y/Y) and missed consensus, reflecting timing, mix and volume pressures that limit top-line near-term upside. Listen to Conference Call / View Press Release
Institutional Trading of Energizer
A number of institutional investors and hedge funds have recently modified their holdings of the stock. State Street Corp grew its stake in shares of Energizer by 0.5% during the 4th quarter. State Street Corp now owns 2,490,608 shares of the company’s stock worth $49,538,000 after acquiring an additional 13,200 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in Energizer by 16.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,348,768 shares of the company’s stock valued at $46,717,000 after purchasing an additional 323,363 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Energizer by 69.4% during the 4th quarter. Wellington Management Group LLP now owns 903,293 shares of the company’s stock valued at $17,966,000 after purchasing an additional 370,216 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Energizer by 25.8% during the fourth quarter. Invesco Ltd. now owns 589,954 shares of the company’s stock worth $11,734,000 after buying an additional 121,051 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in shares of Energizer by 3.1% in the third quarter. Bank of America Corp DE now owns 527,288 shares of the company’s stock valued at $13,124,000 after acquiring an additional 15,898 shares during the period. 93.74% of the stock is owned by institutional investors.
About Energizer
Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.
Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.
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