OP Asset Management Ltd Purchases New Stake in ESCO Technologies Inc. $ESE

OP Asset Management Ltd acquired a new position in ESCO Technologies Inc. (NYSE:ESE) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 36,293 shares of the scientific and technical instruments company’s stock, valued at approximately $10,212,000. OP Asset Management Ltd owned approximately 0.14% of ESCO Technologies at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of ESE. Horizon Investments LLC grew its position in ESCO Technologies by 59.4% during the fourth 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 in the last quarter. JPMorgan Chase & Co. lifted its position in ESCO Technologies by 59.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 86,026 shares of the scientific and technical instruments company’s stock worth $18,161,000 after buying an additional 32,069 shares in the last quarter. UBS Group AG lifted its position in ESCO Technologies by 14.6% in the 4th 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 in the last quarter. Sowell Financial Services LLC acquired a new stake in shares of ESCO Technologies during the 4th quarter valued at $1,171,000. Finally, Freemont Management S.A. purchased a new position in shares of ESCO Technologies during the 4th quarter valued at $2,911,000. 95.70% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on ESE shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $400.00 price target on shares of ESCO Technologies in a research note on Friday, April 17th. Wall Street Zen downgraded ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. JPMorgan Chase & Co. started coverage on ESCO Technologies in a research report on Monday, June 15th. They issued an “overweight” rating and a $420.00 target price on the stock. Finally, Weiss Ratings raised ESCO Technologies from a “buy (b+)” rating to a “buy (a)” rating in a research note on Tuesday, May 12th. Two equities research 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 company’s stock. According to data from MarketBeat.com, ESCO Technologies presently has an average rating of “Buy” and an average price target of $410.00.

ESCO Technologies Stock Up 2.3%

ESCO Technologies stock opened at $354.36 on Friday. The company has a market capitalization of $9.18 billion, a P/E ratio of 29.80, a P/E/G ratio of 2.13 and a beta of 1.12. The firm’s fifty day simple moving average is $312.32 and its 200-day simple moving average is $269.82. The company has a current ratio of 1.45, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08. ESCO Technologies Inc. has a 1-year low of $174.92 and a 1-year high of $362.15.

ESCO Technologies (NYSE:ESE) last issued its quarterly earnings data on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.01. ESCO Technologies had a net margin of 24.69% and a return on equity of 12.88%. The firm had revenue of $309.34 million during the quarter, compared to analysts’ expectations of $307.88 million. During the same period in the prior year, the company posted $1.35 earnings per share. ESCO Technologies’s revenue for the quarter was up 33.5% on a year-over-year basis. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. Sell-side analysts forecast that ESCO Technologies Inc. will post 8.2 earnings per share for the current fiscal year.

ESCO Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 2nd will be paid a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Thursday, July 2nd. ESCO Technologies’s dividend payout ratio (DPR) is presently 2.69%.

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.