Skylands Capital LLC Has $7.77 Million Stock Holdings in Enersys $ENS

Skylands Capital LLC decreased its holdings in shares of Enersys (NYSE:ENS) by 16.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 68,805 shares of the industrial products company’s stock after selling 13,485 shares during the period. Skylands Capital LLC owned approximately 0.18% of Enersys worth $7,772,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. United Services Automobile Association bought a new stake in Enersys in the first quarter valued at about $240,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Enersys by 9.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 113,770 shares of the industrial products company’s stock valued at $10,419,000 after acquiring an additional 9,737 shares during the last quarter. KLP Kapitalforvaltning AS increased its stake in shares of Enersys by 9.2% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 8,300 shares of the industrial products company’s stock valued at $712,000 after acquiring an additional 700 shares during the last quarter. Johnson Investment Counsel Inc. raised its position in shares of Enersys by 6.7% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 2,806 shares of the industrial products company’s stock valued at $241,000 after acquiring an additional 176 shares during the period. Finally, CWM LLC boosted its stake in Enersys by 294.2% during the 2nd quarter. CWM LLC now owns 6,019 shares of the industrial products company’s stock worth $516,000 after acquiring an additional 4,492 shares during the last quarter. 94.93% of the stock is currently owned by institutional investors.

Insider Activity

In related news, insider Chad C. Uplinger sold 6,702 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the completion of the transaction, the insider owned 23,713 shares in the company, valued at approximately $3,591,570.98. This represents a 22.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.91% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Oppenheimer reaffirmed an “outperform” rating on shares of Enersys in a research note on Friday, November 7th. Weiss Ratings restated a “buy (b)” rating on shares of Enersys in a research report on Tuesday, January 27th. BTIG Research lifted their target price on Enersys from $175.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Wall Street Zen cut Enersys from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Roth Mkm reaffirmed a “buy” rating and set a $208.00 price target (up previously from $164.00) on shares of Enersys in a research report on Tuesday, February 3rd. Four equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, Enersys currently has a consensus rating of “Moderate Buy” and an average target price of $177.00.

Enersys Stock Performance

ENS opened at $173.90 on Wednesday. The company has a market capitalization of $6.41 billion, a price-to-earnings ratio of 21.55, a P/E/G ratio of 1.14 and a beta of 1.10. The business’s 50-day moving average price is $160.14 and its two-hundred day moving average price is $130.51. Enersys has a 1 year low of $76.57 and a 1 year high of $194.77. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.75 and a quick ratio of 1.72.

Enersys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share for the quarter, topping the consensus estimate of $2.73 by $0.04. The company had revenue of $919.13 million during the quarter, compared to analysts’ expectations of $932.13 million. Enersys had a return on equity of 21.27% and a net margin of 8.37%.Enersys’s revenue for the quarter was up 1.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.12 earnings per share. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. Equities analysts expect that Enersys will post 9.99 EPS for the current fiscal year.

Enersys Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be paid a dividend of $0.2625 per share. This represents a $1.05 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, March 13th. Enersys’s dividend payout ratio (DPR) is currently 13.01%.

Enersys Company 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.