Grantham Mayo Van Otterloo & Co. LLC Grows Stock Holdings in Enersys $ENS

Grantham Mayo Van Otterloo & Co. LLC lifted its position in Enersys (NYSE:ENS) by 5.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 97,341 shares of the industrial products company’s stock after buying an additional 5,290 shares during the period. Grantham Mayo Van Otterloo & Co. LLC owned approximately 0.26% of Enersys worth $10,996,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Root Financial Partners LLC acquired a new stake in Enersys in the third quarter valued at approximately $25,000. Optiver Holding B.V. acquired a new position in shares of Enersys during the third quarter worth $47,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Enersys by 626.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock valued at $47,000 after purchasing an additional 476 shares during the last quarter. Hantz Financial Services Inc. boosted its position in shares of Enersys by 105.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 491 shares of the industrial products company’s stock worth $55,000 after purchasing an additional 252 shares in the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new position in Enersys during the 3rd quarter worth $64,000. Institutional investors own 94.93% of the company’s stock.

Insiders Place Their Bets

In other Enersys news, insider Chad C. Uplinger sold 6,702 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the sale, the insider directly owned 23,713 shares of the company’s stock, valued at approximately $3,591,570.98. This trade represents a 22.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.91% of the company’s stock.

Enersys Stock Performance

ENS opened at $161.77 on Tuesday. The company has a current ratio of 2.75, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61. Enersys has a 12-month low of $76.57 and a 12-month high of $194.77. The firm has a 50 day moving average of $168.89 and a two-hundred day moving average of $140.60. The firm has a market capitalization of $5.96 billion, a PE ratio of 20.05, a P/E/G ratio of 1.00 and a beta of 1.11.

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

Enersys Announces Dividend

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

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a research report on Tuesday, January 27th. Wall Street Zen lowered Enersys from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Zacks Research downgraded shares of Enersys from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. BTIG Research increased their price objective on shares of Enersys from $175.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Finally, Roth Mkm reissued a “buy” rating and set a $208.00 target price (up from $164.00) on shares of Enersys in a research report on Tuesday, February 3rd. Four analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $177.00.

About Enersys

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.