Geneva Capital Management LLC Sells 3,130 Shares of ESCO Technologies Inc. $ESE

Geneva Capital Management LLC lessened its holdings in shares of ESCO Technologies Inc. (NYSE:ESE) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 879,829 shares of the scientific and technical instruments company’s stock after selling 3,130 shares during the period. ESCO Technologies makes up 3.2% of Geneva Capital Management LLC’s holdings, making the stock its 5th biggest position. Geneva Capital Management LLC’s holdings in ESCO Technologies were worth $185,741,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. AQR Capital Management LLC lifted its holdings in shares of ESCO Technologies by 60.5% in the 1st quarter. AQR Capital Management LLC now owns 7,683 shares of the scientific and technical instruments company’s stock valued at $1,223,000 after buying an additional 2,896 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in ESCO Technologies by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,399 shares of the scientific and technical instruments company’s stock worth $2,450,000 after acquiring an additional 664 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in ESCO Technologies during the first quarter valued at approximately $228,000. United Services Automobile Association purchased a new position in ESCO Technologies during the first quarter valued at approximately $261,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in ESCO Technologies by 19.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 82,500 shares of the scientific and technical instruments company’s stock valued at $13,127,000 after acquiring an additional 13,648 shares during the period. 95.70% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ESE has been the topic of a number of analyst reports. Wall Street Zen cut shares of ESCO Technologies from a “strong-buy” rating to a “buy” rating in a research note on Sunday, February 15th. Weiss Ratings lowered shares of ESCO Technologies from a “buy (a-)” rating to a “buy (b)” rating in a research report on Tuesday, February 10th. Zacks Research raised shares of ESCO Technologies to a “hold” rating in a report on Tuesday, December 16th. Finally, CJS Securities upgraded ESCO Technologies to a “strong-buy” rating in a research report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $200.00.

ESCO Technologies Trading Down 0.2%

ESE opened at $270.64 on Wednesday. The firm has a market capitalization of $7.01 billion, a price-to-earnings ratio of 23.03 and a beta of 1.16. The company’s 50 day simple moving average is $243.65 and its two-hundred day simple moving average is $221.55. ESCO Technologies Inc. has a 1-year low of $134.78 and a 1-year high of $291.31. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.33 and a quick ratio of 0.89.

ESCO Technologies (NYSE:ESE) last released its quarterly earnings data on Thursday, February 5th. The scientific and technical instruments company reported $1.64 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.32. The firm had revenue of $289.66 million for the quarter, compared to analysts’ expectations of $289.30 million. ESCO Technologies had a return on equity of 12.55% and a net margin of 25.28%.The firm’s quarterly revenue was up 17.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.92 earnings per share. ESCO Technologies has set its Q2 2026 guidance at 1.750-1.850 EPS and its FY 2026 guidance at 7.900-8.15 EPS. Analysts expect that ESCO Technologies Inc. will post 5.65 EPS for the current fiscal year.

ESCO Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.08 per share. The ex-dividend date is Thursday, April 2nd. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. ESCO Technologies’s dividend payout ratio is 2.72%.

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.