Geode Capital Management LLC Has $123.86 Million Stake in ESCO Technologies Inc. $ESE

Geode Capital Management LLC grew its stake in ESCO Technologies Inc. (NYSE:ESE) by 3.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 633,821 shares of the scientific and technical instruments company’s stock after purchasing an additional 20,071 shares during the period. Geode Capital Management LLC’s holdings in ESCO Technologies were worth $123,861,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Summitry LLC grew its position in ESCO Technologies by 19.7% in the 4th quarter. Summitry LLC now owns 3,640 shares of the scientific and technical instruments company’s stock worth $711,000 after purchasing an additional 599 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in ESCO Technologies by 20.4% in the 4th quarter. EverSource Wealth Advisors LLC now owns 366 shares of the scientific and technical instruments company’s stock worth $72,000 after purchasing an additional 62 shares during the last quarter. Global Retirement Partners LLC grew its position in ESCO Technologies by 1,731.0% in the 4th quarter. Global Retirement Partners LLC now owns 1,538 shares of the scientific and technical instruments company’s stock worth $301,000 after purchasing an additional 1,454 shares during the last quarter. ProShare Advisors LLC grew its position in ESCO Technologies by 3.2% in the 4th quarter. ProShare Advisors LLC now owns 5,055 shares of the scientific and technical instruments company’s stock worth $988,000 after purchasing an additional 157 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in ESCO Technologies by 97,963,600.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,938,911 shares of the scientific and technical instruments company’s stock worth $574,234,000 after purchasing an additional 2,938,908 shares during the last quarter. 95.70% of the stock is currently owned by institutional investors and hedge funds.

ESCO Technologies Price Performance

Shares of ESCO Technologies stock opened at $292.48 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 0.98 and a current ratio of 1.45. The firm’s 50-day simple moving average is $302.77 and its 200-day simple moving average is $257.78. ESCO Technologies Inc. has a twelve month low of $174.92 and a twelve month high of $346.20. The firm has a market cap of $7.58 billion, a P/E ratio of 24.60, a price-to-earnings-growth ratio of 1.80 and a beta of 1.12.

ESCO Technologies (NYSE:ESE) last issued its earnings results on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.01. ESCO Technologies had a net margin of 24.69% and a return on equity of 12.88%. The business had revenue of $309.34 million for the quarter, compared to analyst estimates of $307.88 million. During the same period in the previous year, the business earned $1.35 EPS. The firm’s revenue 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. As a group, research analysts expect that ESCO Technologies Inc. will post 8.19 EPS for the current fiscal year.

ESCO Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Thursday, July 2nd will be given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Thursday, July 2nd. ESCO Technologies’s payout ratio is 2.69%.

Analyst Upgrades and Downgrades

ESE has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $400.00 price target on shares of ESCO Technologies in a research report on Friday, April 17th. Wall Street Zen lowered shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Weiss Ratings upgraded shares of ESCO Technologies from a “buy (b+)” rating to a “buy (a)” rating in a research report on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $400.00.

About ESCO Technologies

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.