GHP Investment Advisors Inc. Trims Holdings in ESCO Technologies Inc. $ESE

GHP Investment Advisors Inc. lowered its position in shares of ESCO Technologies Inc. (NYSE:ESE) by 1.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 93,771 shares of the scientific and technical instruments company’s stock after selling 1,563 shares during the quarter. ESCO Technologies accounts for about 1.1% of GHP Investment Advisors Inc.’s investment portfolio, making the stock its 15th largest position. GHP Investment Advisors Inc. owned approximately 0.36% of ESCO Technologies worth $26,384,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised its position in shares of ESCO Technologies by 97,963,600.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,938,911 shares of the scientific and technical instruments company’s stock valued at $574,234,000 after purchasing an additional 2,938,908 shares during the period. Capital World Investors increased its stake in ESCO Technologies by 103.4% in the 4th quarter. Capital World Investors now owns 902,956 shares of the scientific and technical instruments company’s stock worth $176,429,000 after buying an additional 458,980 shares in the last quarter. Alliancebernstein L.P. increased its stake in ESCO Technologies by 1,204.3% in the 3rd quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company’s stock worth $91,210,000 after buying an additional 398,926 shares in the last quarter. Invesco Ltd. raised its holdings in ESCO Technologies by 26.0% during the third quarter. Invesco Ltd. now owns 891,144 shares of the scientific and technical instruments company’s stock valued at $188,129,000 after acquiring an additional 183,900 shares during the period. Finally, Millennium Management LLC raised its holdings in ESCO Technologies by 110.9% during the third quarter. Millennium Management LLC now owns 186,455 shares of the scientific and technical instruments company’s stock valued at $39,363,000 after acquiring an additional 98,042 shares during the period. 95.70% of the stock is currently owned by institutional investors.

ESCO Technologies Stock Performance

Shares of ESE stock opened at $354.36 on Friday. The stock has a market capitalization of $9.18 billion, a PE ratio of 29.80, a PEG ratio of 2.13 and a beta of 1.12. The business’s 50 day simple moving average is $312.32 and its 200 day simple moving average is $269.82. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.45 and a quick ratio of 0.98. ESCO Technologies Inc. has a one year low of $174.92 and a one year high of $362.15.

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

ESCO Technologies Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Weiss Ratings raised ESCO Technologies from a “buy (b+)” rating to a “buy (a)” rating in a research note on Tuesday, May 12th. JPMorgan Chase & Co. assumed coverage on ESCO Technologies in a research note on Monday, June 15th. They set an “overweight” rating and a $420.00 target price on the stock. Wall Street Zen cut ESCO Technologies from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $400.00 price target on shares of ESCO Technologies in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, ESCO Technologies presently has a consensus rating of “Buy” and an average target price of $410.00.

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.