Horizon Investment Services LLC Acquires New Position in Enersys $ENS

Horizon Investment Services LLC bought a new position in shares of Enersys (NYSE:ENS) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,504 shares of the industrial products company’s stock, valued at approximately $585,000.

Other hedge funds have also modified their holdings of the company. CIBC Private Wealth Group LLC boosted its holdings in Enersys by 116.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock worth $27,000 after buying an additional 98 shares during the period. Allworth Financial LP increased its stake in Enersys by 442.2% in the 3rd quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock worth $28,000 after buying an additional 199 shares in the last quarter. Los Angeles Capital Management LLC bought a new stake in Enersys during the fourth quarter valued at about $30,000. SBI Securities Co. Ltd. lifted its position in shares of Enersys by 239.7% in the fourth quarter. SBI Securities Co. Ltd. now owns 214 shares of the industrial products company’s stock valued at $31,000 after acquiring an additional 151 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new position in shares of Enersys in the second quarter valued at about $34,000. 94.93% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

ENS has been the subject of several research analyst reports. Roth Capital reiterated a “buy” rating and set a $265.00 target price on shares of Enersys in a research report on Friday, May 22nd. BTIG Research reissued a “buy” rating and issued a $280.00 price target on shares of Enersys in a report on Thursday. Wall Street Zen upgraded Enersys from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Oppenheimer reaffirmed an “outperform” rating on shares of Enersys in a report on Friday. Finally, Weiss Ratings cut shares of Enersys from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, June 26th. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, Enersys currently has an average rating of “Moderate Buy” and a consensus target price of $265.00.

Key Headlines Impacting Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Results exceeded expectations: EnerSys reported fiscal Q1 sales of approximately $935.6 million, up 4.8% year over year, while adjusted diluted EPS rose to $3.66 from $2.23. EPS exceeded the roughly $2.82–$2.83 consensus estimate, and revenue also topped forecasts. Pricing, margin expansion, tax benefits and a tariff refund supported the earnings beat. ENS Q1 Earnings and Sales Beat on Pricing, Margin Expansion
• Positive Sentiment: Favorable second-quarter outlook: Management projected fiscal Q2 sales of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. The company highlighted demand momentum in data centers, communications, and aerospace and defense, helping offset softer material-handling trends. EnerSys jumps on earnings beat, upbeat Q2 guidance
• Positive Sentiment: Capital-return and growth initiatives: EnerSys raised its quarterly dividend approximately 9.5% to $0.2875 per share, signaling confidence in cash generation. Management also reported a cash increase and continued progress toward a U.S. lithium-cell facility, supporting the company’s longer-term strategy. EnerSys Earnings Call Highlights Lithium Push, Cash Surge
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and maintained a $280 price target, implying substantial potential upside from the reported trading level. BTIG rating reaffirmation
• Neutral Sentiment: Some of the quarter’s benefit came from tax advantages and a tariff refund, which may not fully recur. Investors will also monitor weaker material-handling demand and execution risks surrounding the lithium-cell expansion.

Enersys Price Performance

NYSE:ENS opened at $203.50 on Monday. The company has a current ratio of 2.80, a quick ratio of 1.83 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $7.42 billion, a P/E ratio of 21.79, a P/E/G ratio of 1.10 and a beta of 1.19. Enersys has a 12 month low of $97.03 and a 12 month high of $244.30. The business’s 50-day moving average is $206.31 and its 200 day moving average is $197.40.

Enersys (NYSE:ENS) last announced its quarterly earnings results on Wednesday, August 12th. The industrial products company reported $3.66 EPS for the quarter, beating analysts’ consensus estimates of $2.83 by $0.83. Enersys had a return on equity of 24.02% and a net margin of 9.29%.The company had revenue of $935.64 million during the quarter, compared to analyst estimates of $928.01 million. During the same period in the prior year, the company earned $2.08 earnings per share. The firm’s revenue was up 4.8% on a year-over-year basis. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. On average, equities research analysts forecast that Enersys will post 12.29 earnings per share for the current fiscal year.

Enersys Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 18th will be given a $0.2875 dividend. This is a boost from Enersys’s previous quarterly dividend of $0.26. This represents a $1.15 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, September 18th. Enersys’s dividend payout ratio (DPR) is presently 11.24%.

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.