Public Employees Retirement Association of Colorado Decreases Position in ESCO Technologies Inc. $ESE

Public Employees Retirement Association of Colorado cut its position in ESCO Technologies Inc. (NYSE:ESE) by 24.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 146,797 shares of the scientific and technical instruments company’s stock after selling 47,900 shares during the period. Public Employees Retirement Association of Colorado’s holdings in ESCO Technologies were worth $28,683,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. GAMMA Investing LLC raised its holdings in ESCO Technologies by 7.4% in the fourth quarter. GAMMA Investing LLC now owns 844 shares of the scientific and technical instruments company’s stock worth $165,000 after buying an additional 58 shares during the last quarter. Smartleaf Asset Management LLC raised its holdings in ESCO Technologies by 9.7% in the second quarter. Smartleaf Asset Management LLC now owns 677 shares of the scientific and technical instruments company’s stock worth $132,000 after buying an additional 60 shares during the last quarter. Vident Advisory LLC raised its holdings in ESCO Technologies by 3.7% in the third quarter. Vident Advisory LLC now owns 1,678 shares of the scientific and technical instruments company’s stock worth $354,000 after buying an additional 60 shares during the last quarter. Crossmark Global Holdings Inc. raised its holdings in ESCO Technologies by 3.8% in the fourth quarter. Crossmark Global Holdings Inc. now owns 1,675 shares of the scientific and technical instruments company’s stock worth $327,000 after buying an additional 62 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in ESCO Technologies by 20.4% in the fourth quarter. EverSource Wealth Advisors LLC now owns 366 shares of the scientific and technical instruments company’s stock worth $72,000 after buying an additional 62 shares during the last quarter. 95.70% of the stock is owned by hedge funds and other institutional investors.

ESCO Technologies Stock Performance

Shares of ESE stock opened at $314.37 on Monday. The company has a 50 day moving average price of $305.46 and a 200-day moving average price of $261.27. ESCO Technologies Inc. has a 52 week low of $174.92 and a 52 week high of $346.20. The firm has a market capitalization of $8.15 billion, a PE ratio of 26.44, a P/E/G ratio of 1.93 and a beta of 1.12. The company has a quick ratio of 0.98, a current ratio of 1.45 and a debt-to-equity ratio of 0.08.

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

ESCO Technologies Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $400.00 target price on shares of ESCO Technologies in a report on Friday, April 17th. Wall Street Zen lowered shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research note 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 note on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, ESCO Technologies currently has a consensus rating of “Buy” and an average target price of $400.00.

ESCO Technologies 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.