Roth Capital Has Negative Estimate for EnerSys Q1 Earnings

EnerSys (NYSE:ENS) – Research analysts at Roth Capital cut their Q1 2026 earnings per share estimates for EnerSys in a research note issued on Thursday, May 22nd. Roth Capital analyst C. Moore now anticipates that the industrial products company will earn $2.03 per share for the quarter, down from their prior estimate of $2.14. Roth Capital currently has a “Buy” rating on the stock. The consensus estimate for EnerSys’ current full-year earnings is $9.99 per share. Roth Capital also issued estimates for EnerSys’ Q3 2026 earnings at $2.41 EPS, Q4 2026 earnings at $2.76 EPS and FY2027 earnings at $10.45 EPS.

Separately, Roth Mkm reaffirmed a “buy” rating and set a $120.00 price target on shares of EnerSys in a report on Wednesday, May 14th.

EnerSys Trading Down 1.3%

Shares of NYSE:ENS opened at $80.26 on Monday. The company has a market cap of $3.16 billion, a P/E ratio of 9.93, a PEG ratio of 0.57 and a beta of 1.13. The company has a debt-to-equity ratio of 0.69, a current ratio of 3.06 and a quick ratio of 2.00. EnerSys has a 1 year low of $76.57 and a 1 year high of $112.53. The stock’s fifty day moving average price is $89.26 and its 200-day moving average price is $94.07.

EnerSys (NYSE:ENS) last released its earnings results on Wednesday, May 21st. The industrial products company reported $2.97 EPS for the quarter, topping analysts’ consensus estimates of $2.78 by $0.19. EnerSys had a return on equity of 20.78% and a net margin of 9.23%. The firm had revenue of $974.80 million for the quarter, compared to analysts’ expectations of $973.45 million. During the same period in the prior year, the firm posted $2.08 earnings per share. The company’s quarterly revenue was up 7.0% on a year-over-year basis.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Hillsdale Investment Management Inc. lifted its holdings in EnerSys by 0.3% in the fourth quarter. Hillsdale Investment Management Inc. now owns 38,150 shares of the industrial products company’s stock valued at $3,526,000 after acquiring an additional 100 shares during the period. Canada Pension Plan Investment Board lifted its holdings in EnerSys by 25.0% in the fourth quarter. Canada Pension Plan Investment Board now owns 500 shares of the industrial products company’s stock valued at $46,000 after acquiring an additional 100 shares during the period. Aquatic Capital Management LLC lifted its holdings in EnerSys by 2.5% in the fourth quarter. Aquatic Capital Management LLC now owns 5,433 shares of the industrial products company’s stock valued at $502,000 after acquiring an additional 133 shares during the period. Victory Capital Management Inc. raised its stake in shares of EnerSys by 1.0% in the first quarter. Victory Capital Management Inc. now owns 13,463 shares of the industrial products company’s stock worth $1,233,000 after buying an additional 135 shares during the period. Finally, Mariner LLC raised its stake in shares of EnerSys by 3.4% in the fourth quarter. Mariner LLC now owns 4,460 shares of the industrial products company’s stock worth $412,000 after buying an additional 147 shares during the period. Institutional investors own 94.93% of the company’s stock.

EnerSys Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 27th. Stockholders of record on Friday, June 13th will be issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 1.20%. The ex-dividend date of this dividend is Friday, June 13th. EnerSys’s payout ratio is currently 11.88%.

About EnerSys

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries.