Enersys $ENS is ACK Asset Management LLC’s 5th Largest Position

ACK Asset Management LLC decreased its position in Enersys (NYSE:ENS) by 6.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 584,324 shares of the industrial products company’s stock after selling 40,000 shares during the quarter. Enersys accounts for about 6.6% of ACK Asset Management LLC’s investment portfolio, making the stock its 5th largest holding. ACK Asset Management LLC owned approximately 1.56% of Enersys worth $50,117,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Victory Capital Management Inc. boosted 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 valued at $1,233,000 after purchasing an additional 135 shares during the period. Johnson Investment Counsel Inc. boosted its position in Enersys by 6.7% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 2,806 shares of the industrial products company’s stock valued at $241,000 after buying an additional 176 shares during the last quarter. Assetmark Inc. boosted its position in Enersys by 3.0% in the 1st quarter. Assetmark Inc. now owns 6,566 shares of the industrial products company’s stock valued at $601,000 after buying an additional 193 shares during the last quarter. Retirement Systems of Alabama grew its stake in shares of Enersys by 0.4% during the second quarter. Retirement Systems of Alabama now owns 48,191 shares of the industrial products company’s stock valued at $4,133,000 after acquiring an additional 202 shares in the last quarter. Finally, US Bancorp DE increased its position in shares of Enersys by 3.6% during the first quarter. US Bancorp DE now owns 6,121 shares of the industrial products company’s stock worth $561,000 after acquiring an additional 211 shares during the last quarter. 94.93% of the stock is owned by institutional investors and hedge funds.

Enersys Stock Performance

ENS stock opened at $142.81 on Friday. The stock’s 50 day simple moving average is $123.93 and its 200 day simple moving average is $103.89. Enersys has a 12-month low of $76.57 and a 12-month high of $144.58. The firm has a market cap of $5.27 billion, a P/E ratio of 16.30, a P/E/G ratio of 0.71 and a beta of 1.13. The company has a current ratio of 3.00, a quick ratio of 1.91 and a debt-to-equity ratio of 0.68.

Enersys (NYSE:ENS) last released its earnings results on Wednesday, November 5th. The industrial products company reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.36 by $0.20. The firm had revenue of $951.30 million during the quarter, compared to analyst estimates of $890.27 million. Enersys had a net margin of 9.60% and a return on equity of 21.99%. The firm’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.12 earnings per share. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS. As a group, equities research analysts predict that Enersys will post 9.99 EPS for the current year.

Enersys Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Friday, December 12th will be paid a dividend of $0.2625 per share. The ex-dividend date is Friday, December 12th. This represents a $1.05 annualized dividend and a yield of 0.7%. Enersys’s dividend payout ratio is 12.28%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on ENS shares. Roth Capital reissued a “buy” rating and issued a $120.00 price target on shares of Enersys in a report on Tuesday, August 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Enersys in a research note on Thursday, October 30th. Oppenheimer restated an “outperform” rating on shares of Enersys in a research note on Friday, November 7th. Zacks Research upgraded shares of Enersys from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 10th. Finally, Wall Street Zen raised shares of Enersys from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. One research analyst has rated the stock with a Strong Buy rating and four have assigned a Buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $126.00.

Enersys Profile

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.