ESCO Technologies Inc. $ESE Holdings Raised by Coldstream Capital Management Inc.

Coldstream Capital Management Inc. lifted its position in shares of ESCO Technologies Inc. (NYSE:ESE) by 401.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,011 shares of the scientific and technical instruments company’s stock after acquiring an additional 1,610 shares during the period. Coldstream Capital Management Inc.’s holdings in ESCO Technologies were worth $386,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Harbor Investment Advisory LLC acquired a new stake in shares of ESCO Technologies during the second quarter worth $38,000. Maseco LLP bought a new stake in shares of ESCO Technologies during the 2nd quarter valued at about $45,000. CWM LLC grew its position in shares of ESCO Technologies by 32.2% during the 1st quarter. CWM LLC now owns 402 shares of the scientific and technical instruments company’s stock valued at $64,000 after buying an additional 98 shares during the last quarter. TD Private Client Wealth LLC raised its stake in ESCO Technologies by 63.9% during the second quarter. TD Private Client Wealth LLC now owns 390 shares of the scientific and technical instruments company’s stock worth $75,000 after acquiring an additional 152 shares during the period. Finally, Huntington National Bank lifted its holdings in ESCO Technologies by 49.8% in the second quarter. Huntington National Bank now owns 493 shares of the scientific and technical instruments company’s stock worth $95,000 after acquiring an additional 164 shares during the last quarter. Institutional investors and hedge funds own 95.70% of the company’s stock.

Insider Activity at ESCO Technologies

In related news, Director Robert J. Phillippy sold 3,700 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $222.53, for a total transaction of $823,361.00. Following the sale, the director owned 6,519 shares of the company’s stock, valued at $1,450,673.07. The trade was a 36.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Christopher L. Tucker sold 5,000 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $220.15, for a total value of $1,100,750.00. Following the transaction, the chief financial officer directly owned 20,121 shares of the company’s stock, valued at approximately $4,429,638.15. The trade was a 19.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 21,699 shares of company stock valued at $4,778,734. 0.70% of the stock is currently owned by insiders.

ESCO Technologies Stock Down 2.0%

Shares of ESCO Technologies stock opened at $212.99 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.52 and a quick ratio of 1.04. ESCO Technologies Inc. has a 1-year low of $127.17 and a 1-year high of $229.46. The business’s fifty day moving average price is $215.22 and its two-hundred day moving average price is $199.54. The company has a market capitalization of $5.50 billion, a P/E ratio of 47.97 and a beta of 1.25.

ESCO Technologies (NYSE:ESE) last issued its quarterly earnings results on Thursday, November 20th. The scientific and technical instruments company reported $2.32 EPS for the quarter, beating analysts’ consensus estimates of $2.13 by $0.19. ESCO Technologies had a return on equity of 11.19% and a net margin of 10.37%.The company had revenue of $286.50 million for the quarter, compared to analyst estimates of $306.39 million. During the same period last year, the company earned $1.46 earnings per share. The company’s quarterly revenue was up 28.9% compared to the same quarter last year. ESCO Technologies has set its Q1 2026 guidance at 1.250-1.350 EPS. FY 2026 guidance at 7.500-7.800 EPS. As a group, research analysts forecast that ESCO Technologies Inc. will post 5.65 EPS for the current year.

ESCO Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 16th. Shareholders of record on Friday, January 2nd will be given a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Friday, January 2nd. ESCO Technologies’s payout ratio is 2.77%.

Analyst Ratings Changes

Several research firms have recently commented on ESE. Weiss Ratings reaffirmed a “buy (b)” rating on shares of ESCO Technologies in a report on Wednesday, October 8th. Wall Street Zen downgraded ESCO Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 9th. Three investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $187.50.

ESCO Technologies Profile

ESCO Technologies Inc produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through three segments: Aerospace & Defense, Utility Solutions Group, and RF Test & Measurement. The Aerospace & Defense segment designs and manufactures filtration products, including hydraulic filter elements and fluid control devices used in commercial aerospace applications; filter mechanisms used in micro-propulsion devices for satellites; and custom designed filters for manned aircraft and submarines.