Federated Hermes Inc. Reduces Stock Position in Enersys $ENS

Federated Hermes Inc. trimmed its position in Enersys (NYSE:ENS) by 82.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,086 shares of the industrial products company’s stock after selling 9,849 shares during the quarter. Federated Hermes Inc.’s holdings in Enersys were worth $236,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Root Financial Partners LLC purchased a new position in Enersys during the 3rd quarter worth approximately $25,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in shares of Enersys in the second quarter worth $28,000. EverSource Wealth Advisors LLC increased its stake in shares of Enersys by 626.3% in the second quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock worth $47,000 after acquiring an additional 476 shares during the period. Osaic Holdings Inc. raised its holdings in shares of Enersys by 211.7% during the second quarter. Osaic Holdings Inc. now owns 1,487 shares of the industrial products company’s stock worth $129,000 after purchasing an additional 1,010 shares during the last quarter. Finally, Covestor Ltd lifted its position in Enersys by 54.8% during the third quarter. Covestor Ltd now owns 1,375 shares of the industrial products company’s stock valued at $155,000 after purchasing an additional 487 shares during the period. Institutional investors and hedge funds own 94.93% of the company’s stock.

Enersys News Roundup

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Q3 showing margin strength and strong cash flow; company-side cost discipline and exposure to secular growth areas (data centers, defense, advanced batteries) support a bullish case as volumes normalize. EnerSys: Showing Margin Power But Waiting For Volume Growth
• Positive Sentiment: EPS topped consensus ($2.77 vs. $2.73) and pricing/FX helped offset weaker volumes—evidence management can protect margins even in a softer demand cycle. EnerSys (ENS) Tops Q3 Earnings Estimates
• Positive Sentiment: An analyst at BTIG raised the price target to $185 with a Buy rating, lending support to the recovery in the shares. Benzinga
• Neutral Sentiment: Company confirmed dividend and continues to generate free cash flow, which supports shareholder returns (quarterly dividend $0.2625 per share). (Company release)
• Negative Sentiment: Revenue missed expectations ($919.1M vs. ~$932M estimate) and management flagged weaker volumes—key near-term headwinds in Motive Power and Transportation. EnerSys (NYSE:ENS) Misses Q4 CY2025 Sales Expectations, Stock Drops
• Negative Sentiment: Revenue guidance range ($960M–$1.0B) sits below the consensus midpoint, prompting negative market reaction and headlines about the stock plunge after the print. EnerSys (ENS) Is Down 13.8% After Mixed Q3 Results And Guidance Update Has The Bull Case Changed?
• Negative Sentiment: Media coverage framed the print as a “nosedive” story, amplifying short‑term selling pressure despite fundamental positives. Why EnerSys (ENS) stock is nosediving

Analyst Ratings Changes

ENS has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Enersys in a research note on Tuesday, January 27th. Roth Mkm reaffirmed a “buy” rating and set a $208.00 target price (up from $164.00) on shares of Enersys in a report on Tuesday, February 3rd. Oppenheimer reissued an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Zacks Research lowered Enersys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Wall Street Zen lowered shares of Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 31st. Four analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $177.00.

Enersys Trading Up 8.2%

ENS stock opened at $172.37 on Monday. Enersys has a 12-month low of $76.57 and a 12-month high of $194.77. The business’s 50-day moving average is $158.88 and its 200 day moving average is $129.36. The company has a current ratio of 2.75, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61. The stock has a market cap of $6.35 billion, a price-to-earnings ratio of 21.36, a PEG ratio of 1.11 and a beta of 1.10.

Enersys (NYSE:ENS) last released its earnings results on Wednesday, February 4th. The industrial products company reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.73 by $0.04. Enersys had a return on equity of 21.27% and a net margin of 8.37%.The business had revenue of $919.13 million for the quarter, compared to the consensus estimate of $932.13 million. During the same quarter last year, the business posted $3.12 earnings per share. The business’s quarterly revenue was up 1.4% compared to the same quarter last year. Enersys has set its Q4 2026 guidance at 2.950-3.050 EPS. On average, sell-side analysts anticipate that Enersys will post 9.99 EPS for the current fiscal year.

Enersys Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Friday, March 13th will be paid a dividend of $0.2625 per share. This represents a $1.05 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, March 13th. Enersys’s dividend payout ratio is currently 13.01%.

Insider Buying and Selling

In other Enersys news, insider Chad C. Uplinger sold 6,702 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $151.46, for a total value of $1,015,084.92. Following the transaction, the insider directly owned 23,713 shares of the company’s stock, valued at $3,591,570.98. This trade represents a 22.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.91% of the company’s stock.

Enersys Profile

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.