Roth Capital Issues Positive Estimate for Enersys Earnings

Enersys (NYSE:ENS) – Analysts at Roth Capital boosted their Q3 2026 earnings per share (EPS) estimates for shares of Enersys in a research report issued to clients and investors on Friday, November 7th. Roth Capital analyst C. Moore now anticipates that the industrial products company will earn $2.71 per share for the quarter, up from their prior forecast of $2.48. Roth Capital currently has a “Buy” rating and a $120.00 target price on the stock. The consensus estimate for Enersys’ current full-year earnings is $9.99 per share. Roth Capital also issued estimates for Enersys’ Q4 2026 earnings at $2.85 EPS, FY2026 earnings at $10.17 EPS, Q1 2027 earnings at $2.67 EPS, Q2 2027 earnings at $3.07 EPS, Q3 2027 earnings at $3.12 EPS and Q4 2027 earnings at $3.50 EPS.

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. Enersys had a net margin of 9.60% and a return on equity of 21.99%. The business had revenue of $951.30 million during the quarter, compared to analysts’ expectations of $890.27 million. During the same period last year, the business earned $2.12 earnings per share. The firm’s revenue was up 7.6% on a year-over-year basis. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS.

A number of other equities research analysts have also recently issued reports on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a report on Thursday, October 30th. Wall Street Zen upgraded Enersys from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Enersys in a research report on Friday. Four investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Enersys presently has an average rating of “Buy” and an average target price of $126.00.

Enersys Stock Performance

Shares of ENS opened at $138.59 on Monday. The firm has a 50-day moving average of $116.13 and a 200-day moving average of $99.98. Enersys has a one year low of $76.57 and a one year high of $140.98. The company has a market cap of $5.12 billion, a PE ratio of 15.82, a price-to-earnings-growth ratio of 0.71 and a beta of 1.13. The company has a debt-to-equity ratio of 0.68, a current ratio of 3.00 and a quick ratio of 1.91.

Institutional Trading of Enersys

Several hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Enersys in the 2nd quarter valued at $38,229,000. Nuveen LLC bought a new stake in shares of Enersys in the first quarter valued at about $29,695,000. Ophir Asset Management Pty Ltd acquired a new position in shares of Enersys in the second quarter valued at about $28,719,000. Allianz Asset Management GmbH increased its position in Enersys by 249.0% during the second quarter. Allianz Asset Management GmbH now owns 428,394 shares of the industrial products company’s stock worth $36,743,000 after acquiring an additional 305,635 shares during the period. Finally, Millennium Management LLC raised its stake in Enersys by 48.9% in the 1st quarter. Millennium Management LLC now owns 617,475 shares of the industrial products company’s stock worth $56,548,000 after purchasing an additional 202,727 shares in the last quarter. 94.93% of the stock is owned by institutional investors and hedge funds.

Enersys Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Friday, December 12th will be given a $0.2625 dividend. The ex-dividend date of this dividend is Friday, December 12th. This represents a $1.05 annualized dividend and a dividend yield of 0.8%. Enersys’s dividend payout ratio is presently 12.28%.

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.