California State Teachers Retirement System lifted its position in Enpro Inc. (NYSE:NPO – Free Report) by 30.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,701 shares of the industrial products company’s stock after purchasing an additional 5,972 shares during the period. California State Teachers Retirement System’s holdings in Enpro were worth $6,442,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors also recently modified their holdings of the company. Empowered Funds LLC boosted its stake in shares of Enpro by 4.3% in the first quarter. Empowered Funds LLC now owns 4,350 shares of the industrial products company’s stock worth $1,090,000 after acquiring an additional 180 shares during the period. Quantinno Capital Management LP boosted its stake in Enpro by 161.8% in the 1st quarter. Quantinno Capital Management LP now owns 10,935 shares of the industrial products company’s stock worth $2,741,000 after purchasing an additional 6,758 shares during the period. SummitTX Capital L.P. boosted its stake in Enpro by 341.5% in the 1st quarter. SummitTX Capital L.P. now owns 14,396 shares of the industrial products company’s stock worth $3,608,000 after purchasing an additional 11,135 shares during the period. Lazard Asset Management LLC raised its position in shares of Enpro by 11.8% during the first quarter. Lazard Asset Management LLC now owns 8,530 shares of the industrial products company’s stock valued at $2,138,000 after buying an additional 903 shares during the last quarter. Finally, Entropy Technologies LP purchased a new position in shares of Enpro in the first quarter worth $650,000. Hedge funds and other institutional investors own 98.31% of the company’s stock.
Enpro Stock Down 2.1%
Shares of NPO opened at $327.77 on Thursday. The firm has a market capitalization of $6.93 billion, a P/E ratio of 159.89, a P/E/G ratio of 2.34 and a beta of 1.54. The company has a current ratio of 2.28, a quick ratio of 1.40 and a debt-to-equity ratio of 0.36. Enpro Inc. has a 12-month low of $202.00 and a 12-month high of $390.42. The firm has a fifty day moving average price of $336.94 and a 200-day moving average price of $293.41.
Enpro Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Wednesday, September 2nd will be given a dividend of $0.32 per share. The ex-dividend date of this dividend is Wednesday, September 2nd. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.4%. Enpro’s dividend payout ratio is presently 63.05%.
Trending Headlines about Enpro
Here are the key news stories impacting Enpro this week:
- Positive Sentiment: Enpro reported second-quarter EPS of $2.50, exceeding the $2.32 consensus estimate, while revenue of $338.8 million surpassed expectations of $323.7 million. Revenue increased 17.6% year over year, supporting the stock’s fundamental outlook. Enpro Reports Second Quarter 2026 Results; Raises Full-Year Guidance
- Positive Sentiment: The company raised its fiscal 2026 adjusted EPS guidance to $9.30-$9.80, above the prior consensus estimate of approximately $9.20. The higher outlook indicates management expects continued earnings momentum. Enpro expects 2026 adjusted EPS of $9.30-$9.80 while raising capex
- Positive Sentiment: Strong semiconductor-related demand, particularly for Enpro’s advanced surface technologies business, along with acquisitions, is driving an upbeat outlook and expanding growth opportunities. Why Is Enpro Benefiting From Semiconductor Demand?
- Neutral Sentiment: Enpro plans to increase 2026 capital expenditures to approximately $60 million-$65 million, primarily to address advanced surface technology demand. The spending should support capacity and future growth but may limit near-term cash flow.
- Negative Sentiment: Despite the earnings beat and upgraded guidance, the stock’s elevated valuation— including a price-to-earnings ratio above 160—may be encouraging profit-taking or making investors less willing to pay more without additional upside surprises.
Analyst Upgrades and Downgrades
A number of analysts have issued reports on the stock. KeyCorp lifted their price target on shares of Enpro from $345.00 to $370.00 and gave the company an “overweight” rating in a report on Monday, July 13th. JPMorgan Chase & Co. began coverage on Enpro in a research note on Monday, July 20th. They issued an “overweight” rating and a $420.00 price objective on the stock. Finally, Weiss Ratings raised shares of Enpro from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, July 29th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $358.33.
Read Our Latest Analysis on NPO
About Enpro
Enpro Group, Inc (NYSE: NPO) is a global industrial technology company specializing in engineered products designed to perform in critical and harsh environments. The company’s product portfolio spans proprietary bearing materials and surface enhancement technologies, high-performance sealing solutions, and fluid handling components. Enpro’s offerings are tailored for markets such as semiconductor manufacturing, aerospace, energy, chemical processing, life sciences and general industrial applications.
Formed in December 2002 as a spin-off from the aerospace and defense supplier Goodrich Corporation, Enpro has grown through a combination of targeted acquisitions and focused organic investment in research and development.
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