Janus Henderson Group PLC Raises Stake in Enersys $ENS

Janus Henderson Group PLC lifted its stake in shares of Enersys (NYSE:ENS) by 6.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 80,217 shares of the industrial products company’s stock after purchasing an additional 4,866 shares during the quarter. Janus Henderson Group PLC’s holdings in Enersys were worth $13,935,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. CIBC Private Wealth Group LLC lifted its stake in shares of Enersys by 116.7% in the fourth quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock valued at $27,000 after purchasing an additional 98 shares during the period. Allworth Financial LP grew its position in Enersys by 442.2% during the third quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock worth $28,000 after buying an additional 199 shares during the period. Los Angeles Capital Management LLC acquired a new position in Enersys during the fourth quarter worth about $30,000. SBI Securities Co. Ltd. increased its holdings in Enersys by 239.7% in the fourth quarter. SBI Securities Co. Ltd. now owns 214 shares of the industrial products company’s stock valued at $31,000 after buying an additional 151 shares in the last quarter. Finally, Leonteq Securities AG purchased a new position in Enersys in the fourth quarter valued at about $37,000. Hedge funds and other institutional investors own 94.93% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. TD Cowen boosted their price target on Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Wall Street Zen downgraded Enersys from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 18th. Oppenheimer lifted their price objective on Enersys from $210.00 to $250.00 and gave the stock an “outperform” rating in a report on Friday, May 22nd. BTIG Research boosted their target price on Enersys from $250.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, June 12th. Finally, Weiss Ratings lowered Enersys from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, June 26th. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $265.00.

Enersys Stock Up 2.7%

Shares of NYSE ENS opened at $193.92 on Wednesday. Enersys has a 12-month low of $90.39 and a 12-month high of $244.30. The company has a market capitalization of $7.07 billion, a PE ratio of 25.15, a price-to-earnings-growth ratio of 1.04 and a beta of 1.19. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.66 and a quick ratio of 1.76. The firm’s 50-day moving average is $212.94 and its two-hundred day moving average is $196.27.

Enersys (NYSE:ENS) last released its quarterly earnings results on Wednesday, May 20th. The industrial products company reported $3.19 EPS for the quarter, beating the consensus estimate of $3.00 by $0.19. Enersys had a net margin of 7.83% and a return on equity of 21.39%. The business had revenue of $987.94 million for the quarter, compared to analyst estimates of $973.84 million. During the same period in the prior year, the business earned $2.97 earnings per share. The company’s quarterly revenue was up 1.4% on a year-over-year basis. Enersys has set its Q1 2027 guidance at 2.700-2.900 EPS. Equities analysts anticipate that Enersys will post 12.1 EPS for the current fiscal year.

Enersys Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Friday, June 19th were issued a dividend of $0.2625 per share. This represents a $1.05 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, June 18th. Enersys’s dividend payout ratio is 13.62%.

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.