Enersys (NYSE:ENS) Rating Increased to Strong-Buy at Wall Street Zen

Wall Street Zen upgraded shares of Enersys (NYSE:ENS) from a buy rating to a strong-buy rating in a research note published on Saturday.

Other equities analysts have also recently issued reports about the stock. BTIG Research reaffirmed a “buy” rating and set a $280.00 price objective on shares of Enersys in a research report on Thursday. Weiss Ratings lowered shares of Enersys from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, June 26th. TD Cowen raised their target price on shares of Enersys from $220.00 to $265.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Oppenheimer reaffirmed an “outperform” rating on shares of Enersys in a report on Friday. Finally, Roth Capital reiterated a “buy” rating and issued a $265.00 price target on shares of Enersys in a research note on Friday, May 22nd. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $265.00.

Enersys Trading Up 3.1%

Shares of NYSE:ENS opened at $203.50 on Friday. The company has a 50-day simple moving average of $206.31 and a 200 day simple moving average of $197.25. The company has a market capitalization of $7.42 billion, a P/E ratio of 21.79, a price-to-earnings-growth ratio of 1.12 and a beta of 1.19. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.76 and a current ratio of 2.80. Enersys has a 52-week low of $97.03 and a 52-week high of $244.30.

Enersys (NYSE:ENS) last released its quarterly earnings data on Wednesday, August 12th. The industrial products company reported $3.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.83 by $0.83. Enersys had a return on equity of 24.02% and a net margin of 9.29%.The firm had revenue of $935.64 million for the quarter, compared to analyst estimates of $928.01 million. During the same quarter in the prior year, the company earned $2.08 earnings per share. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. Enersys has set its Q2 2027 guidance at 1.950-2.050 EPS. Sell-side analysts forecast that Enersys will post 12.29 earnings per share for the current year.

Enersys Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Friday, September 18th will be given a $0.2875 dividend. This represents a $1.15 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, September 18th. This is a boost from Enersys’s previous quarterly dividend of $0.26. Enersys’s dividend payout ratio is presently 12.31%.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. QRG Capital Management Inc. boosted its stake in shares of Enersys by 454.5% in the 4th quarter. QRG Capital Management Inc. now owns 10,308 shares of the industrial products company’s stock valued at $1,513,000 after purchasing an additional 8,449 shares in the last quarter. Principal Financial Group Inc. increased its position in Enersys by 10.1% during the 1st quarter. Principal Financial Group Inc. now owns 551,045 shares of the industrial products company’s stock worth $95,728,000 after purchasing an additional 50,660 shares in the last quarter. M&T Bank Corp bought a new position in Enersys in the 4th quarter valued at approximately $11,963,000. Bank of America Corp DE lifted its stake in Enersys by 6.8% in the 1st quarter. Bank of America Corp DE now owns 459,504 shares of the industrial products company’s stock valued at $79,825,000 after purchasing an additional 29,364 shares during the last quarter. Finally, Renaissance Technologies LLC acquired a new stake in Enersys in the first quarter valued at approximately $10,319,000. 94.93% of the stock is owned by institutional investors.

Key Headlines Impacting Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: Results exceeded expectations: EnerSys reported fiscal Q1 sales of approximately $935.6 million, up 4.8% year over year, while adjusted diluted EPS rose to $3.66 from $2.23. EPS exceeded the roughly $2.82–$2.83 consensus estimate, and revenue also topped forecasts. Pricing, margin expansion, tax benefits and a tariff refund supported the earnings beat. ENS Q1 Earnings and Sales Beat on Pricing, Margin Expansion
• Positive Sentiment: Favorable second-quarter outlook: Management projected fiscal Q2 sales of $955 million to $995 million and adjusted EPS of $3.15 to $3.25. The company highlighted demand momentum in data centers, communications, and aerospace and defense, helping offset softer material-handling trends. EnerSys jumps on earnings beat, upbeat Q2 guidance
• Positive Sentiment: Capital-return and growth initiatives: EnerSys raised its quarterly dividend approximately 9.5% to $0.2875 per share, signaling confidence in cash generation. Management also reported a cash increase and continued progress toward a U.S. lithium-cell facility, supporting the company’s longer-term strategy. EnerSys Earnings Call Highlights Lithium Push, Cash Surge
• Positive Sentiment: Analyst support: BTIG reaffirmed its Buy rating and maintained a $280 price target, implying substantial potential upside from the reported trading level. BTIG rating reaffirmation
• Neutral Sentiment: Some of the quarter’s benefit came from tax advantages and a tariff refund, which may not fully recur. Investors will also monitor weaker material-handling demand and execution risks surrounding the lithium-cell expansion.

About Enersys

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.