Research Analysts Set Expectations for EnerSys Q3 Earnings

EnerSys (NYSE:ENS) – Equities research analysts at William Blair increased their Q3 2025 earnings estimates for EnerSys in a research report issued to clients and investors on Wednesday, December 18th. William Blair analyst B. Drab now expects that the industrial products company will earn $3.05 per share for the quarter, up from their prior forecast of $2.25. The consensus estimate for EnerSys’ current full-year earnings is $8.86 per share. William Blair also issued estimates for EnerSys’ Q4 2025 earnings at $2.67 EPS, FY2025 earnings at $9.80 EPS and FY2026 earnings at $10.16 EPS.

EnerSys (NYSE:ENS) last announced its earnings results on Wednesday, November 6th. The industrial products company reported $2.12 earnings per share for the quarter, beating the consensus estimate of $2.07 by $0.05. The firm had revenue of $883.70 million during the quarter, compared to the consensus estimate of $891.78 million. EnerSys had a return on equity of 20.04% and a net margin of 8.25%. The firm’s revenue for the quarter was down 1.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.84 EPS.

A number of other analysts also recently weighed in on ENS. Roth Mkm reissued a “buy” rating and issued a $120.00 price target on shares of EnerSys in a report on Monday, September 23rd. StockNews.com raised EnerSys from a “buy” rating to a “strong-buy” rating in a research report on Friday, December 6th. Finally, Roth Capital upgraded EnerSys to a “strong-buy” rating in a research note on Tuesday, August 27th. Two investment analysts have rated the stock with a hold rating, one has issued a buy rating and two have given a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $120.00.

EnerSys Trading Down 0.8 %

Shares of EnerSys stock opened at $91.71 on Monday. EnerSys has a 1 year low of $86.41 and a 1 year high of $112.53. The company’s fifty day simple moving average is $97.31 and its 200-day simple moving average is $100.08. The company has a market cap of $3.65 billion, a price-to-earnings ratio of 12.99, a PEG ratio of 0.60 and a beta of 1.22. The company has a current ratio of 2.97, a quick ratio of 1.87 and a debt-to-equity ratio of 0.65.

EnerSys Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 27th. Stockholders of record on Friday, December 13th will be given a dividend of $0.24 per share. The ex-dividend date of this dividend is Friday, December 13th. This represents a $0.96 annualized dividend and a dividend yield of 1.05%. EnerSys’s dividend payout ratio (DPR) is currently 13.60%.

Insider Activity

In related news, CEO David M. Shaffer sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $100.01, for a total transaction of $2,000,200.00. Following the completion of the transaction, the chief executive officer now owns 206,724 shares in the company, valued at $20,674,467.24. This trade represents a 8.82 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.61% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of ENS. UMB Bank n.a. grew its holdings in shares of EnerSys by 36.2% in the 2nd quarter. UMB Bank n.a. now owns 354 shares of the industrial products company’s stock worth $37,000 after purchasing an additional 94 shares during the last quarter. Canada Pension Plan Investment Board acquired a new stake in shares of EnerSys during the second quarter worth approximately $41,000. Millburn Ridgefield Corp bought a new position in shares of EnerSys in the third quarter valued at approximately $88,000. Point72 Asset Management L.P. acquired a new position in shares of EnerSys in the 3rd quarter worth approximately $125,000. Finally, Innealta Capital LLC bought a new stake in EnerSys during the 2nd quarter worth approximately $131,000. 94.93% of the stock is currently owned by institutional investors and hedge funds.

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.