William Blair Has Optimistic Outlook of EnerSys Q2 Earnings

EnerSys (NYSE:ENS) – Investment analysts at William Blair boosted their Q2 2026 earnings estimates for shares of EnerSys in a report released on Tuesday, May 27th. William Blair analyst B. Drab now expects that the industrial products company will post earnings of $2.44 per share for the quarter, up from their previous forecast of $2.29. The consensus estimate for EnerSys’ current full-year earnings is $9.99 per share. William Blair also issued estimates for EnerSys’ Q3 2026 earnings at $2.59 EPS, Q4 2026 earnings at $2.93 EPS and FY2026 earnings at $10.00 EPS.

EnerSys (NYSE:ENS) last posted its quarterly earnings data on Wednesday, May 21st. The industrial products company reported $2.97 EPS for the quarter, topping analysts’ consensus estimates of $2.78 by $0.19. The firm had revenue of $974.80 million for the quarter, compared to analyst estimates of $973.45 million. EnerSys had a return on equity of 20.78% and a net margin of 9.23%. The company’s revenue was up 7.0% on a year-over-year basis. During the same quarter last year, the company earned $2.08 EPS.

Other analysts also recently issued research reports about the stock. Roth Capital reiterated a “buy” rating on shares of EnerSys in a research report on Thursday, May 22nd. Roth Mkm reaffirmed a “buy” rating and issued a $120.00 target price on shares of EnerSys in a report on Wednesday, May 14th.

EnerSys Stock Down 0.4%

ENS stock opened at $83.66 on Friday. The company has a market cap of $3.28 billion, a PE ratio of 10.35, a price-to-earnings-growth ratio of 0.57 and a beta of 1.13. The company has a quick ratio of 2.00, a current ratio of 3.06 and a debt-to-equity ratio of 0.69. EnerSys has a 52 week low of $76.57 and a 52 week high of $112.53. The business has a 50-day simple moving average of $87.84 and a 200 day simple moving average of $93.59.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Quarry LP grew its holdings in EnerSys by 153.4% during the 4th quarter. Quarry LP now owns 337 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 204 shares during the last quarter. Caitong International Asset Management Co. Ltd raised its position in EnerSys by 2,500.0% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 338 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 325 shares during the last quarter. Gen Wealth Partners Inc bought a new stake in shares of EnerSys in the 1st quarter valued at about $36,000. UMB Bank n.a. grew its position in shares of EnerSys by 197.2% in the 1st quarter. UMB Bank n.a. now owns 428 shares of the industrial products company’s stock valued at $39,000 after buying an additional 284 shares during the last quarter. Finally, Headlands Technologies LLC increased its stake in shares of EnerSys by 937.2% in the fourth quarter. Headlands Technologies LLC now owns 446 shares of the industrial products company’s stock valued at $41,000 after buying an additional 403 shares during the period. Institutional investors own 94.93% of the company’s stock.

Insider Activity at EnerSys

In other news, CFO Andrea J. Funk acquired 315 shares of EnerSys stock in a transaction that occurred on Friday, May 23rd. The shares were acquired at an average price of $80.20 per share, for a total transaction of $25,263.00. Following the transaction, the chief financial officer now directly owns 50,645 shares of the company’s stock, valued at approximately $4,061,729. The trade was a 0.63% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.61% of the stock is owned by insiders.

EnerSys Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 27th. Investors of record on Friday, June 13th will be issued a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 1.15%. The ex-dividend date is Friday, June 13th. EnerSys’s dividend payout ratio (DPR) is presently 10.65%.

EnerSys Company Profile

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.