ESCO Technologies Inc. $ESE Position Trimmed by Teacher Retirement System of Texas

Teacher Retirement System of Texas trimmed its stake in ESCO Technologies Inc. (NYSE:ESE) by 79.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,783 shares of the scientific and technical instruments company’s stock after selling 26,707 shares during the quarter. Teacher Retirement System of Texas’ holdings in ESCO Technologies were worth $1,432,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Invesco Ltd. lifted its position in ESCO Technologies by 345.8% in the 2nd quarter. Invesco Ltd. now owns 707,244 shares of the scientific and technical instruments company’s stock worth $135,699,000 after buying an additional 548,600 shares in the last quarter. Tributary Capital Management LLC increased its stake in shares of ESCO Technologies by 92.5% in the third quarter. Tributary Capital Management LLC now owns 311,910 shares of the scientific and technical instruments company’s stock worth $65,847,000 after acquiring an additional 149,918 shares during the last quarter. Hood River Capital Management LLC raised its holdings in shares of ESCO Technologies by 60.1% during the second quarter. Hood River Capital Management LLC now owns 303,651 shares of the scientific and technical instruments company’s stock worth $58,262,000 after acquiring an additional 113,940 shares in the last quarter. Prudential Financial Inc. boosted its position in ESCO Technologies by 94.9% during the second quarter. Prudential Financial Inc. now owns 185,928 shares of the scientific and technical instruments company’s stock valued at $35,674,000 after purchasing an additional 90,528 shares during the last quarter. Finally, Emerald Advisers LLC purchased a new position in ESCO Technologies in the second quarter valued at about $17,084,000. 95.70% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Robert J. Phillippy sold 3,700 shares of the firm’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $222.53, for a total value of $823,361.00. Following the sale, the director owned 6,519 shares in the company, valued at approximately $1,450,673.07. This trade represents a 36.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Vinod M. Khilnani sold 3,000 shares of the company’s stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $217.99, for a total transaction of $653,970.00. Following the transaction, the director owned 20,468 shares of the company’s stock, valued at approximately $4,461,819.32. The trade was a 12.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 21,699 shares of company stock valued at $4,778,734 over the last ninety days. 0.70% of the stock is owned by insiders.

ESCO Technologies Price Performance

Shares of ESCO Technologies stock opened at $228.55 on Friday. The company has a current ratio of 1.35, a quick ratio of 0.93 and a debt-to-equity ratio of 0.11. The firm has a fifty day simple moving average of $208.87 and a 200-day simple moving average of $206.93. The stock has a market capitalization of $5.91 billion, a price-to-earnings ratio of 19.79 and a beta of 1.23. ESCO Technologies Inc. has a 1-year low of $128.59 and a 1-year high of $231.64.

ESCO Technologies (NYSE:ESE) last announced its earnings results on Thursday, November 20th. The scientific and technical instruments company reported $2.32 EPS for the quarter, topping the consensus estimate of $2.13 by $0.19. ESCO Technologies had a net margin of 25.76% and a return on equity of 12.21%. The firm had revenue of $286.50 million for the quarter, compared to the consensus estimate of $306.39 million. During the same quarter last year, the firm posted $1.46 EPS. The business’s quarterly revenue was up 28.9% on a year-over-year basis. ESCO Technologies has set its Q1 2026 guidance at 1.250-1.350 EPS and its FY 2026 guidance at 7.500-7.800 EPS. On average, sell-side analysts expect that ESCO Technologies Inc. will post 5.65 earnings per share for the current year.

ESCO Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 2nd were issued a dividend of $0.08 per share. The ex-dividend date was Friday, January 2nd. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.1%. ESCO Technologies’s payout ratio is 2.77%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on ESE shares. Weiss Ratings raised ESCO Technologies from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Tuesday. Zacks Research raised shares of ESCO Technologies to a “hold” rating in a research report on Tuesday, December 16th. Wall Street Zen raised shares of ESCO Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Finally, CJS Securities upgraded shares of ESCO Technologies to a “strong-buy” rating in a report on Thursday, December 11th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $187.50.

ESCO Technologies Profile

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.