Energizer FY2026 EPS Forecast Lowered by Zacks Research

Energizer Holdings, Inc. (NYSE:ENR) – Research analysts at Zacks Research decreased their FY2026 earnings per share estimates for shares of Energizer in a research note issued on Thursday, February 19th. Zacks Research analyst Team now forecasts that the company will earn $3.37 per share for the year, down from their previous estimate of $3.43. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Energizer’s current full-year earnings is $3.58 per share. Zacks Research also issued estimates for Energizer’s Q4 2026 earnings at $1.66 EPS, Q4 2027 earnings at $1.74 EPS, FY2027 earnings at $3.75 EPS, Q1 2028 earnings at $0.49 EPS and FY2028 earnings at $3.93 EPS.

Energizer (NYSE:ENR) last issued its earnings results on Thursday, February 5th. The company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.05. The business had revenue of $778.90 million for the quarter, compared to the consensus estimate of $712.82 million. Energizer had a net margin of 7.11% and a return on equity of 143.24%. The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.67 earnings per share. Energizer has set its FY 2026 guidance at 3.300-3.600 EPS and its Q2 2026 guidance at 0.400-0.500 EPS.

Several other research analysts also recently commented on ENR. Morgan Stanley set a $24.00 target price on Energizer in a research note on Monday, February 9th. Wall Street Zen downgraded Energizer from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. JPMorgan Chase & Co. upped their price objective on shares of Energizer from $23.00 to $24.00 and gave the company a “neutral” rating in a report on Friday, February 6th. UBS Group set a $25.00 price objective on shares of Energizer and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Barclays set a $22.00 target price on shares of Energizer in a report on Friday, January 16th. One analyst has rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $25.29.

Energizer Price Performance

Shares of NYSE ENR opened at $22.42 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.99 and a debt-to-equity ratio of 23.49. The business’s 50 day moving average price is $21.20 and its two-hundred day moving average price is $23.45. The company has a market cap of $1.54 billion, a PE ratio of 7.55 and a beta of 0.64. Energizer has a twelve month low of $16.77 and a twelve month high of $31.78.

Institutional Trading of Energizer

A number of institutional investors have recently modified their holdings of ENR. Clarkston Capital Partners LLC increased its position in shares of Energizer by 13.9% in the second quarter. Clarkston Capital Partners LLC now owns 4,789,400 shares of the company’s stock worth $96,554,000 after purchasing an additional 583,465 shares during the period. LSV Asset Management grew its stake in Energizer by 3.4% during the fourth quarter. LSV Asset Management now owns 3,553,474 shares of the company’s stock worth $70,679,000 after buying an additional 116,900 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Energizer by 148,623.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,794,522 shares of the company’s stock valued at $55,583,000 after buying an additional 2,792,643 shares during the period. State Street Corp increased its holdings in Energizer by 0.5% in the 4th quarter. State Street Corp now owns 2,490,608 shares of the company’s stock valued at $49,538,000 after buying an additional 13,200 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in shares of Energizer by 16.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,348,768 shares of the company’s stock valued at $46,717,000 after buying an additional 323,363 shares in the last quarter. 93.74% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Energizer news, Director Donal L. Mulligan bought 15,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were purchased at an average price of $17.40 per share, for a total transaction of $261,000.00. Following the transaction, the director directly owned 25,000 shares in the company, valued at approximately $435,000. This trade represents a 150.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Mark Stephen Lavigne purchased 10,000 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was acquired at an average price of $17.11 per share, with a total value of $171,100.00. Following the completion of the transaction, the chief executive officer owned 464,889 shares of the company’s stock, valued at $7,954,250.79. This represents a 2.20% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have acquired 26,000 shares of company stock worth $449,240. Company insiders own 1.63% of the company’s stock.

Energizer Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 18th will be issued a $0.30 dividend. The ex-dividend date of this dividend is Wednesday, February 18th. This represents a $1.20 dividend on an annualized basis and a yield of 5.4%. Energizer’s payout ratio is currently 40.40%.

Key Energizer News

Here are the key news stories impacting Energizer this week:

• Positive Sentiment: Zacks raised several future-quarter and longer‑term estimates (e.g., Q3 2026 to $0.93 from $0.85; Q3 2027 to $1.00 from $0.95; Q1 2027 to $0.45 from $0.38; Q4 2026 to $1.66 from $1.51). These upgrades suggest better-than-expected profitability in certain later quarters, supporting medium-term earnings power. MarketBeat Report
• Neutral Sentiment: Zacks maintained a “Hold” rating and left the consensus full‑year estimate contextually near management/guidance (Market consensus cited ~ $3.58 FY). That tempers the likelihood of a strong analyst-driven re‑rating in the near term. MarketBeat Report
• Negative Sentiment: Notable downward revisions for near-term quarters: Q2 2026 cut sharply to $0.47 from $0.81 and Q2 2027 cut to $0.56 from $0.90. Zacks also trimmed FY2026 (to $3.37 from $3.43) and FY2027 (to $3.75 from $3.82). The Q2 cuts are the largest and are the main near-term negative catalyst that could pressure the stock if investors focus on mid‑year results. MarketBeat Report

Energizer Company Profile

Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.

Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.