Geode Capital Management LLC Acquires 20,071 Shares of ESCO Technologies Inc. $ESE

Geode Capital Management LLC grew its holdings in shares of ESCO Technologies Inc. (NYSE:ESE) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 633,821 shares of the scientific and technical instruments company’s stock after purchasing an additional 20,071 shares during the quarter. Geode Capital Management LLC owned about 2.45% of ESCO Technologies worth $123,861,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of ESE. SBI Securities Co. Ltd. raised its holdings in shares of ESCO Technologies by 3,140.0% during the 4th quarter. SBI Securities Co. Ltd. now owns 162 shares of the scientific and technical instruments company’s stock valued at $32,000 after purchasing an additional 157 shares in the last quarter. Osterweis Capital Management Inc. bought a new position in shares of ESCO Technologies during the 2nd quarter valued at $39,000. Westside Investment Management Inc. raised its holdings in shares of ESCO Technologies by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 188 shares of the scientific and technical instruments company’s stock valued at $40,000 after purchasing an additional 94 shares in the last quarter. Maseco LLP bought a new position in shares of ESCO Technologies during the 4th quarter valued at $46,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of ESCO Technologies by 23,300.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 234 shares of the scientific and technical instruments company’s stock valued at $49,000 after purchasing an additional 233 shares in the last quarter. Institutional investors own 95.70% of the company’s stock.

ESCO Technologies Stock Performance

NYSE:ESE opened at $292.48 on Friday. ESCO Technologies Inc. has a 1 year low of $174.92 and a 1 year high of $346.20. The firm’s fifty day simple moving average is $302.77 and its 200 day simple moving average is $257.78. The company has a current ratio of 1.45, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $7.58 billion, a PE ratio of 24.60, a PEG ratio of 1.80 and a beta of 1.12.

ESCO Technologies (NYSE:ESE) last posted its earnings results on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.90 by $0.01. ESCO Technologies had a net margin of 24.69% and a return on equity of 12.88%. The business had revenue of $309.34 million for the quarter, compared to analyst estimates of $307.88 million. During the same period last year, the business posted $1.35 EPS. ESCO Technologies’s revenue was up 33.5% compared to the same quarter last year. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. On average, sell-side analysts anticipate that ESCO Technologies Inc. will post 8.19 EPS for the current year.

ESCO Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 2nd will be paid a $0.08 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. ESCO Technologies’s dividend payout ratio (DPR) is presently 2.69%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on ESE shares. Wall Street Zen downgraded shares of ESCO Technologies from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $400.00 target price on shares of ESCO Technologies in a research note on Friday, April 17th. Finally, Weiss Ratings upgraded shares of ESCO Technologies from a “buy (b+)” rating to a “buy (a)” rating in a research note on Tuesday, May 12th. Two analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $400.00.

ESCO Technologies Company 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.