Retirement Systems of Alabama Reduces Holdings in Enersys $ENS

Retirement Systems of Alabama reduced its position in Enersys (NYSE:ENS) by 6.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 45,300 shares of the industrial products company’s stock after selling 2,891 shares during the quarter. Retirement Systems of Alabama owned about 0.12% of Enersys worth $5,117,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Root Financial Partners LLC purchased a new position in shares of Enersys in the third quarter worth about $25,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Enersys in the 2nd quarter valued at about $28,000. EverSource Wealth Advisors LLC lifted its stake in Enersys by 626.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 552 shares of the industrial products company’s stock worth $47,000 after purchasing an additional 476 shares in the last quarter. Osaic Holdings Inc. boosted its holdings in shares of Enersys by 211.7% during the 2nd quarter. Osaic Holdings Inc. now owns 1,487 shares of the industrial products company’s stock worth $129,000 after purchasing an additional 1,010 shares during the last quarter. Finally, Covestor Ltd grew its position in shares of Enersys by 54.8% in the third quarter. Covestor Ltd now owns 1,375 shares of the industrial products company’s stock valued at $155,000 after purchasing an additional 487 shares in the last quarter. Institutional investors and hedge funds own 94.93% of the company’s stock.

Enersys Trading Down 2.6%

NYSE ENS opened at $180.05 on Friday. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.77 and a quick ratio of 1.73. The stock has a market capitalization of $6.65 billion, a P/E ratio of 21.06, a PEG ratio of 1.20 and a beta of 1.10. The firm’s 50-day moving average is $155.24 and its two-hundred day moving average is $125.70. Enersys has a 12 month low of $76.57 and a 12 month high of $186.51.

Enersys (NYSE:ENS) last released its quarterly earnings results on Wednesday, November 5th. The industrial products company reported $2.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.36 by $0.20. The business had revenue of $951.30 million for the quarter, compared to the consensus estimate of $890.27 million. Enersys had a net margin of 9.05% and a return on equity of 22.48%. The business’s revenue was up 7.6% on a year-over-year basis. During the same period in the previous year, the firm earned $2.12 EPS. Enersys has set its Q3 2026 guidance at 2.710-2.81 EPS. On average, sell-side analysts anticipate that Enersys will post 9.99 earnings per share for the current year.

Enersys Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Friday, December 12th were given a dividend of $0.2625 per share. This represents a $1.05 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, December 12th. Enersys’s dividend payout ratio (DPR) is currently 12.28%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on ENS. BTIG Research upgraded Enersys from a “neutral” rating to a “buy” rating in a research report on Monday, December 15th. Oppenheimer reiterated an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Wall Street Zen cut shares of Enersys from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Zacks Research downgraded shares of Enersys from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Enersys in a research note on Tuesday. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Enersys currently has an average rating of “Moderate Buy” and a consensus price target of $129.00.

Insider Buying and Selling at Enersys

In related news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $151.46, for a total value of $1,015,084.92. Following the sale, the insider owned 23,713 shares in the company, valued at approximately $3,591,570.98. The trade was a 22.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.91% of the company’s stock.

About Enersys

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.