Teacher Retirement System of Texas Decreases Stock Holdings in Enersys $ENS

Teacher Retirement System of Texas reduced its holdings in shares of Enersys (NYSE:ENS) by 65.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,234 shares of the industrial products company’s stock after selling 23,013 shares during the quarter. Teacher Retirement System of Texas’ holdings in Enersys were worth $1,382,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. United Services Automobile Association bought a new stake in shares of Enersys during the 1st quarter worth $240,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Enersys by 9.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 113,770 shares of the industrial products company’s stock worth $10,419,000 after buying an additional 9,737 shares during the last quarter. Janney Montgomery Scott LLC raised its position in Enersys by 17.0% in the second quarter. Janney Montgomery Scott LLC now owns 15,471 shares of the industrial products company’s stock worth $1,327,000 after acquiring an additional 2,248 shares during the period. KLP Kapitalforvaltning AS raised its position in Enersys by 9.2% in the second quarter. KLP Kapitalforvaltning AS now owns 8,300 shares of the industrial products company’s stock worth $712,000 after acquiring an additional 700 shares during the period. Finally, Johnson Investment Counsel Inc. boosted its stake in Enersys by 6.7% in the second quarter. Johnson Investment Counsel Inc. now owns 2,806 shares of the industrial products company’s stock valued at $241,000 after acquiring an additional 176 shares during the last quarter. Institutional investors own 94.93% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on ENS shares. Weiss Ratings restated a “buy (b)” rating on shares of Enersys in a research note on Tuesday, January 27th. Wall Street Zen lowered Enersys from a “strong-buy” rating to a “buy” rating in a report on Saturday. BTIG Research upgraded Enersys from a “neutral” rating to a “buy” rating in a research note on Monday, December 15th. Zacks Research cut Enersys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Oppenheimer reissued an “outperform” rating on shares of Enersys in a report on Friday, November 7th. Four analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Enersys currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.00.

Enersys Stock Down 2.6%

Shares of NYSE ENS opened at $180.05 on Monday. The company has a quick ratio of 1.73, a current ratio of 2.77 and a debt-to-equity ratio of 0.63. The company has a market cap of $6.65 billion, a P/E ratio of 21.06, a P/E/G ratio of 1.17 and a beta of 1.10. Enersys has a 52 week low of $76.57 and a 52 week high of $186.51. The business has a 50-day simple moving average of $155.24 and a two-hundred day simple moving average of $126.25.

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

Enersys Announces Dividend

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

Insider Buying and Selling

In other news, insider Chad C. Uplinger sold 6,702 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $151.46, for a total transaction of $1,015,084.92. Following the completion of the transaction, the insider directly owned 23,713 shares in the company, valued at $3,591,570.98. The trade was a 22.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.91% of the stock is currently owned by insiders.

Enersys Company Profile

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.