ENS
EnerSys
$214.56
-1.31%
$8.0B
No data for this timeframe.
Vol
Market Cap$8.0B
Cap SizeMid Cap
Inst. Holders7 funds
Inst. Value$971.0M
Inst. Activity2 buys / 1 sells
Exchange NYSE·Sector Miscellaneous Electrical Machinery, Equipment & Supplies·Inc. DE·CIK 0001289308·Prev Close $217.41
Recent Activity
May 20, 2026
earnings_calendar
ENS Q4 2026 Earnings After Market Close — 2026-05-20
Apr 13, 2026
Insider
Morytko Tamara sold 143 shares
Director @ $194.61 ($27.8K)
Apr 13, 2026
Insider
TUFANO PAUL J sold 224 shares
Director @ $194.61 ($43.6K)
Apr 13, 2026
Insider
Wynter Rudolph W. sold 166 shares
Director @ $194.61 ($32.3K)
Inst.
NORGES BANK — NEW
535,600 shares ($78.6M)
Inst.
FMR LLC — ADD
336,206 shares ($49.3M)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$199.89 (Feb 2026)
Current $214.56
Low $176.43
Median $208.00
High $220.00
5 analysts
$176.43
$220.00
Analyst Ratings
3Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 5, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Feb 3, 2026 | Roth Capital | REITERATE | Buy → Buy |
| Jan 20, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Dec 15, 2025 | BTIG | UPGRADE | Neutral → Buy |
| Dec 9, 2025 | Roth Capital | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.62 ▲ +1.4% | $2.36 — $2.79 | 26% YoY | 5 |
| Next Q | $2.87 | $2.64 — $3.07 | 12% YoY | 5 |
| Current FY | $11.78 | $10.75 — $12.51 | 12% YoY | 6 |
| Next FY | $13.69 ▲ +2.7% | $12.03 — $15.00 | 16% YoY | 4 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $632.8M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $82.3M | NEW |
| NORGES BANK | $78.6M | NEW |
| BANK OF AMERICA CORP | $63.1M | — |
| FMR LLC | $49.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 13, 2026 | Morytko Tamara | A | $27.8K |
| Apr 13, 2026 | TUFANO PAUL | A | $43.6K |
| Apr 13, 2026 | Wynter Rudolph | A | $32.3K |
| Apr 13, 2026 | Habiger David | A | $27.8K |
| Apr 13, 2026 | Knausenberger Lauren | A | $26.5K |
7 institutional holders with $971.0M total value (6,616,557 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,311,901 | $632.8M | 65.2% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 560,520 | $82.3M | 8.5% | NEW |
| 3 | NORGES BANK | 535,600 | $78.6M | 8.1% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 430,140 | $63.1M | 6.5% | — |
| 5 | FMR LLC | 336,206 | $49.3M | 5.1% | ADD +39.5% |
| 6 | MORGAN STANLEY | 283,847 | $41.7M | 4.3% | ADD +25.9% |
| 7 | WELLS FARGO & COMPANY/MN | 158,343 | $23.2M | 2.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 535,600 | — | $78.6M | 2025-Q4 |
| FMR LLC | ADD | 240,947 | 336,206 | +39.5% | $49.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 33,553 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | ADD | 168,952 | 275,951 | +63.3% | $31.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 33,553 | — | $3.8M | 2025-Q3 |
| NORGES BANK | EXIT | 445,716 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 445,716 | — | $38.2M | 2025-Q2 |
| UBS Group AG | ADD | 107,552 | 168,952 | +57.1% | $14.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 8,400 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 57,238 | 185,379 | +223.9% | $17.0M | 2025-Q1 |
| UBS Group AG | ADD | 78,265 | 107,552 | +37.4% | $9.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 13,200 | 8,400 | -36.4% | $769.3K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 11,128 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 532,538 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 27,400 | 13,200 | -51.8% | $1.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 594,387 | — | $60.7M | 2024-Q3 |
| MORGAN STANLEY | ADD | 312,920 | 394,103 | +25.9% | $40.2M | 2024-Q3 |
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 13, 2026 | Morytko Tamara | Director | A | 143 | $194.61 | $27.8K |
| Apr 13, 2026 | TUFANO PAUL J | Director | A | 224 | $194.61 | $43.6K |
| Apr 13, 2026 | Wynter Rudolph W. | Director | A | 166 | $194.61 | $32.3K |
| Apr 13, 2026 | Habiger David C | Director | A | 143 | $194.61 | $27.8K |
| Apr 13, 2026 | Knausenberger Lauren | Director | A | 136 | $194.61 | $26.5K |
| Mar 27, 2026 | FLUDDER STEVEN M | Director | A | 24 | $0.00 | $0.00 |
| Mar 27, 2026 | Knausenberger Lauren | Director | A | 6.36 | $0.00 | $0.00 |
| Mar 27, 2026 | Habiger David C | Director | A | 6.36 | $0.00 | $0.00 |
| Mar 27, 2026 | O'Connell Shawn M. | President and CEO | A | 2.97 | $0.00 | $0.00 |
| Mar 27, 2026 | Fisher Keith D. | Pres. Energy Systems Global | A | 6.189 | $0.00 | $0.00 |
| Mar 27, 2026 | Vargo Ronald P | Director | A | 39.19 | $0.00 | $0.00 |
| Mar 27, 2026 | Chan Caroline | Director | A | 24 | $0.00 | $0.00 |
| Mar 27, 2026 | Wynter Rudolph W. | Director | A | 14.773 | $0.00 | $0.00 |
| Mar 27, 2026 | TUFANO PAUL J | Director | A | 51.819 | $0.00 | $0.00 |
| Mar 27, 2026 | Morytko Tamara | Director | A | 9.523 | $0.00 | $0.00 |
| Mar 27, 2026 | HOFFEN HOWARD I | Director | A | 68.402 | $0.00 | $0.00 |
| Mar 27, 2026 | Funk Andrea J. | EVP and CFO | A | 3.639 | $0.00 | $0.00 |
| Mar 27, 2026 | Matthews Mark E. | CTO and President Specialty | A | 1.892 | $0.00 | $0.00 |
| Mar 27, 2026 | Uplinger Chad C | President Motive Power Global | A | 1.633 | $0.00 | $0.00 |
| Feb 7, 2026 | Fisher Keith D. | Pres. Energy Systems Global | F | 557 | $172.22 | $95.9K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 70% buy across 10 analysts — 3 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$199.89 mean target (Feb 2026)
$176.43 Low
$220.00 High
| Metric | Value |
|---|---|
| Current Price | $214.56 |
| Target Low | $176.43 |
| Target Mean | $199.89 |
| Target Median | $208.00 |
| Target High | $220.00 |
| # Analysts | 5 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.62 | $2.36 | $2.79 | 26.2% | +1.4% | 0↑ 1↓ | $0.9B | 2.4% | 5 |
| Next Q 2026-09-30 |
$2.87 | $2.64 | $3.07 | 12.2% | -0.0% | 0↑ 1↓ | $1.0B | 2.4% | 5 |
| Current FY 2027-03-31 |
$11.78 | $10.75 | $12.51 | 11.6% | +0.2% | 2↑ 0↓ | $3.9B | 2.7% | 6 |
| Next FY 2028-03-31 |
$13.69 | $12.03 | $15.00 | 16.2% | +2.7% | 2↑ 0↓ | $4.0B | 4.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.624 | |
| 7d ago | $2.624 | |
| 30d ago | $2.587 | +0.037 |
| 60d ago | $2.663 | -0.039 |
| 90d ago | $2.635 | -0.011 |
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 5, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Feb 3, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Jan 20, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Dec 15, 2025 | BTIG | UPGRADE | Neutral | Buy |
| Dec 9, 2025 | Roth Capital | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Jan 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 20, 2026
earnings_calendar
ENS Q4 2026 Earnings After Market Close — 2026-05-20
Feb 13, 2026
short_interest
FTD: ENS — 15,972 shares ($2.9M) failed to deliver
Settlement: 20260213, Price: $181.16, FTD Value: $2,893,487.52, ENERSYS COM STK