ESE

ESCO TECHNOLOGIES INC

NYSE · Communications Equipment, NEC · Inc. MO · CIK 0000866706
$296.45 +0.53% $7.6B
High Impact Filing (9/10)4 New Institutional Positions
Vol
Market Cap$7.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders8 funds
Inst. Value$803.6M
Inst. Activity4 buys / 0 sells
SEC Reports2
Press Releases1
Exchange NYSE·Sector Communications Equipment, NEC·Inc. MO·CIK 0000866706·Prev Close $294.90

Recent Activity

May 15, 2026 Event
HSR Early Termination: ESCO Technologies Inc.; TB Continuity II Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESCO Tec
May 7, 2026 earnings
ESCO Reports Second Quarter Fiscal 2026 Results
- Q2 Sales increase 33% to $309 Million - Q2 Entered Orders increase 42% to $378 Million - Q2 GAAP E
May 1, 2026 Insider
Valdez Gloria L sold 197 shares
Director @ $326.96 ($64.4K)
May 1, 2026 Insider
Valdez Gloria L sold 197 shares
Director @ $326.96 ($64.4K)
May 1, 2026 Insider
Valdez Gloria L sold 106.46 shares
Director @ $326.96 ($34.8K)
Apr 23, 2026 SEC
ESCO Technologies announced it will report Q2 FY2026 financial results on May 7, 2026, after market close, followed by a
PRESS-RELEASE — Impact 3/10
Apr 15, 2026 SEC
ESCO Technologies announced preliminary Q2 2026 earnings that beat expectations and raised full-year guidance, while sim
8-K — Impact 9/10
Inst.
WELLS FARGO & COMPANY/MN — ADD
58,921 shares ($11.5M)

Price Targets

$373.33 +25.9% upside Strong Buy
Current $296.45 Low $345.00 Median $375.00 High $400.00 3 analysts
$345.00 $400.00

Analyst Ratings

Strong Buy86% buy · 7 analysts
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 25, 2026 Deutsche Bank INITIATE Buy
Feb 9, 2026 Stephens & Co. MAINTAIN Overweight → Overweight
Nov 24, 2025 Stephens & Co. MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.10 ▼ -0.9% $2.07 — $2.13 31% YoY 3
Next Q $2.53 ▼ -2.5% $2.48 — $2.59 9% YoY 3
Current FY $8.18 ▲ +0.8% $8.15 — $8.23 36% YoY 3
Next FY $9.17 $9.00 — $9.28 12% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$562.0M
MORGAN STANLEY$102.9MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$58.7MNEW
BANK OF AMERICA CORP$45.7M
WELLS FARGO & COMPANY/MN$11.5MADD

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Valdez GloriaM$64.4K
May 1, 2026Valdez GloriaM$64.4K
May 1, 2026Valdez GloriaD$34.8K
Apr 17, 2026Campbell DavidA$290.32
Apr 17, 2026Conner PenelopeA$61.76
8 institutional holders with $803.6M total value (4,112,718 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,876,105$562.0M69.9%
2MORGAN STANLEY526,445$102.9M12.8%ADD +95.3%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC300,658$58.7M7.3%NEW
4BANK OF AMERICA CORP /DE/234,042$45.7M5.7%
5WELLS FARGO & COMPANY/MN58,921$11.5M1.4%ADD +27.2%
6NORGES BANK47,202$9.2M1.1%NEW
7RENAISSANCE TECHNOLOGIES LLC36,200$7.1M0.9%DOUBLED +226.1%
8FMR LLC33,145$6.5M0.8%ADD +65.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLS FARGO & COMPANY/MNADD46,33158,921+27.2%$11.5M2025-Q4
NORGES BANKNEW47,202$9.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED11,10036,200+226.1%$7.1M2025-Q4
FMR LLCADD20,01333,145+65.6%$6.5M2025-Q4
UBS Group AGTRIM56,57325,086-55.7%$5.3M2025-Q3
FMR LLCTRIM76,98220,013-74.0%$4.2M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED2,60011,100+326.9%$2.3M2025-Q3
NORGES BANKEXIT19,5110-100.0%$0.002025-Q3
NORGES BANKNEW19,511$3.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW2,600$498.9K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT7,0000-100.0%$0.002025-Q2
FMR LLCDOUBLED3,63595,460+2526.1%$15.2M2025-Q1
WELLS FARGO & COMPANY/MNADD39,30950,032+27.3%$8.0M2025-Q1
NORGES BANKEXIT98,0890-100.0%$0.002025-Q1
CITADEL ADVISORS LLCEXIT2,5500-100.0%$0.002025-Q1
UBS Group AGADD29,51648,080+62.9%$6.4M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT25,4912,550-90.0%$339.7K2024-Q4
MORGAN STANLEYADD313,944613,068+95.3%$79.1M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW299,874$38.7M2024-Q3
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Valdez Gloria LDirectorM197$326.96$64.4K
May 1, 2026Valdez Gloria LDirectorM197$326.96$64.4K
May 1, 2026Valdez Gloria LDirectorD106.46$326.96$34.8K
Apr 17, 2026Campbell David ADirectorA0.922$314.92$290.32
Apr 17, 2026Conner Penelope MDirectorA0.196$314.92$61.76
Apr 17, 2026Dewar Patrick MDirectorA6.027$314.92$1.9K
Apr 17, 2026Hess Janice L.DirectorA0.251$314.92$78.92
Apr 17, 2026KHILNANI VINOD MDirectorA0.196$314.92$61.76
Apr 17, 2026PHILLIPPY ROBERT JDirectorA5.038$314.92$1.6K
Apr 17, 2026Valdez Gloria LDirectorA2.144$314.92$675.22
Feb 5, 2026PHILLIPPY ROBERT JDirectorM1,349$238.40$321.6K
Feb 5, 2026PHILLIPPY ROBERT JDirectorM1,349$238.40$321.6K
Feb 5, 2026PHILLIPPY ROBERT JDirectorD0.254$238.40$60.46
Feb 5, 2026Conner Penelope MDirectorM1,349$238.40$321.6K
Feb 5, 2026Conner Penelope MDirectorM1,349$238.40$321.6K
Feb 5, 2026Conner Penelope MDirectorD0.254$238.40$60.46
Feb 5, 2026KHILNANI VINOD MDirectorM1,349$238.40$321.6K
Feb 5, 2026KHILNANI VINOD MDirectorM1,349$238.40$321.6K
Feb 5, 2026KHILNANI VINOD MDirectorD0.254$238.40$60.46
Feb 5, 2026Hess Janice L.DirectorM1,349$238.40$321.6K
Feb 5, 2026Hess Janice L.DirectorD0.254$238.40$60.46
Feb 5, 2026Valdez Gloria LDirectorM1,349$238.40$321.6K
Feb 5, 2026Valdez Gloria LDirectorM1,349$238.40$321.6K
Feb 5, 2026Valdez Gloria LDirectorD0.254$238.40$60.46
Feb 5, 2026Hess Janice L.DirectorM1,349$238.40$321.6K
Feb 2, 2026Hess Janice L.DirectorA772$233.09$179.9K
Feb 2, 2026Valdez Gloria LDirectorA772$233.09$179.9K
Feb 2, 2026Hess Janice L.DirectorA214.509$233.09$50.0K
Feb 2, 2026Valdez Gloria LDirectorA265.992$233.09$62.0K
Feb 2, 2026Dewar Patrick MDirectorA772$233.09$179.9K
Feb 2, 2026KHILNANI VINOD MDirectorA772$233.09$179.9K
Feb 2, 2026Conner Penelope MDirectorA772$233.09$179.9K
Feb 2, 2026Dewar Patrick MDirectorA289.588$233.09$67.5K
Feb 2, 2026Campbell David ADirectorA214.509$233.09$50.0K
Feb 2, 2026Campbell David ADirectorA772$233.09$179.9K
Feb 2, 2026PHILLIPPY ROBERT JDirectorA772$233.09$179.9K
Current analyst consensus: Strong Buy (86% buy). Based on 7 analysts: 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$373.33 mean target +25.9% upside Strong Buy (1.33)
$345.00 Low $400.00 High
MetricValue
Current Price$296.45
Target Low$345.00
Target Mean$373.33
Target Median$375.00
Target High$400.00
# Analysts3
RecommendationStrong Buy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.10 $2.07 $2.13 31.0% -0.9% 1↑ 2↓ $0.3B 14.7% 3
Next Q
2026-09-30
$2.53 $2.48 $2.59 9.0% -2.5% 0↑ 3↓ $0.4B 6.9% 3
Current FY
2026-09-30
$8.18 $8.15 $8.23 35.6% +0.8% 3↑ 0↓ $1.3B 20.2% 3
Next FY
2027-09-30
$9.17 $9.00 $9.28 12.1% -0.2% 2↑ 1↓ $1.4B 7.2% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.095
7d ago$2.097-0.002
30d ago$2.114-0.019
60d ago$2.130-0.035
90d ago$2.130-0.035
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 25, 2026 Deutsche Bank INITIATE Buy
Feb 9, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Nov 24, 2025 Stephens & Co. MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262410086%
Apr 1, 20262410086%
Mar 1, 20262310083%
Feb 1, 20262310083%
Jan 1, 20262310083%
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 15, 2026
Enforcement
HSR Early Termination: ESCO Technologies Inc.; TB Continuity II Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESCO Technologies Inc.; TB Continuity II Trust.
May 15, 2026
Enforcement
HSR Early Termination: TB Continuity II Trust; ESCO Technologies Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving TB Continuity II Trust; ESCO Technologies Inc..
May 7, 2026
earnings
ESCO Reports Second Quarter Fiscal 2026 Results
- Q2 Sales increase 33% to $309 Million - Q2 Entered Orders increase 42% to $378 Million - Q2 GAAP EPS from Continuing Operations increases 26% to $1.
May 7, 2026
earnings_calendar
ESE Q2 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
earnings
ESCO Technologies Announces Second Quarter 2026 Earnings Release and Conference Call
<p>St. Louis , April 23, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its second quarter financial results after the marke
Apr 15, 2026
m_and_a
ESCO Announces Agreement to Acquire Megger Group Limited
ESCO Announces Agreement to Acquire Megger Group Limited
Feb 17, 2026
short_interest
FTD: ESE — 13,813 shares ($3.7M) failed to deliver
Settlement: 20260217, Price: $268.41, FTD Value: $3,707,547.33, ESCO TECHNOLOGIES INC