EnerSys
About: EnerSys provides stored energy solutions for industrial applications. It also manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories, and outdoor equipment enclosure solutions to customers. Energy Systems that combine enclosures, power conversion, power distribution, and energy storage are used in the telecommunication and broadband, utility industries, uninterruptible power supplies, and numerous applications requiring stored energy solutions. Its segments include Energy Systems, Motive Power, and Specialty.
Employees: 10,858
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
786% more call options, than puts
Call options by funds: $9.49M | Put options by funds: $1.07M
40% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 43
2% more funds holding
Funds holding: 361 [Q4 2024] → 369 (+8) [Q1 2025]
2% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 127
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0.9% less ownership
Funds ownership: 93.57% [Q4 2024] → 92.68% (-0.9%) [Q1 2025]
3% less capital invested
Capital invested by funds: $3.45B [Q4 2024] → $3.35B (-$96.3M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$120
39%
upside
Avg. target
$120
39%
upside
High target
$120
39%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Roth MKM Chip Moore | 39%upside $120 | Buy Reiterated | 14 May 2025 |
Financial journalist opinion
Based on 12 articles about ENS published over the past 30 days
Positive
Seeking Alpha
3 days ago
EnerSys: This Quiet Operator Is Banking On A Higher-Margin, Lithium-Driven Future
EnerSys combines resilient legacy business with innovation in lithium-ion, defense, and energy storage, positioning it for long-term growth and margin expansion. Recent financials show strong margin gains, robust cash flow, and disciplined capital allocation, supporting undervalued stock status versus peers. Growth catalysts include lithium transition, defense/aerospace expansion, data center demand, and potential U.S. lithium facility with IRA incentives.
Neutral
GlobeNewsWire
3 days ago
Battery Cyclers Market Trends, Forecast & Competitive Landscape Report 2025, Featuring Kikusui Electronics, EnerSys, Arbin Instruments, MTI Instruments, BIT BUDDY, Neware Technology and more
The Battery Cyclers Market is set to grow, driven by the surge in EVs and renewable energy storage, which demand precise battery testing. Opportunities lie in the Asia-Pacific manufacturing boom, advanced battery chemistries, and tech integration (AI, IoT). However, high costs remain a barrier, especially in emerging economies. The Battery Cyclers Market is set to grow, driven by the surge in EVs and renewable energy storage, which demand precise battery testing. Opportunities lie in the Asia-Pacific manufacturing boom, advanced battery chemistries, and tech integration (AI, IoT). However, high costs remain a barrier, especially in emerging economies.
Neutral
Business Wire
1 week ago
EnerSys Announces Participation in Wells Fargo Industrials & Materials Conference on June 11, 2025
READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, announced today that Executive Vice President and Chief Financial Officer, Andrea Funk, is scheduled to present on Wednesday, June 11th, at the 2025 Wells Fargo Industrials & Materials Conference, being held in Chicago, Illinois. The fireside chat will begin at 2:15 pm CT. A live audio webcast and archived replay will be available to the public via this link. The webca.
Neutral
Seeking Alpha
3 weeks ago
EnerSys (ENS) Q4 2025 Earnings Call Transcript
EnerSys (NYSE:ENS ) Q4 2025 Earnings Conference Call May 22, 2025 9:00 AM ET Company Participants Lisa Hartman - Vice President, Investor Relations David Shaffer - Chief Executive Officer Shawn O'Connell - President, Chief Operating Officer & Incoming CEO Andrea Funk - Executive Vice President & Chief Financial Officer Conference Call Participants Noah Kaye - Oppenheimer Brian Drab - William Blair Greg Lewis - BTIG Chip Moore - ROTH Capital Partners Operator Good day, and thank you for standing by. Welcome to EnerSys Fourth Quarter and Full Year Fiscal 2025 Results.
Positive
Zacks Investment Research
3 weeks ago
Enersys' Q4 Earnings Surpass Estimates, Sales Rise Year Over Year
ENS' fiscal Q4 net sales increase 7%, driven by solid momentum in the specialty and communications markets.
Positive
The Motley Fool
3 weeks ago
EnerSys Reports Record Q4 Earnings
EnerSys (ENS -17.00%) reported Q4 FY2025 results on May 21, 2025, with revenue rose 7% year over year to $975 million and adjusted diluted EPS, excluding IRC45x tax benefits, reached a record $1.86. The company highlighted notable margin expansion across all segments, resilient order trends despite tariff headwinds, and announced a leadership transition, positioning for continued strategic execution.
Neutral
Zacks Investment Research
3 weeks ago
EnerSys (ENS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for EnerSys (ENS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 weeks ago
EnerSys (ENS) Surpasses Q4 Earnings Estimates
EnerSys (ENS) came out with quarterly earnings of $2.97 per share, beating the Zacks Consensus Estimate of $2.78 per share. This compares to earnings of $2.08 per share a year ago.
Neutral
Business Wire
3 weeks ago
EnerSys Announces Dividend of $0.24 Per Share for the First Quarter of Fiscal Year 2026
READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, announced today that its Board of Directors has declared a quarterly cash dividend of $0.24 per share of common stock payable on June 27, 2025, to holders of record as of June 13, 2025. About EnerSys EnerSys is a global leader in stored energy solutions for industrial applications and designs, manufactures and distributes energy systems solutions and motive power batteries.
Neutral
Business Wire
3 weeks ago
EnerSys Reports Fourth Quarter Fiscal Year 2025 Results
READING, Pa.--(BUSINESS WIRE)-- #EnerSys--EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial applications, announced today results for its fourth quarter of fiscal 2025, which ended on March 31, 2025. "EnerSys ended Fiscal Year 2025 with a strong fourth quarter, demonstrating the earnings power of our balanced business," said David M. Shaffer, EnerSys Chief Executive Officer. "We delivered 7% revenue growth, our second-highest revenue quarter ever, and achieved record adjusted.
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