EnerSys (ENS) Stock Forecast & Price Target
ENS$172.34+0.89 +0.52%
$6.22B
Market Cap
17.95
P/E
12.92
Forward P/E
69
Score
EnerSys (ENS) Stock Forecast & Price Target
ENS price $172.34 +0.89 +0.52%
- Ticker
- ENS
- Price
- $172.34
- Change
- +0.89 +0.52%
- Market cap ?
- $6.22B
- P/E ?
- 17.95
- Forward P/E ?
- 12.92
- Dividend yield ?
- 0.63%
- Beta ?
- 1.19
- Sector
- Industrials
- Industry
- Electrical Equipment & Parts
- Stocklytics score
- 69
- Value
- 74
- Quality
- 63
- Growth
- 71
Stocklytics score rationale: value 74, quality 63, growth 71.
Financials
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 2367100000 | 2581800000 | 2808000000 | 3087868000 | 2977932000 | 3357319000 | 3708579000 | 3581871000 | 3617579000 | 3751376000 |
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. The company operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in…
Fair value
ENS fair value $305.81. Price $172.34. Price is 44% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 83% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 717.31M. Growth 9.07%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.82% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 36.07M. Net debt 751.01M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-11 | — | 3.19 | — | 968.76M |
| 2026-08-12 | 3.66 | 2.83 | 935.60M | 928.01M |
| 2026-05-20 | 3.19 | 2.99 | 988.00M | 973.84M |
| 2026-02-04 | 2.77 | 2.73 | 919.10M | 932.02M |
| 2025-11-05 | 2.56 | 2.36 | 951.30M | 891.35M |
| 2025-08-06 | 2.08 | 2.05 | 893.00M | 849.04M |
| 2025-05-21 | 2.97 | 2.78 | 974.80M | 972.67M |
| 2025-02-05 | 3.12 | 2.76 | 906.20M | 932.40M |
| 2024-11-06 | 2.12 | 2.07 | 883.70M | 891.78M |
| 2024-08-07 | 1.98 | 1.95 | 852.90M | 877.52M |
| 2024-05-22 | 2.08 | 2.02 | 910.70M | 893.64M |
| 2024-02-08 | 2.56 | 2.38 | 861.50M | 898.79M |
| 2023-11-08 | 1.84 | 1.80 | 901.00M | 914.38M |
| 2023-08-09 | 1.89 | 1.80 | 908.60M | 968.70M |
| 2023-05-25 | 1.82 | 1.38 | 989.90M | 950.97M |
| 2023-02-08 | 1.27 | 1.23 | 920.20M | 926.43M |
| 2022-11-09 | 1.11 | 1.08 | 899.40M | 887.90M |
| 2022-08-10 | 1.15 | 1.15 | 899.00M | 897.87M |
| 2022-05-25 | 1.20 | 1.15 | 907.00M | 872.42M |
| 2022-02-09 | 1.01 | 0.99 | 844.00M | 810.87M |
| 2021-11-10 | 1.01 | 1.07 | 791.39M | 828.73M |
| 2021-08-11 | 1.25 | 1.20 | 814.89M | 814.90M |
| 2021-05-20 | 1.30 | 1.29 | 813.54M | 2.72B |
| 2021-02-10 | 1.27 | 1.19 | 751.07M | 760.97M |
| 2020-11-11 | 1.00 | 0.98 | 708.40B | 683.72B |
| 2020-08-12 | 0.92 | 0.67 | 704.92M | 513.37M |
| 2020-06-01 | 1.11 | 1.18 | 781.80M | 831.11M |
| 2020-02-05 | 1.04 | 1.13 | 763.70M | 829.79M |
| 2019-11-06 | 1.23 | 1.19 | 762.14M | 737.32M |
| 2019-08-07 | 1.30 | 1.32 | 780.23M | 792.23M |
| 2019-05-29 | 1.43 | 1.42 | 796.60M | 791.03M |
| 2019-02-06 | 1.17 | 1.25 | 680.02M | 726.52M |
| 2018-11-07 | 1.17 | 1.16 | 660.46M | 654.85M |
| 2018-08-08 | 1.17 | 1.17 | 670.93M | 670.90M |
| 2018-05-16 | 1.24 | 1.20 | 683.00M | 660.97M |
| 2018-02-07 | 1.25 | 1.14 | 658.93M | 600.92M |
| 2017-11-08 | 1.05 | 1.04 | 617.29M | 611.42M |
| 2017-08-09 | 1.12 | 1.13 | 622.62M | 628.16M |
| 2017-05-30 | 1.28 | 1.26 | 626.80M | 617.01M |
| 2017-02-08 | 1.18 | 1.13 | 563.70M | 539.81M |
Dividends
Yield 0.62%. Payout ratio 10.95%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 11% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 14 separate years. Yield is 0.6%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-18 | $0.29 | 2026-09-18 | 2026-10-02 | Quarterly |
| 2026-06-18 | $0.26 | 2026-06-19 | 2026-07-02 | Quarterly |
| 2026-03-13 | $0.26 | 2026-03-13 | 2026-03-27 | Quarterly |
| 2025-12-12 | $0.26 | 2025-12-12 | 2025-12-26 | Quarterly |
| 2025-09-12 | $0.26 | 2025-09-12 | 2025-09-26 | Quarterly |
| 2025-06-13 | $0.24 | 2025-06-13 | 2025-06-27 | Quarterly |
| 2025-03-14 | $0.24 | 2025-03-14 | 2025-03-28 | Quarterly |
| 2024-12-13 | $0.24 | 2024-12-13 | 2024-12-27 | Quarterly |
| 2024-09-16 | $0.24 | 2024-09-16 | 2024-09-30 | Quarterly |
| 2024-06-14 | $0.23 | 2024-06-14 | 2024-06-28 | Quarterly |
| 2024-03-14 | $0.23 | 2024-03-15 | 2024-03-29 | Quarterly |
| 2023-12-14 | $0.23 | 2023-12-15 | 2023-12-29 | Quarterly |
| 2023-09-14 | $0.23 | 2023-09-15 | 2023-09-29 | Quarterly |
| 2023-06-15 | $0.17 | 2023-06-16 | 2023-06-30 | Quarterly |
| 2023-03-16 | $0.17 | 2023-03-17 | 2023-03-31 | Quarterly |
| 2022-12-15 | $0.17 | 2022-12-16 | 2022-12-30 | Quarterly |
| 2022-09-15 | $0.17 | 2022-09-16 | 2022-09-30 | Quarterly |
| 2022-06-15 | $0.17 | 2022-06-16 | 2022-06-30 | Quarterly |
| 2022-03-10 | $0.17 | 2022-03-11 | 2022-03-25 | Quarterly |
| 2021-12-16 | $0.17 | 2021-12-17 | 2021-12-31 | Quarterly |
| 2021-09-09 | $0.17 | 2021-09-10 | 2021-09-24 | Quarterly |
| 2021-06-10 | $0.17 | 2021-06-11 | 2021-06-25 | Quarterly |
| 2021-03-11 | $0.17 | 2021-03-12 | 2021-03-26 | Quarterly |
| 2020-12-17 | $0.17 | 2020-12-18 | 2020-12-31 | Quarterly |
| 2020-09-10 | $0.17 | 2020-09-11 | 2020-09-25 | Quarterly |
| 2020-06-11 | $0.17 | 2020-06-12 | 2020-06-26 | Quarterly |
| 2020-03-12 | $0.17 | 2020-03-13 | 2020-03-27 | Quarterly |
| 2019-12-12 | $0.17 | 2019-12-13 | 2019-12-27 | Quarterly |
| 2019-09-12 | $0.17 | 2019-09-13 | 2019-09-27 | Quarterly |
| 2019-06-13 | $0.17 | 2019-06-14 | 2019-06-28 | Quarterly |
| 2019-03-14 | $0.17 | 2019-03-15 | 2019-03-29 | Quarterly |
| 2018-12-13 | $0.17 | 2018-12-14 | 2018-12-28 | Quarterly |
| 2018-09-13 | $0.17 | 2018-09-14 | 2018-09-28 | Quarterly |
| 2018-06-14 | $0.17 | 2018-06-15 | 2018-06-29 | Quarterly |
| 2018-03-15 | $0.17 | 2018-03-16 | 2018-03-30 | Quarterly |
| 2017-12-14 | $0.17 | 2017-12-15 | 2017-12-29 | Quarterly |
| 2017-09-14 | $0.17 | 2017-09-15 | 2017-09-29 | Quarterly |
| 2017-06-14 | $0.17 | 2017-06-16 | 2017-06-30 | Quarterly |
| 2017-03-15 | $0.17 | 2017-03-17 | 2017-03-31 | Quarterly |
| 2016-12-14 | $0.17 | 2016-12-16 | 2016-12-30 | Quarterly |
| 2016-09-14 | $0.17 | 2016-09-16 | 2016-09-30 | Quarterly |
| 2016-06-08 | $0.17 | 2016-06-10 | 2016-06-24 | Quarterly |
| 2016-03-09 | $0.17 | 2016-03-11 | 2016-03-25 | Quarterly |
| 2015-12-09 | $0.17 | 2015-12-11 | 2015-12-24 | Quarterly |
| 2015-09-09 | $0.17 | 2015-09-11 | 2015-09-25 | Quarterly |
| 2015-06-10 | $0.17 | 2015-06-12 | 2015-06-26 | Quarterly |
| 2015-03-11 | $0.17 | 2015-03-13 | 2015-03-27 | Quarterly |
| 2014-12-10 | $0.17 | 2014-12-12 | 2014-12-26 | Quarterly |
| 2014-09-10 | $0.17 | 2014-09-12 | 2014-09-26 | Quarterly |
| 2014-06-11 | $0.17 | 2014-06-13 | 2014-06-27 | Quarterly |
| 2014-03-12 | $0.12 | 2014-03-14 | 2014-03-28 | Quarterly |
| 2013-12-11 | $0.12 | 2013-12-13 | 2013-12-27 | Quarterly |
| 2013-09-11 | $0.12 | 2013-09-13 | 2013-09-27 | Quarterly |
| 2013-06-12 | $0.12 | 2013-06-14 | 2013-06-28 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-16 | Grewal Navneet | Buy | 5.93K | — | — |
| 2026-10-16 | Grewal Navneet | Buy | 5.93K | — | — |
| 2026-10-16 | Grewal Navneet | Other | 0 | — | — |
| 2026-10-15 | Knausenberger Lauren | Buy | 30 | — | — |
| 2026-10-15 | Knausenberger Lauren | Buy | 153 | $172.82 | 26.44K |
| 2026-10-15 | Morytko Tamara | Buy | 34 | — | — |
| 2026-10-15 | Morytko Tamara | Buy | 170 | $172.82 | 29.38K |
| 2026-10-15 | Habiger David C | Buy | 34 | — | — |
| 2026-10-15 | Habiger David C | Buy | 170 | $172.82 | 29.38K |
| 2026-10-15 | Wynter Rudolph W. | Buy | 37 | — | — |
| 2026-10-15 | Wynter Rudolph W. | Buy | 187 | $172.82 | 32.32K |
| 2026-10-15 | TUFANO PAUL J | Buy | 50 | — | — |
| 2026-10-15 | TUFANO PAUL J | Buy | 253 | $172.82 | 43.72K |
| 2026-10-02 | Chan Caroline | Buy | 24 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 0 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 0 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 0 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 0 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 2 | — | — |
| 2026-10-02 | Knausenberger Lauren | Buy | 8 | — | — |
| 2026-10-02 | Habiger David C | Buy | 0 | — | — |
| 2026-10-02 | Habiger David C | Buy | 0 | — | — |
| 2026-10-02 | Habiger David C | Buy | 0 | — | — |
| 2026-10-02 | Habiger David C | Buy | 0 | — | — |
| 2026-10-02 | Habiger David C | Buy | 3 | — | — |
| 2026-10-02 | Habiger David C | Buy | 8 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 0 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 0 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 0 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 0 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 6 | — | — |
| 2026-10-02 | Morytko Tamara | Buy | 11 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 0 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 0 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 0 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 0 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 8 | — | — |
| 2026-10-02 | Wynter Rudolph W. | Buy | 16 | — | — |
| 2026-10-02 | FLUDDER STEVEN M | Buy | 7 | — | — |
| 2026-10-02 | FLUDDER STEVEN M | Buy | 24 | — | — |
| 2026-10-02 | HOFFEN HOWARD I | Buy | 4 | — | — |
| 2026-10-02 | HOFFEN HOWARD I | Buy | 67 | — | — |
| 2026-10-02 | Vargo Ronald P | Buy | 0 | — | — |
| 2026-10-02 | Vargo Ronald P | Buy | 0 | — | — |
| 2026-10-02 | Vargo Ronald P | Buy | 14 | — | — |
| 2026-10-02 | Vargo Ronald P | Buy | 39 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 0 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 0 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 0 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 0 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 25 | — | — |
| 2026-10-02 | TUFANO PAUL J | Buy | 52 | — | — |
| 2026-10-02 | Uplinger Chad C | Buy | 5 | — | — |
| 2026-10-02 | Uplinger Chad C | Buy | 5 | — | — |
| 2026-10-02 | Uplinger Chad C | Buy | 6 | — | — |
| 2026-10-02 | Uplinger Chad C | Buy | 4 | — | — |
| 2026-10-02 | Uplinger Chad C | Buy | 1 | — | — |
| 2026-10-02 | Matthews Mark E. | Buy | 5 | — | — |
| 2026-10-02 | Matthews Mark E. | Buy | 5 | — | — |
| 2026-10-02 | Matthews Mark E. | Buy | 6 | — | — |
| 2026-10-02 | Matthews Mark E. | Buy | 3 | — | — |
| 2026-10-02 | Matthews Mark E. | Buy | 1 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 1 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 4 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 5 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 5 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 6 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 6 | — | — |
| 2026-10-02 | Fisher Keith D. | Buy | 10 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 10 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 10 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 13 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 23 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 6 | — | — |
| 2026-10-02 | Funk Andrea J. | Buy | 3 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 28 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 28 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 29 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 6 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 6 | — | — |
| 2026-10-02 | O'Connell Shawn M. | Buy | 2 | — | — |
| 2026-08-14 | Uplinger Chad C | Buy | 3.20K | — | — |
| 2026-08-14 | Uplinger Chad C | Buy | 3.20K | — | — |
| 2026-08-14 | Matthews Mark E. | Buy | 3.20K | — | — |
| 2026-08-14 | Matthews Mark E. | Buy | 3.20K | — | — |
| 2026-08-14 | Fisher Keith D. | Buy | 3.20K | — | — |
| 2026-08-14 | Fisher Keith D. | Buy | 3.20K | — | — |
| 2026-08-14 | Funk Andrea J. | Buy | 6.39K | — | — |
| 2026-08-14 | Funk Andrea J. | Buy | 6.39K | — | — |
| 2026-08-14 | O'Connell Shawn M. | Buy | 17.21K | — | — |
| 2026-08-14 | O'Connell Shawn M. | Buy | 17.21K | — | — |
| 2026-08-14 | Chan Caroline | Buy | 982 | — | — |
| 2026-08-14 | FLUDDER STEVEN M | Buy | 982 | — | — |
| 2026-08-14 | Habiger David C | Buy | 982 | — | — |
| 2026-08-14 | HOFFEN HOWARD I | Buy | 982 | — | — |
| 2026-08-14 | Knausenberger Lauren | Buy | 982 | — | — |
| 2026-08-14 | Morytko Tamara | Buy | 982 | — | — |
| 2026-08-14 | Vargo Ronald P | Buy | 982 | — | — |
| 2026-08-14 | Wynter Rudolph W. | Buy | 982 | — | — |
| 2026-08-14 | TUFANO PAUL J | Buy | 1.43K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 571, holders +55 vs prior quarter. Ownership 99.49%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 5.22M | 147.71K | +2.91% | 1.22B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.35M | -29.62K | -1.25% | 548.57M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.65M | -5.62K | -0.34% | 385.42M |
| STATE STREET CORP | 1.51M | 43.54K | +2.96% | 354.52M |
| DIMENSIONAL FUND ADVISORS LP | 1.23M | -277.60K | -18.37% | 288.33M |
| INVESCO LTD. | 1.21M | 48.72K | +4.21% | 282.28M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.12M | 154.87K | +16.09% | 261.32M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 942.14K | 827.60K | +722.51% | 220.29M |
| EARNEST PARTNERS LLC | 896.98K | -48.58K | -5.14% | 209.73M |
| AQR CAPITAL MANAGEMENT LLC | 905.35K | 13.50K | +1.51% | 209.47M |
| FIRST TRUST ADVISORS LP | 827.15K | -60.26K | -6.79% | 193.40M |
| NEW SOUTH CAPITAL MANAGEMENT INC | 733.71K | -51.45K | -6.55% | 171.56M |
| LSV ASSET MANAGEMENT | 631.50K | -87.65K | -12.19% | 147.66M |
| FRANKLIN TEMPLETON INC | 542.92K | -5.07K | -0.92% | 126.95M |
| PRINCIPAL FINANCIAL GROUP INC | 514.64K | -36.41K | -6.61% | 120.33M |
| NORTHERN TRUST CORP | 510.92K | 5.36K | +1.06% | 119.46M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 509.81K | -35.90K | -6.58% | 119.20M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 509.81K | 509.81K | New | 119.20M |
| NORGES BANK | 488.20K | 488.20K | New | 114.15M |
| BOSTON PARTNERS | 449.93K | -61.20K | -11.97% | 104.00M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 437.30K | -4.60K | -1.04% | 102.25M |
| AMERICAN CENTURY COMPANIES INC | 435.07K | 129.52K | +42.39% | 101.73M |
| UBS GROUP AG | 386.90K | -16.27K | -4.03% | 90.47M |
| NUVEEN, LLC | 384.15K | 146.05K | +61.34% | 89.82M |
| BANK OF AMERICA CORP /DE/ | 362.24K | -97.27K | -21.17% | 84.70M |
Forecast
Consensus Buy from 5 analysts. Average price target $265.00, +53.8% versus the current price. Low $250.00. High $280.00.
Insights · Dividends · Forecast · Financials · Learn