EnerSys (ENS)

EnerSys (ENS) stock has demonstrated strong performance, trending up by 87.32% in the past six months, reaching an all-time high of $160.58 on January 12, 2026. Recent events impacting the stock include positive earnings reports, analyst upgrades, dividend declaration, an analyst downgrade, and strategic acquisitions.

EnerSys's diverse end markets contribute to its resilience against economic cyclicality. However, the company's Motive Power segment does experience seasonality, which is anticipated to lead to pressured volumes in the first quarter of fiscal year 2026. This seasonality, along with tariff disruptions, is expected to be a significant factor in the anticipated sequential decline in revenue and EPS for that quarter.

EnerSys (NYSE: ENS) is a global industrial technology leader specializing in stored energy solutions, operating within the Industrials sector, specifically in the Electrical Equipment industry. Its core business revolves around providing mission-critical power across four primary segments: Energy Systems, Motive Power, Specialty, and New Ventures. The company's product portfolio includes maintenance-free Thin Plate Pure Lead (TPPL) and lithium-ion batteries, high energy density solutions, and fleet data modeling for optimization. EnerSys reported net sales of approximately $3.6 billion for the fiscal year ending March 31, 2025.

EnerSys has a significant global manufacturing and distribution footprint, serving customers in over 100 countries. The company has manufacturing facilities on four continents, including five in the United States. Its key operational presences are concentrated in North America, Europe, and the Asia-Pacific region.

EnerSys has maintained a positive brand reputation, marked by industry recognition and a strong commitment to sustainability. In October 2024, EnerSys was included in the TIME World's Best Companies 2024 and Forbes Best Employers for New Grads 2024. The company published its 2023 Sustainability Report in May 2024, highlighting progress in environmental, social, and governance (ESG) performance.

EnerSys's ownership is primarily institutional, with approximately 79.09% to 82.83% of the company's stock held by institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Dimensional Fund Advisors Lp, State Street Corp, Invesco Ltd., DePrince Race & Zollo Inc, and Earnest Partners Llc. Individual insiders hold a smaller percentage of the company's stock, ranging from approximately 0.363% to 1.37%.