ENERSYS
In the published model solve dated 2026-Q2, anchored at $185.46, ENERSYS (ENS) is priced for +11.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Three businesses with different cycles sit under one roof: Energy Systems grew net sales 7.8% in fiscal 2026, Specialty grew 12.1%, and Motive Power fell 3.6% [Source: FY2026 10-K, filed May 20, 2026]. • A federal manufacturing tax credit lands inside gross profit rather than below the tax line, and it is doing a lot of work: gross margin was 29.3% for fiscal 2026 but 25.1% excluding that credit [Source: fiscal Q4 2026 earnings release, May 20, 2026]. • Capital return has become the main use o
Is ENS overvalued? See what's priced in →
476 institutional managers reported holding ENS in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 48%. 98 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ENS has cut its share count 13.7% over the past five years, spending $802.45M on repurchases. It pays a dividend, and has for 13 years running; the current rate is $1.03 a share annually. Cash returned over the past three years: $102.92M in dividends and $623.17M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ENS over the trailing three years: 2025: 3 buys totaling $90k; 2026: 1 buy totaling $25k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ENS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -12.3% | +3.5% |
| 2023-11-09 | -3.8% | +17.0% |
| 2024-02-08 | -6.6% | +0.4% |
| 2024-05-23 | +11.4% | +0.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ENS's latest 8-K filings: 2026-08-12 (items 2.02, 8.01); 2026-08-06 (items 5.07); 2026-07-23 (items 7.01, 8.01, 9.01); 2026-05-28 (items 5.02, 7.01); 2026-05-20 (items 2.02, 8.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.