EnerSys

Informe acción NYSE:ENS

Capitalización de mercado: US$8.7b

EnerSys Dividendos y recompras

Dividendo controles de criterios 0/6

EnerSys es una empresa que paga dividendos con una rentabilidad actual de 0.45%.

Información clave

0.5%

Rentabilidad por dividendo

3.9%

Rendimiento de la recompra

Rendimiento total para el accionista4.3%
Rendimiento futuro de los dividendos0.5%
Crecimiento de los dividendos3.1%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago13%

Últimas actualizaciones de dividendos y recompras

Recent updates

Seeking Alpha May 05

EnerSys: The Battery Company Sitting Right In The Middle Of The AI Boom

Summary EnerSys is positioned as a critical supplier to AI data centers, yet trades at a significant valuation discount to peers. ENS delivered 50% EPS growth on 1% revenue growth, driven by cost discipline and margin expansion, with a clean balance sheet and aggressive capital returns. The company holds over 50% of the U.S. lead-acid battery share but has 0% lithium share; a lithium product launch is imminent, representing a major re-rating catalyst. I initiate a 'Strong Buy' on ENS with a $245 price target, expecting lithium-driven upside and recommending entry before the May 20 Q4 earnings. Read the full article on Seeking Alpha
Actualización de narrativa Apr 24

ENS: Realignment And Buybacks Will Support A Measured Long Term Outlook

Analysts now set a higher price target of $199.89 for EnerSys, up from $189.09. This reflects updated assumptions for slightly higher revenue growth, modestly stronger profit margins, a marginally higher discount rate, and a higher future P/E multiple.
Actualización de narrativa Apr 10

ENS: Realignment And Buybacks Will Support Steady Outlook For Now

Analysts now maintain a price target around $189.09 for EnerSys, with the latest update reflecting only minor tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions rather than a shift in the overall view on the shares. What's in the News EnerSys plans an Analyst and Investor Day, giving you a chance to hear management discuss the business and capital allocation plans in more detail (Key Developments).
Actualización de narrativa Mar 27

ENS: Manufacturing Realignment And Buybacks Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for EnerSys to about $189.09 from $188.10, attributing the change to updated assumptions regarding revenue growth, profit margins, and a slightly revised forward P/E outlook. What's in the News EnerSys announced a manufacturing realignment that will close its legacy lead-acid battery facility in Tijuana, Mexico and shift most production to its Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, using existing investments to expand U.S. capacity (Key Developments).
Actualización de narrativa Mar 12

ENS: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have maintained their $188.10 price target for EnerSys, citing largely unchanged assumptions around discount rate, revenue growth, profit margins and future P/E. Taken together, these reflect a consistent view of the company’s valuation inputs.
Actualización de narrativa Feb 26

ENS: Share Repurchases And Stable Margins Will Support Future Cash Returns

Analysts have kept their fair value estimate for EnerSys steady at $188.10 per share, with only modest tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E, supporting an unchanged price target view. What's in the News EnerSys reported that, from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for a total of US$85.89 million under its existing buyback program (Key Developments).
Actualización de narrativa Feb 11

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).
Artículo de análisis Feb 04

EnerSys (NYSE:ENS) Looks Just Right With A 26% Price Jump

Despite an already strong run, EnerSys ( NYSE:ENS ) shares have been powering on, with a gain of 26% in the last thirty...
Actualización de narrativa Jan 28

ENS: Buybacks And M&A Will Shape Cash Returns And Fairly Balanced Outlook

Analysts have raised their price target on EnerSys from US$159.00 to US$174.60, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change. What's in the News EnerSys is actively exploring mergers and acquisitions, with executives highlighting plans to reserve capital for potential deals they view as compelling, alongside internal investments and share repurchases (company remarks).
Actualización de narrativa Jan 09

ENS: Buybacks And M&A Will Guide A Balanced Forward Outlook

Analysts have maintained their fair value estimate for EnerSys at US$159.00, with only very small tweaks to the discount rate, revenue growth, profit margin, and future P/E inputs. This suggests their price target view is essentially unchanged based on the latest assumptions.
Artículo de análisis Jan 05

Is Now The Time To Look At Buying EnerSys (NYSE:ENS)?

EnerSys ( NYSE:ENS ), might not be a large cap stock, but it saw a significant share price rise of 38% in the past...
Actualización de narrativa Dec 22

ENS: Share Repurchases And M&A Will Shape A Measured Forward Outlook

Analysts have raised their price target on EnerSys from 144 dollars to 159 dollars, citing modestly stronger long term revenue growth expectations, slightly higher projected profit margins, and an uptick in anticipated future valuation multiples. What's in the News EnerSys executives highlighted that mergers and acquisitions remain a core pillar of the company growth strategy, with a pipeline of opportunities under review and a focus on high quality investments that enhance free cash flow margins and return on invested capital (company commentary).
Actualización de narrativa Dec 08

ENS: Share Repurchases And Disciplined M&A Will Shape A Balanced Outlook

Analysts have nudged their price target on EnerSys slightly higher to approximately $144.00 per share, citing modest adjustments to the discount rate and forward valuation assumptions while leaving fair value and growth expectations largely unchanged. What's in the News Management reiterated that mergers and acquisitions remain a core growth pillar, highlighting a pipeline of compelling targets and an intention to deploy capital only into high quality, high return on invested capital opportunities (Key Developments).
Actualización de narrativa Nov 24

ENS: Share Buybacks And Margin Expansion Will Support A Balanced Outlook

Analysts have maintained their price target for EnerSys at $144.00. Recent rationale highlights modestly improved revenue growth and profit margin projections, while adjustments to the discount rate and future price-to-earnings expectations have had minimal net impact on the valuation.
Artículo de análisis Nov 12

EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market

EnerSys ( NYSE:ENS ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking back...
Actualización de narrativa Nov 08

ENS: Higher Margins And Sales Will Support Fair Valuation Ahead

Analysts have raised their fair value estimate for EnerSys from $120 to $144.00. This change reflects improved expectations for growth and profitability.
Actualización de narrativa Sep 06

US Communications And Data Centers Will Fuel Storage Demand

The upward revision in EnerSys' price target reflects improvements in profitability, as seen in the slight increase in net profit margin, alongside a modestly higher future P/E, resulting in a new consensus fair value of $120.00. What's in the News EnerSys is actively seeking bolt-on acquisition opportunities that align with its strategic and financial criteria to strengthen customer relationships and expand market share.
Actualización de narrativa Aug 08

US Communications And Data Centers Will Fuel Storage Demand

Despite declines in both revenue growth and net profit margin forecasts, the consensus analyst price target for EnerSys has increased to $111.69, suggesting expectations for improved valuation drivers beyond these top-line and bottom-line metrics. What's in the News EnerSys increased its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual raise.
Seeking Alpha Mar 28

EnerSys: Strong Market Position, Strategic Growth Opportunities And Robust Financial Outlook

Summary EnerSys is a leading US-based industrial battery manufacturer, benefiting from structural growth trends like electrification, automation, and data center expansion, making it resilient to economic shocks. Tax credits from the IRA, declining lithium prices, and ongoing innovation investments are enhancing operating margins and profitability, with a DCF analysis indicating a potential upside of over 50%. The company’s diversified revenue streams across sectors like defense, telecom, and transportation, coupled with strategic acquisitions, position it for sustained growth and profitability. With strong fundamentals, positive cash flow, and attractive valuation metrics, EnerSys is well-positioned for future growth, warranting a "strong buy" rating. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

EnerSys: A Well-Rounded Undervalued Business

Summary EnerSys, a leader in stored energy solutions, benefits from a diversified business mix and strong strategic positioning, enhancing revenue stability and growth potential. The company demonstrates robust financial health with a 5.24% revenue CAGR, expanding margins, low leverage, and a solid liquidity position, enabling strategic investments. Positive secular trends in clean energy and electrification of industrial applications present significant growth opportunities for EnerSys, particularly in its Motive Power segment. Despite potential supply chain disruptions and competitive pressures, EnerSys's commitment to innovation and strategic focus on high-value solutions position it well for future success. Read the full article on Seeking Alpha
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Nueva narrativa Sep 03

Lithium Innovations And Tactical Acquisitions Position The Company For Sustainable Growth

Launch of sustainable products and strategic acquisitions align with market demand, enhancing revenue and product development capabilities.
Seeking Alpha Aug 29

EnerSys Rides To Higher Earnings By Holding Prices And Disciplined Cost Cutting

Summary EnerSys (ENS) is undervalued with a one-year price target of $119.24, representing a 20.97% increase from the current price. The company has strong earnings growth, quality systems, and competitive advantages despite operating in a highly competitive industrial energy storage market. Fiscal 2025 is expected to see mid-single digit revenue growth and high single-digit earnings growth, driven by acquisitions and new innovations. Risks include competitive pressures, technological advancements, geopolitical factors, and environmental liabilities. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: ENS no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos son estables.

Dividendo creciente: ENS no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos aumentan.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de EnerSys vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de ENS con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (ENS)0.5%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Electrical)0.6%
Analista de previsiones (ENS) (hasta 3 años)0.5%

Dividendo destacado: El dividendo de ENS(0.45%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.41%).

Alto dividendo: El (0.45%) del dividendo de ENS es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.24%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: ENS no paga un dividendo notable para el mercado US.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: ENS no paga un dividendo notable para el mercado US.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 17:37
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

EnerSys está cubierta por 18 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gregory LewisBTIG
Thomas HayesCL King & Associates, Inc.
Abhishek RaiCrispIdea