EnerSys Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:FDN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Aug 24	Sell€45,598	Chad Uplinger	Individual	500	€91.20
29 Aug 24	Sell€1,590,199	David Shaffer	Individual	17,600	€90.35
26 Aug 24	Sell€214,920	David Shaffer	Individual	2,400	€89.55
26 Aug 24	Sell€197,010	Joern Tinnemeyer	Individual	2,200	€89.55

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FDN?
Owner Type	Number of Shares	Ownership Percentage
State or Government	20,100	0.0505%
Individual Insiders	319,421	0.802%
General Public	1,745,132	4.38%
Institutions	37,735,506	94.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 67.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.4%	BlackRock, Inc.	5,346,598	€473.8m	1.66%	0.01%
11.5%	The Vanguard Group, Inc.	4,576,386	€405.5m	4.18%	0.01%
3.7%	State Street Global Advisors, Inc.	1,474,789	€130.7m	0.93%	0.01%
3.68%	Dimensional Fund Advisors LP	1,464,563	€129.8m	-3.08%	0.02%
3.29%	Janus Henderson Group plc	1,308,981	€116.0m	0.11%	0.05%
2.84%	EARNEST Partners, LLC	1,132,135	€100.3m	-3.12%	0.46%
2.38%	Geode Capital Management, LLC	946,260	€83.9m	1.22%	0.01%
2.32%	Invesco Ltd.	922,113	€81.7m	0.9%	0.02%
2.28%	DePrince, Race & Zollo, Inc.	906,269	€80.3m	40.2%	1.7%
1.93%	AQR Capital Management, LLC	768,872	€68.1m	-15.3%	0.1%
1.89%	Principal Global Investors, LLC	753,409	€66.8m	-13.5%	0.03%
1.8%	ACK Asset Management LLC	715,000	€63.4m	0%	8.28%
1.65%	Hill City Capital LP	657,500	€58.3m	0%	4.04%
1.49%	Charles Schwab Investment Management, Inc.	594,387	€52.7m	1.6%	0.01%
1.49%	Mirae Asset Global Investments Co., Ltd.	594,244	€52.7m	-8.08%	0.05%
1.44%	Boston Partners Global Investors, Inc.	574,770	€50.9m	-8.31%	0.03%
1.44%	Northern Trust Global Investments	571,438	€50.6m	-4.09%	0.01%
1.39%	NewSouth Capital Management, Inc.	553,052	€49.0m	-1.51%	2.12%
1.32%	BNY Asset Management	523,724	€46.4m	-17.9%	0.01%
1.22%	Norges Bank Investment Management	485,337	€43.0m	0%	no data
1.19%	American Century Investment Management Inc	472,773	€41.9m	78.9%	0.02%
1.16%	Paradigm Capital Management, Inc.	462,500	€41.0m	12.2%	1.98%
1.13%	Managed Account Advisors LLC	448,802	€39.8m	2.9%	0.01%
1.07%	Fisher Asset Management, LLC	425,285	€37.7m	8.74%	0.02%
0.86%	Invesco Capital Management LLC	341,006	€30.2m	17.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 19:20
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/29
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

EnerSys is covered by 20 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jinming Liu	Ardour Capital Investments, LLC
Gregory Lewis	BTIG
Thomas Hayes	CL King & Associates, Inc.