EnerSys

NYSE:ENS Stock Report

Market Cap: US$8.3b

EnerSys Dividends and Buybacks

Dividend criteria checks 0/6

EnerSys is a dividend paying company with a current yield of 0.46%. Next payment date is on 2nd July, 2026 with an ex-dividend date of 18th June, 2026.

Key information

0.5%

Dividend yield

4.1%

Buyback Yield

Total Shareholder Yield4.5%
Future Dividend Yield0.6%
Dividend Growth3.1%
Next dividend pay date02 Jul 26
Ex dividend date18 Jun 26
Dividend per sharen/a
Payout ratio13%

Recent dividend and buyback updates

Recent updates

New Narrative Jun 07

AI Data Center And Defense Tailwinds Will Eventually Expose Lithium Execution Risks

Catalysts About EnerSys EnerSys supplies stored energy solutions for applications such as data centers, communications networks, motive power, and aerospace and defense. What are the underlying business or industry changes driving this perspective?
Narrative Update Jun 05

ENS: Record Results Realignment And Buybacks Will Shape A Measured Outlook

Analysts have adjusted their price target for EnerSys from $199.89 to $241.29, reflecting updated views on the company's discount rate, revenue growth, profit margin profile, and future P/E assumptions. What's in the News Reported record fiscal 2026 results with adjusted diluted EPS of $10.56 and full year net sales of $3.75b, along with Q4 EPS of $3.19 on revenue of $988 million, beating analyst estimates on both metrics (source: EnerSys fiscal 2026 earnings reports).
New Narrative May 24

AI Infrastructure And Defense Electrification Will Drive Stronger Long Term Outcomes

Catalysts About EnerSys EnerSys supplies stored energy solutions for motive power, energy systems, and specialty applications including aerospace and defense. What are the underlying business or industry changes driving this perspective?
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
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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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New Narrative 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

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: ENS is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: ENS is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.


Dividend Yield vs Market

EnerSys Dividend Yield vs Market
How does ENS dividend yield compare to the market?
SegmentDividend Yield
Company (ENS)0.5%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.3%
Industry Average (Electrical)0.6%
Analyst forecast (ENS) (up to 3 years)0.6%

Notable Dividend: ENS's dividend (0.46%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.38%).

High Dividend: ENS's dividend (0.46%) is low compared to the top 25% of dividend payers in the US market (4.21%).


Earnings Payout to Shareholders

Earnings Coverage: ENS is not paying a notable dividend for the US market.


Cash Payout to Shareholders

Cash Flow Coverage: ENS is not paying a notable dividend for the US market.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/17 10:37
End of Day Share Price 2026/06/17 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

EnerSys is covered by 18 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.

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