EnerSys ENS reported a strong start to fiscal 2027, with first-quarter revenue of $935.6 million, up 4.8% from a year earlier and roughly in line with Wall Street expectations. Profitability improved sharply across the board, helped by better margins and stronger operating performance.
Key highlights included:
Cash generation was also a major positive. Operating cash flow surged to $230.2 million, while capital spending remained relatively modest at $12.4 million. The company ended the quarter with $530.7 million in cash and cash equivalents, and total liabilities declined to $2.0 billion, reflecting a healthier balance sheet.
Investors responded favorably, sending the stock up 13.1% after market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
EnerSys Insider Trading Activity
EnerSys insiders have traded $ENS stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ENS stock by insiders over the last 6 months:
- ANDREA J. FUNK (EVP and CFO) purchased 108 shares for an estimated $24,674
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
EnerSys Hedge Fund Activity
We have seen 305 institutional investors add shares of EnerSys stock to their portfolio, and 212 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEPRINCE RACE & ZOLLO INC removed 553,783 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $96,203,182
- AQR CAPITAL MANAGEMENT LLC added 332,951 shares (+59.6%) to their portfolio in Q1 2026, for an estimated $57,840,247
- ACK ASSET MANAGEMENT LLC removed 304,324 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $52,867,165
- JPMORGAN CHASE & CO added 292,588 shares (+inf%) to their portfolio in Q2 2026, for an estimated $68,412,926
- PRICE T ROWE ASSOCIATES INC /MD/ removed 278,236 shares (-70.8%) from their portfolio in Q1 2026, for an estimated $48,335,157
- DIMENSIONAL FUND ADVISORS LP removed 277,598 shares (-18.4%) from their portfolio in Q2 2026, for an estimated $64,907,964
- HILL CITY CAPITAL, LP removed 277,500 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $48,207,300
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
EnerSys Government Contracts
We have seen $30,739,624 of award payments to $ENS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 8512072844!BATTERY,STORAGE: $3,172,387
- 8512004054!BATTERY,STORAGE: $3,125,520
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
EnerSys Analyst Ratings
Wall Street analysts have issued reports on $ENS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 05/21/2026
To track analyst ratings and price targets for EnerSys, check out Quiver Quantitative's $ENS forecast page.
EnerSys Price Targets
Multiple analysts have issued price targets for $ENS recently. We have seen 2 analysts offer price targets for $ENS in the last 6 months, with a median target of $265.0.
Here are some recent targets:
- Gregory Lewis from BTIG set a target price of $280.0 on 06/12/2026
- Noah Kaye from Oppenheimer set a target price of $250.0 on 05/22/2026
