ENSNYSEMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends March 31
EnerSys
Financials through Q1 FY2027, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 12, 2026
$169.05+0.33 (+0.20%)
Close on Oct 19, 2026
- Market cap
- $6.36B
- P/E (TTM)
- 18.1
- Dividend yield
- 0.61%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
37M of 36M shares
Institutional holders
550
107 new, 48 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $990.41K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,639,421 | 11.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 2,392,620 | 6.49% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,934,894 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ENS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,223,912 | 14.48% | $1.22B | +147,709 | 0.02% |
| Vanguard Portfolio Management LLC | 2,346,138 | 6.51% | $548.57M | −29,625 | 0.02% |
| Vanguard Capital Management LLC | 1,648,383 | 4.57% | $385.42M | −5,617 | 0.01% |
| State Street Corp | 1,514,758 | 4.20% | $354.52M | +43,542 | 0.01% |
| Dimensional Fund Advisors LP | 1,233,243 | 3.42% | $288.33M | −277,598 | 0.05% |
| Invesco Ltd. | 1,207,260 | 3.35% | $282.28M | +48,722 | 0.02% |
| Geode Capital Management, LLC | 1,117,453 | 3.10% | $261.32M | +154,867 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 942,145 | 2.61% | $220.29K | +827,600 | 0.02% |
| Aqr Capital Management LLC | 905,348 | 2.51% | $209.47M | +13,501 | 0.07% |
| Earnest Partners LLC | 896,981 | 2.49% | $209.73M | −48,584 | 0.76% |
| First Trust Advisors LP | 827,150 | 2.29% | $193.40M | −60,257 | 0.11% |
| New South Capital Management Inc | 733,708 | 2.03% | $171.56M | −51,453 | 7.52% |
| Lsv Asset Management | 631,500 | 1.75% | $147.66K | −87,649 | 0.27% |
| Franklin Resources Inc | 542,924 | 1.51% | $126.95M | −5,068 | 0.03% |
| Principal Financial Group Inc | 514,640 | 1.43% | $120.33M | −36,405 | 0.06% |
| Northern Trust Corp | 510,918 | 1.42% | $119.46M | +5,363 | 0.01% |
| Charles Schwab Investment Management Inc | 509,812 | 1.41% | $119.20M | −35,896 | 0.02% |
| Norges Bank | 488,201 | 1.35% | $114.15M | New | 0.01% |
| Boston Partners | 449,930 | 1.25% | $104.00M | −61,196 | 0.09% |
| Paradigm Capital Management Inc/Ny | 437,300 | 1.21% | $102.25M | −4,600 | 2.78% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 550 | 37M | 100.0% | 107 / 203 | 188 / 48 | 4M | 3M |
| Q1 2026 | 500 | 36M | 98.8% | 112 / 189 | 149 / 39 | 8M | 4M |
| Q4 2025 | 435 | 36M | 100.0% | 101 / 133 | 152 / 34 | 5M | 5M |
| Q3 2025 | 375 | 36M | 100.0% | 51 / 132 | 140 / 41 | 3M | 4M |
| Q2 2025 | 370 | 37M | 100.0% | 42 / 133 | 145 / 46 | 3M | 3M |
| Q1 2025 | 378 | 37M | 100.0% | 61 / 138 | 127 / 42 | 3M | 3M |
| Q4 2024 | 364 | 37M | 100.0% | 46 / 125 | 140 / 43 | 2M | 3M |
| Q3 2024 | 365 | 38M | 100.0% | 46 / 111 | 141 / 42 | 7M | 2M |
| Q2 2024 | 363 | 38M | 100.0% | 41 / 122 | 137 / 47 | 3M | 4M |
| Q1 2024 | 371 | 39M | 100.0% | 50 / 117 | 151 / 33 | 2M | 2M |
| Q4 2023 | 356 | 39M | 100.0% | 64 / 107 | 129 / 34 | 4M | 3M |
| Q3 2023 | 331 | 39M | 100.0% | 51 / 118 | 115 / 45 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ENS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,261,109 | 3.50% | $294.87M | 0.24% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,158,705 | 3.21% | $270.93M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 955,933 | 2.65% | $223.52M | 0.27% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 837,751 | 2.32% | $195.88M | 0.10% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 622,371 | 1.73% | $145.52M | 1.28% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 530,522 | 1.47% | $124.05M | 0.18% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 422,429 | 1.17% | $98.77M | 0.10% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 407,001 | 1.13% | $75.72M | 0.22% | Jul 31, 2026 |
| Invesco S&P MidCap Momentum ETF | 378,536 | 1.05% | $70.43M | 0.98% | Jul 31, 2026 |
| Invesco Small Cap Value Fund | 371,496 | 1.03% | $69.12M | 0.62% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 326,150 | 0.90% | $76.26M | 0.63% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 321,046 | 0.89% | $75.07M | 0.49% | Jun 30, 2026 |
| Harbor Small Cap Value Fund | 309,853 | 0.86% | $57.65M | 2.30% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 283,276 | 0.79% | $66.24M | 0.67% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 237,127 | 0.66% | $54.06M | 0.20% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Shawn M. O'Connell | President and CEO, Director | 101,212 | 0.28% | Aug 18, 2026 |
| Andrea J. Funk | EVP and CFO | 65,471 | 0.18% | Aug 18, 2026 |
| Chad C. Uplinger | President Industrial Mobility | 25,078 | 0.07% | Aug 18, 2026 |
| Mark E. Matthews | CTO and Pres. Precision Power | 25,411 | 0.07% | Aug 18, 2026 |
| Keith D. Fisher | Pres. Network & Infrastructure | 28,514 | 0.08% | Aug 18, 2026 |
| David M. Shaffer | CEO | 77,153 | 0.21% | Apr 1, 2025 |
| Joern Tinnemeyer | Sr. VP & CTO | 25,418 | 0.07% | Dec 31, 2024 |
| Howard I. Hoffen | Director | 68,227 | 0.19% | Aug 18, 2026 |
| Tamara Morytko | Director | 11,315 | 0.03% | Aug 18, 2026 |
| David C. Habiger | Director | 7,251 | 0.02% | Aug 18, 2026 |
| Rudolph W. Wynter | Director | 16,017 | 0.04% | Aug 18, 2026 |
| Lauren Knausenberger | Director | 6,614 | 0.02% | Aug 18, 2026 |
| Ronald P. Vargo | Director | 36,511 | 0.10% | Aug 18, 2026 |
| Steven M. Fludder | Director | 21,562 | 0.06% | Aug 18, 2026 |
| Caroline Chan | Director | 16,694 | 0.05% | Aug 18, 2026 |
| Paul J. Tufano | Director | 52,216 | 0.14% | Aug 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven M. Fludder Director | Aug 14, 2026 | Award | +982 | – | – | 21,562 |
| Ronald P. Vargo Director | Aug 14, 2026 | Award | +982 | – | – | 36,511 |
| Lauren Knausenberger Director | Aug 14, 2026 | Award | +982 | – | – | 6,614 |
| Paul J. Tufano Director | Aug 14, 2026 | Award | +1,428 | – | – | 52,216 |
| Rudolph W. Wynter Director | Aug 14, 2026 | Award | +982 | – | – | 16,017 |
| David C. Habiger Director | Aug 14, 2026 | Award | +982 | – | – | 7,251 |
| Andrea J. Funk EVP and CFO | Aug 14, 2026 | Award | +6,391 | – | – | 65,471 |
| Andrea J. Funk EVP and CFO | Aug 14, 2026 | Award | +6,391 | – | – | 59,080 |
| Tamara Morytko Director | Aug 14, 2026 | Award | +982 | – | – | 11,315 |
| Howard I. Hoffen Director | Aug 14, 2026 | Award | +982 | – | – | 48,706 |
| Caroline Chan Director | Aug 14, 2026 | Award | +982 | – | – | 16,694 |
| Keith D. Fisher Pres. Network & Infrastructure | Aug 14, 2026 | Award | +3,196 | – | – | 28,514 |
| Keith D. Fisher Pres. Network & Infrastructure | Aug 14, 2026 | Award | +3,196 | – | – | 25,318 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 14, 2026 | Award | +3,196 | – | – | 25,411 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 14, 2026 | Award | +3,196 | – | – | 22,215 |
| Shawn M. O'Connell President and CEO, Director | Aug 14, 2026 | Award | +17,207 | – | – | 101,212 |
| Shawn M. O'Connell President and CEO, Director | Aug 14, 2026 | Award | +17,207 | – | – | 84,005 |
| Chad C. Uplinger President Industrial Mobility | Aug 14, 2026 | Award | +3,196 | – | – | 25,078 |
| Chad C. Uplinger President Industrial Mobility | Aug 14, 2026 | Award | +3,196 | – | – | 28,274 |
| Chad C. Uplinger President Industrial Mobility | Aug 12, 2026 | Tax withholding | −437 | $186.21 | $81.37K | 21,882 |
| Andrea J. Funk EVP and CFO | Aug 12, 2026 | Tax withholding | −996 | $186.21 | $185.47K | 52,689 |
| Shawn M. O'Connell President and CEO, Director | Aug 12, 2026 | Tax withholding | −795 | $186.21 | $148.04K | 66,798 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 12, 2026 | Tax withholding | −531 | $186.21 | $98.88K | 19,019 |
| Chad C. Uplinger President Industrial Mobility | Aug 11, 2026 | Tax withholding | −289 | $186.30 | $53.84K | 22,319 |
| Andrea J. Funk EVP and CFO | Aug 11, 2026 | Tax withholding | −739 | $186.30 | $137.68K | 53,685 |
| Shawn M. O'Connell President and CEO, Director | Aug 11, 2026 | Tax withholding | −590 | $186.30 | $109.92K | 67,593 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 11, 2026 | Tax withholding | −411 | $186.30 | $76.57K | 19,550 |
| Andrea J. Funk EVP and CFO | Aug 9, 2026 | Tax withholding | −841 | $191.72 | $161.24K | 54,424 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 9, 2026 | Tax withholding | −460 | $191.72 | $88.19K | 19,961 |
| Chad C. Uplinger President Industrial Mobility | Aug 9, 2026 | Tax withholding | −587 | $191.72 | $112.54K | 22,608 |
| Shawn M. O'Connell President and CEO, Director | Aug 9, 2026 | Tax withholding | −822 | $191.72 | $157.59K | 68,183 |
| Andrea J. Funk EVP and CFO | Aug 8, 2026 | Tax withholding | −1,172 | $191.72 | $224.70K | 55,265 |
| Mark E. Matthews CTO and Pres. Precision Power | Aug 8, 2026 | Tax withholding | −598 | $191.72 | $114.65K | 20,421 |
| Keith D. Fisher Pres. Network & Infrastructure | Aug 8, 2026 | Tax withholding | −573 | $191.72 | $109.86K | 22,122 |
| Chad C. Uplinger President Industrial Mobility | Aug 8, 2026 | Tax withholding | −573 | $191.72 | $109.86K | 23,195 |
| Shawn M. O'Connell President and CEO, Director | Aug 8, 2026 | Tax withholding | −2,577 | $191.72 | $494.06K | 69,005 |
| Paul J. Tufano Director | Jul 16, 2026 | Award | +44 | – | – | 50,788 |
| Paul J. Tufano Director | Jul 16, 2026 | Award | +224 | $195.30 | $43.75K | 50,744 |
| Tamara Morytko Director | Jul 16, 2026 | Award | +28 | – | – | 10,333 |
| Tamara Morytko Director | Jul 16, 2026 | Award | +143 | $195.30 | $27.93K | 10,305 |
| David C. Habiger Director | Jul 16, 2026 | Award | +143 | $195.30 | $27.93K | 6,241 |
| David C. Habiger Director | Jul 16, 2026 | Award | +28 | – | – | 6,269 |
| Rudolph W. Wynter Director | Jul 16, 2026 | Award | +33 | – | – | 15,035 |
| Rudolph W. Wynter Director | Jul 16, 2026 | Award | +165 | $195.30 | $32.22K | 15,002 |
| Lauren Knausenberger Director | Jul 16, 2026 | Award | +135 | $195.30 | $26.37K | 5,605 |
| Lauren Knausenberger Director | Jul 16, 2026 | Award | +27 | – | – | 5,632 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +0.03 | – | – | 5,470 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +1.55 | – | – | 5,470 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +5.29 | – | – | 5,468 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +0.03 | – | – | 5,470 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +0.03 | – | – | 5,470 |
| Lauren Knausenberger Director | Jul 2, 2026 | Award | +0.02 | – | – | 5,470 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +43.07 | – | – | 50,499 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +0.03 | – | – | 50,520 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +20.89 | – | – | 50,520 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +0.04 | – | – | 50,520 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +0.05 | – | – | 50,520 |
| Paul J. Tufano Director | Jul 2, 2026 | Award | +0.06 | – | – | 50,520 |
| Chad C. Uplinger President Industrial Mobility | Jul 2, 2026 | Award | +1.15 | – | – | 23,756 |
| Chad C. Uplinger President Industrial Mobility | Jul 2, 2026 | Award | +1.53 | – | – | 23,758 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Uplinger Chad Officer | Dec 10, 2025 | 6,702 | $1.02M | Dec 10, 2025 | Stock Option Exercise |
| Management II LLC Metalmark Affiliate | Feb 26, 2025 | 5,001 | $509.90K | Feb 26, 2025 | DSU grant conversion |
| David M. Shaffer Officer | Feb 14, 2025 | 129,834 | $13.16M | Feb 18, 2025 | STOCK AWARD |
| Shaffer David Officer | Feb 12, 2025 | 15,662 | $1.57M | Feb 12, 2025 | Stock Option Exercise |
| David M. Shaffer Officer | Nov 25, 2024 | 20,000 | $2.00M | Nov 25, 2024 | EQUITY AWARD |
| Chad C. Uplinger DIVISION PRESIDENT | Aug 30, 2024 | 500 | $50.50K | Aug 30, 2024 | STOCK AWARD |
| Tinnemeyer Joern Officer | Aug 26, 2024 | 2,200 | $220.00K | Aug 26, 2024 | Restricted Stock |
| David M. Shaffer Officer | Aug 23, 2024 | 20,000 | $2.00M | Aug 23, 2024 | EQUITY AWARDS |
| Zogby Andrew Officer | Jun 8, 2023 | 10,537 | $1.10M | Jun 8, 2023 | Restricted Stock |