EPACNYSEMisc Industrial & Commercial Machinery & EquipmentFiscal year ends August 31
ENERPAC TOOL GROUP CORP
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-Q on Jul 9, 2026
$35.23+0.06 (+0.17%)
Close on Oct 19, 2026
- Market cap
- $1.82B
- P/E (TTM)
- 19.9
- Dividend yield
- 0.11%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
51M of 51M shares
Institutional holders
277
52 new, 27 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $201.29K
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. | 7,721,968 | 14.30% | 13G (passive) amendment | Sep 30, 2025 |
| Neuberger Berman Group LLC | 3,310,897 | 6.10% | 13G (passive) | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,031,798 | 5.88% | 13G (passive) | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 3,031,635 | 5.90% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 2,765,088 | 5.36% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EPAC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,317,488 | 16.26% | $298.27M | +566,222 | 0.00% |
| Neuberger Berman Group LLC | 4,648,312 | 9.09% | $166.69M | +198,498 | 0.11% |
| Kayne Anderson Rudnick Investment Management LLC | 3,031,635 | 5.93% | $108.71M | −697,318 | 0.34% |
| Vanguard Portfolio Management LLC | 3,000,634 | 5.87% | $107.60M | +15,013 | 0.00% |
| Capital International Investors | 2,535,759 | 4.96% | $90.93M | −757,626 | 0.02% |
| Vanguard Capital Management LLC | 2,313,166 | 4.52% | $82.95M | −57,194 | 0.00% |
| State Street Corp | 2,294,879 | 4.49% | $82.23M | +103,034 | 0.00% |
| Dimensional Fund Advisors LP | 1,311,519 | 2.56% | $47.03M | +10,131 | 0.01% |
| Geode Capital Management, LLC | 1,310,074 | 2.56% | $46.99M | +44,496 | 0.00% |
| Cooke & Bieler LP | 1,284,544 | 2.51% | $46.06M | −485,036 | 0.53% |
| GW&K Investment Management, LLC | 950,548 | 1.86% | $34.09K | +7,412 | 0.27% |
| D. E. Shaw & Co., Inc. | 896,260 | 1.75% | $32.14M | +181,148 | 0.02% |
| Barrow Hanley Mewhinney & Strauss LLC | 887,580 | 1.74% | $31.83M | −66,512 | 0.10% |
| Southernsun Asset Management, LLC | 850,182 | 1.66% | $30.49M | +185,308 | 4.10% |
| Brown Advisory Inc | 744,132 | 1.46% | $26.68M | −16,276 | 0.04% |
| Champlain Investment Partners, LLC | 718,711 | 1.41% | $25.77M | −69,660 | 0.66% |
| Charles Schwab Investment Management Inc | 600,441 | 1.17% | $21.53M | −1,370 | 0.00% |
| Northern Trust Corp | 556,846 | 1.09% | $19.97M | +22,621 | 0.00% |
| Jennison Associates LLC | 547,987 | 1.07% | $19.65M | −131,987 | 0.01% |
| Morgan Stanley | 505,706 | 0.99% | $18.13M | +25,413 | 0.00% |
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 | 277 | 51M | 100.0% | 52 / 111 | 79 / 27 | 5M | 6M |
| Q1 2026 | 256 | 52M | 100.0% | 40 / 95 | 87 / 35 | 10M | 5M |
| Q4 2025 | 255 | 52M | 100.0% | 40 / 66 | 105 / 24 | 3M | 4M |
| Q3 2025 | 244 | 53M | 100.0% | 29 / 80 | 97 / 47 | 4M | 5M |
| Q2 2025 | 264 | 55M | 100.0% | 37 / 82 | 103 / 27 | 2M | 3M |
| Q1 2025 | 257 | 56M | 100.0% | 35 / 84 | 97 / 18 | 5M | 3M |
| Q4 2024 | 244 | 55M | 100.0% | 52 / 72 | 82 / 42 | 5M | 4M |
| Q3 2024 | 234 | 54M | 100.0% | 39 / 67 | 91 / 22 | 11M | 3M |
| Q2 2024 | 219 | 55M | 100.0% | 38 / 68 | 83 / 28 | 5M | 5M |
| Q1 2024 | 212 | 54M | 100.0% | 35 / 62 | 88 / 16 | 4M | 3M |
| Q4 2023 | 194 | 54M | 100.0% | 34 / 62 | 67 / 16 | 6M | 6M |
| Q3 2023 | 177 | 54M | 100.0% | 14 / 54 | 79 / 19 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EPAC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,106,012 | 6.07% | $111.38M | 0.10% | Jun 30, 2026 |
| Neuberger Genesis Fund | 2,631,241 | 5.15% | $88.12M | 1.20% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,629,405 | 3.19% | $58.43M | 0.00% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,566,222 | 3.06% | $56.16M | 0.06% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,333,435 | 2.61% | $47.82M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,181,163 | 2.31% | $42.36M | 0.02% | Jun 30, 2026 |
| Growth Fund | 924,087 | 1.81% | $33.14M | 0.06% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 888,632 | 1.74% | $31.87M | 5.16% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 678,037 | 1.33% | $24.31M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 592,634 | 1.16% | $21.25M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 569,035 | 1.11% | $20.34M | 0.06% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 481,602 | 0.94% | $17.27M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 473,797 | 0.93% | $16.99M | 0.10% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 389,157 | 0.76% | $13.96M | 0.55% | Jun 30, 2026 |
| SouthernSun Small Cap Fund | 378,034 | 0.74% | $13.56M | 5.28% | Jun 30, 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 |
|---|---|---|---|---|
| Paul Sternlieb | President and CEO, Director | 581,067 | 1.14% | Nov 12, 2025 |
| Eric Theodore Chack | EVP, Operations | 23,984 | 0.05% | Sep 17, 2026 |
| Kevin James Hagen | VP and Global Controller | 3,816 | 0.01% | Aug 3, 2026 |
| Mart Theodore William Hinnen | EVP Innovation and Tech | 8,887 | 0.02% | May 4, 2026 |
| Philip Ashley Jefferson | EVP and CCO | 8,046 | 0.02% | May 4, 2026 |
| Patrick James Dawson | Corporate Controller & PAO | 4,770 | 0.01% | Mar 17, 2026 |
| Benjamin James Topercer | EVP - Chief HR Officer | 53,280 | 0.10% | Nov 12, 2025 |
| Darren Matthew Kozik | EVP & CFO | 20,726 | 0.04% | Nov 12, 2025 |
| Noah Nathaniel Popp | EVP, GC and Secretary | 5,829 | 0.01% | Oct 27, 2025 |
| James Denis | EVP, GC and Secretary | 21,438 | 0.04% | Jan 28, 2025 |
| Patrick Shannon Burns | Head of Financial Planning | 6,263 | 0.01% | Oct 22, 2024 |
| Danny L. Cunningham | Director | 24,030 | 0.05% | Jul 27, 2026 |
| E. James Ferland Jr | Director | 105,611 | 0.21% | Jul 27, 2026 |
| J. Palmer Clarkson | Director | 38,146 | 0.07% | Feb 9, 2026 |
| Richard D. Holder | Director | 23,618 | 0.05% | Feb 9, 2026 |
| Lynn C. Minella | Director | 14,601 | 0.03% | Feb 9, 2026 |
| Sidney S. Simmons II | Director | 22,728 | 0.04% | Feb 9, 2026 |
| Colleen Healy | Director | 12,632 | 0.02% | Feb 9, 2026 |
| Alfredo Altavilla | Director | 32,528 | 0.06% | Jan 26, 2026 |
| Judy L. Altmaier | Director | 9,395 | 0.02% | Oct 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric Theodore Chack EVP, Operations | Sep 15, 2026 | Tax withholding | −1,745 | $34.59 | $60.36K | 23,984 |
| E. James Ferland Jr Director | Jul 23, 2026 | Option exercise | +2,930 | $26.95 | $78.96K | 102,611 |
| E. James Ferland Jr Director | Jul 23, 2026 | Sale(10b5-1 plan) | −2,930 | $34.35 | $100.65K | 99,681 |
| Danny L. Cunningham Director | Jul 23, 2026 | Sale(10b5-1 plan) | −2,930 | $34.35 | $100.65K | 24,030 |
| Danny L. Cunningham Director | Jul 23, 2026 | Option exercise | +2,930 | $26.95 | $78.96K | 26,960 |
| Patrick James Dawson Corporate Controller & PAO | Mar 15, 2026 | Tax withholding | −1,088 | $35.87 | $39.03K | 4,770 |
| Colleen Healy Director | Feb 6, 2026 | Award | +3,134 | – | – | 12,632 |
| E. James Ferland Jr Director | Feb 6, 2026 | Award | +5,545 | – | – | 99,681 |
| J. Palmer Clarkson Director | Feb 6, 2026 | Award | +3,134 | – | – | 38,146 |
| Alfredo Altavilla Director | Jan 22, 2026 | Tax withholding | −638 | $42.02 | $26.81K | 32,528 |
| Patrick James Dawson Corporate Controller & PAO | Nov 14, 2025 | Tax withholding | −83 | $38.76 | $3.22K | 5,790 |
| Paul Sternlieb President and CEO, Director | Nov 7, 2025 | Tax withholding | −5,074 | $40.24 | $204.18K | 411,244 |
| Benjamin James Topercer EVP - Chief HR Officer | Nov 7, 2025 | Tax withholding | −619 | $40.24 | $24.91K | 53,280 |
| Darren Matthew Kozik EVP & CFO | Nov 7, 2025 | Tax withholding | −708 | $40.24 | $28.49K | 20,726 |
| Eric Theodore Chack EVP, Operations | Nov 7, 2025 | Tax withholding | −292 | $40.24 | $11.75K | 25,203 |
| Patrick James Dawson Corporate Controller & PAO | Nov 7, 2025 | Tax withholding | −53 | $40.24 | $2.13K | 5,873 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 24, 2025 | Tax withholding | −873 | $42.47 | $37.08K | 53,899 |
| Paul Sternlieb President and CEO, Director | Oct 24, 2025 | Tax withholding | −6,345 | $42.47 | $269.47K | 416,318 |
| Patrick James Dawson Corporate Controller & PAO | Oct 23, 2025 | Award | +530 | – | – | 5,926 |
| Paul Sternlieb President and CEO, Director | Oct 23, 2025 | Tax withholding | −53,186 | $42.44 | $2.26M | 422,663 |
| Paul Sternlieb President and CEO, Director | Oct 23, 2025 | Award | +113,159 | – | – | 475,849 |
| Paul Sternlieb President and CEO, Director | Oct 23, 2025 | Award | +42,413 | – | – | 362,690 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 23, 2025 | Award | +10,374 | – | – | 59,649 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 23, 2025 | Award | +5,302 | – | – | 49,275 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 23, 2025 | Tax withholding | −4,877 | $42.44 | $206.98K | 54,772 |
| Eric Theodore Chack EVP, Operations | Oct 23, 2025 | Award | +3,829 | – | – | 25,495 |
| Noah Nathaniel Popp EVP, GC and Secretary | Oct 23, 2025 | Award | +3,240 | – | – | 5,829 |
| Darren Matthew Kozik EVP & CFO | Oct 23, 2025 | Award | +6,774 | – | – | 21,434 |
| Paul Sternlieb President and CEO, Director | Oct 20, 2025 | Tax withholding | −8,065 | $41.91 | $338.00K | 320,277 |
| Patrick James Dawson Corporate Controller & PAO | Oct 19, 2025 | Tax withholding | −46 | $41.98 | $1.93K | 5,396 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 19, 2025 | Tax withholding | −954 | $41.98 | $40.05K | 43,973 |
| Paul Sternlieb President and CEO, Director | Oct 16, 2025 | Sale(10b5-1 plan) | −2,700 | $44.00 | $118.80K | 328,342 |
| Noah Nathaniel Popp EVP, GC and Secretary | Sep 15, 2025 | Award | +2,589 | $42.49 | $110.01K | 2,589 |
| Paul Sternlieb President and CEO, Director | Aug 30, 2025 | Tax withholding | −26,140 | $42.34 | $1.11M | 331,042 |
| E. James Ferland Jr Director | Aug 12, 2025 | Option exercise | +4,224 | $21.41 | $90.44K | 98,360 |
| E. James Ferland Jr Director | Aug 12, 2025 | Sale(10b5-1 plan) | −4,224 | $40.99 | $173.14K | 94,136 |
| Benjamin James Topercer EVP - Chief HR Officer | Feb 14, 2025 | Tax withholding | −5,093 | $46.14 | $234.99K | 44,458 |
| E. James Ferland Jr Director | Feb 6, 2025 | Award | +4,811 | – | – | 94,136 |
| Colleen Healy Director | Feb 6, 2025 | Award | +2,624 | – | – | 9,498 |
| Sidney S. Simmons II Director | Feb 6, 2025 | Award | +2,624 | – | – | 22,728 |
| J. Palmer Clarkson Director | Feb 6, 2025 | Award | +2,624 | – | – | 35,012 |
| Alfredo Altavilla Director | Feb 6, 2025 | Award | +2,624 | – | – | 33,166 |
| E. James Ferland Jr Director | Jan 31, 2025 | Option exercise | +3,278 | – | – | 89,325 |
| Paul Sternlieb President and CEO, Director | Jan 25, 2025 | Tax withholding | −5,444 | $44.16 | $240.41K | 357,182 |
| James Denis EVP, GC and Secretary | Jan 25, 2025 | Tax withholding | −393 | $44.16 | $17.35K | 21,438 |
| Alfredo Altavilla Director | Jan 10, 2025 | Tax withholding | −1,011 | $40.94 | $41.39K | 30,542 |
| Darren Matthew Kozik EVP & CFO | Dec 15, 2024 | Award | +9,724 | – | – | 14,660 |
| Patrick James Dawson Corporate Controller & PAO | Nov 14, 2024 | Tax withholding | −78 | $48.11 | $3.75K | 5,134 |
| Paul Sternlieb President and CEO, Director | Nov 7, 2024 | Award | +32,385 | – | – | 362,626 |
| Patrick James Dawson Corporate Controller & PAO | Nov 7, 2024 | Award | +493 | – | – | 5,212 |
| Eric Theodore Chack EVP, Operations | Nov 7, 2024 | Award | +2,962 | – | – | 21,049 |
| Darren Matthew Kozik EVP & CFO | Nov 7, 2024 | Award | +4,936 | – | – | 4,936 |
| Benjamin James Topercer EVP - Chief HR Officer | Nov 7, 2024 | Award | +3,949 | – | – | 49,407 |
| James Denis EVP, GC and Secretary | Nov 7, 2024 | Award | +3,455 | – | – | 21,831 |
| Benjamin James Topercer EVP - Chief HR Officer | Oct 24, 2024 | Tax withholding | −598 | $43.74 | $26.16K | 45,458 |
| Paul Sternlieb President and CEO, Director | Oct 24, 2024 | Tax withholding | −6,343 | $43.74 | $277.44K | 330,241 |
| James Denis EVP, GC and Secretary | Oct 24, 2024 | Tax withholding | −379 | $43.74 | $16.58K | 18,376 |
| E. James Ferland Jr Director | Oct 22, 2024 | Sale(10b5-1 plan) | −1,938 | $44.17 | $85.60K | 86,047 |
| E. James Ferland Jr Director | Oct 22, 2024 | Option exercise | +1,938 | $22.98 | $44.54K | 87,985 |
| Patrick Shannon Burns Head of Financial Planning | Oct 19, 2024 | Tax withholding | −78 | $44.03 | $3.43K | 6,263 |
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 |
|---|---|---|---|---|---|
| Danny L. Cunningham Director | Jul 23, 2026 | 2,930 | $100.65K | Jul 23, 2026 | Stock Option Exercise |
| E. James Ferland Jr Director | Jul 23, 2026 | 2,930 | $100.65K | Jul 23, 2026 | Stock Option Exercise |
| Paul Sternlieb Officer, Director | Oct 16, 2025 | 2,700 | $118.80K | Oct 16, 2025 | Restricted Stock Vesting |
| James Denis Former Officer | Aug 22, 2025 | 4,489 | $197.11K | Aug 22, 2025 | Restricted Stock Vesting |
| E. James Ferland Jr Director | Aug 12, 2025 | 4,224 | $173.14K | Aug 12, 2025 | Option Granted 01/19/2016 |
| E. James Ferland Jr Director | Oct 22, 2024 | 1,938 | $85.60K | Oct 22, 2024 | Options Granted 01/20/2015 |
| E. James Ferland Jr Director | Jul 10, 2024 | 1,937 | $73.45K | Jul 10, 2024 | Option Granted- 01/20/2015 |