ESENYSECommunications Equipment, NECFiscal year ends September 30
ESCO TECHNOLOGIES INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$251.23+2.11 (+0.85%)
Close on Oct 19, 2026
- Market cap
- $6.53B
- P/E (TTM)
- 20.7
- Dividend yield
- 0.13%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
26M of 26M shares
Institutional holders
448
68 new, 49 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 19 sales
Net sold $8.06M
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 |
|---|---|---|---|---|
| Tbg AG | 5,100,000 | 16.40% | 13D (active) | Oct 1, 2026 |
| BlackRock, Inc. | 3,679,114 | 14.20% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 1,563,273 | 6.03% | 13G (passive) | Mar 31, 2026 |
| Invesco Ltd. | 1,505,723 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 1,356,855 | 5.23% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ESE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,094,472 | 15.80% | $1.43B | +117,374 | 0.02% |
| Vanguard Portfolio Management LLC | 1,587,483 | 6.13% | $555.68M | +47,419 | 0.03% |
| Invesco Ltd. | 1,505,723 | 5.81% | $527.06M | +249,158 | 0.04% |
| Vanguard Capital Management LLC | 1,168,130 | 4.51% | $408.89M | +6,386 | 0.01% |
| State Street Corp | 1,088,666 | 4.20% | $381.08M | +51,834 | 0.01% |
| Geode Capital Management, LLC | 754,650 | 2.91% | $264.20M | +121,431 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 703,524 | 2.72% | $246.26K | +375,389 | 0.16% |
| Dimensional Fund Advisors LP | 604,176 | 2.33% | $211.48M | −32,329 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 548,711 | 2.12% | $192.07K | +320,133 | 0.02% |
| Wasatch Advisors LP | 477,687 | 1.84% | $167.21M | +189,433 | 1.09% |
| Capital World Investors | 474,911 | 1.83% | $166.24M | −275,201 | 0.02% |
| Morgan Stanley | 454,821 | 1.76% | $159.21M | −11,570 | 0.01% |
| Geneva Capital Management LLC | 449,149 | 1.73% | $157.22M | −177,347 | 3.60% |
| Conestoga Capital Advisors, LLC | 447,077 | 1.73% | $156.49M | −94,704 | 3.40% |
| Neuberger Berman Group LLC | 353,125 | 1.36% | $123.61M | −273,362 | 0.08% |
| Silvercrest Asset Management Group LLC | 343,856 | 1.33% | $120.36M | −62,404 | 0.79% |
| Alliancebernstein L.P. | 340,594 | 1.31% | $95.83M | −32,666 | 0.03% |
| American Century Companies Inc | 334,828 | 1.29% | $117.20M | +327,855 | 0.05% |
| Hood River Capital Management LLC | 330,297 | 1.27% | $115.62M | +26,157 | 0.84% |
| Nuveen, LLC | 313,925 | 1.21% | $109.89M | −48,760 | 0.03% |
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 | 448 | 26M | 100.0% | 68 / 139 | 175 / 49 | 4M | 3M |
| Q1 2026 | 434 | 25M | 96.2% | 91 / 143 | 148 / 42 | 5M | 3M |
| Q4 2025 | 393 | 25M | 98.1% | 73 / 144 | 128 / 33 | 3M | 2M |
| Q3 2025 | 366 | 25M | 97.4% | 49 / 123 | 146 / 40 | 2M | 2M |
| Q2 2025 | 362 | 25M | 98.1% | 61 / 131 | 120 / 32 | 2M | 2M |
| Q1 2025 | 336 | 25M | 96.1% | 71 / 110 | 111 / 16 | 2M | 2M |
| Q4 2024 | 284 | 25M | 96.3% | 39 / 101 | 93 / 12 | 1M | 1M |
| Q3 2024 | 258 | 25M | 96.7% | 30 / 100 | 79 / 27 | 6M | 1M |
| Q2 2024 | 258 | 25M | 95.6% | 41 / 96 | 79 / 25 | 2M | 2M |
| Q1 2024 | 244 | 25M | 97.1% | 44 / 83 | 77 / 21 | 2M | 2M |
| Q4 2023 | 222 | 25M | 96.4% | 29 / 67 | 81 / 8 | 1M | 1M |
| Q3 2023 | 203 | 24M | 93.9% | 14 / 63 | 84 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ESE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,560,197 | 6.02% | $546.13M | 0.49% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 823,252 | 3.18% | $288.17M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 680,247 | 2.63% | $238.11M | 0.29% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 662,465 | 2.56% | $231.89M | 0.25% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 594,346 | 2.29% | $208.04M | 0.11% | Jun 30, 2026 |
| Invesco Discovery Fund | 440,778 | 1.70% | $128.66M | 1.64% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 342,329 | 1.32% | $119.83M | 0.25% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 297,094 | 1.15% | $103.99M | 0.11% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 290,922 | 1.12% | $84.92M | 1.54% | May 29, 2026 |
| Fidelity Small Cap Index Fund | 289,629 | 1.12% | $91.32M | 0.27% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 285,421 | 1.10% | $89.99M | 2.97% | Jul 31, 2026 |
| Conestoga Small Cap Fund | 277,000 | 1.07% | $96.96M | 4.75% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 257,716 | 0.99% | $90.21M | 0.97% | Jun 30, 2026 |
| Small Cap Growth Fund | 247,992 | 0.96% | $78.19M | 1.40% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 244,663 | 0.94% | $85.64M | 0.56% | 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 |
|---|---|---|---|---|
| Bryan H. Sayler | CEO & PRESIDENT, Director | 38,210 | 0.15% | Dec 3, 2025 |
| David M. Schatz | Sr. VP, Sec'y & Gen. Counsel | 25,536 | 0.10% | Dec 3, 2025 |
| Christopher L. Tucker | Sr. Vice President & CFO | 18,978 | 0.07% | Dec 3, 2025 |
| Janice L. Hess | Director | 6,972 | 0.03% | Jul 20, 2026 |
| Patrick M. Dewar | Director | – | – | Jul 20, 2026 |
| Penelope M. Conner | Director | 2,054 | 0.01% | Jul 20, 2026 |
| Robert J. Phillippy | Director | 7,868 | 0.03% | Jul 20, 2026 |
| Vinod M. Khilnani | Director | 21,817 | 0.08% | Jul 20, 2026 |
| David A. Campbell | Director | – | – | Jul 20, 2026 |
| Gloria L. Valdez | Director | 3,677 | 0.01% | Jul 20, 2026 |
| Leon J. Olivier | Director | 11,992 | 0.05% | Feb 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gloria L. Valdez Director | May 1, 2026 | Option exercise | +197 | $326.96 | $64.41K | 3,677 |
| Gloria L. Valdez Director | Feb 5, 2026 | Option exercise | +1,349 | $238.40 | $321.60K | 3,480 |
| Janice L. Hess Director | Feb 5, 2026 | Option exercise | +1,349 | $238.40 | $321.60K | 6,972 |
| Penelope M. Conner Director | Feb 5, 2026 | Option exercise | +1,349 | $238.40 | $321.60K | 2,054 |
| Robert J. Phillippy Director | Feb 5, 2026 | Option exercise | +1,349 | $238.40 | $321.60K | 7,868 |
| Vinod M. Khilnani Director | Feb 5, 2026 | Option exercise | +1,349 | $238.40 | $321.60K | 21,817 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Dec 3, 2025 | Tax withholding | −3,134 | $212.91 | $667.26K | 38,210 |
| Christopher L. Tucker Sr. Vice President & CFO | Dec 3, 2025 | Tax withholding | −1,143 | $212.91 | $243.36K | 18,978 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Dec 3, 2025 | Tax withholding | −597 | $212.91 | $127.11K | 25,536 |
| Janice L. Hess Director | Dec 1, 2025 | Option exercise | +5,623 | $204.97 | $1.15M | 5,623 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 26, 2025 | Sale | −401 | $220.00 | $88.22K | 41,344 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 26, 2025 | Sale | −401 | $220.00 | $88.22K | 20,254 |
| Vinod M. Khilnani Director | Nov 26, 2025 | Sale | −748 | $217.47 | $162.67K | 20,720 |
| Vinod M. Khilnani Director | Nov 26, 2025 | Sale | −1,000 | $217.33 | $217.33K | 21,468 |
| Vinod M. Khilnani Director | Nov 26, 2025 | Sale | −252 | $218.15 | $54.97K | 20,468 |
| Vinod M. Khilnani Director | Nov 26, 2025 | Sale | −1,000 | $219.00 | $219.00K | 22,468 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 25, 2025 | Sale | −9,382 | $220.00 | $2.06M | 41,745 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −435 | $219.74 | $95.59K | 6,519 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −770 | $220.62 | $169.88K | 6,954 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −639 | $221.74 | $141.69K | 7,724 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −584 | $224.03 | $130.83K | 8,911 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −400 | $225.13 | $90.05K | 9,495 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −324 | $225.93 | $73.20K | 9,895 |
| Robert J. Phillippy Director | Nov 25, 2025 | Sale | −548 | $222.86 | $122.13K | 8,363 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 25, 2025 | Sale | −9,382 | $220.00 | $2.06M | 20,655 |
| Vinod M. Khilnani Director | Nov 25, 2025 | Sale | −216 | $224.04 | $48.39K | 23,468 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 25, 2025 | Sale | −2,498 | $225.65 | $563.67K | 26,133 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 25, 2025 | Sale | −5,000 | $220.15 | $1.10M | 20,121 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 25, 2025 | Sale | −2,498 | $225.65 | $563.67K | 22,332 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 19, 2025 | Tax withholding | −1,337 | $216.27 | $289.15K | 28,631 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 19, 2025 | Tax withholding | −6,467 | $216.27 | $1.40M | 51,127 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 19, 2025 | Tax withholding | −2,579 | $216.27 | $557.76K | 25,121 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 17, 2025 | Award | +1,314 | – | – | 21,847 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 17, 2025 | Award | +5,853 | – | – | 27,700 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 17, 2025 | Award | +14,681 | – | – | 57,594 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 17, 2025 | Award | +4,786 | – | – | 42,913 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 17, 2025 | Award | +3,034 | – | – | 29,968 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 17, 2025 | Award | +761 | – | – | 26,934 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 6, 2025 | Tax withholding | −3,254 | $222.40 | $723.69K | 20,533 |
| Penelope M. Conner Director | Nov 6, 2025 | Option exercise | +705 | $218.92 | $154.34K | 705 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 6, 2025 | Tax withholding | −1,236 | $222.40 | $274.89K | 38,127 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 6, 2025 | Tax withholding | −1,051 | $222.40 | $233.74K | 26,164 |
| Gloria L. Valdez Director | Nov 1, 2025 | Option exercise | +197 | $219.47 | $43.24K | 2,131 |
| Gloria L. Valdez Director | May 1, 2025 | Option exercise | +197 | $161.27 | $31.77K | 1,934 |
| Vinod M. Khilnani Director | Feb 8, 2025 | Option exercise | +1,737 | $158.57 | $275.44K | 23,684 |
| Gloria L. Valdez Director | Feb 8, 2025 | Option exercise | +1,737 | $158.57 | $275.44K | 1,737 |
| Robert J. Phillippy Director | Feb 8, 2025 | Option exercise | +1,737 | $158.57 | $275.44K | 10,219 |
| Leon J. Olivier Director | Feb 4, 2025 | Option exercise | +11,992 | $132.16 | $1.58M | 11,992 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Dec 2, 2024 | Tax withholding | −2,225 | $148.41 | $330.21K | 39,363 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Dec 2, 2024 | Tax withholding | −454 | $148.41 | $67.38K | 27,001 |
| Christopher L. Tucker Sr. Vice President & CFO | Dec 2, 2024 | Tax withholding | −884 | $148.41 | $131.19K | 23,787 |
| Gloria L. Valdez Director | Nov 22, 2024 | Sale | −2,349 | $148.60 | $349.06K | 0 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 8, 2024 | Tax withholding | −1,442 | $140.75 | $202.96K | 41,588 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 8, 2024 | Tax withholding | −2,640 | $140.75 | $371.58K | 24,626 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 8, 2024 | Tax withholding | −1,286 | $140.75 | $181.00K | 27,442 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 7, 2024 | Award | +3,264 | – | – | 43,030 |
| Bryan H. Sayler CEO & PRESIDENT, Director | Nov 7, 2024 | Award | +6,226 | – | – | 39,766 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 7, 2024 | Award | +1,777 | – | – | 21,287 |
| Christopher L. Tucker Sr. Vice President & CFO | Nov 7, 2024 | Award | +5,979 | – | – | 27,266 |
| David M. Schatz Sr. VP, Sec'y & Gen. Counsel | Nov 7, 2024 | Award | +2,912 | – | – | 28,728 |
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 |
|---|---|---|---|---|---|
| Gloria L. Valdez Director | Dec 2, 2025 | 370 | $75.84K | Dec 2, 2025 | Restricted Stock Units |
| Christopher L. Tucker Officer | Nov 25, 2025 | 5,000 | $1.10M | Nov 25, 2025 | Equity Compensation |
| Bryan H. Sayler Officer, CEO and President | Nov 25, 2025 | 9,785 | $2.15M | Nov 25, 2025 | Performance shares and Restricted stock vesting |
| Robert J. Phillippy Director | Nov 25, 2025 | 3,700 | $777.63K | Nov 25, 2025 | Stock Award |
| David M. Schatz Officer | Nov 25, 2025 | 2,498 | $560.45K | Nov 25, 2025 | Equity Compensation |
| Vinod M. Khilnani Director | Nov 25, 2025 | 3,500 | $769.53K | Nov 25, 2025 | Received in Lieu of Board Fees |
| Gloria L. Valdez Director | Nov 22, 2024 | 2,349 | $349.05K | Nov 22, 2024 | Restricted Stock Vesting |
| Vinod M. Khilnani Director | Aug 19, 2024 | 4,000 | $484.32K | Aug 19, 2024 | Equity Compensation |
| James M. Stolze Director | Feb 15, 2024 | 4,000 | $408.84K | Feb 15, 2024 | DIRECTOR COMPENSATION |