Enersys (ENS) Quarterly Institutional 13F Update (Q2 2026)

ENS ranks #1055 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ENS is a top-conviction position for New South Capital Management Inc — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ENS belongs to BlackRock, Inc., but the position matters far more to New South Capital Management Inc, who has 7.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its ENS position for two straight quarters, increasing it by $468.8M to reach $1.2B today.

Segall Bryant & Hamill, LLC has trimmed its ENS position for two straight quarters, cutting it by $15.8M while still holding $37.5M.

ENS is down 0.6% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.

ENS posted net income of $352.5M over the trailing twelve months, and currently trades at a P/E of 19.5.

• Profitable — net income of $352.5M over the trailing twelve months
• Revenue grew 15.8% year over year
• Net income improved year over year, from $351.1M to $352.5M
• Generated $547.6M in positive operating cash flow
• Current ratio of 2.66x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.10x equity — within a conventional range