ESE

ESCO TECHNOLOGIES INC

NYSE · Communications Equipment, NEC · Inc. MO · CIK 0000866706
$329.46 +0.51% $8.5B
High Impact Filing (9/10)21 New Institutional Positions13 Institutional Exits
Vol
Market Cap$8.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$5.0B
Inst. Activity21 buys / 13 sells
SEC Reports3
Press Releases1
Exchange NYSE·Sector Communications Equipment, NEC·Inc. MO·CIK 0000866706·Prev Close $327.80

Recent Activity

Jun 5, 2026 SEC
ESCO Technologies entered into a new $1B+ senior secured credit facility (a $500M revolver, $500M Term Loan A, and up to
8-K — Impact 5/10
May 15, 2026 Event
HSR Early Termination: ESCO Technologies Inc.; TB Continuity II Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESCO Tec
May 7, 2026 earnings
ESCO Reports Second Quarter Fiscal 2026 Results
- Q2 Sales increase 33% to $309 Million - Q2 Entered Orders increase 42% to $378 Million - Q2 GAAP E
May 1, 2026 Insider
Valdez Gloria L acquired via exercise 197 shares
Director @ $326.96 ($64.4K)
May 1, 2026 Insider
Valdez Gloria L disposed of 106.46 shares
Director @ $326.96 ($34.8K)
Apr 23, 2026 SEC
ESCO Technologies announced it will report Q2 FY2026 financial results on May 7, 2026, after market close, followed by a
PRESS-RELEASE — Impact 3/10
Apr 17, 2026 Insider
Campbell David A was granted 0.922 shares
Director @ $314.92 ($290.32)
Apr 15, 2026 SEC
ESCO Technologies announced preliminary Q2 2026 earnings that beat expectations and raised full-year guidance, while sim
8-K — Impact 9/10

Price Targets

$385.00 +16.9% upside Buy
Current $329.46 Low $345.00 Median $387.50 High $420.00 4 analysts
$345.00 $420.00

Analyst Ratings

Strong Buy86% buy · 7 analysts
2Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 15, 2026 JP Morgan INITIATE Overweight
Mar 25, 2026 Deutsche Bank INITIATE Buy
Feb 9, 2026 Stephens & Co. MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.10 $2.07 — $2.13 31% YoY 4
Next Q $2.54 ▲ +0.5% $2.48 — $2.59 10% YoY 4
Current FY $8.19 $8.15 — $8.23 36% YoY 4
Next FY $9.14 $9.00 — $9.28 12% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.1B
VANGUARD PORTFOLIO MANAGEMENT LLC$433.3M
Invesco Ltd.$353.6M
VANGUARD CAPITAL MANAGEMENT LLC$326.9M
STATE STREET CORP$291.7M

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Valdez GloriaM$64.4K
May 1, 2026Valdez GloriaD$34.8K
Apr 17, 2026Campbell DavidA$290.32
Apr 17, 2026Conner PenelopeA$61.76
Apr 17, 2026Dewar PatrickA$1.9K
50 institutional holders with $5.0B total value (17,939,398 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Invesco. Net buying activity: 21 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,977,098$1.1B22.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC1,540,064$433.3M8.6%
3Invesco Ltd.1,256,565$353.6M7.1%
4VANGUARD CAPITAL MANAGEMENT LLC1,161,744$326.9M6.5%
5STATE STREET CORP1,036,832$291.7M5.8%
6Capital World Investors750,112$211.1M4.2%DOUBLED +103.4%
7DIMENSIONAL FUND ADVISORS LP636,505$179.1M3.6%
8Neuberger Berman Group LLC626,487$176.3M3.5%
9MORGAN STANLEY466,391$131.2M2.6%
10SILVERCREST ASSET MANAGEMENT GROUP LLC406,260$114.3M2.3%
11NOMURA ASSET MANAGEMENT INTERNATIONAL INC.399,288$112.3M2.2%
12Nuveen, LLC362,685$102.0M2.0%
13ROYCE & ASSOCIATES LP341,988$96.2M1.9%
14Hood River Capital Management LLC304,140$85.6M1.7%
15LOOMIS SAYLES & CO L P300,753$84.6M1.7%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC298,745$84.1M1.7%
17GOLDMAN SACHS GROUP INC291,701$82.1M1.6%
18WASATCH ADVISORS LP288,254$81.1M1.6%NEW
19ALLIANCEBERNSTEIN L.P.373,260$72.9M1.5%
20WELLINGTON MANAGEMENT GROUP LLP237,890$66.9M1.3%TRIM -44.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WASATCH ADVISORS LPNEW288,254$81.1M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM424,758237,890-44.0%$66.9M2026-Q1
Capital International InvestorsNEW200,000$56.3M2026-Q1
AMERIPRISE FINANCIAL INCTRIM124,12690,725-26.9%$25.5M2026-Q1
SEI INVESTMENTS COADD56,52279,692+41.0%$22.4M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/TRIM140,25578,285-44.2%$22.0M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM171,17567,448-60.6%$18.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED74463,496+8434.4%$17.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM91,25456,344-38.3%$15.9M2026-Q1
MARSHALL WACE, LLPADD24,42047,344+93.9%$13.3M2026-Q1
Select Equity Group, L.P.ADD29,62947,255+59.5%$13.3M2026-Q1
FMR LLCADD33,14542,398+27.9%$11.9M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD27,47137,708+37.3%$10.6M2026-Q1
FRANKLIN RESOURCES INCADD21,21935,386+66.8%$10.0M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED3,67324,243+560.0%$6.8M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM80,91521,945-72.9%$6.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM40,22317,693-56.0%$5.0M2026-Q1
Horizon Investments, LLCADD11,82115,818+33.8%$4.4M2026-Q1
HSBC HOLDINGS PLCADD6,90712,769+84.9%$3.6M2026-Q1
Gotham Asset Management, LLCTRIM20,31212,518-38.4%$3.5M2026-Q1
Allspring Global Investments Holdings, LLCTRIM19,70011,185-43.2%$3.3M2026-Q1
Cerity Partners LLCADD5,6767,725+36.1%$2.2M2026-Q1
AmundiDOUBLED2,7835,837+109.7%$1.6M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT30,6154,509-85.3%$1.3M2026-Q1
BANK OF MONTREAL /CAN/ADD1,7812,348+31.8%$660.7K2026-Q1
7 unique insiders with 30 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Valdez Gloria LDirectorEXERCISE197$326.96$64.4K
May 1, 2026Valdez Gloria LDirectorD106.46$326.96$34.8K
Apr 17, 2026Campbell David ADirectorAWARD0.922$314.92$290.32
Apr 17, 2026Conner Penelope MDirectorAWARD0.196$314.92$61.76
Apr 17, 2026Dewar Patrick MDirectorAWARD6.027$314.92$1.9K
Apr 17, 2026Hess Janice L.DirectorAWARD0.251$314.92$78.92
Apr 17, 2026KHILNANI VINOD MDirectorAWARD0.196$314.92$61.76
Apr 17, 2026PHILLIPPY ROBERT JDirectorAWARD5.038$314.92$1.6K
Apr 17, 2026Valdez Gloria LDirectorAWARD2.144$314.92$675.22
Feb 5, 2026PHILLIPPY ROBERT JDirectorEXERCISE1,349$238.40$321.6K
Feb 5, 2026PHILLIPPY ROBERT JDirectorD0.254$238.40$60.46
Feb 5, 2026Conner Penelope MDirectorEXERCISE1,349$238.40$321.6K
Feb 5, 2026Conner Penelope MDirectorD0.254$238.40$60.46
Feb 5, 2026KHILNANI VINOD MDirectorEXERCISE1,349$238.40$321.6K
Feb 5, 2026KHILNANI VINOD MDirectorD0.254$238.40$60.46
Feb 5, 2026Hess Janice L.DirectorD0.254$238.40$60.46
Feb 5, 2026Valdez Gloria LDirectorEXERCISE1,349$238.40$321.6K
Feb 5, 2026Valdez Gloria LDirectorD0.254$238.40$60.46
Feb 5, 2026Hess Janice L.DirectorEXERCISE1,349$238.40$321.6K
Feb 2, 2026Hess Janice L.DirectorAWARD772$233.09$179.9K
Feb 2, 2026Valdez Gloria LDirectorAWARD772$233.09$179.9K
Feb 2, 2026Hess Janice L.DirectorAWARD214.509$233.09$50.0K
Feb 2, 2026Valdez Gloria LDirectorAWARD265.992$233.09$62.0K
Feb 2, 2026Dewar Patrick MDirectorAWARD772$233.09$179.9K
Feb 2, 2026KHILNANI VINOD MDirectorAWARD772$233.09$179.9K
Feb 2, 2026Conner Penelope MDirectorAWARD772$233.09$179.9K
Feb 2, 2026Dewar Patrick MDirectorAWARD289.588$233.09$67.5K
Feb 2, 2026Campbell David ADirectorAWARD214.509$233.09$50.0K
Feb 2, 2026Campbell David ADirectorAWARD772$233.09$179.9K
Feb 2, 2026PHILLIPPY ROBERT JDirectorAWARD772$233.09$179.9K
Current analyst consensus: Strong Buy (86% buy). Based on 7 analysts: 2 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$385.00 mean target +16.9% upside Buy (1.50)
$345.00 Low $420.00 High
MetricValue
Current Price$329.46
Target Low$345.00
Target Mean$385.00
Target Median$387.50
Target High$420.00
# Analysts4
RecommendationBuy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.10 $2.07 $2.13 31.0% +0.0% 1↑ 2↓ $0.3B 14.3% 4
Next Q
2026-09-30
$2.54 $2.48 $2.59 9.6% +0.5% 0↑ 3↓ $0.4B 7.2% 4
Current FY
2026-09-30
$8.19 $8.15 $8.23 35.8% +0.2% 3↑ 0↓ $1.3B 20.1% 4
Next FY
2027-09-30
$9.14 $9.00 $9.28 11.6% -0.4% 2↑ 1↓ $1.5B 17.6% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.096
7d ago$2.095+0.001
30d ago$2.095+0.001
60d ago$2.114-0.018
90d ago$2.130-0.034
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 15, 2026 JP Morgan INITIATE Overweight
Mar 25, 2026 Deutsche Bank INITIATE Buy
Feb 9, 2026 Stephens & Co. MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262410086%
May 1, 20262410086%
Apr 1, 20262410086%
Mar 1, 20262310083%
Feb 1, 20262310083%
Jan 1, 20262310083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 15, 2026
Enforcement
HSR Early Termination: ESCO Technologies Inc.; TB Continuity II Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESCO Technologies Inc.; TB Continuity II Trust.
May 15, 2026
Enforcement
HSR Early Termination: TB Continuity II Trust; ESCO Technologies Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving TB Continuity II Trust; ESCO Technologies Inc..
May 15, 2026
Enforcement
HSR Early Termination: ESCO Technologies Inc.; TB Continuity II Trust
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESCO Technologies Inc.; TB Continuity II Trust.
May 15, 2026
Enforcement
HSR Early Termination: TB Continuity II Trust; ESCO Technologies Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving TB Continuity II Trust; ESCO Technologies Inc..
May 7, 2026
earnings
ESCO Reports Second Quarter Fiscal 2026 Results
- Q2 Sales increase 33% to $309 Million - Q2 Entered Orders increase 42% to $378 Million - Q2 GAAP EPS from Continuing Operations increases 26% to $1.
May 7, 2026
earnings_calendar
ESE Q2 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
earnings
ESCO Technologies Announces Second Quarter 2026 Earnings Release and Conference Call
<p>St. Louis , April 23, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE:ESE) will report its second quarter financial results after the marke
Apr 15, 2026
m_and_a
ESCO Announces Agreement to Acquire Megger Group Limited
ESCO Announces Agreement to Acquire Megger Group Limited
Feb 17, 2026
short_interest
FTD: ESE — 13,813 shares ($3.7M) failed to deliver
Settlement: 20260217, Price: $268.41, FTD Value: $3,707,547.33, ESCO TECHNOLOGIES INC