Market Cap
$6.9B
ESE
ESCO TECHNOLOGIES INC
$274.42 ▲ +1.67%
Prev close $269.92Market cap$6.9B
12-mo target$390.75 (+42.4%)
High Impact Filing (9/10)27 New Institutional Positions23 Institutional ExitsCongressional Activity (4) Media & Telecom
Snapshot
The big-picture read on ESE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$6.9B
Inst. Activity
27 buys / 23 sells
SEC Reports
3
Press Releases
1
Congressional
4 trades
Price chart 30d +2.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 m_and_a
ESCO Completes Acquisition of Megger Group Limited
St. Louis, Oct. 01, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE: ESE) today announced that
Aug 25, 2026 Congress
April McClain Delaney sell
$15,001 - $50,000 — House
Aug 24, 2026 Congress
April McClain Delaney buy
$1,001 - $15,000 — House
Jul 17, 2026 Insider
PHILLIPPY ROBERT J was granted 4.983 shares
Director @ $318.52 ($1.6K)
Jul 17, 2026 Insider
Campbell David A was granted 0.912 shares
Director @ $318.52 ($290.39)
Jul 17, 2026 Insider
Conner Penelope M was granted 0.194 shares
Director @ $318.52 ($61.79)
Jun 30, 2026 Inst.
WASATCH ADVISORS LP — ADD
477,687 shares ($167.2M)
Jun 30, 2026 Inst.
Capital World Investors — TRIM
474,911 shares ($166.2M)
Analyst ratings buy % +7.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 15, 2026 | JP Morgan | INITIATE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Aug 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 3 | 1 | 0 | 0 | 83% | |
| Feb 1, 2026 | 2 | 3 | 1 | 0 | 0 | 83% |
Price targets
Where 4 covering analysts think ESE trades over the next 12 months.
$390.75 +42.4% upside Strong Buy
Current$274.42 Low$345.00 Median$399.00 High$420.00 4 analysts
$345.00$420.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.7/10.Plus 1 press releases.
NEUTRAL8-K5/10
ESCO Technologies entered into a new $1B+ senior secured credit facility (a $500M revolver, $500M Te
Jun 5, 2026
NEUTRALPRESS-RELEASE3/10
ESCO Technologies announced it will report Q2 FY2026 financial results on May 7, 2026, after market
Apr 23, 2026
BULLISH8-K9/10
ESCO Technologies announced preliminary Q2 2026 earnings that beat expectations and raised full-year
Apr 15, 2026
BULLISH7/10
ESCO Technologies announced the acquisition of Megger Group Limited for $2.35 billion in a mix of ca
Apr 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
ESCO Completes Acquisition of Megger Group Limited
St. Louis, Oct. 01, 2026 (GLOBE NEWSWIRE) -- ESCO Technologies Inc. (NYSE: ESE) today announced that it has completed the acquisition of the Megger Gr
Aug 6, 2026
earnings_calendar
ESE Q3 2026 Earnings Scheduled — 2026-08-06
Jun 30, 2026
ftd
FTD: ESE — 3,344 shares ($1.2M) failed to deliver
Settlement: 20260630, Price: $345.85, FTD Value: $1,156,522.4, ESCO TECHNOLOGIES INC
Jun 29, 2026
ftd
FTD: ESE — 27,387 shares ($9.3M) failed to deliver
Settlement: 20260629, Price: $339.88, FTD Value: $9,308,293.56, 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.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.59 | $2.55–$2.62 | 11.5% | +2.2% | 3↑ 0↓ | $0.4B | 4 |
| Next Q | $1.82 | $1.80–$1.85 | 11.0% | +0.1% | 1↑ 0↓ | $0.3B | 3 |
| Current FY | $8.36 | $8.34–$8.38 | 38.6% | +1.9% | 3↑ 0↓ | $1.3B | 4 |
| Next FY | $9.23 | $8.86–$9.51 | 10.4% | +1.5% | 4↑ 0↓ | $1.6B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.588 | — |
| 7d ago | $2.582 | +0.006 |
| 30d ago | $2.533 | +0.055 |
| 60d ago | $2.562 | +0.026 |
| 90d ago | $2.553 | +0.035 |
Institutional ownership
Which big funds own ESE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.9B total value (19,787,629 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Invesco. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,094,472 | $1.4B | 20.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,587,483 | $555.7M | 8.1% | — |
| Invesco Ltd. | 1,505,723 | $527.1M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,168,130 | $408.9M | 5.9% | — |
| STATE STREET CORP | 1,088,666 | $381.1M | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 754,650 | $264.2M | 3.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 604,176 | $211.5M | 3.1% | — |
| WASATCH ADVISORS LP | 477,687 | $167.2M | 2.4% | ADD +65.7% |
| Capital World Investors | 474,911 | $166.2M | 2.4% | TRIM -36.7% |
| MORGAN STANLEY | 454,821 | $159.2M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 288,254 | 477,687 | +65.7% | $167.2M |
| Capital World Investors | TRIM | 750,112 | 474,911 | -36.7% | $166.2M |
| Neuberger Berman Group LLC | TRIM | 626,487 | 353,125 | -43.6% | $123.6M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 6,973 | 334,828 | +4701.8% | $117.2M |
| NORGES BANK | NEW | — | 311,551 | — | $109.1M |
| FMR LLC | DOUBLED | 42,398 | 305,227 | +619.9% | $106.8M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 185,705 | 287,995 | +55.1% | $100.8M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 90,725 | 272,421 | +200.3% | $95.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 399,288 | 254,481 | -36.3% | $89.1M |
| Select Equity Group, L.P. | DOUBLED | 47,255 | 137,044 | +190.0% | $48.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 37 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 17, 2026 | PHILLIPPY ROBERT J | Director | AWARD | 4.983 | $318.52 | $1.6K |
| Jul 17, 2026 | Campbell David A | Director | AWARD | 0.912 | $318.52 | $290.39 |
| Jul 17, 2026 | Conner Penelope M | Director | AWARD | 0.194 | $318.52 | $61.79 |
| Jul 17, 2026 | Dewar Patrick M | Director | AWARD | 5.961 | $318.52 | $1.9K |
| Jul 17, 2026 | Hess Janice L. | Director | AWARD | 0.248 | $318.52 | $78.93 |
| Jul 17, 2026 | KHILNANI VINOD M | Director | AWARD | 0.194 | $318.52 | $61.79 |
| Jul 17, 2026 | Valdez Gloria L | Director | AWARD | 2.044 | $318.52 | $651.09 |
| May 1, 2026 | Valdez Gloria L | Director | EXERCISE | 197 | $326.96 | $64.4K |
| May 1, 2026 | Valdez Gloria L | Director | D | 106.46 | $326.96 | $34.8K |
| Apr 17, 2026 | Campbell David A | Director | AWARD | 0.922 | $314.92 | $290.32 |
Congressional trades
ESE trades disclosed by members of Congress, with disclosure delay.
1 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $15,001 - $50,000 | ESCO Technologies Inc | Sep 10, 2026(17d) |
| Aug 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | ESCO Technologies Inc | Sep 10, 2026(18d) |
| Aug 20, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | ESCO Technologies Inc | Sep 10, 2026(22d) |
| Aug 19, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | ESCO Technologies Inc | Sep 10, 2026(23d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESE.
Shares short
679,896
Settlement Sep 15, 2026
Change vs prior
+3.7%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All ESE filing & press-release reports (4)
- 8-K reportJun 5, 2026
- PRESS-RELEASE reportApr 23, 2026
- 8-K reportApr 15, 2026
- PRESS-RELEASE reportApr 15, 2026