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Energizer Holdings Inc

Energizer Holdings Inc

ENR
$20.23USD↓-1.99%-0.41 today

MARKET CAP

1.4B

P/E (TTM)

6.6x

FWD P/E

5.6x

DAY RANGE

$20 – $21

52W RANGE

$16
$30

AI Summary

Stalk
Buy NowMedium

ENR is in a Stage 2 advance, with price recently making a marginal new high flagged by a Bullish Exhaustion pattern. Despite weakening upside momentum at the highs, price remains above rising EMAs and the 50-day SMA, and oversold options readings support a near-term buying opportunity. The medium-term bias remains bullish, and we will buy the pullback into the 9/20/50 EMA confluence in line with a momentum strategy.

  • ↑7.2% dividend yield (43% payout) supported by $740M free cash flow.
  • ↑Gross margin up to 44% YoY from strategic pricing initiatives.
  • ↓Q2 revenue down 4% to $700M amid cautious consumer spending.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Energizer Holdings Inc. (NYSE: ENR) is a leading provider of batteries and portable lighting products, as well as a notable player in the automotive care segment. The company is recognized for its strong brand portfolio and commitment to innovation within the consumer goods sector. As Energizer navigates through macroeconomic pressures, including tariffs and evolving consumer dynamics, it focuses on strategic growth initiatives and organizational agility to enhance profitability and restore long-term cash flow.

Bull says

  • ↑7.2% dividend yield (43% payout) supported by $740M free cash flow.
  • ↑Gross margin up to 44% YoY from strategic pricing initiatives.
  • ↑Insiders purchased >$6M, signaling confidence ahead of buybacks.
  • ↑Project Momentum and product innovation target margin inflection in Q3.
  • ↑CEO forecasts Q3 organic net sales rebound amid stable categories.
  • ↑Strong brand and distribution expansion in batteries and auto-care.

Bear says

  • ↓Q2 revenue down 4% to $700M amid cautious consumer spending.
  • ↓Elevated leverage risk constrains adaptability (net debt remains high).
  • ↓Private labels gaining share, forcing promotional margins compression.
  • ↓Weak growth momentum and profitability metrics suggest headwinds ahead.
  • ↓Tariff-related cost pressures and input inflation may hurt margins.
  • ↓Management tempers macro outlook, warning on volatile consumer trends.

Investment themes with ENR

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 05-09-2026bullish

Transcript signals

Bull points

  • The second quarter marked an important step forward as disciplined execution across pricing, supply chain optimization, and an improved cost structure produced tangible results.
  • During the quarter, tariff-related developments provided an incremental benefit, further supporting our ability to restore margins while still reinvesting in the business to drive sustainable top- and bottom-line growth.
  • We expect the third quarter to mark an inflection in organic net sales supported by stable category dynamics, higher quality distribution across our portfolios, continued progress on the APS integration, and strong innovation.
Read full transcript analysis ›