ESCO Technologies (ESE)

• Market cap: $4.09B
• 1 day: -0.28%
• 5 days: -3.19%
• 1 month: -2.62%
• 3 months: 20.63%
• 6 months: 24.11%
• Year to date: 20.63%
• 1 year: 53.13%
• 5 years: 129.46%
• 10 years: 310.11%
• Sector: Communication Services
• Industry: Communications Equipment

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

9% more funds holding

Funds holding: 254 [Q3] → 278 (+24) [Q4]

9% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 92

3% more capital invested

Capital invested by funds: $3.22B [Q3] → $3.32B (+$105M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.04% less ownership

Funds ownership: 96.84% [Q3] → 96.81% (-0.04%) [Q4]

33% less call options, than puts

Call options by funds: $27K | Put options by funds: $40K

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $175 10% upside
• Avg. target: $183 15% upside
• High target: $190 20% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Stephens & Co. Tommy Moll 40% 1-year accuracy 10 / 25 met price target	10% upside $175	Overweight Reiterated	27 Feb 2025
Benchmark Josh Sullivan 63% 1-year accuracy 34 / 54 met price target	20% upside $190	Buy Maintained	11 Feb 2025